Weekly Market and Macro Outlook for November 2, 2025

Stocks reached new highs with the Nasdaq 100 hitting a record, driven by strong earnings from tech giants like Amazon and Nvidia. Key geopolitical developments included a trade truce between the US and China, easing some supply chain pressures. Federal Reserve signals cautious stance on rate cuts amid stable bond demand. Upcoming earnings reports from semiconductor and tech companies are highly anticipated, alongside dividend ex-dates for several major firms.