Market mood is cautiously optimistic with strong US economic growth data lifting sentiment, though trading volume is likely light ahead of the Christmas holiday. The focus remains on technology disruption and corporate deal-making activity.
Holiday trading creates opportunity for volatility - light volume could amplify moves in individual stocks, particularly those with analyst upgrades or major corporate news like the BP-Castrol deal.
Watch for post-holiday sector rotation as Communication Services and Energy lead today's headlines, suggesting institutional focus on both AI growth stories and traditional value plays with strong cash flows.