The post-election period produced the best month of the year for equities with the S&P 500 Index climbing by almost +6% as seen in the table below from Bespoke Investment Group.
Optimism is high for a continuation of the rally through the end of the year supported by the fact that December historically has the highest probability of a positive monthly return (+83%) during an election year as highlighted by Carson Research.
As we have discussed many times, the market abhors uncertainty, and right now the lens is firmly focused on potential tariff policies. Headline volatility could cause some short-term disruptions, but more importantly, the specter of negative impacts from tariffs remains the primary concern for 2025 as the Goldman Sachs client survey results illustrate.
December 2, 2024
The post-election period produced the best month of the year for equities with the S&P 500 Index climbing by almost +6% as seen in the table below from Bespoke Investment Group.
Optimism is high for a continuation of the rally through the end of the year supported by the fact that December historically has the highest probability of a positive monthly return (+83%) during an election year as highlighted by Carson Research.
As we have discussed many times, the market abhors uncertainty, and right now the lens is firmly focused on potential tariff policies. Headline volatility could cause some short-term disruptions, but more importantly, the specter of negative impacts from tariffs remains the primary concern for 2025 as the Goldman Sachs client survey results illustrate.