Accessible version High Frequency Monitor Sentiment slip = opportunity Global equity markets fell on increased AI scrutiny The MSCI AC World index fell -2.5% last week as increased scrutiny on the AI theme and ambiguity over a possible December Fed rate cut outweighed the positives from NVIDIA earnings and US jobs data. By region, Asia Pac ex-Japan (-4.0%) fell the most driven by sharp declines in China (-5.5%) and Korea (-5.5%). Global sector performance showed defensive rotation, with Software, Semis, and ...