For November, our Monthly Spotlight takes a look at recent stock-market developments against a backdrop of heightened volatility, hints from Fed officials on their strategy going forward and early reporting on third-quarter earnings. Mariam Kamshad, Head of Portfolio Strategy and Investments for Goldman Sachs Ayco, details:
- The continuing rise in bond yields
- Inflation’s persistence
- Indications the Fed has reached the end of its hiking cycle
- Better-than-estimated Q3 earnings results so far
