iShares Preferred & Income Securities ETF

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Tradr 2X Long ASTS Daily ETF

Able View Global

Despite a better-than-expected job market update from the U.S., expectations for a Fed rate cut in December remain strong. Initial Jobless Claims decreased to 191,000, beating market expectations. Wall Street Futures and European benchmarks are up, while Asian markets closed mostly positive. The Dollar Index is flat, and ten-year bond yields have mostly risen. Crude oil prices increased, gold prices declined, and cryptocurrencies extended gains.

rttnews

Rate Cut Bets Strong Despite Strong Jobs Data

The Federal Reserve's anticipated rate cuts in 2025 are expected to impact borrowing costs, deposit yields, and lending strategies across banks and fintech. Despite signals of easing, market pricing is slow to adjust, affecting bank margins and deposit rates. Mortgage rates have slightly decreased, but affordability remains strained. Fintech lenders are selectively lowering APRs, while small-business lending remains tight. The Fed's decisions and future guidance will influence pricing adjustments into 2026.

Forbes

Fed 2025 Rate Cuts: Impact On Banks And Fintech

.SPX

The U.S. economy is showing signs of strain, with the dollar on track for its biggest annual drop since 2007. Speculation about the next Federal Reserve chair and expected rate cuts by Jerome Powell are influencing markets. Key economic data and earnings reports are anticipated. The Morning Bid podcast has launched, offering market insights. Global events, including Ukraine peace talks, U.S. visa policy changes, and Japan's rate hike plans, are also in focus. The bond market sees mixed reactions, and the EU debates using frozen Russian assets for Ukraine funding.

fidelity

S&P 500

Morning Bid: Odd jobs and bondsÂ

The U.S. economy is experiencing difficulties, with the dollar facing its biggest annual drop since 2007. Speculation about the next Federal Reserve chair and expected rate cuts by Jerome Powell are influencing markets. Key economic indicators, including jobless claims and the Challenger job cuts report, are anticipated. The bond market sees mixed reactions, with Japan's 30-year bonds rallying. The EU debates using frozen Russian reserves to fund Ukraine. The Fed's PCE inflation data is awaited before next week's meeting.

- The U.S. economy is facing challenges, with the dollar experiencing its largest annual drop since 2007, influenced by expectations of interest rate cuts by the Federal Reserve.  
- Upcoming economic indicators, including jobless claims and earnings reports, are anticipated to provide further insights into the labor market and economic health.  
- The dollar's decline has significant implications for geopolitics, inflation, and investment patterns, benefiting emerging markets and local currency bonds.

Reuters

MORNING BID AMERICAS-Odd jobs and bonds

Economist Mohamed El-Erian criticizes the Federal Reserve for policy missteps and internal dysfunction, calling for sweeping reforms. He stresses the need for broader reforms beyond short-term decisions like rate cuts. El-Erian highlights Cleveland Fed President Loretta Mester's admission of mistakes within the central bank, indicating internal acknowledgment of necessary changes to improve forecasting and operations. His comments were made on CNBC's "Squawk Box."

Unusual Whales

Economist Mohamed El-Erian criticizes Federal Reserve for policy missteps and internal dysfunction, calls for sweeping reforms. Fed's credibility at risk.

Anne Walsh, CIO of Guggenheim Partners Investment Management, believes the U.S. economy is slowing but current GDP aligns with historical growth trends. She suggests the Fed has room to cut rates in December and anticipates further rate cuts in 2026, moving to neutral.

Guggenheim CIO thinks Fed has room to cut rates in December

MRVL

In November, the U.S. unexpectedly cut 32,000 jobs in the private sector, while the market had expected an increase of 42,000 jobs. The likelihood of the Federal Reserve cutting interest rates by 25 basis points next week has risen to about 89%. The Dow Jones Industrial Average rose 408 points to 47,882 points, the Nasdaq rose 40 points to 23,454 points, and the S&P 500 index rose 20 points to 6,849 points. Microsoft denied rumors but fell 2.5%, and AI concept stocks declined. American Eagle's stock price rose 15%, and Marvell's stock price rose nearly 8%. Reports suggest that Netflix plans to acquire Warner Bros. Discovery, leading to a nearly 5% drop in Netflix's stock price

AASTOCKS

American Eagle Outfitters

Marvell Tech

"U.S. Stocks" The probability of a rate cut in the U.S. next week reaches 90%, the Dow Jones Industrial Average rises 408 points throughout the day, Microsoft denies rumors but still falls over 2%

The U.S. economy continues to grow, with the services sector expanding for the sixth consecutive month, according to the Institute for Supply Management (ISM). Inflation pressures have eased, but "tariff uncertainty" is causing businesses to be cautious in hiring and investing. The ISM index rose to 52.6% in November, indicating expansion. Despite some signs of improvement, the labor market remains a concern, with the Federal Reserve considering further interest rate cuts to prevent rising unemployment. The Dow Jones and S&P 500 indices rose in response to the news.

Dow Jones

U.S. economy is still growing, ISM says, but 'tariff uncertainty' depresses sales and hiring

AVGO

NVDA

MSFT

In November, U.S. private enterprises unexpectedly cut 32,000 jobs, while the market had originally expected an increase of 42,000 jobs. Investors are paying attention to the U.S. economic outlook, coupled with Microsoft's reduction of AI software sales quotas, leading to a 3% drop in its stock price and a decline of over 90 points in the Nasdaq. AI concept stocks such as NVIDIA and Broadcom also fell. American Eagle's same-store sales rose 4% in the third quarter, raising its full-year performance forecast, resulting in a 15% surge in its stock price; Marvell's last quarter earnings exceeded expectations, with its stock price rising 7%

Broadcom

NVIDIA

Microsoft

"U.S. Stocks" U.S. private companies unexpectedly lay off employees, reports that Microsoft cuts AI software sales quotas, stock price drops 3%, Nasdaq falls over 90 points

The U.S. economy shows growing division as affluent consumers drive spending growth while working families cut back on essentials. Unemployment has risen sharply for vulnerable groups even as luxury retailers and high-end restaurants report strong business.

Two Americas emerge as stock market soars and food pantry lines grow

The Federal Reserve has started to recover from a period of losses due to its pandemic-era bond purchases. Recent data shows a reduction in the Fed's deferred asset, indicating a return to profitability. This change is attributed to rate cuts, which have reduced payouts to banks. The Fed's deferred asset, which represents losses that must be covered before profits can be returned to the Treasury, has decreased slightly. Analysts expect the Fed's profits to exceed $2 billion this quarter, marking a shift from its loss-making trend.

- The Federal Reserve has begun to reduce its deferred asset, indicating a potential return to profitability after three years of losses linked to pandemic monetary policy.  
- Since November 5, the deferred asset decreased from $243.8 billion to $243.2 billion, suggesting a shift in a long-term trend, with expectations of over $2 billion in profits for the current quarter.  
- Rate cuts have helped the Fed minimize payouts to banks, halting losses and allowing for a gradual recovery, although the timeline for fully covering the deferred asset remains uncertain.

Fed data suggests central bank has stopped losing money

The article explores the possibility of the Federal Reserve cutting interest rates in its upcoming meeting and discusses potential successors for Fed Chair Jerome Powell. Insights are provided by Dr. Thomas Hoenig, former CEO of the Kansas City Fed and a Distinguished Senior Fellow at the Mercatus Center.

Talkmarkets

Money Printing Will Likely Kick Into High Gear Soon

Investors are assessing the trends of the U.S. economy and inflation, awaiting the decision from the Federal Reserve at its last policy meeting of the year next week. U.S. Treasury yields saw little change on Tuesday. The yield on the two-year bond fell by 2.9 basis points to 3.512%. The yield on the ten-year bond fell by 0.6 basis points to 4.09%. The yield on the thirty-year bond rose by 0.6 basis points to 4.749%