The Chase Is on to Year End in Markets: Newedge's Dawson

The video discusses the current market resilience and uptrend, highlighting the influence of seasonality and positioning. It examines the potential challenges in 2025, focusing on stretched positioning, sentiment, and earnings expectations. The discussion shifts to small caps, emphasizing the need for earnings support and the high growth expectations. The video concludes with a focus on the positioning chase, neutrality, and the importance of earnings delivery amidst valuation concerns.

What is the current market trend discussed in the video?

• A strong downtrend

• A sideways trend

• A volatile trend

• A strong uptrend

What percentile is the market positioning currently in, according to the video?

• 95th percentile

• 85th percentile

• 70th percentile

• 50th percentile

What are the potential challenges mentioned for early 2025?

• Low market liquidity

• High inflation rates

• Stretched positioning and sentiment

• Decreasing interest rates

What was the performance of the Russell index in November?

• Up 5%

• Up 8%

• Up 11%

• Up 15%

What is the expected growth for small caps based on current consensus?

• 65%

• 50%

• 35%

• 20%