Trump hasn’t yet returned to office, and the biggest banks keep notching wins. The nation’s biggest banks have just in the past few weeks notched some major wins in Washington, as President-elect Donald Trump prepares to take office, promising even less regulation.

Wilson sees the trend of betting on U.S. stocks, which are outperforming their global peers by the most in 75 years, continuing into 2025 as corporate profits improve and the economy extends its "no landing" narrative with support from new Trump administration policies.

Stocks rose on Wall Street in afternoon trading Friday, keeping the market on track for its fifth straight gain. The S&P 500 was up 0.2% and was solidly on track for a weekly gain that will erase most of last week's loss.