Global equity markets are attempting to stabilise after two weeks of heavy selling, with U.S. rate expectations becoming the key driver of sentiment.

European Stocks Start the Week in the Green

Major European indices opened higher on Monday, tracking gains from Asia and reflecting optimism that the Federal Reserve could ease policy as soon as next month.

Tech shares — the catalyst for recent volatility — remain sensitive to rate expectations, but bargain hunters appear to be re-emerging.

Retail Sector Prepares for Crucial Black Friday Period

With U.S. Thanksgiving approaching, retailers on both sides of the Atlantic are preparing for the make-or-break Black Friday weekend.
Consumer demand during the next four weeks will be a major indicator of how resilient spending remains in a high-inflation environment.

Earnings Calendar Quiet, Macro in Focus

The global earnings calendar is fairly muted this week, leaving macro catalysts to drive price action.
Investors will monitor:

• U.S. economic data
• Fed commentary
• progress on Ukraine peace negotiations
• developments in China’s tech and AI sector

With risk sentiment still fragile, equities could remain volatile — but the backdrop for a year-end rally is slowly forming.