November 2024: Election, Fed continues cuts, AI model advances

Published: November 30, 2024
Period: November 2024
Type: Monthly Report

November 2024 Signal Report

Published: December 01, 2024 Period: November 1-30, 2024


Executive Summary

Election, Fed continues cuts, AI model advances. 5 major events shaped the month.


Key Signals This Month

Economic Indicators

SignalValueMoM ChangeTrend
Fed Funds Rate4.58%0.00
Unemployment4.2%+0.0
CPI (YoY)2.9%+0.1

The Federal Reserve maintained rates at 4.58%. Unemployment held steady at 4.2%.

Market Performance

IndexCloseMoM ChangeYTD
S&P 5006,032+3.1%+5.0%
NASDAQ19,604+3.7%+6.0%
VIX16.50+1.5Moderate

Markets rallied 3.1% during November.

Technology Signals

AI adoption continued across enterprise sectors.


What Happened

US Election: Trump wins presidency

2024-11-05 — Key politics event that impacted vix, sp500.

Post-election rally: S&P 500 +2.5%

2024-11-06 — Key market event that impacted sp500.

FOMC cuts rates 25bp to 4.50-4.75%

2024-11-07 — Key fed event that impacted fed_funds_rate.

Nvidia Q3 earnings: $35B revenue

2024-11-20 — Key earnings event that impacted market, ai_trends.

Anthropic releases Claude 3.5 Sonnet upgrade

2024-11-22 — Key ai event that impacted ai_search_interest.


What It Means

The combination of Election, Fed continues cuts, AI model advances suggests continued volatility in technology spending and infrastructure decisions.


What to Watch Next Month

  • Federal Reserve policy signals
  • AI infrastructure spending trends
  • Cybersecurity incident rates

Methodology

Sources: FRED (Federal Reserve Economic Data), Yahoo Finance, Google Trends, CISA KEV Data as of: 2026-02-06 Full methodology: /methodology/signals/


This report uses historical data that existed on the dates covered. All events and data points are verifiable.