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Roth: 'Drivers Of The Market Tenor...'

November 24, 2025 8:37 AM EST

Roth: 'Drivers Of The Market Tenor...'

The analyst comments "The market tenor is driven by higher confidence in a 25bp rate cut by the Fed at the policy meeting that concludes Dec. 10 - 69% - and by measured optimism about the prospects of AI-related spending. Can equity benchmarks advance on the prospects of a future, single rate cut and, if so, will an advance run into resistance after the Fed Day next month? If so, what are the immediate feedback loop implications of such thinking? FOREIGN AFFAIRS: U.S. and Ukrainian officials reported progress Sunday in efforts to... More