Market Thoughts - November 2026
The video ties a narrow technology sell-off to broader market breadth and mixed inflation and employment data. For wealth professionals, it frames the month’s cross-asset moves and the questions they raise for the month ahead.
Summary
By the markets & outlook deskCommonwealth’s Chris Fasciano recaps October market and economic news, including a sell-off in technology names that had been driving index rallies. The Nasdaq fell more than 5 percent while market breadth held up, with the Dow up almost 2 percent and the Russell 2000 also rising. Economic data was mixed: September job creation was weaker than expected at 29,000, while consumer and producer price inflation moved higher, driven by tariffs and higher oil prices.
- Technology names that had driven recent index rallies sold off, and the Nasdaq fell more than 5 percent.
- Market breadth remained strong: the Dow closed up almost 2 percent and the small-cap Russell 2000 also rose.
- The September employment report showed just 29,000 jobs created, weaker than expected.
- Consumer and producer price inflation moved higher, driven by tariffs and higher oil prices.
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