Market Outlook · Week 45 · 2–6 Nov 2026
AI and Iran at Stage 4, post-midterm policy and higher-for-longer Fed at Stage 3
Four narratives show AI and Iran at Stage 4 and post-midterm policy and higher-for-longer Fed at Stage 3, with US CPI on Nov 10 and PPI on Nov 13.
12 min read · Professional
This week's report finds AI and Iran at Stage 4, while post-midterm policy and higher-for-longer Fed remain in Stage 3. US CPI on Nov 10 and PPI on Nov 13 act as hard catalysts.
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