In the latest LPL Market Signals podcast, LPL strategists recap a strong November for stocks, discuss some ways geopolitics are affecting currency and commodity markets, and preview Friday’s jobs report.

Stocks enjoyed strong November returns, led by small caps. Small caps are benefiting from prospects of lower taxes and America First trade policy but are also interest rate sensitive and Fed rate cuts have been delayed.

Next, the strategists discuss how the U.S. dollar may react to global central bank policy and president-elect Trump’s trade policy.

The strategists then discuss how some of the geopolitical threats in the Mideast and Ukraine are affecting oil.

The strategists close with thoughts on the Federal Reserve’s rate cutting timetable and a preview of Friday’s jobs report. Job growth is expected to rebound after weather and strikes depressed job gains in October.

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