<description>&lt;p&gt;The big things you need to know:&lt;/p&gt;&lt;ul&gt;&lt;li&gt;First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.&lt;/li&gt;&lt;li&gt;Second, a few signals from our year-ahead outlook analysis have shifted over the past week.&lt;/li&gt;&lt;li&gt;Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.&lt;/li&gt;&lt;/ul&gt;&lt;br/&gt;</description>

RBC's Markets in Motion

RBC Capital Markets

What The US Equity Market Has Been Thankful For

DEC 8, 20257 MIN
RBC's Markets in Motion

What The US Equity Market Has Been Thankful For

DEC 8, 20257 MIN

Description

The big things you need to know:First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates.Second, a few signals from our year-ahead outlook analysis have shifted over the past week.Third, there have been a few interesting twists and turns in positioning since Thanksgiving week in terms of sectors and factors.