U.S. stocks rebounded this week from their biggest pullback since April, supported by growing conviction that the Fed will cut rates in December. Still, volatility in mega-cap AI names — especially Nvidia and Alphabet — shows the market remains highly sensitive to AI profitability narratives. Key Insights What Investors Are Watching Next Week Bottom Line...
CME Group’s hours-long outage on Friday — freezing trading across FX, commodities, Treasuries and equity futures — was one of the longest in years. Electronic markets have faced repeated disruptions over the past decade, from software bugs to cyberattacks and even animals damaging equipment. Historic Outages That Shook Global Markets Why It Matters Frequent outages...
Global equity funds saw their first weekly outflow in 10 weeks, as fears over stretched tech valuations overshadowed optimism about a potential U.S. rate cut in December. Key Highlights Market sentiment weakened in November due to high tech valuations, increased volatility, and the impact of the record 43-day U.S. government shutdown. DWS CIO Vincenzo Vedda...
U.S. equity funds saw their first weekly outflow since Oct 15, with investors turning cautious despite rising expectations of a December Fed rate cut. Key Highlights By Fund Category Fixed Income Strengthens Liquidity Preference Rises
As shoppers hunt for discounts this Black Friday, investors are doing the same—targeting retailers best positioned for a bifurcated economy marked by high prices, slowing labor markets, and cautious household budgets. Key Trends Investor Focus Analysts are watching high-income spending closely. If affluent consumers—buoyed by 2025 market gains—slow down, broader economic momentum could weaken.
Fresh turbulence in the crypto market is putting significant pressure on shares of companies that hold bitcoin and other digital assets on their balance sheets, raising concerns over stress in this fast-growing but still niche sector. Boosted earlier this year by U.S. President Donald Trump’s crypto-friendly stance—and inspired by the meteoric rise of Michael Saylor’s...