Market Outlook for The Week of 24 November 2025

Market Outlook for The Week of 24 November 2025

At a Glance Equities: Caution prevails as sector rotation drives volatility (AI vs. defensive plays). Rates / Central Banks: The ECB remains on hold; investors remain vigilant on rate trajectories and credit conditions across the eurozone. Energy (Oil): Brent trading...
GLOBAL ECONOMIC & MARKETS OUTLOOK: NOVEMBER 2025                                                                                               Beyond the Soft Landing is the Great Sectoral Divergence

GLOBAL ECONOMIC & MARKETS OUTLOOK: NOVEMBER 2025 Beyond the Soft Landing is the Great Sectoral Divergence

EXECUTIVE SUMMARY The global economy is navigating a multi-speed reality where traditional indicators mask radical sectoral transformations. While headline growth appears stable at 3.0% (IMF), beneath the surface we witness the most significant capital...