Global financial markets are currently navigating a treacherous landscape of economic uncertainty, with a palpable sense of 'jitters' gripping investors across the United States and Europe. As of November 2025, a complex interplay of factors, including persistent inflation, a cooling labor market, geopolitical tensions, and policy ambiguities, is contributing to
Wall Street is suddenly fixated on valuations again, with the Shiller CAPE—an inflation-adjusted, 10-year earnings metric—at the center of renewed caution across investor conversations.
After a brief and cautious rebound on Wednesday, risk-off sentiment returned sharply on Thursday, with AI-linked stocks leading a broad selloff across Wall Street and renewed pressure hitting crypto markets.
Dalio’s comments come at a time when the Fed has announced that it will halt its QT program on December 1, with its balance sheet currently standing at approximately $7 trillion.
After two consecutive sessions of weakness, market breadth rebounded decisively on Wednesday, November 5. However, despite the impressive one-day recovery, longer-term breadth readings remain below key thresholds, signaling that the market still has work to do to confirm a sustainable uptrend.
Wall Street bounced back Wednesday after Tuesday's sharp selloff in AI-driven stocks, as investors bought the dip amid solid corporate earnings and growing signs that the Federal Reserve may be nearing another interest rate cut.
The financial markets are currently grappling with a potent and increasingly vocal narrative: the "gold rush is over" for commodities, particularly gold, while the stock market, especially in certain high-growth segments, remains "overheated." This dual sentiment, echoed in recent MarketWatch commentary and by prominent financial analysts, signals a critical juncture
Trump touted stock market record highs through Friday while acknowledging the shutdown is now affecting markets during his speech at the breakfast with Republican senators.
