EPISODE · Nov 24, 2025 · 3 MIN
Elevated valuations drive investor caution | Morning Markets
from True Potential Morning Markets · host True Potential
Paul Durrans, Investment Director, explores the how AI-related technology stocks are influencing equity market volatility. In the US, a softening jobs market is increasing the likelihood of a Federal Reserve interest rate cut in December or January, while economic growth remains solid at an estimated 4%. The spotlight turns to the UK on Wednesday as Chancellor Reeves delivers the Autumn Budget, outlining plans to tackle the gap in fiscal headroom.
What this episode covers
Paul Durrans, Investment Director, explores the how AI-related technology stocks are influencing equity market volatility. In the US, a softening jobs market is increasing the likelihood of a Federal Reserve interest rate cut in December or January, while economic growth remains solid at an estimated 4%. The spotlight turns to the UK on Wednesday as Chancellor Reeves delivers the Autumn Budget, outlining plans to tackle the gap in fiscal headroom.
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Elevated valuations drive investor caution | Morning Markets
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