The View from 5th Avenue

The View from 5th Avenue – 25 November 2024

It was all about the headlines today as traders had to digest news across multiple sectors, but no headline was bigger than President Trumps appointment of Scott Bessent as Treasury Secretary. The pick was lauded by Wall Street given Bessent deep ties and success in the financial industry. More importantly, his view that the US deficit has reached unmanageable levels and the need to control government spending to reduce that deficit resonates with many investors. He may also be able to take a m…

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