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Green Book December 2024

Novembers To Remember

Big November gains in 2022 and 2023 were clearly kick-off events, while the more speculative backdrop of late 2024 makes the latest November jump look more like a blow-off. Nonetheless, market internals do not reflect a bull that’s ready to top out: The S&P 500 simply has too much companionship at recent highs, including cyclical stocks, financials, and small caps.

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Gold (84) Dollar (56) Easing (1) CPI (171) Market Rotation (2) Election (10) Inflation (585) Recession (69) Value (131) Growth (119) Factor Performance (18) Japan (48) Yen (7) Wealth Effect (9) Bank Lending (1) Resession (1) Time Cycles (6) Breakeven Rate (1) Oil (48) Treasuries (79)