• JP225
• KBE
• MIWO00000PUS
• STOXX
• US10YT=X
• US500
• VIX

Stock funds witnessed biggest inflows ever in a week to Wednesday: BofA

Equity funds saw a record inflow of $68.7 billion, while cash and bond funds faced significant outflows, driven by bullish sentiment and volatility in markets.

• DJI
• MSCIEF
• US10YT=X
• USD/CNY
• USD/JPY

Morning Bid: Seeking respite from Fed; PBOC set to hold the line

Asian markets reflect on central bank activities as investors seek calm amid global selloff, with focus on Japan's inflation and China's interest rate decisions on Friday.

• FMCC
• US10YT=X

US mortgage rates rise after three straight weekly declines

U.S. mortgage rates rose to 6.72% as the Federal Reserve projected fewer rate cuts in 2025, while the yield on 10-year Treasury notes reached a six-and-a-half-month high.

• US10YT=X
• US500
• VIX

UBS doesn't see significant change in the US deficit under Trump 2.0

UBS suggests Trump's second term may not significantly change U.S. fiscal deficit, emphasizing compromises on tax cuts amid high debt levels and constraints on future economic policies.

• US10YT=X
• US500
• VIX

Cautious Fed enters new phase as focus swings back to inflation

• IXIC
• US10YT=X
• US500
• VIX

Post Fed correction could last through January, Yardeni says

Yardeni Research predicts a market correction following a Fed rate cut, citing unrealistic expectations for rate cuts in 2025, yet maintains a long-term bullish outlook for the S&P 500.

• LEN
• US10YT=X

Lennar reports Q4 results below estimates on increased cost from higher interest rates

Lennar Corp missed Q4 profit and revenue estimates as volatile mortgage rates deterred buyers, causing a 7.5% drop in shares and lower average sales prices.

• DJI
• DXY
• IXIC
• US10YT=X
• US30YT=X
• USD/JPY

Morning Bid: Fed's 'hawkish cut' slams markets, BOJ up next

Investors await key interest rate decisions from the Bank of Japan, Philippines, and Taiwan following a hawkish Federal Reserve meeting and market volatility.

• US10YT=X

US single-family housing starts rebound; tariffs an obstacle

U.S. homebuilding saw a 6.4% increase in November but faces potential challenges from upcoming tariffs and labor shortages affecting future construction.

• US10YT=X

U.S. 10-year treasury yields could hit 6%, T. Rowe Price projects

T. Rowe Price predicts a rise in Treasury yields due to fiscal expansion, potential tax cuts, and a healthy economy, possibly reaching 6% by 2025.