Why markets are suddenly on edge | Forex Factory

  • Why markets are suddenly on edge

    From cnn.com

    For months, it felt like nothing could knock stocks off their steady ascent — but November has been a rough month on Wall Street. The tech-heavy Nasdaq Composite is down 3% this month and on track for its first losing month since March. The Nasdaq has shed almost $2 trillion in market value in two weeks as investors have dumped tech stocks. Stocks opened sharply lower Friday but bounced off their lows as investors bought the dip: The Nasdaq turned positive and rose 0.6% after briefly falling more than 1.8%. The S&P 500 rose 0.3%. The Dow was down 190 points, or 0.4%. “Stocks were set for another horrific ... (full story)

Comment Options
Vancarbon
Nov 14, 2025 12:00pm
Permalink
Perhaps the “ Emperor has no clothes “

Just saying
Reply
The Fool
Nov 14, 2025 12:45pm
Permalink
tbh I am always arguing either side, but I'd have to bet the week's pullback in tech will be retraced and that we can enjoy a bit of a Santa rally up until the Dec FOMC. We should get a real correction thereafter, as the troublesome narrative about the AI bubble is not going to go away. When that will be is anybody's guess, but I'd expect sooner than later. January megacap earnings season sits in the last week of Jan with the Jan FOMC, so could be some fireworks there. Anyway, I'll bet we will see a drop below SnP 6000 in 2026, and a NDX fall to 20,000 or lower.
Jade Gate
Nov 14, 2025 12:56pm
Permalink
Quoting The Fool
Don't worry. Christmas is coming and all will be right. https://www.youtube.com/watch?v=6wGc...&start_radio=1
Woohoo. Xmas bonuses coming up. One little catch, they gotta book profit.
Reply
The Fool
Nov 14, 2025 1:07pm
Permalink
Some pretty big wild cards in the works though:

1) we should hear from the SCOTUS on the IEEPA tariffs before the end of Dec, maybe even b4 the Dec FOMC. If they cancel those tariffs, markets will rally;
2) Trump is planning to invade Venezuela, that may be a good distraction from the various dysfunctional results of Trump 2.0, so that might be happening within the next weeks or months. Not sure markets will care past a very short-term rxn;
3) Trump turns 80 in June. Rumors that he is unwell. Getting old is no picnic. I know. He seems pretty vibrant, though. But, the point is, Trump won't be around forever. He is going to be a lame duck if he can't get the tariffs done. No telling what he may do then, out of pure spite.
Nordling
Nov 16, 2025 7:23am
Permalink
I mean it's no surprise that it's been a rocky month for US equities so far.

Markets were going up since August, expecting a dovish FED every meeting. On 29 October FOMC shook things up, a more hawkish FED changed the whole narrative + a slowing economy
Reply
Vancarbon
Nov 14, 2025 12:33pm
Permalink
Quoting The Fool
Don't worry. Christmas is coming and all will be right. https://www.youtube.com/watch?v=6wGc...&start_radio=1
Does the hangover come soon after ?

It could be a long hangover .
Reply
The Fool
Nov 14, 2025 12:05pm
Permalink
Don't worry. Christmas is coming and all will be right.

Inserted Video
Jade Gate
Nov 14, 2025 1:03pm
Permalink
Some nice juicy gaps on NQ (and S&P)
Attached Image (click to enlarge)
Click to Enlarge Name: screenshot.png Size: 20 KB
Reply
objective
Nov 14, 2025 12:34pm
Permalink
Bubble
Reply
  • Story Stats

  • Related Stories