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.

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.

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.

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.

Prepare for market whiplash in January, Yardeni says

Yardeni Research predicts increased market volatility in January as Trump prepares to retake office, providing potential buying opportunities amid changing inflation and interest rate expectations.

U.S. stocks higher at close of trade; Dow Jones Industrial Average up 1.18%

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.

Fed delivered 'a much needed reality check to euphoric Trump trades': Barclays

U.S. stocks mixed at close of trade; Dow Jones Industrial Average up 0.04%

U.S. stocks showed mixed results with gains in some sectors and losses in others, influenced by notable performers, market breadth, and commodities trading.

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.