TME Daily: In what macro backdrop will stocks work? Will seasonality work next month?66% of the time November has positive returns averaging 1.44% since 1945.Source: Morningstar The Enormous EightTech earnings outperformanceSource: DatastreamMarginsSource: BofA Quant Bullish! Never bet against AmericaSource: Bilello In what macro backdrop will stocks work?Higher hurdle rates could pressure buybacksSource: BofA Quant