What The US Equity Market Has Been Thankful For
Update: 2025-12-08
Description
The big things you need to know:
- First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.
- Second, a few signals from our year-ahead outlook analysis have shifted over the past week.
- Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.
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