9 November 2026
AI-linked equities faced sharp repricing amid concerns over capital spending, regulation and borrowing costs. US technology shares led the global sell-off, while commodity and currency markets remained sensitive to inflation and geopolitical risk. The week ahead brings US CPI and PPI, China inflation figures, UK GDP and major technology earnings. Investors will focus on whether new data reinforce expectations of restrictive monetary policy.
Market Insights is prepared weekly by the TFOS trading desk and published every Monday.
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