US stocks (^DJI, ^IXIC, ^GSPC) have seen tremendous gains in November coming off of a post-election rally, with Wall Street expecting 2024 to be a record year as a whole for equities. Will this all carry over into 2025, especially as President-elect Donald Trump retakes office?

"As we turn the calendar, some of the things that have been driving us this year continue into next year. Things maybe are not as robust as we've seen in terms of economic growth in 2024. It may be a little slower in 2025, but the consumer remains strong," US Bank Wealth Management Senior Investment Strategist Rob Haworth says. "The labor market remains robust, and obviously, it's a very important report next week on the labor market as we head into the Fed [Federal Reserve] meeting [in December]."

Haworth joins the Morning Brief's Julie Hyman and Brian Sozzi to talk about his forecasts for US and international markets, with a particular focus on tech giant Alphabet (GOOG, GOOGL) and healthcare stocks.

To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.

This post was written by Luke Carberry Mogan.