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Foreign investors have withdrawn nearly Rs 20,000 crore from Indian stock markets in just five trading days (November 4–8), continuing a trend of large-scale selling that began last month. Experts say investors are now moving their money to China, largely due to the high valuations presently prevailing in Indian markets. In early November, FPIs have offloaded as much as Rs 19,994 crore in Indian markets. The month prior, i.e., October, was one of the worst months in terms of foreign outflows, with FPIs making a net withdrawal of Rs 94,017 crore. Before this, Indian markets faced such a situation during the pandemic, when FPIs withdrew Rs 61,973 crore from equities in March 2020. <h2>Why Are Investors Leaving? </h2>According to Himanshu Srivastava of Morningstar Investment Research India, two main factors are driving this exodus. First is China's renewed appeal due to lower stock valuations and new economic stimulus measures. In a bid to nudge the domestic economy and bail state governments, China recently approved a 10-trillion yuan (US $1.4 trillion) package. Per reports, approximately 60% of this stimulus focuses on allowing local governments to refinance the mountain of debt on them. Srivastava explains foreign investors are also flocking to US dollar and Treasury yields, which have appreciated significantly in the recent past, leading FPIs to anticipate a stronger US economy going ahead. Moreover, high valuations in Indian markets are discouraging foreign investors from putting more money in the economy. As a result, over the past week, the selling pressure eroded Rs 74,563 crore in market value for Reliance Industries, while Bharti Airtel and ICICI Bank lost Rs 26,274 crore and Rs 22,254 crore, respectively. The combined market valuation of six of the top 10 most-valued firms dipped by Rs 1,55,721.12 crore last week. <h2> Silver linings</h2>Despite the ongoing outflux of funds since last month, November also saw unprecedented applications of about 40–50 new FPI registrations, which are eyeing to enter the Indian market. This was due to markets SEBIs recent relaxation to NRIs, permitting them to participate up to 100% and announcing measures for ease of entry and operations in India. On the other hand, FPIs invested Rs 599 crore in the debt general limit and Rs 2,896 crore in the debt voluntary retention route (VRR) during the period under review. So far this year, FPIs have invested Rs 1.06 lakh crore in the debt market. <li class="whitespace-normal break-words"></li>Going ahead, investors will be looking for certain macroeconomic cues, which include corporate earnings reports, India's inflation (CPI) and industrial production (IIP) data on November 12, the US inflation report on November 13, and wholesale price index (WPI) data on November 14.

FPIs withdraw nearly Rs 20,000 crore from equities in the last 5 trading sessions, make a beeline for China and US

18 stocks to buy now, including the top tactical options trades to make ahead of earnings, according to Goldman Sachs

<ul class="summary-list"><li>The stock market is hovering near record highs after getting a boost from Donald Trump's election win.</li><li>Bonds, meanwhile, have seen a sharp sell-off since the election.</li></ul>With market enthusiasm around Donald Trump's presidential election victory pushing <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/trump-election-win-stock-market-today-record-high-sp500-dow-2024-11">stocks</a> and <a target="_blank" class="" href="https://markets.businessinsider.com/news/currencies/bitcoin-record-price-outlook-crypto-trump-election-digital-assets-altcoins-2024-11">crypto</a> to record highs. JPMorgan says investors looking for signs of rally fatigue should be watching the Treasury bond market.In new research, the firm's equity-strategy team pinpointed the 5% level on the 10-year Treasury yield as a possible inflection point for US equities. It is currently trading at about 4.3%."We think that around 5% the impact of bond yields on equity valuations starts to turn, from positive/reflationary one, into the rising concerns over the sustainability of the upcycle and the increasing risk of accidents," the team, led by head of global equity strategy Mislav Matejka, wrote on Monday.Government-bond yields went on a tear following Trump's win on expectations that the president-elect's immigration and protectionist trade policies would <a target="_blank" class="" href="https://www.businessinsider.com/donald-trump-election-win-high-inflation-risk-tariffs-deportations-taxes-2024-11">drive inflation</a>, forcing the Federal Reserve to rate rates. The 10-year note surged as much as 21 basis points to 4.47% on November 6, the day after the election.Adding to upward pressure on bond yields is the prospect that so-called "bond vigilantes" could register their displeasure with a ballooning federal deficit by selling Treasurys."If the Trump administration runs excessively stimulative fiscal policy, with lots of spending and tax cuts, leading to even wider deficits, I think then that may cause the bond vigilantes to push yields up to levels that create problems for the economy," Ed Yardeni, the president of Yardeni Research, <a target="_blank" class="" href="https://www.nytimes.com/2024/11/09/business/dealbook/trump-economy-bonds.html">told DealBook</a> on November 9.In the absence of a move above 5% in the 10-year Treasury, JPMorgan says the market's near- to medium- term direction will be dictated by which policies Trump prioritizes.JPMorgan sees struggles in stocks if the elect's second term kicks off with immigration curbs and higher tariffs. Meanwhile, Trump focusing on tax cuts would be a stocks-positive outcome, the firm said.

JPMorgan says watch this market threshold for when the Trump bump in stocks will end

<ul class="summary-list"><li>Stock index trades were mixed Tuesday morning.</li><li>Estimate-beating earnings from three banks set a positive tone on Tuesday.</li></ul>Stocks were mixed Tuesday morning as traders assessed the latest earnings, though several results before the bell helped strike a positive tone in early trading.A trio of Wall Street banks — Citigroup, Goldman Sachs, and Bank of America — all topped third-quarter estimates, potentially giving more firepower to this week's rally.Stocks notched a winning session on Monday that drove the <a target="_blank" href="https://markets.businessinsider.com/index/s&amp;p_500?utm_medium=ingest&amp;utm_source=markets">S&amp;P 500</a> and <a target="_blank" href="https://markets.businessinsider.com/index/dow_jones?utm_medium=ingest&amp;utm_source=markets">Dow Jones Industrial Average</a> to record closing highs. Estimate-beating reports from JPMorgan and Wells Fargo last week are also helping drive bullish momentum, though gains were more muted as trade kicked off on Tuesday. International oil prices were down sharply, with Brent crude falling 4.27% to $74.15.Though Middle Eastern tensions sparked a rush in oil prices this month, the market's depreciation follows reports that Israel will limit its retaliation against an earlier Iranian missile strike.While earnings will be this week's focal point, investors will also watch for September's retail sales and initial jobless claims to release on Thursday. Among Fed commentary, governor Adriana Kugler and president Mary Daly will speak on Tuesday.Here's where US indexes stood shortly after the 9:30 a.m. opening bell on Tuesday:<ul><li><a target="_blank" href="https://markets.businessinsider.com/index/s&amp;p_500?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">S&amp;P 500</a>: 5,864.41, up 0.08%</li><li><a target="_blank" href="https://markets.businessinsider.com/index/dow_jones?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">Dow Jones Industrial Average</a>: 42,791.76, down 0.63% (-273.46 points)</li><li><a target="_blank" href="https://markets.businessinsider.com/index/nasdaq_composite?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">Nasdaq composite</a>: 18,534.01, up 0.14%</li></ul>Here's what else is going on:<ul><li><a target="_blank" href="https://markets.businessinsider.com/news/stocks/financial-stocks-bank-cyclicals-investment-advise-jobs-data-morgan-stanley-2024-10?_gl=1*co3rbk*_ga*MTMxNDIwNDI1Ni4xNjc1Njg3OTU4*_ga_E21CV80ZCZ*MTcyODk5NDM3MS43MjkuMS4xNzI4OTk1OTI5LjYwLjAuMA..">Financial stocks are being woefully underappreciated by investors</a>, Morgan Stanley says.</li><li><a target="_blank" href="https://markets.businessinsider.com/news/stocks/stock-market-outlook-crash-collapse-black-swan-nassim-taleb-bubble-2024-10?_gl=1*l21opq*_ga*MTMxNDIwNDI1Ni4xNjc1Njg3OTU4*_ga_E21CV80ZCZ*MTcyODk5NDM3MS43MjkuMS4xNzI4OTk2MDU3LjEwLjAuMA..">Risk of collapse looms as markets are the most fragile in 20 years</a>, says "Black Swan" author Nassim Taleb.</li><li><a target="_blank" href="https://www.businessinsider.com/us-recession-risk-soft-landing-labor-unemployment-rate-consumer-confidence-2024-10">The US risks being caught off-guard by a recession</a>, Paul Dietrich says.</li><li><a target="_blank" href="https://www.businessinsider.com/fed-waller-rate-cuts-easing-hot-economy-monetary-policy-2024-10">Fed Governor Waller wants "more caution" on Fed rate cuts as economic data stays hot.</a></li><li><a target="_blank" href="https://markets.businessinsider.com/news/stocks/stock-market-outlook-overvalued-sp500-bullish-earnings-momentum-rally-valuations-2024-10?_gl=1*1vwi8z1*_ga*MTMxNDIwNDI1Ni4xNjc1Njg3OTU4*_ga_E21CV80ZCZ*MTcyODk5NDM3MS43MjkuMS4xNzI4OTk2NTMxLjYwLjAuMA..">The stock market is overvalued by 8%, but Piper Sandler says that's no reason to sell</a>.</li></ul>In commodities, bonds, and crypto:<ul><li><a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price?type=wti&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">West Texas Intermediate</a> crude oil dropped 4.19% to $70.73 a barrel.<a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price?utm_medium=ingest&amp;utm_source=markets"> Brent crude</a>, the international benchmark, fell 3.92% to $74.41 a barrel.</li><li><a target="_blank" href="https://markets.businessinsider.com/commodities/gold-price?utm_medium=ingest&amp;utm_source=markets">Gold</a> was nearly flat at $2,666.4 an ounce.</li><li>The 10-year Treasury yield slid two basis points to 4.049%.</li><li><a target="_blank" href="https://markets.businessinsider.com/currencies/btc-usd?utm_medium=ingest&amp;utm_source=markets">Bitcoin</a> was inched 0.07% lower to $65,918.</li></ul>

Stock market today: Indexes trade mixed as investors sift through big bank earnings

<ul class="summary-list"><li>The stock market's postelection rally appears disconnected from fundamentals, David Rosenberg said.</li><li>He pointed to signs of weaknesses among businesses, with "zombie firms" on the rise in recent years.</li></ul>The rally in the stock market fueled by Donald Trump's election win looks increasingly disconnected from reality, according to economist David Rosenberg.The Rosenberg Research founder voiced concern over the postelection rally, with the major stock indexes notching <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/stock-market-today-sp500-crosses-6000-level-investors-cheer-trump-2024-11">fresh highs</a> in the week after Trump secured his second term as president.The blistering surge in stock prices is ignoring key signs of weakness among US businesses, Rosenberg said in a note to clients on Tuesday. In particular, he pointed to "<a target="_blank" class="" href="https://www.businessinsider.com/recession-outlook-stock-market-debt-real-estate-fed-rates-zombie-2024-2">zombie companies</a>." The term refers to firms saddled with high debt loads that don't generate enough revenue to cover their interest expenses, and their numbers have risen in the last decade. An Associated Press <a target="_blank" href="https://apnews.com/article/zombie-business-corporate-debt-investing-interest-borrowing-52bd9ebbe1dd98983d39fe7d14e3c7fd">analysis</a> found that around 7,000 publicly traded companies globally qualified as "zombies" in 2023, with around 2,000 of those in the US. That was around 30% higher than the number of zombie firms recorded in the US a decade earlier. Rosenberg said the trend is a worrying sign for credit markets, and many small-caps are already among the ranks of zombie firms. "A worrying revival of the 'zombie company' phenomenon has begun. Out of 3000 companies in the Russell 3000, roughly 600 are now in the ranks of the 'walking dead' — that's about 50% more than before the GFC unfolded," Rosenberg said. "This just clearly goes on to show that the current euphoria is disconnected from reality and is based on hopes of lower regulations and taxes from the new government. But with a razor-thin GOP majority in the House and fiscal conservatives on both sides of the aisle, this looks unlikely from where we sit."Other market forecasters have warned that the rally driven by Trump's election win could eventually fizzle out, especially given already-lofty stock valuations. Bill Smead, the chief investment officer of Smead Capital Management, told BI that the "<a target="_blank" class="" href="https://www.businessinsider.com/stock-market-crash-trump-trade-dot-com-bubble-sp500-smead-2024-11">Trump bump</a>" was pushing the bubble in stocks to the extreme, potentially setting up investors for years of anemic returns.

Why the euphoric post-election stock rally is disconnected from reality, according to a top economist

<ul class="summary-list"><li>US stocks have rallied postelection, with the S&amp;P 500 up 3.5% since last Tuesday.</li><li>Bob Elliott sees potential for continued upside due to expected tax cuts and lower regulation.</li></ul>Investors have enjoyed an almost-everything rally in US stocks since the presidential election, with the S&amp;P 500 up 3.5% since then.While some strategists and money managers have <a target="_blank" class="" href="https://www.businessinsider.com/stock-market-crash-trump-trade-dot-com-bubble-sp500-smead-2024-11">warned the surge</a> has only pushed <a target="_blank" class="" href="https://www.businessinsider.com/trump-trade-election-investing-stock-market-strategy-sp500-valuations-morningstar-2024-11">high valuations</a> even higher, Bob Elliott, the founder of Unlimited Funds, thinks the upswing can keep going.In a November 7 interview with Business Insider, the former executive at Bridgewater Associates, the world's largest hedge fund by assets under management, said that the likely outcome of a red sweep means that investors will begin to account for the benefits of tax cuts and lower regulation more than they might have under a divided government outcome."There's most likely more room to run to price in that expansionary fiscal policy ahead," Elliott said. "Valuations are certainly elevated, but the power of over-easy monetary and fiscal policy, relative to conditions, is likely stronger than any concern about valuation in the near-term for most investors."Not only have investor expectations been adjusted, but the uncertainty that has kept many investors in safer assets has now been removed and should leave more inflows, Elliott said."A lot of the clouds have cleared, and so it's very likely we see those folks who remained cautious through this week start to allocate capital, particularly through the end of the year," he said.In terms of fiscal policy, Elliott said that Republicans would likely extend the Tax Cuts and Jobs Act, which will keep corporate and individual taxes lower than they were likely to have defaulted to under a Democratic administration or split government.The amount of mergers and acquisitions should also increase thanks to lower regulations, he said.Tariffs and the large-scale deportation of migrants would be aspects of Trump's agenda that could be damaging to growth, Elliott added, though it's unclear how likely these initiatives are to be carried out, For example, tariffs could just be bargaining chips being put forth by Trump to negotiate new trade terms with other countries."We probably won't really know what that path will look like until the second half of 2025," he said.Until then, the outlook is bullish for "everything but bonds," Elliott said.But three areas within the broader stock market should be primed for more upside than others. A solid macroeconomic backdrop and falling rates have typically been factors that are good for cheaper stocks, he said, and they should get more of a boost relative to other areas of the market in the near future."When you get these types of conditions where you have reasonably strong economic conditions and a loosening or an easing of policy, that often will cause liquidity to take advantage of or flow to unloved corners of the market," he said.He continued: "So areas that have been underperforming — things like small-caps, energy stocks, financials — areas like that that just have not seen the sort of top-line demand that things like tech stocks have seen."Investors can gain exposure to these areas of the market through funds like the Vanguard Small-Cap ETF (<a target="_blank" class="" href="https://markets.businessinsider.com/etfs/vanguard-small-index-fund-etf-shares-us9229087518?miRedirects=2">VB</a>), the Energy Select Sector SPDR Fund (<a target="_blank" class="" href="https://markets.businessinsider.com/etfs/the-energy-select-sector-spdr-fund-us81369y5069?miRedirects=2">XLE</a>), and the iShares US Financials ETF (<a target="_blank" class="" href="https://markets.businessinsider.com/etfs/ishares-us-financials-etf-us4642877884?miRedirects=2">IYF</a>).

A former Bridgewater executive shares why the stock-market rally has room to run — and 3 'unloved' trades primed for a boost

<ul class="summary-list"><li>AI stocks like Nvidia, Super Micro Computer, and Broadcom soared nearly 20% this week.</li><li>The rally was sparked as Oracle and Nvidia CEOs addressing concerns about AI returns.</li></ul>The stock market's artificial intelligence trade was revived this week, with shares of AI stalwarts like <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/nvda-stock">Nvidia</a>, <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/smci-stock">Super Micro Computer</a>, and <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/avgo-stock">Broadcom</a> all soaring nearly 20%.AI-related names and semiconductor shares were caught in a slump following Nvidia's second-quarter earnings two weeks ago. Nvidia shares slid sharply after the company failed to meet sky-high expectations, which led to investors questioning how much further the AI trade could possibly run after a yearslong hot streak. Questions about the return on the billions of dollars worth of investment into AI by big firms led to a sell-off in the wider space. But the market staged a comeback this week as key players separately addressed some burning questions investors are asking about what to expect from big AI spend. At midday on Friday, shares of Nvidia and Oracle were both 16% higher for the week, while Super Micro Computer stock was up 19%, and Broadcom rose 21%. Helping to drive the week's resurgence were <a target="_blank" class="" href="https://markets.businessinsider.com/stocks/orcl-stock">Oracle</a> cofounder, chairman, and billionaire investor Larry Ellison, along with Nvidia cofounder and CEO Jensen Huang.Both executives addressed concerns about <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/ai-stocks-risk-nvidia-gpus-blackwell-tech-outlook-depreciation-accounting-2024-8">the return on investment for AI infrastructure spend,</a> and investors seem to be taking their word for it.<h2 id="b46ae1b0-31fd-46e1-a2f2-5e74ba98258f">Oracle's Ellison: 'This race goes on forever'</h2>Oracle reported solid earnings after the market close on Monday, and on the earnings call, Ellison made a point to talk up the immense potential of artificial intelligence.Talking about the sustainability of AI infrastructure spending trends, which have exploded in recent years, Ellison said it's not going to stop."This race goes on forever, to build a better and better neural network. And the cost of that training gets to be astronomical," Ellison said.He added: "I think this is an ongoing battle for technical supremacy that will be fought by a handful of companies and maybe one nation-state over the next five years at least, but probably more like 10. So this business is just growing larger and larger and larger. There's no slowdown or shift coming."Since those bullish comments, Oracle shares soared as much as 24% at their intraday peak on Friday.At its analyst day on Friday, Oracle also gave investors long-term annual revenue guidance of $104 billion by 2029 with earnings per share set to grow more than 20% between now and then."This matched the bullishness the Company has been coyly hinting at for a number of months now; this was the upside to expectations that justifies continued multiple expansion, in our view," KeyBanc analyst Jackson Ader said in a note.According to Ellison, building an AI training model for cloud companies will cost upward of $100 billion."That's over the next four, five years for anyone who wants to play in that game. That's a lot of money, and it doesn't get easier," Ellison said.That should be great news for Nvidia, which is the main supplier of AI-enabling GPU chips that cloud companies use to build their models.<h2 id="ce90f725-5b29-4e18-9be9-fff77569b08c">Nvidia's Huang: 'You get a 10x savings'</h2>At a Goldman Sachs conference on Wednesday, Nvidia CEO Jensen Huang was directly asked about concerns related to its customers' return on investment in AI spending, and Huang gave a direct answer."The return on that is fantastic because the demand is so great that for every dollar they spend with us translates to $5 worth of rentals. And that's happening all over the world and everything is all sold out," Huang said of the cloud hyper scalers buying his company's chips.On top of that, Huang explained that could companies are seeing immense cost savings with Nvidia's GPUs thanks to the computation inflation found with CPUs."You reduce the computing time by about 20 times, and so you get a 10x savings," Huang said of running Nvidia's GPU accelerators relative to traditional CPUs.Shares of Nvidia have surged 12% since Huang took the stage at Goldman's conference Wednesday morning.The AI rally has spread throughout the tech sector this week, with semiconductor stocks seeing renewed interest and a nearly 10% surge.

Why the stock market's AI trade came back to life this week

<ul class="summary-list"><li>A number of bank research desks have raised their S&amp;P 500 price targets in recent weeks.</li><li>The adjustments come as the index continues its bull market run, up 3% in the last month and 23% this year.</li></ul>The bull market hasn't weakened in the fourth quarter, and top bank research desks have been rushing to raise their S&amp;P 500 price targets into year-end. Strategists from Goldman Sachs, UBS, BMO, and Deutsche Bank have raised their year-end price targets on the S&amp;P 500 in recent weeks as the benchmark index continues to hit record highs. On Monday, it notched its 46th all-time high of 2024. UBS strategists Jonathan Golub and Patrick Palfrey upped their 5,600 price target to 5,850 for the end of the year, marking their fourth upgrade since late last year.The target is just slightly above the level the index is trading at on Wednesday, but the analysts forecast a 9% rise in the next 15 months and raised their target for 2025 from 6,000 to 6,400 in a note on Tuesday. Earlier this month, meanwhile, Goldman Sachs raised its target on the index to 6,000 by December, marking the fourth increase since late last year. The call, from the firm's chief equity strategist David Kostin, is the second highest among those tracked by Bloomberg.Kostin said the estimates were driven by a steady macro outlook and greater margin expansion."The primary driver of the upward revision to our 2025 EPS estimate is greater margin expansion," Kostin said, adding, "The macro backdrop remains conducive to modest margin expansion, with prices charged outpacing input cost growth."Kostin's price target is just behind that of BMO's chief equity strategist, Brian Belski, who raised his forecast from 5,600 to 6,100 last month. Belski's new target implies a nearly 5% gain through the rest of this year.Belski said his upgrade was based on strong market gains so far this year, which he says typically leads to stronger-than-normal gains in the fourth quarter."We continue to be surprised by the strength of market gains and decided yet again that something more than an incremental adjustment was warranted," Belski said in a note.He added that Federal Reserve easing and a broadening market rally will only help fuel further gains.Deutsche Bank also raised its year-end target for the S&amp;P 500 last month, up to 5,750 from 5,500. The bank's strategists pointed to strong corporate earnings and inflows, rising stock buybacks, and higher risk sentiment."We see S&amp;P 500 earnings growth continuing to run robustly in the low double digits, in line with typical growth rates outside of recessions," the strategists said in a note.The strategists' target raises come amid a chorus of strategists turning decidedly more upbeat on the market. JPMorgan's chief equity strategist Dubravko Lakos-Bujas <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/wall-street-biggest-bear-jpmorgan-stock-market-outlook-interest-rates-2024-10">recently recommended</a> investors should get less defensive after a strong September jobs report."While it is too soon to assume that this is a turning point, it does suggest that a recession is unlikely in the near term, especially since surprisingly strong job growth and a downtick in the unemployment rate broke a slowing trend in the job market," he said in a note earlier this month.Lakos-Bujas kept his 4,200 price target for the S&amp;P 500 unchanged, though.The more upbeat 2024 forecasts come as the <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/stock-market-outlook-bull-rally-anniversary-earnings-interest-rates-sp500-2024-10">bull market charges on</a>, with the S&amp;P 500 up 3.2% in the last month and 22.6% this year. Several risks persist, though, with the upcoming US presidential election in November, an unclear trajectory of monetary policy easing from the Fed as economic data comes in mixed, and as war in the Middle East continues to threaten stability in the region and beyond."Fiscal and monetary policy uncertainty, and potential election outcomes, make 2025 returns far from certain," UBS analysts said.

Top Wall Street analysts are boosting stock market forecasts as the bull market charges on

<ul class="summary-list"><li>The post-election rally has led stock exposure to jump to its highest level in 11 years, BofA says.</li><li>The bank's fund manager survey says US stocks will continue to rally, and are set up to be the best performing asset in 2025.</li></ul>Donald Trump's election win has sparked a <a target="_blank" href="https://markets.businessinsider.com/news/stocks/trump-election-win-stock-market-today-record-high-sp500-dow-2024-11?utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">rally in US stocks</a>, pushing investors' equities exposure to jump to its highest level in 11 years.That bullishness is set to continue, too, according to a Bank of America survey of fund managers. The survey showed fund managers predict US equities will be the best-performing asset next year, fueled by the promise of pro-business policies under Trump.The survey showed a marked "surge in bulls," strategist Michael Hartnett said.Now, a net 28% of those investors expect the US economy to grow at a stronger pace in the next year. That's a stark shift from last month's survey, when 22% expected weaker growth.The survey participants, who manage a combined $503 billion in assets, say that apart from US stocks, global equities and gold will also perform well next year.Those who made their calls after the election also pointed overwhelmingly to the Russell 2000 index of smaller stocks as the best-performing index for next year.Small-cap stocks are expected to do well in a second Trump presidency due to their lack of international exposure, which will minimize risk from Trump's proposals for sweeping tariffs on imports. Those stocks have also seen inflows since the election, with the Russell 2000 surging almost 6% since Election Day. US stocks have extended their postelection rally into this week. Investors expect that Trump's proposed policies, like corporate tax cuts and less regulation, will be more business-friendly and boost earnings.The widespread rally has sparked massive inflows into Trump trades like <a target="_blank" href="https://markets.businessinsider.com/news/currencies/bitcoin-record-price-outlook-crypto-trump-election-digital-assets-altcoins-2024-11?_gl=1*3p5vvo*_ga*MTY3OTgyNjg0MS4xNzIxMDE2MDM2*_ga_E21CV80ZCZ*MTczMTQxOTczNy4zOTIuMS4xNzMxNDE5NzQ0LjUzLjAuMA..">bitcoin</a> and <a target="_blank" href="https://markets.businessinsider.com/news/stocks/tesla-stock-price-trillion-valuation-donald-trump-election-win-tsla-2024-11?_gl=1*jyqhh7*_ga*MTY3OTgyNjg0MS4xNzIxMDE2MDM2*_ga_E21CV80ZCZ*MTczMTQxOTczNy4zOTIuMS4xNzMxNDE5NzcxLjI2LjAuMA..">Tesla</a>, as well as shares of banks that are expected to benefit from his policies.The S&amp;P 500 and the Dow Jones Industrial Average have hit record highs since the election.

Stock exposure hits 11-year high as investors expect US equities to be the top-performing asset in 2025, BofA survey says

<ul class="summary-list"><li>Indexes were mixed but mostly higher Thursday as traders took in economic data and Nvidia's earnings. </li><li>US GDP grew at a slightly higher pace in the second quarter than initially reported. </li></ul>US stocks were mixed Thursday as investors digested a post-earnings fall in Nvidia shares despite the AI giant's earnings beat.The Dow Jones Industrial Average rose more than 200 points, paring gains after being up more the 400 points earlier in the session. The index still managed to hit a fresh record high, while Nvidia's 6% decline weighed on the S&amp;P 500 and the Nasdaq.Positive economic data helped the market power past Nvidia's big drop, with US GDP growth getting an upward revision for the second quarter. The economy grew 3% last quarter compared to the initially reported 2.8%. Jobless claims data, meanwhile, were about in-line with the previous week, falling by 2,000 to 231,000.Nvidia's drop in the session came as the hotly anticipated earnings after the closing bell on Wednesday narrowly missed the <a target="_blank" class="" href="https://www.businessinsider.com/nvidia-q2-earnings-ai-investors-expectations-2024-8">high end of expectations</a>. With the stock already trading not far from record highs and the hype soaring going into the earnings call, investors balked at the slightly narrower earnings beat compared to previous quarters. On Friday, investors will get the latest reading of the personal consumption expenditures index, the Federal Reserve's preferred inflation gauge. The index is expected to show inflation rose in-line with the prior month at 2.5%. Here's where US indexes stood at the 4 p.m. closing bell on Thursday:<ul><li><a target="_blank" href="https://markets.businessinsider.com/index/s&amp;p_500?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">S&amp;P 500</a>: 5,591.96, down 0.001%</li><li><a target="_blank" href="https://markets.businessinsider.com/index/dow_jones?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">Dow Jones Industrial Average</a>: 41,335.05, up 0.59% (+243.63 points)</li><li><a target="_blank" href="https://markets.businessinsider.com/index/nasdaq_composite?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets&amp;utm_medium=ingest&amp;utm_source=markets">Nasdaq composite</a>: 17,516.43, down 0.23%</li></ul>Here's what else happened today:<ul><li>Wall Street says Nvidia's post-earnings dip is <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/nvidia-stock-price-outlook-buy-q2-earnings-decline-wall-street-2024-8">an 'invitation' to buy</a> the stock, analysts say. </li><li>Apple will <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/nvidia-vs-apple-top-ai-stock-iphone16-device-chips-citi-2024-8">eclipse Nvidia as the top AI stock in 2025</a>, as the AI cycle shifts from infrastructure to devices, Citi says. </li><li>Mortgage rates are falling, but <a target="_blank" class="" href="https://www.businessinsider.com/mortgage-rates-nar-real-estate-agent-buyers-home-prices-redfin-2024-8">buyers are still on the sidelines</a>. Here's why. </li></ul>In commodities, bonds, and crypto:<ul><li>Oil futures rose.<a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price?utm_medium=ingest&amp;utm_source=markets"> West Texas Intermediate</a> crude oil rose 1.8% to $75.89 a barrel. <a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price?utm_medium=ingest&amp;utm_source=markets">Brent crude</a>, the international benchmark, rose 1.7% to $80 a barrel.</li><li><a target="_blank" href="https://markets.businessinsider.com/commodities/gold-price?utm_medium=ingest&amp;utm_source=markets">Gold</a> traded higher at $2,555.40 an ounce.</li><li>The 10-year Treasury yield rose two basis points to 3.865%.</li><li><a target="_blank" href="https://markets.businessinsider.com/currencies/btc-usd?utm_medium=ingest&amp;utm_source=markets">Bitcoin</a> edged up 0.5% to $59,462. </li></ul>

Stock market today: US stocks trade mixed as investors weigh economic data and Nvidia's post-earnings dip

<ul class="summary-list"><li>US stocks slumped on Wednesday, extending their losses for the start of the month.</li><li>Oil prices surged after Iran attacked Israel, fueling the sell-off.</li></ul>US stocks dropped Wednesday as traders continued to monitor escalating tensions in the Middle East. Major indexes slumped in early morning trading while oil prices spiked for a second day, with the international crude benchmark up 2.7% to $75.63 a barrel. US crude prices rose about 3% to $72.06 a barrel. Investors sold stocks Tuesday after Iran launched a missile attack on Israel early Tuesday, causing some to flee to risk-off assets.Should the conflict escalate, that could affect oil production and transportation infrastructure in Iran, the one of the world's largest oil producers, strategists at TS Lombard said in a note."Escalating tensions in the Middle East are helping to spark a textbook risk-off move, with increased volatility and a flight to safety," Mary Ann Bartels, the chief investment strategist of Sanctuary Wealth said in a statement. "The stock market impact of geopolitical tensions largely centers around oil prices, and as long as oil prices remain below $100 per barrel and corporate profits remain strong, that is supportive of higher stock prices."Despite a volatile start to the month, investors are still feeling bullish about stocks over the longer-term, given expectations for more Fed rate cuts. Markets are pricing in a 66% chance the Fed will cut rates another 25 basis points in November, according to the CME FedWatch tool."While the stock market is grappling with a variety of worries including escalating tensions in the Middle East, a port strike and election uncertainty, liquidity is key and there is plenty of it now that the Fed has started to cut interest rates, and that means that markets can continue to grind higher," Bartels added.Here's where US indexes stood shortly after the 9:30 a.m. opening bell on Wednesday:<ul><li><a target="_blank" href="https://markets.businessinsider.com/index/s&amp;p_500?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets">S&amp;P 500</a>: 5,682.74, down 0.47%</li><li><a target="_blank" href="https://markets.businessinsider.com/index/dow_jones?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets">Dow Jones Industrial Average</a>: 42,012.18, down 0.34% (-144.79 points)</li><li><a target="_blank" href="https://markets.businessinsider.com/index/nasdaq_composite?utm_source=markets&amp;utm_medium=ingest%3Futm_source%3Dmarkets&amp;utm_medium=ingest&amp;utm_medium=ingest&amp;utm_source=markets">Nasdaq composite</a>: 17,821.71, down 0.49%</li></ul>Here's what else is going on:<ul><li>Here are the <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/us-port-strike-biggest-stock-market-winners-losers-investing-analysis-2024-10">biggest stock winners and losers of the US port strike</a>.</li><li>Forget Nvidia: the <a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/best-performing-sp500-stock-utility-vistra-energy-ai-power-electricity-2024-10">best-performing S&amp;P 500 stock this year</a> is a utility you've probably never heard of.</li><li><a target="_blank" class="" href="https://markets.businessinsider.com/news/stocks/chinese-stocks-beijing-stimulus-investing-hang-seng-index-kyle-bass-2024-10">Investing in China's stock market is like "picking up dimes in front of bulldozers,"</a> according to "Big Short" investor Kyle Bass.</li></ul>In commodities, bonds, and crypto:<ul><li><a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price">West Texas Intermediate</a> crude oil moved higher 2.81% to $71.79 a barrel. <a target="_blank" href="https://markets.businessinsider.com/commodities/oil-price">Brent crude</a>, the international benchmark, rose 2.5% to $75.37 a barrel.</li><li><a target="_blank" href="https://markets.businessinsider.com/commodities/gold-price">Gold</a> edged lower 0.37% to $2,651.31 an ounce.</li><li>The 10-year Treasury yield surged up five points to 3.802%.</li><li><a target="_blank" href="https://markets.businessinsider.com/currencies/btc-usd">Bitcoin</a> slumped 4.25% to $60,889.</li></ul>

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