Fed-Cut Optimism Buoys Global Equities as Nikkei Outperforms, Oil Extends Rally and Gold Eases from Recent Highs U.S. equities ended higher, led by the Nasdaq, as softer-than-expected ADP private payrolls and a steady ISM services reading strengthened expectations that the Fed will cut rates next week. This supportive macro backdrop was partially tempered […]
Fed Cut Bets and Calmer JGBs Lift Nasdaq & Nikkei as Oil Climbs, Gas Diverges and Gold Eases Off Highs U.S. equities closed higher on Wednesday, with the Nasdaq supported by softer ADP private payrolls and a steady ISM services print that kept expectations elevated for a Fed rate cut next week. Tech gains were […]
Markets Eye Fed Rate Cut Amid Global Rebound and Peace Talk Optimism Global markets are showing signs of recovery and stability, driven largely by high expectations (89% chance) of a Federal Reserve interest rate cut next week. Nasdaq and US futures are trading higher, boosted by strong tech earnings (Marvell Technology) and renewed risk appetite, […]
Rollercoaster Markets: Why Dollar Downside Risks Are Here to Stay USD: Still Vulnerable Rollercoaster Ride: After a volatile session driven by safe-haven flows, the Dollar remains under pressure. The current environment (both bonds and risky assets falling) is creating mixed signals. Valuation Check: The Greenback looks expensive relative to short-term rate differentials against most G10 […]
Mixed Start to December: Global Equities Diverge as Energy and Gold Extend Gains Global risk sentiment is cautious at the start of December, with U.S. equity futures, including Nasdaq, trading lower ahead of a data-heavy week. Investors are reluctant to add risk before key U.S. macro releases, and U.S. futures remain in the red […]
AI and Fed-Cut Bets Keep Global Equities Steady as Gas Cools, Oil Drifts and Gold Extends Its Rally U.S. equity futures saw a brief technical disruption after CME Group halted trading in Dow, S&P 500 and Nasdaq contracts, though the pause followed an earlier, modestly positive tone. Within cash markets, AI remains the key driver: […]
Global Risk-On Rally Extends as Fed Cut Bets Lift Equities; Oil Softens on Ceasefire Hopes, Gas Stays Firm, Gold Eases from Highs U.S. equities extended their Thanksgiving week rally on Wednesday, with the Nasdaq climbing about 0.8% (roughly 189 points to 23,214.69) and the S&P 500 and Dow also advancing, while the VIX declined as […]
Global Risk-On Rally Extends as Fed Cut Bets Lift Equities; Oil Softens on Ceasefire Hopes, Gas Stays Firm, Gold Eases from Highs U.S. equities extended their Thanksgiving week rally on Wednesday, with the Nasdaq climbing about 0.8% (roughly 189 points to 23,214.69) and the S&P 500 and Dow also advancing, while the VIX declined as […]
Wall Street Extends Gains on Tech Strength and Rising Fed Cut Expectations Wall Street rallied for a fourth straight session as strong tech sentiment and growing confidence in a December Federal Reserve rate cut fueled risk appetite ahead of the Thanksgiving holiday. Fears over stretched tech valuations eased following upbeat results and guidance from Nvidia, […]
Gold Shines as Rate Cut Bets Surge Price Action: Gold has climbed back to $4,165/oz, consolidating firmly above the psychological $4,000 threshold. Dollar Weakness: The Greenback dropped for a second session, boosting the appeal of precious metals. December Cut Loading: Swaps traders now see an >80% chance of a Fed rate cut next month, driven […]