Great Rotation?
Despite the politically consequential events in Pennsylvania the weekend before, the assassination attempt appeared not to have been that much of a game-changer on Wall Street since a Trump victory in November had been pretty much assumed already and was then simply priced in more strongly than ever over the course of the week. But there were plenty of other factors in play during what ended up being quite a wild few days.
Wall Street didn’t miss a beat and picked up on Monday right where it had left off the previous Friday; gains across the board on the back of interest rate cut optimism -…
The skinny
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