MARKETING DECK: Stay on Target - Trump "put" + Fed "put" Positive for stocks

MARKETING DECK: Stay on Target - Trump put + Fed put Positive for stocks
MARKETING DECK: Stay on Target - Trump put + Fed put Positive for stocks
MARKETING DECK: Stay on Target - Trump put + Fed put Positive for stocks

Probabilities favor a Thanksgiving Rally…
Treasury Sec. annc’t removes “uncertainty” Trump “put”
Fed “slowing cuts” still dovish Fed “put”
▪ Nvidia earnings a “clearing event”
▪ Markets pulled back to support
▪ $7 trillion cash on sidelines

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Attached below is our latest marketing deck as of 11/21.

Please CLICK HERE to access the presentation in PDF format.

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Key incoming data November:

  • 11/1 8:30 AM ET: Oct Non-Farm Payrolls Tame
  • 11/1 9:45 AM ET: Oct F S&P Global Manufacturing PMI Tame
  • 11/1 10:00 AM ET: Oct ISM Manufacturing PMI Tame
  • 11/4 10:00 AM ET: Sep F Durable Goods Orders Tame
  • 11/5: US Presidential Election 2024
  • 11/5 8:30 AM ET: Sep Trade Balance Tame
  • 11/5 9:45 AM ET: Oct F S&P Global Services PMI Tame
  • 11/5 10:00 AM ET: Oct ISM Services PMI Mixed
  • 11/7 8:30 AM ET: 3Q P Non-Farm Productivity Tame
  • 11/7 8:30 AM ET: 3Q P Unit Labor Costs Mixed
  • 11/7 9:00 AM ET: Sep F Manheim Used vehicle index Tame
  • 11/7 2:00 PM ET: Nov FOMC Decision Dovish
  • 11/8 10:00 AM ET: Nov P U. Mich. Sentiment and Inflation Expectation Tame
  • 11/12 6:00 AM ET: Oct Small Business Optimism Survey Tame
  • 11/12 11:00 AM ET: Oct NY Fed 1yr Inf Exp Tame
  • 11/13 8:30 AM ET: Oct CPI Tame
  • 11/14 8:30 AM ET: Oct PPI Tame
  • 11/15 8:30 AM ET: Oct Retail Sales Data Tame
  • 11/15 8:30 AM ET: Nov Empire Manufacturing Survey Hot
  • 11/18 10:00 AM ET: Nov NAHB Housing Market Index Tame
  • 11/18 4:00 PM ET: Sep Net TIC Flows Hot
  • 11/19 9:00 AM ET: Oct M Manheim Used vehicle index Mixed
  • 11/21 8:30 AM ET: Nov Philly Fed Business Outlook Tame
  • 11/21 10:00 AM ET: Oct Existing Home Sales Tame
  • 11/22 9:45 AM ET: Nov P S&P Global Manufacturing PMI Tame
  • 11/22 9:45 AM ET: Nov P S&P Global Services PMI Tame
  • 11/22 10:00 AM ET: Nov F U. Mich. Sentiment and Inflation Expectation Tame
  • 11/25 8:30 AM ET: Oct Chicago Fed Nat Activity Index
  • 11/25 10:30 AM ET: Nov Dallas Fed Manuf. Activity Survey
  • 11/26 9:00 AM ET: Sep S&P CoreLogic CS home price
  • 11/26 10:00 AM ET: Nov Conference Board Consumer Confidence
  • 11/26 10:00 AM ET: Oct New Home Sales
  • 11/26 2:00 PM ET: Nov FOMC Meeting Minutes
  • 11/27 8:30 AM ET: Oct PCE Deflator
  • 11/27 8:30 AM ET: 3Q S 2024 GDP
  • 11/27 10:00 AM ET: Oct P Durable Goods Orders

Economic Data Performance Tracker 2024:

MARKETING DECK: Stay on Target - Trump put + Fed put Positive for stocks

Economic Data Performance Tracker 2023:

MARKETING DECK: Stay on Target - Trump put + Fed put Positive for stocks

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