This Week in Review and Upcoming Outlook: Macro & Markets, November 30

Market Performance: U.S. stocks rose as signs of slower inflation and potential Federal Reserve rate cuts boosted investor sentiment, with the S&P 500 gaining 0.54% and Treasury yields easing to 4.00%.

Economic Indicators: Economic data showed cooling inflation at 3.01% and a slight increase in unemployment to 4.40%, while retail sales grew modestly by 0.07%, indicating slower consumer spending.

Technology Sector Dynamics: Major tech stocks experienced a pullback, particularly Nvidia, which fell 1.81%, while Alphabet surged 13.8% after announcing its upgraded AI model, reflecting a shift in investor focus towards broader AI spending.

Upcoming Earnings and Dividends: A busy earnings week is anticipated with key reports from companies like Salesforce and CrowdStrike, alongside dividend payouts from various sectors, including tech and consumer goods, signaling ongoing investor interest in income-generating stocks.