Market Focus
Will US Financials Continue To Outperform?
The steepening of the yield-curve powered the outperformance of the S&P 500 Financials relative to the overall market since the spring of 2023 banking crisis. This sector returned 30.1% over this period, against 27.3% for the S&P 500. Our US…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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