• US10YT=X
• US500
• VIX

Fed will be forced to ease by 'more than 50 bps' next year: BCA

BCA Research predicts more than 50 bps of Fed rate cuts in 2025, driven by lower inflation and rising unemployment, alongside potential tariff impacts and quantitative tightening decisions.

• FMCC
• US10YT=X

US new home sales rebound in November after hurricane drag

New U.S. home sales rose 5.9% in November, bouncing back after hurricane disruptions, but rising mortgage rates may pose challenges for future sales.

• US10YT=X
• US2000
• US500

Morgan Stanley sees U.S. stock momentum eclipsing breadth

Morgan Stanley highlights a shift towards momentum investing, raising concerns about market breadth's warning signals amid recent concentration in high-quality stocks and rising Treasury yields.

• DXY
• EUR/USD
• US10YT=X
• US500
• VIX

Fed's next rate cut to come in June, UBS says

UBS predicts the Fed will cut interest rates by 25 bps in June and September 2025, adjusting market expectations amid shifting economic outlooks and political influences.

• DJI
• DXY
• GC
• IXIC
• NDX
• SI
• US10YT=X
• US500
• VIX

Santa Claus rally is nowhere in sight

Piper Sandler analysts note the Santa Claus rally is unlikely as U.S. stocks decline due to Federal Reserve actions and rising yields, despite intact market uptrends.

• IBKR
• MSTR
• US10YT=X

How investments may fare during Trump 2.0 and Fed easing

U.S. investors brace for changes in 2025 under Donald Trump, focusing on economic performance, market adjustments, and impacts of tariffs, rate cuts, and cryptocurrency trends.

• DJI
• IXIC
• NDX
• US10YT=X
• US500
• VIX

Trump 2.0 is a ‘recipe for volatility’ in 2025, says Piper

Piper Sandler warns that Trump's return to presidency may cause market volatility in 2025, likening it to Reagan's challenges with inflation and fiscal uncertainty.

• US10YT=X
• US500
• VIX

Government shutdown averted but bigger fiscal challenges ahead, says Goldman

The U.S. avoids a government shutdown with a spending extension, but major fiscal concerns arise from debt limit negotiations and the difficulty of achieving proposed spending cuts.

• BTC/USD
• EUR/USD
• GC
• US10YT=X
• US500
• USD/ZAR

Markets in 2024: Wall Street's high-octane rally keeps investors captive to the US

• CL
• JP225
• LCO
• MIAP00000PUS
• NQH25
• US10YT=X
• USD/JPY
• XAU/USD

Asia shares rally on US inflation relief

Asian shares rose as U.S. inflation eased policy fears, avoiding a government shutdown. Strong dollar impacts commodities, while market focuses on upcoming Fed meetings and bond yields.