UTWO - November 2025 Perspective
2025-11-04 13:12:00 ET
October brought more treats than tricks for investors, as US equity markets extended their upward climb to reach new all-time highs. Despite limited economic data releases amid the government shutdown, markets rallied into month-end, fueled by strong Big Tech earnings and continued enthusiasm around the artificial intelligence ((AI)) investment cycle. Still, volatility persisted throughout the month, driven by renewed trade tensions between the US and China, growing concerns within private credit markets, and a wave of high-profile layoff announcements from major employers, including Amazon (AMZN) and UPS (UPS)....
November 2025 Perspective