Fed & Election Move Markets
Virtually all risk assets were higher last week after the election results and another rate cut by the Fed.
Virtually all risk assets were higher last week after the election results and another rate cut by the Fed.
It's usually said that markets trade ahead of the economy. So is the economy catching up?
Both equities and fixed income edged lower last week as volatility picked up.
Markets shifted last week as tech names gave way to "value" stocks.
Growth stocks rebounded last week, but AI-related names did not participate as much in the rebound.
Equities generate small gains in the first week of the 4th quarter as an election looms.