Wow, the 2024 rally in credit risk has fresh legs! Equity and credit spreads have both been ‘on the rally’ since the election, with risk taking sentiment supercharged and historically significant levels on valuations getting breached.

Highlights from the week of November 8 – November 14, 2024.

A still strong consumer and stabilized (but not lower) inflation caused the markets to sell off this week as rate cut odds fell.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

Earlier this year in August, Japanese equities experienced their largest single-day drop since 1987.

Post-election results led to calming and rising markets as both stock and bond prices rose over the week.

President-Elect Donald Trump’s proposed economic policies include increased tariffs, sweeping tax cuts, and large-scale deportations of undocumented immigrants.

Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.

Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.