HIGHLIGHTS

  • Four Key Areas of Policy and Politics That Matter Most to Markets
  • Economic Numbers: What you need to know
  • Market Multiple Table (January Update)
  • Can Stocks Go Back-to-Back-to-Back?
  • Hard Landing/Soft Landing Scoreboard

STOCKS

SOURCE: Factset and Vann Equity Management Research Team

“Stocks rebounded last week thanks to better-than-feared CPI/PPI data that eased worries the Fed was about to pause rate cuts.”

  • 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 January 2025 – Click here to read entire article

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