1. The major U.S. indices had

1. The major U.S. indices had one of the worst days in a month, with the S&P 500 down around 1.7 %, the Dow Jones Industrial Average off about 1.7%, and the Nasdaq Composite dropping ~2.3%.

2. Big loss in tech/AI/darling growth stocks — eg. Nvidia fell ~3.6 %, Palantir Technologies ~6.5 %, Broadcom ~4.3 %.

3. Two main macro themes:

A sudden drop in expectations for a rate cut by the Federal Reserve in December: markets now view the odds of a cut as just around ~50%.

The recent long U.S. government shutdown (43 days) ending, but leaving behind delayed economic data, which increases uncertainty about inflation, growth and the Fed’s next move.

4. Rising bond yields add fuel: When yields go up, future earnings (which tech stocks rely on) get discounted more heavily.

Market Rebound: Will Thanksgiving Week Break the Four-Year Pattern?

The S&P 500 index fell about 2% in November, marking its worst monthly performance since March, while market volatility surged. Citi’s Head of Wealth Management said there is still “some room” for the bull market, and this Wall Street giant has seen record inflows from wealthy clients this year. Last Friday, expectations for a rate cut shifted again, prompting an emergency Fed intervention that ultimately turned the market positive. Will this week see a “mindless” rally? With the Fed set to end QT in December, is this year’s decline over? Are you bullish or bearish?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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