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US stock market November forecast points to subtle risks amid optimism
US equities face upside in November yet risks from CRE stress and labour softness persist.
As November begins, the US stock market is viewed cautiously optimistic with a solid October finish. Analysts highlight upside potential thanks to technology strength and easing inflation, but also flag rising commercial real-estate stress and job growth softening as potential triggers for a pull-back in early 2026. The market’s next catalyst will likely come from mega-cap earnings and the next Federal Reserve decision. Investors are advised to remain selective and maintain hedges rather than leaning fully into broad bullish bets.