Investors are positioning themselves for some excitement today. They are likely to get it—as we get new numbers on U.S. GDP, a new rate decision from the Fed, and ADP reports on private payrolls.
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The markets seem to be betting the Fed is poised to deliver on the TACO trade
“The broader market psychology has shifted," Convera’s George Vessey says. "The question is no longer if the Fed will ease, but…
"The fact that the 30-year Treasury yield didn’t fall immediately is weird and worrying. It took very weak payrolls to finally do…
With markets convinced of a Fed rate cut, Powell must navigate divisions inside the FOMC over inflation, tariffs, and jobs data.
The S&P 500 is now up 13% year to date and the Nasdaq is up 17%. Meanwhile, the DAX stock market index in Germany is up 19% so…
The S&P 500 looks like it will break a five-day losing streak.
“Earlier this month, markets shifted more towards a 'central back put' regime," Christian Mueller-Glissmann at Goldman wrote in a…
