Part 1/4:
The Market's Shifting Landscape: Navigating the Risks and Rewards in the Final Weeks of 2024
As the year 2024 draws to a close, the stock market finds itself in a unique position. With the S&P 500 on pace for a second straight 20% annual gain, investors are grappling with the question of how the risk/reward equation will play out in the remaining six weeks of the calendar year.
Separating the Trump Trades
According to Lauren Goodwin, the market is currently trying to discern which of the "Trump trades" to fade and which to follow. The key, she suggests, is to focus on the trades that are not solely supported by potential policy changes, but rather those that are rooted in underlying economic trends that may be accentuated by the new administration's policies.