growing seasonal trade

Weekly Update

Post-election Euphoria


Published November 15, 2024

 

Sifting through the post-election results: stock indexes have been big winners, cryptocurrencies have gone “to the moon”, interest rates have continued to move higher. Within the stock indexes, banks, energy, and consumer discretionary sectors have been the beneficiaries of the “Trump Trade” while typically defensive sectors have not participated. Below, we post an assortment of analyses and outlooks to provide what markets are wrestling with currently. (more…)