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Equity Funding Spreads Explode Amid Institutional Panic To Buy Stocks

After a brief correction from the post-election peak, US equities have continued to push higher, rising for two consecutive weeks to new all time high, with stocks rising 8 of the past 9 sessions, lifting the S&P comfortably above the 6,000 mark.

equity funding spreads explode amid institutional panic to buy stocks

The move has been driven by solid Q3 earnings (NVDA, WMT), reduced uncertainty around Trump’s cabinet picks (Bessent), and favorable year-end seasonality.

via December 1st 2024