Big Tech Rally Eases VIX as Fed Cuts Debated
Tech-led gains and low volatility meet shifting Fed cut odds, China-EU trade frictions, and key data.
5 min read
Daily
Holiday Liquidity Puts AI Megacaps, Treasuries in Focus
Thin holiday trading amplifies megacap moves as delayed data and key Treasury auctions steer yields.
5 min read
Europe’s Record Run, Fed Cut Bets Intensify
European stocks hit records as cooling inflation, wary consumers and U.S. policy signals reshape year-end positioning.
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Cool CPI, AI Chips Lift Nasdaq; BOJ Tightens
Stocks rallied on cooler CPI and Micron optimism as claims mixed and BOJ hikes lifted yields.
5 min read
AI-Linked Stocks Slide as Jobs Data Weakens
Markets rotate out of AI leaders amid capex worries, softer shutdown-distorted jobs, and key CPI ahead.
5 min read
Noisy Jobs Data Sparks Risk-Off, Fed Odds Steady
Shutdown-blurred labor data, cooling PMI, and falling oil sharpen focus on upcoming CPI and jobs prints.
5 min read
Wall Street Waits for Backlogged Payrolls, BOJ Move
Stocks tread cautiously before delayed U.S. jobs data, Treasury-yield swings, and a likely BOJ hike.
5 min read
Dollar Eases After Fed as China Demand Slumps
A softer post-Fed dollar and weak China consumption keep 2026 rates, trade, and property in focus.
4 min read
Rate-Cut Bets Fade as Markets Broaden Out
Investors reprice fewer 2026 cuts, rotate beyond mega-cap tech, and watch Congress weigh prediction-market rules.
5 min read
Fed Cuts Rates as 2026 Rotation Talk Grows
Powell warned of hidden labor weakness as strategists eye a 2026 shift beyond AI megacaps.
5 min read
Fed Cuts Again as Hawaii Slumps, China Eyes 2026
Markets weigh a third Fed cut, Hawaii’s tourism-led downturn, China’s export-demand pivot, and prediction-market scrutiny.
5 min read
Risk Assets Rally Into Month-End
WMT +1.29%AVGO +1.36%GM +0.98%HLT -0.26%ROST -0.75%VTR +0.69%WELL +0.96%SYF +0.53%As of Nov 29, 2025 09:
6 min read