Financial market overview

What the Shift to ‘Fiscal Dominance’ Means for Markets

2024.09.02 04:27

Unnoticed by the vast majority of investors, a major macro regime change is underway.

Fiscal Policy

This could prove to be a catalyst for a major regime change in financial markets in coming years.

US Top 1000 Stocks Valuation

Already it appears that an important shift in the stock market has occurred.

AI Investments

As such, it would suggest that investor preferences could be poised to do the same.

Shifts in S&P 500 Sector Leadership

However, it would likely pay to be highly selective in such an environment.

Russell 2000-Buying Low



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