Falling Rates Are Challenging “Increasing Supply” Narrative

The equity markets are responding to a combo of resilient earnings growth, falling rates, and declining inflation, notes Todd Jones. He discusses the takeaways from November’s equity rally. He talks about how he looking to trim back some of the Magnificent 7 stocks as opposed to outright selling. He highlights that falling rates are challenging a lot of the “increasing supply” narrative right now. He then goes over why gold (/GC) could be a fit for your portfolio. Tune in to find out more about the stock market today.