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Monthly sector update - December 2024

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The S&P 500 posted its biggest monthly gain of the year in November as the market responded to election results. While all sectors registered monthly gains for the first time since March, leadership in November was decidedly more cyclical than defensive. The reactions from several sectors since the election have followed the 2016 script closely.

Ned Davis Research | Equities | U.S. Sector & Industry Focus | Weekly

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