November should be better than October and September. However, I don’t expect big jump in developed markets until end of this year. Instead, we could see Santa rally and rally in individual stocks. I particularly more bias toward global food related stocks. They are one of the categories which can produce good earnings. On Friday McDonald's Corp. (MCD) gained nearly 3% after the fast-food giant reported better than expected earnings.
So far Both MCD and Microsoft reported better than expected earnings.
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