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News

Fed Funds Futures and equities charts reacting to Reuters poll on 25bp Fed rate cut expectations
MARKET BRIEF

Fed cut odds reshaped markets

December 4: A Reuters poll showing 82% expected a 25bp Fed cut lifted futures-implied easing odds and shifted positioning across rates and equities.

SPXDJIA^IXIC+18

December 4, 2025

·5 min read
U.S. equities and semiconductor sector rally after ADP payroll surprise and Fed rate cut expectations
MARKET BRIEF

ADP Surprise Lifted U.S. Stocks

December 3: A surprise ADP payroll decline raised Fed-cut odds and, with semiconductor beats, lifted U.S. equities amid mixed global moves.

DJIASPX^IXIC+17

December 3, 2025

·4 min read
Euro HICP inflation chart and US tech equities performance, highlighting inflation and market gains
MARKET BRIEF

Euro HICP Rise; US Tech-Led Gains

December 2: Eurostat's flash HICP rose to 2.2%, reinforcing core services inflation and lifting short yields; US tech and industrials led equity gains.

SPX^IXICFRA40+12

December 2, 2025

·4 min read
US stock market chart declines as BofA raises December Fed cut odds, impacting equities
MARKET BRIEF

Repriced Fed-cut odds dent equities

December 1: BofA research raised December cut odds, prompting traders to reprice short-term futures and weighing on US stocks.

SPX^IXICDJIA+15

December 1, 2025

·5 min read
Large-cap tech and chip stocks surge on increased Fed cut odds, CME outage trading impact
MARKET BRIEF

Fed-cut odds lifted large-cap tech

November 28: Traders priced higher odds of a December Fed cut, lifting large-cap tech and chips amid thin, choppy trading after a CME data-center outage.

SPX^IXICDJIA+19

November 28, 2025

·4 min read
Fed Funds Rate and Asian markets rally after J.P. Morgan's December rate cut call
MARKET BRIEF

JPM Dec-cut call sparks risk-on rally

November 27: J.P. Morgan's shift to a December 25bp Fed cut tightened rate expectations, pressured short-dated yields and lifted Asian markets.

000001.SSHSINKY+13

November 27, 2025

·5 min read
US and European equities rally with Fed rate cut expectations and rising stock market charts
MARKET BRIEF

Equities Rally as Fed Cut Bets Rose

November 26: Bets on a December Fed rate cut rose after softer retail sales and mixed inflation, lifting US and European equities.

SPX^IXICDJIA+15

November 26, 2025

·4 min read
US and European equities rally with Alibaba cloud boost after Fed dovish remarks and soft US data
MARKET BRIEF

Alibaba Cloud Beat Lifted Tech

November 25: Alibaba’s strong cloud revenue growth reinforced the AI-driven tech momentum and supported gains across Asian markets, shaping sector leadership globally.

DJIASPX^IXIC+29

November 25, 2025

·5 min read
U.S. equities surge after dovish Fed remarks, 10-year yields dip, December rate cut odds increase
MARKET BRIEF

CPI Freeze Heightens Market Uncertainty

November 24: The BLS cancellation of October CPI and the delay of November CPI removed a key inflation datapoint, increasing uncertainty across rates-sensitive markets and influencing Treasury and equity positioning.

000001.SSHSIFRA40+54

November 24, 2025

·5 min read
US stock market gains after dovish Federal Reserve comments, with rising index chart and Fed building
MARKET BRIEF

Dovish Fed Lifted US Stocks

November 21: Federal Reserve speakers were read as dovish, easing short-term rate expectations and lifting US benchmarks while Asian tech fell.

SPX^IXICDJIA+17

November 21, 2025

·4 min read
Nvidia Q3 earnings boost AI stocks with US market reaction and NVDA ticker visualized
MARKET BRIEF

Nvidia (NVDA) beat and mixed jobs hit markets

November 20: Nvidia's (NVDA) strong Q3 and upbeat outlook lifted AI names, while a delayed mixed jobs report pushed yields lower and weighed on US indexes.

SPX^IXICDJIA+15

November 20, 2025

·4 min read
Treasury yields drop and Nvidia stock rises after dovish FOMC minutes and strong earnings report
MARKET BRIEF

Dovish Fed Minutes and Nvidia (NVDA) Earnings

November 19: FOMC minutes showed support for further cuts, lowering Treasury yields and boosting long-dated bonds; Nvidia (NVDA) beat estimates.

SPX^IXICDJIA+21

November 19, 2025

·4 min read
NVDA options volatility and hedging impact on AI and semiconductor stocks, tech sector selloff
MARKET BRIEF

NVDA hedging sparked tech selloff

November 18: Options-implied moves for NVDA had prompted elevated hedging, which pressured AI and semiconductor peers and pushed global benchmarks lower.

DJIASPX^IXIC+16

November 18, 2025

·4 min read
US Treasury yield curve rises after Fed slow-cut warning, impacting banks and growth stocks
MARKET BRIEF

Fed slow-cut warning pressured markets

November 17: Jefferson's 'proceed slowly' remark tempered rapid-cut odds and lifted short- and medium-term yields, weighing on banks and growth stocks.

DJIASPX^IXIC+16

November 17, 2025

·4 min read