U.S. sectors, November’s recap
Last Update: 25/12/2024
How did the situation on the S&P500 equity sectors evolve in November after the U.S. elections? We see this by analyzing the returns.
Our heatmap shows the monthly returns of the sectors that make up the S&P500 index. In this chart we note the widespread deep green in the past month of November. In particular, performance was brilliant for technology and consumer discretionary. It is precisely the consumer discretionary sector that performed best last month, a clear sign of investor confidence in the spending power of U.S. consumers.
December seems to have begun with the same preferences, namely technology and consumer discretionary still in positive territory, slowing-but it is obviously very early for the other sectors caught up in the post-election euphoria.
