Elevated valuations drive investor caution | Morning Markets

True Potential Morning Markets
24/11/2025 3 min

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Episode Synopsis

Paul Durrans, Investment Director, explores the how AI-related technology stocks are influencing equity market volatility. In the US, a softening jobs market is increasing the likelihood of a Federal Reserve interest rate cut in December or January, while economic growth remains solid at an estimated 4%. The spotlight turns to the UK on Wednesday as Chancellor Reeves delivers the Autumn Budget, outlining plans to tackle the gap in fiscal headroom.

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