HIGHLIGHTS

  • Why the Bullish Thesis Got Stronger
  • Market Preview:Does the S&P 500 Breakthrough 6,000?
  • Economic: What you need to know in English
  • What the Trump/Republican Victory Means for Markets
  • What the Fed Rate Cut Means for Markets

STOCKS

SOURCE: Factset and Vann Equity Management Research Team

“Stocks surged following more Goldilocks economic data and following the Republican sweep in
the election, which will result in more pro-growth economic policies.”

  • What is Outperforming: Defensive sector, minimum volatility, and sectors linked to higher rates have relatively outperformed recently as markets have become more volatile.
  • What is Underperforming: Tech/growth and high valuation stocks have lagged as yields have risen.
Financial Market Insight November 2024 – Click here to read entire article

Posted in Blog