December 2024 – The Big Move

December outlook remains bullish: S&P 500 poised to rally, supported by small- and mid-caps, falling rates, and a peaking dollar. Watch for a crude oil rebound and continued crypto gains fueled by bullish seasonality and the Trump trade.

December 1, 2024 Observations

Strong macro backdrop supports an S&P 500 year-end rally. Dollar, rates have peaked, and small-caps are rising. Watch jobs data ahead of a potential Fed rate cut.