Global Asset Allocation Team Market Update – November 2025
November 7, 2025 | Market Commentary, Public Markets
The fourth quarter got off to a strong start. Solid economic and corporate earnings results in the United States provided a tailwind for global stock markets – while a tentative trade truce between the United States and China added to the optimistic mood in the market. That helped to counteract macroeconomic headwinds such as the US government shutdown, a small-lived selloff in regional banks, and concerns about lofty equity market valuations.
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