The economy is on a solid growth track and the S&P 500 (SPY) is making new highs once again. Even better are small caps making up for lost time with a 2 to 1 beating of their large cap peers in November.
Most things are pointing towards more stock upside. However, the recent stalling of inflations decline does call into question the pace of Fed rate cuts. Not just for the next meeting on 12/18, but as we move into 2025.
