Rates are rolling over and the Bull is in control. Growth exposures (as expected) are benefitting.
Growth in the Driver’s Seat, Bull in the Driver’s Seat
S&P futures down 0.1% Friday morning after a mostly lower Thursday session. US equities are on track for a mixed weekly performance, with tech leading
S&P futures are little changed Thursday morning after US equities closed higher Wednesday, with the S&P, Dow, and Nasdaq all at record highs. Tech outperformance
Outside of Singapore and Argentina, very little is compelling in the ex-US equity space.
S&P futures up 0.3% in Wednesday morning trading, following a mixed Tuesday session where the S&P rose for the 10th time in 11 sessions and
S&P futures are little changed Tuesday morning following a mixed Monday session where tech strength lifted the S&P 500 and Nasdaq, while cyclicals underperformed. Treasuries
In a lengthening bull market, is it time to revisit concept stocks?
Elev8 Sector Rotation Portfolio: November Attribution Report Our Elev8 Model logged a successful month in November (please see our new Elev8 December Positioning). Our positioning
S&P futures off 0.1% Monday morning following a strong November rally, with the S&P 500 up 5.5% for its best month of 2024. Asian markets
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