5 reasons 2025 tracking above our "base case" (so far) = good.

VIDEO: 2025 is tracking better than our original expectations made in early Dec with 5 primary reasons driving this.

Please click below to view our Macro Minute (duration: 3:42).

The S&P 500 is up +3.7% so far in January with supportive recent declines in USD, US 10-yr yields and VIX (volatility). And 4Q24 earnings season is underway, which has been positive overall. So, stocks are going up for the "right" reasons:

Ther...

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