S&P 500 December Outlook—We Expect bullish momentum into year end catalyzed by a roll-over in interest rates.
Bullish momentum for US equities is strong and we expect the good times to last through year-end at least.
December 1, 2024
Author: Patrick Torbert
Patrick Torbert
Patrick Torbert is a veteran financial market analyst who is currently the Editor and Chief at ETF Insight a NY based full-service content, TV, video podcast and digital marketing firm that represents several ETF issuers. Patrick brings 20+ years of experience from Fidelity Asset Management where he most recently served as an equity and multi-asset analyst.
Technology Sector December Outlook: We Give the Sector the Benefit of the Doubt Despite Recent Consolidation
Consolidation at the sector level is getting long in the tooth, but we continue to give the Technology shares the benefit of the doubt.
December 1, 2024
Financials Sector December Outlook—Financials enter December as our highest scoring Sector based on our Technical and Macro inputs
Technicals underpinning the current outperformance trend are strong. The backdrop of long-term sector-level underperformance makes this a very intriguing setup for the bull.
December 1, 2024
Communication Services Sector December Outlook—Broad upside participation from Legacy Industries has Boosted the Sector
Surprising strength from Media and Entertainment industries has added luster to a sector typically supported by its Mag7 pillars
December 1, 2024
Real Estate Sector December Outlook—6-Month Bullish Reversal Showing Signs of Fatigue
Investors have broadly preferred higher beta exposure over the past 3 months
December 1, 2024
Healthcare Sector December Outlook—Healthcare Stocks Continue to Lag
Not enough going right technically or fundamentally to believe in a durable rebound for the Healthcare Sector
December 1, 2024
Consumer Staples December Outlook—We See Potential for Staples Outperformance in the Near-term
We think the marginal dollar goes into lower vol. sectors this month if rates roll over as we expect.
December 1, 2024
Consumer Discretionary Sector December Outlook—Bullish Reversal Showing Upside Follow-through, We Remain Bullish on Discretionary
The consumer has shown resilience. If rates roll over, that would be an added tailwind.
December 1, 2024
Industrials Sector December Outlook—Industrials Continue to show Steady Improvement
The diversity of business lines within the Industrials Sector is a benefit when the economy is growing, and cyclicality is preferred
December 1, 2024
Energy Sector December Outlook—Crude and Commodities Prices Remain Soft and We are Back on the Sidelines
Weakness in the barrel price belies the near-term strength in Energy equities
December 1, 2024