Global markets stalled in November 2025 as investors weighed a resolved U.S. shutdown against uncertain data and shifting monetary policy. Technology stocks pulled back, defensive sectors outperformed and global bonds stayed flat while precious metals lifted commodities. Diversification and valuation discipline remain central heading into 2026.

The forty three day US government shutdown has ended, restoring federal operations and calming markets, but economic and sector risks remain. With GDP likely dipping in Q4 and consolidation underway in tech and AI, investors face a shifting landscape heading into 2026.