The
S&P 500 is now up 25% in 2024, the best start to a year
since 1997 and 12th best in history.
|
00:01 - 12/11/24
|
|
|
|
|
|
US Investment
Grade Credit Spreads have moved down to 0.80%, their
tightest levels since March 2005.
|
|
|
|
|
|
Corporate
bond spreads are falling to 1998 levels. There is appetite
for credit post elections. One reason could be the proposed
corporate tax cuts. |
|
|
|
|
|
Fundamental hedge funds have been de-grossing ahead of the
election back to levels not since early 2023, per Goldman
|
|
|
|
|
|
It’s US election day. Contrary to how the year
started out, it’s shaping up to be a very exciting election
with results “too close to call”.
|
|
|
|
|