November Sentiment Swing – Sell Now, Ask Questions Later

By Jack Janasiewicz, CFA®



  • November markets started strong, and then came to a screeching halt just as the Thanksgiving leftovers were running out.
  • The combination of the Omicron variant and a shift in policy messaging from the Federal Reserve sent markets down at month-end.
  • But was it really a sentiment swing? Or were investors just locking in their profits from a strong 2021 before the end of the year?
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