Financial Market Insight | November 2024
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.