Global Markets Weekly Review: The Convergence of Valuation Recalibration, Monetary Ambiguity, and Geopolitical Realignment (Week Ending November 21, 2025)
The trading week ending November 21, 2025, involved a “Triple Whammy” of valuation recalibration, monetary ambiguity, and geopolitical realignment. The AI trade hit a “priced for perfection” phase, causing a tech rout led by Nvidia despite stellar earnings. Simultaneously, U.S.-brokered peace plans for Ukraine and Gaza reduced the war risk premium, collapsing crude oil and defence stock prices.





