Insights
Jan 17, 2026
Markets are beginning to draw a clearer line between growth and narrative.
As inflation gradually eases and political debate intensifies, investors are once again prioritizing efficiency, margins, and execution. Earnings season and recent developments in technology further reinforce this shift in focus.
Our full perspective on these dynamics and their implications is available in this week’s report.
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Weekly Market Report | November 2025 - Week 3
