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Hedge
funds have been loading up on health
care, utilities and consumer staples
over the last week, according to
Goldman
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00:01 - 12/05/25
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S&P
500 operating profit margins expanded to 12.4% in Q1, their
highest level since Q4 2021.
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There's been no sign that government spending is slowing. If
anything it's growing
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The
Fed purchased over $20 billion worth of 3-year notes (bonds)
today, marking the largest daily purchases since the era of
QE in 2021.
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China's bond yields continue to suggest that confidence in
the economy is very low. This is likely why we have seen the
government and central bank begin to add in more fiscal and
monetary policy support. After all, there are still large
headwinds in the country's economy
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