The View from 5th Avenue

The View from 5th Avenue – 1 December 2023

December is off to a rocking start and its clear there’s one thing on every investor’s Christmas list… cuts! Powell took the podium not once but twice today in an attempt to reign in the market’s eager reception of dovish FedSpeak and cooler inflation data this week, but as usual, his rhetoric went in the ear and out the other. Indices marched North as the S&P eyed its July high of 4607, though the Russell stole the show after crossing its 200d mva (+2.96%). Financials continued their move high…

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