BK Trading — Weekly Market Preview Week of Monday 2 – Friday 6 November 2026 The week in short. Rates are still going up — the Fed held at 3.75–4.00% but December is near-certain; keep rate-sensitive bets small. America votes Tuesday — don’t trade the night; the calmer days after the count are the better moment. Palantir reports Monday evening — our teaching case in a stock priced for perfection. Confidence: high on the schedule (confirmed dates); medium on the Australia/UK rate rises (~90% priced, not promised); low on anything marked as an estimate — flagged at the end. 1 · Economic Calendar The Fed held and called it a decision, not a pause. Warsh kept the rate at 3.75–4.00% in a 10–2 vote; Cook and Hammack wanted a rise now. When officials dissent that way, the next move is more likely
Global tech stocks plummeted in turn, while Crocs bucked the trend and surged. Is a turning point coming for consumer stocks?
Technology stocks faced pressure one after another, but Crocs surged by about 25% at one point based on better-than-expected earnings and an upward revision of its full-year guidance. Can overseas growth and the recovery of HEYDUDE bring new opportunities to consumer stocks? Are you more optimistic about the recovery in consumer stock earnings or the opportunities after the correction in technology stocks?
+ Follow
+1