The FTSE 100 rallied strongly yesterday morning sparked by yesterday’s surprisingly soft inflation report. UK inflation fell sharply to 3.2% in November (down from 3.6% in October), coming in well below the 3.5% that economists had predicted. The market now views an interest rate cut at today’s BoE meeting as a near certainty. The UK

The Dow Jones Industrial Average and the Russell 2000 made new all-time highs, driven by continued momentum following the Federal Reserve’s recent interest rate cut. The S&P 500 is still below its all-time high, weighed down by a sell-off in AI-related stocks after Oracle’s revenue missed expectations and the company announced increased spending on AI

Stock markets declined yesterday as we approach the Fed’s two-day policy meeting, with a widely expected 25 basis-point interest rate cut. Despite the expected cut, investors are cautious about a potential “hawkish cut,” where Chair Jerome Powell might signal prudence or caution on the path for further easing in 2026. This uncertainty is tempering sentiment.

The US market is in a “calm before the storm” scenario, with major indices near record highs but poised for volatility depending on the Fed’s decisions. The central focus is the upcoming Federal Open Market Committee (FOMC) meeting on Wednesday. The market has largely priced in an expected 25 basis point interest rate cut following

US stock futures are slightly higher following a positive session on Tuesday, as risk appetite has returned to the markets. Expectations of a Federal Reserve interest rate cut next week continue to be a primary driver, with markets pricing in a high probability (around 89%) of a 25 basis point reduction. Investors are keenly awaiting

Today marks a shortened Black Friday trading session on US exchanges, opening at the usual 9:30 a.m. ET but closing early at 1:00 p.m. ET. With no major economic data releases or corporate earnings scheduled, expect light trading volume and potentially subdued volatility. This follows a holiday week where markets rebounded modestly mid-week on renewed

Stock markets are rallying however, volatility lingers due to elevated AI/tech valuations, a recent government shutdown’s data delays (e.g., October CPI postponed to December 18), and rotation out of mega-caps into value sectors. The S&P 500 is down about 3% from its record high yet many well known names linked to AI are down 10%,