Shifting Tides: Can Markets Stay Strong?

Economic strength and sector rotation are reshaping market dynamics.

Market Trends Last Week

Election Rally and Bond Yields:

• Stocks surged post-election while bond yields spiked toward yearly highs.

• Markets started strong, pushing the S&P 500 to a record 6,010 by Tuesday, but rolled over mid-week.

Rates & Economic Signals:

• The 10-year yield climbed from 4.30% to 4.50%, driven by a mix of better-than-expected economic data and…