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Your Daily Brief For February 1st

Five things that could drive stocks higher

It’s been a pretty hideous year for the S&P 500, but in these next two months, Luke says, it could get a lot better-looking.

Five Things That Could Drive Stocks Higher This Year

In investing, you always want to look for opportunities where the upside potential looks bigger than the downside. And at its current levels, the S&P 500 may be one of those – at least for the next few months. Let’s take a look at the five factors that are likely to drive the key US stock index higher between now and the end of the year…

# **1. Flows: where the money is likely to move.**

The index is likely to see a rush of buying interest, mostly fueled by three types of market players. First are the rules-based traders known as **Commodity Trading Advisors** (CTAs): they’ve overall been betting against the index for a long time, and Goldman Sachs estimates we could see more than $200 billion in buying from these types of investors if the S&P 500 climbs from here. CTAs are trend-followi

Insight

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ContentPieceQuery

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query ContentPieceQuery(
  $contentPieceId: String!
  $encryptedEmail: String
) {
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      roles {
        isAnonymous
      }
      ...SingleContentPiece_authorization
    }
    content(encryptedEmail: $encryptedEmail) {
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      contentPiece(contentPieceId: $contentPieceId) {
        __typename
        ...SingleContentPiece_contentPiece
        id
      }
    }
    id
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}

fragment AudioOnlyBanner_contentPiece on ContentPieceInterface {
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  title
}

fragment Block_block on ContentPieceBlock {
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  __typename
  ... on TextBlock {
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  }
  ... on ImageBlock {
    id
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  ... on QuoteBlock {
    id
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}

fragment ContentMetadata_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  byline
  consumptionTime
  dateUpdatedDisplay
  contentPieceType {
    name
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}

fragment ContentPieceSEO_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  title
  imageForSeo: headerImage {
    url: full
  }
  subtitle
  firstPublishedAt
  id
  ... on PublicContentPiece {
    globalContentPieceId
  }
  byline
  seoTitle
  searchDescription
  canonicalLink
}

fragment ExploreMore_content_3M8Ve6 on Content {
  moreContentPiecesOfSameType: contentPieces(first: 5, filterByTypeOfId: $contentPieceId) {
    edges {
      node {
        title
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}

fragment ImageBlock_block on ImageBlock {
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}

fragment ListenButton_contentPiece on ContentPieceInterface {
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fragment MainContentSection_contentPiece on ContentPieceInterface {
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fragment MoreContentSection_content_11DhN6 on Content {
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fragment QuoteBlock_block on QuoteBlock {
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}

fragment ServerImage_image on URLImage {
  full
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}

fragment SingleContentLarge_contentPiece on ContentPieceInterface {
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fragment SingleContentPiece_authorization on Authorization {
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}

fragment SingleContentPiece_contentPiece on ContentPieceInterface {
  __isContentPieceInterface: __typename
  ...AudioOnlyBanner_contentPiece
  ...MainContentSection_contentPiece
  globalContentPieceId
  trackingTitle
  isPremium
  hasBlocks
  hasChapters
  hasAudio
  contentPieceType {
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  chapters {
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}

fragment SingleContentPiece_content_11DhN6 on Content {
  ...MoreContentSection_content_11DhN6
  anonymousUserHasPremium
}

fragment TextBlock_block on TextBlock {
  textMarkdown
}


Five Things That Could Drive Stocks Higher This Year

1. Flows: where the money is likely to move.

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Your Daily Brief For February 1st

Five Spicy Stocks For China’s Reopening