Скачать или смотреть Market Discussion with Piper Sandler Analyst Scott Smith

Watch this video as Event Trader chats with Technical Analyst Scott Smith to discuss:

Major Market Uptrend Intact: Equity markets continue their strong uptrend, with major averages reaching new highs and supported by expanding market breadth.

Policy and Economic Tailwinds: A stronger U.S. Dollar, lower interest rates, and reduced regulatory burdens under a Trump presidency and a Republican Congress are expected to create a favorable investment backdrop for SMID-cap growth stocks in 2025.

Third-Year Bull Market Dynamics: Historically, the S&P 500 (SPX) has averaged a 5.2% return in the third year of a bull market, while SMID-caps often deliver double-digit returns as the market broadens out.

Bull Market Longevity: At approximately 540 trading days, the current bull market is still in its early stages compared to the average post-WWII bull market duration, indicating potential for further upside.

Russell 2000 Resurgence: The Russell 2000 index has not reached a new record high in three years, suggesting it is overdue for a breakout and poised to outperform the SPX in the coming year.

Presidential Cycle Insights: Analysis of the Presidential Cycle shows SMID-caps tend to outperform Large-caps during political transitions, with Mid-caps often leading the way.

Momentum Shift to SMID-caps: After two years of over 20% gains in the SPX (Large-cap stocks), Small- and Mid-cap (SMID-cap) stocks have begun gaining momentum, a trend that started in July and is expected to accelerate through 2025.