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M&A pickup will likely accelerate after election results: BofA

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• STOXX
• US2000
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• VIX

Barclays favors US growth stocks on Big Tech strength

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Small-cap stocks face delicate balance between Trump boost and inflation risks

U.S. small-cap stocks rise post-Trump election victory, but concerns over inflation and high debt levels prompt cautious investor sentiment regarding their future performance.

• DXY
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• US10YT=X
• US2000
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What are the economics of the Trump trade: BofA

Bank of America discusses market reactions to Trump's win, highlighting expected tariffs, rising rates, and deregulation effects across various sectors, affecting smaller companies and labor-intensive industries.

• IYW
• NDX
• US2000
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• XLF

BofA clients bought ETFs during election week at the fastest pace in a year

During election week, Bank of America clients became net buyers of US equities, marking significant inflows in large caps and corporate buybacks reaching record highs.

• AXJO
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• HK50
• JP225
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• NDX
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Post election market rally could stall on profit taking, Citi says

Citi strategists caution that profit-taking may limit gains in the post-election equity rally, though bullish positioning remains strong across US indexes.

• BTC/USD
• COIN
• HK50
• JP225
• RIOT
• TSLA
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• USD/CNY
• USD/JPY

Morning Bid: Trump-fueled records without momentum, or bonds

The article discusses market reactions to Trump's election win, the rise of cryptocurrencies, and mixed performance in Asian markets, highlighting economic data to watch in the coming days.

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• CSCO
• DIS
• DJI
• HD
• IXIC
• NDX
• OXY
• RUI
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Dow Jones, Nasdaq, S&P 500 weekly preview: Markets await CPI, retail sales data

The stock market reached new highs with substantial weekly gains post Trump's election. Positive economic data and upcoming earnings reports are crucial for market sentiment.

• BTC/USD
• COIN
• DJI
• NDX
• RIOT
• TSLA
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Futures build on Trump-fueled rally; Tesla jumps

U.S. stock index futures rose post-election as investors await economic data, with Tesla surging and crypto stocks rallying amid strong market optimism and expected interest rate cuts.

• ESZ24
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US equity valuations stretched, have ‘less room to run’: RBC

RBC Capital Markets reports stretched US equity positioning and valuations, suggesting limited expansion potential and cautioning against short-term pullbacks amid political and geopolitical uncertainties.