Halftime Report Will Stocks Rally into Year-End? 11/28/25
Nov 28, 2025
Join veteran portfolio manager Stephanie Link, known for her keen insights on consumer and retail trades, alongside Bryn Talkington, an investment expert focused on crypto strategies. The duo dives into whether the market will rally into year-end, discussing strong economic data, the potential of Bitcoin as digital gold, and Bryn's bullish stance on Bitmine Immersion. Stephanie shares her confidence in Dick's Sporting Goods, reflecting on Black Friday traffic. Together, they analyze key sectors poised to benefit from easing rates.
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Rate Cut Talk Broadens Market Breadth
- The recent market lift is driven by falling rates and renewed expectations for a December Fed cut.
- Equal-weight and small-cap breadth has outperformed recently, signaling broader participation beyond mega-cap tech.
Macro Data Backstops Year‑End Rally
- December seasonality and strong economic data support a constructive end‑of‑year setup.
- Durable goods, tame PPI, and healthy weekly claims suggest above‑trend growth fueling earnings upside.
Rally Is Becoming More Broadly Based
- Recent 52‑week highs span tech and cyclical names, indicating the rally is broadening.
- Sectors like financials, industrials and materials are participating alongside healthcare and tech.