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US stock market outlook positive but risks remain for November
US equities look set for gains in November, but commercial-real-estate stress and policy uncertainty pose risks.
With October behind it, US equities remain tilted toward upside for November as tech earnings, consumer resilience and easing inflation combine. At the same time, analysts highlight risks including commercial-real-estate weakness, mid-cycle policy drift at the Federal Reserve and geopolitical tensions that could derail momentum. Investors are advised to balance exposure between high-conviction growth names and quality defensive holdings to navigate what is expected to be a selectively bullish environment.