Investors are optimistic about U.S. equities ahead of Trump’s inauguration, with seasonal trends, policy expectations, and corporate buybacks driving momentum. Goldman Sachs predicts a year-end S&P 500 rally to 6,200, with shifts from large-cap tech to small-cap and value stocks. Historical patterns favor gains during election years, with small-cap and cyclical stocks poised for growth. Key catalysts include AI, energy, and e-commerce sectors. The “January effect” and peak buyback activity may further boost markets.
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