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Bullish Times Ahead?
Here are three interesting tidbits about recent market drivers: Peak Fed, equity inflows and the strong November.
#1 Peak Fed: "For all of the oddities of this cycle, S&P has basically done exactly what it should have done following the peak of inflation (this analog goes back to the 1950s)," says Goldman Sachs.
[ATTACH=full]166248[/ATTACH]
Source: Goldman Sachs
#2 Buyers are back: US retail investors bought US$4.8bn of equities last week. This coincides with the peak Fed narrative as well as the sharp pullback in bond yields. Cash is being deployed from safe havens as equities become slightly more attractive.
[ATTACH=full]166249[/ATTACH]
Source: JPMorgan
#3 A massive November: The S&P 500 is on track for one of its best November gains on record. The Index has gained more than 8% fewer than 10 times since 1928. Of these standout Novembers, all but one had more gains the following year.
Key Events
ASX corporate actions occurring today:
Trading ex-div: Red Hill Minerals (RHI) – $0.10, Whitefield Industrials (WHF) – $0.102
Dividends paid: None
Listing: None
Economic calendar (AEDT):
No major economic announcements.

<blockquote data-quote="eskys" data-source="post: 1253324" data-attributes="member: 87320"><p><h2>Bullish Times Ahead? </h2><p>Here are three interesting tidbits about recent market drivers: Peak Fed, equity inflows and the strong November.</p><p><strong>#1 Peak Fed:</strong> &quot;For all of the oddities of this cycle, S&amp;P has basically done exactly what it should have done following the peak of inflation (this analog goes back to the 1950s),&quot; says Goldman Sachs.</p><p>[ATTACH=full]166248[/ATTACH]</p><h4>Source: Goldman Sachs</h4><p><strong>#2 Buyers are back</strong>: US retail investors bought US$4.8bn of equities last week. This coincides with the peak Fed narrative as well as the sharp pullback in bond yields. Cash is being deployed from safe havens as equities become slightly more attractive.</p><p>[ATTACH=full]166249[/ATTACH]</p><h4>Source: JPMorgan</h4><p><strong>#3 A massive November</strong>: The S&amp;P 500 is on track for one of its best November gains on record. The Index has gained more than 8% fewer than 10 times since 1928. Of these standout Novembers, all but one had more gains the following year.</p><h3>Key Events</h3><p>ASX corporate actions occurring today:</p><ul>
<li data-xf-list-type="ul"><strong>Trading ex-div</strong>: Red Hill Minerals (RHI) – $0.10, Whitefield Industrials (WHF) – $0.102</li>
<li data-xf-list-type="ul"><strong>Dividends paid: </strong>None</li>
<li data-xf-list-type="ul"><strong>Listing</strong>: None</li>
</ul><p>Economic calendar (AEDT):</p><p>No major economic announcements.</p></blockquote><p></p>

[QUOTE="eskys, post: 1253324, member: 87320"] [HEADING=1]Bullish Times Ahead? [/HEADING] Here are three interesting tidbits about recent market drivers: Peak Fed, equity inflows and the strong November. [B]#1 Peak Fed:[/B] "For all of the oddities of this cycle, S&P has basically done exactly what it should have done following the peak of inflation (this analog goes back to the 1950s)," says Goldman Sachs. [ATTACH=full]166248[/ATTACH] [HEADING=3]Source: Goldman Sachs[/HEADING] [B]#2 Buyers are back[/B]: US retail investors bought US$4.8bn of equities last week. This coincides with the peak Fed narrative as well as the sharp pullback in bond yields. Cash is being deployed from safe havens as equities become slightly more attractive. [ATTACH=full]166249[/ATTACH] [HEADING=3]Source: JPMorgan[/HEADING] [B]#3 A massive November[/B]: The S&P 500 is on track for one of its best November gains on record. The Index has gained more than 8% fewer than 10 times since 1928. Of these standout Novembers, all but one had more gains the following year. [HEADING=2]Key Events[/HEADING] ASX corporate actions occurring today: [LIST] [*][B]Trading ex-div[/B]: Red Hill Minerals (RHI) – $0.10, Whitefield Industrials (WHF) – $0.102 [*][B]Dividends paid: [/B]None [*][B]Listing[/B]: None [/LIST] Economic calendar (AEDT): No major economic announcements. [/QUOTE]

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