May 19, 2024

News and Political Commentary

Markets are bullish, but smarter ways to play than going all in

2 min read

Martin Pelletier: Enjoy the Christmas gifts we’re being given by the markets right now, but act prudently after New Year’s Day

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What a difference a year makes, as markets are once again in rocket mode with quite the Santa Claus rally to end 2023.

It isn’t a coincidence this has happened at the same time the United States Federal Reserve turned dovish, giving investors the go-ahead to add risk back into their portfolios. As a result, the U.S. Financial Conditions index has now fallen over the past two months by the most since COVID-19 and the global financial crisis.

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Martin Pelletier

2023-12-25 09:00:07

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