The November Market Commentary provides a focused analysis of global financial markets, highlighting the end of the historic U.S. government shutdown, shifting sentiment in AI-driven technology stocks, and anticipation of a Federal Reserve rate cut. This edition reviews the market’s response to limited economic data, alternative labor indicators, and evolving central bank policies.Readers will find succinct coverage of U.S. and global equities, fixed income, mortgage-backed securities, commercial real estate, and commodities, along with insights into emerging markets and the impact of global inflation and currency trends.
