Are U.S. Equities Still In Risk-On Trading Mode?

The stock market is marginally lower to start the new year as investors eye the run-off senate races in Georgia and a concerning political backdrop in the U.S.

S&P 500 index futures are pointing to a mixed start for stocks.

In today’s video, we discuss the latest investing themes and news, sectors that are making noise (semiconductors, oil services), and stocks that are trending. Here is a recap:

Semiconductor stocks finish higher despite broad market weakness. A bullish sign?

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Defensive sectors are still lagging cyclical/risk-on sectors.

The energy sector has been strong – can oil services continue trend higher?

Stock Market Today Video – January 5, 2020

Twitter:  @DanRusso_CMT

Author may have a position in mentioned securities at the time of publication. Any opinions expressed herein are solely those of the author, and do not in any way represent the views or opinions of any other person or entity.