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Amazing.
Just 10 companies made up a record 37% of S&P 500 market
capitalization during 2024.
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00:01 - 26/11/24
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Is the market expensive here? It depends on where
you look, but according to the trailing P/E of the S&P 500,
it's the fourth highest valuation in well over a century! |
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Investors really love financials
here. The promise of less regulatory scrutiny under the
Trump admin is one driver of inflows, which were the largest
since February of 2022 over the last four weeks!
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Tech has
had an incredible run. But we're seeing signs of a broader
market rotation into 'old economy stocks'
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A surge in euro-area inflation back
above 2% is unlikely to bother ECB policymakers intent on
loosening constriction for the region’s souring economy
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