Equity Funding Spreads Explode Amid Institutional Panic To Buy Stocks

After a brief correction from the post-election peak, US equities have continued to push higher, rising for two consecutive weeks to new all time high, with stocks rising 8 of the past 9 sessions, lifting the S&P comfortably above the 6,000 mark.

The move has been driven by solid Q3 earnings (NVDA, WMT), reduced uncertainty around Trump’s cabinet picks (Bessent), and favorable year-end seasonality.