Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from November weakness to AI impact, to the inflation/employment discussion and its impact on FOMC expectations. Have a great weekend!
Jake: Many of this year’s popular trading stocks have been hit hard in November
Source: Bespoke as of 11.20.2025
Brett: and the broad list of stocks was weak before the index leaders finally caved in a bit
Data as of 11.20.2025
John: historically, November selloffs have been less common than other months and have generally not followed through into additional weakness
Data as of 11.20.2025
Joseph: In a year of frenetic headlines, where do we go next?
Data as of 11.19.2025
Ten: Nvidia has been the poster child for artificial intelligence (AI) investing, with good reason
Source: Bespoke as of 11.18.2025
Brad: but the impact is filtering through to businesses of all types
Data as of 11.14.2025
John Luke: The other big story this week was the on/off/on confidence in a December rate cut
Source: CME FedWatch Tool
Joseph: as a host of Fed speakers gave differing views on outlooks for inflation and employment
Source: Citadel as of 11.15.2025
John Luke: and ironically, the clearest emerging consensus may be in candidates to replace Powell as Fed chairman
Data as of 11.19.2025
Dave: Despite perceived economic weakness, US consumer spending remains strong
Beckham: and global growth expectations have stabilized, after a shaky spring
Source: Apollo as of 11.20.2025
Brian: While not exactly a hot employment market, US hiring has at least stabilized above the flat line
Data as of 11.20.2025
Dave: This is probably the central datapoint in all of the rate debate. Will the trend in pay be higher, lower, or more of the same?
Source: Raymond James as of 11.20.2025
Brad: and what will be the impact of that outcome on future FOMC policy?
Source: Lombard Odier as of 11.20.2025
John Luke: The cost of everything will probably be a topic at many Thanksgiving gatherings
Source: Luke Gromen as of 11.18.2025
JD: and it should, as those price rises and subpar replacements quietly eat away at purchasing power
Source: Bridgewater as of September 2025
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