Check out the accompanying pdf and chart collection. Executive Summary: In the spirit of the season, Jackie reflects on two sources of US investors’ gratitude—lower fuel prices and the stock market rally. … A confluence of factors has driven down fuel prices as Americans set out on their Thanksgiving travels, including record-high US oil production and lower-than-expected demand from China. … Interest-rate-sensitive industries have outperformed in recent weeks’ stock-market rally as investors lay bets that the Fed is done tightening. The rally has bumped three S&P 500 sectors to ytd gains above 30%. … And our Disruptive Technologies focus: hand-softening technology for robots, courtesy of 3-D printing.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →