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Wall Street Rebounds on Rate Cut Hopes, Tech Volatility Persists
Stock Market News· 2025-11-21 21:07
Market Overview - The U.S. stock market experienced a significant rebound on November 21, 2025, with major indexes closing higher, recovering from earlier losses driven by optimism regarding potential interest rate cuts by the Federal Reserve [1][4] - The Dow Jones Industrial Average (DJI) rose 1.4%, adding 650 points, while the S&P 500 (SPX) gained 1.4%, closing at 6,590 points, and the Nasdaq Composite (IXIC) increased by 1.5% [2] Federal Reserve Influence - New York Federal Reserve President John Williams indicated support for a potential interest rate cut "in the near term," which shifted market expectations significantly, raising the likelihood of a rate cut at the December meeting to 73.1% from 39.1% [4] Corporate Performance - Nvidia (NVDA) reported a 62% year-over-year revenue increase to $57 billion, but its shares fell 3.2% on Thursday and 1.7% on Friday due to concerns over AI valuations [5] - Walmart (WMT) saw its stock decline by approximately 2% on Friday after a strong performance on Thursday, where it had jumped 6.5% following better-than-expected third-quarter results [6] - Retailers like Gap (GPS) and Ross Stores (ROST) had positive performances, with Gap surging 9.5% and Ross jumping 8.5% due to strong earnings [7] Notable Stock Movements - Alphabet (GOOGL) increased by over 3%, while Meta Platforms (META) added 1%. In contrast, Microsoft (MSFT) shares fell approximately 1%, and Oracle (ORCL) slid more than 4% [8] Upcoming Earnings and Economic Data - Several companies, including BJ's Wholesale Club Holdings (BJ) and IES Holdings (IESC), reported earnings after the market closed, with BJ's EPS at $1.16 against a forecast of $1.10 [9][10] - The upcoming week will feature key economic data releases, including the Producer Price Index (PPI) and Retail Sales for September, which were delayed due to a government shutdown [12]
JPMorgan Stock: Not A Great Buy At This Valuation (NYSE:JPM)
Seeking Alpha· 2025-11-21 13:59
My previous update on JPMorgan Chase & Co. ( JPM ) was mainly based on technical analysis, but nonetheless I downgraded the stock to a sell. Below, you can see that this bear thesis hasn't workedI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I alwa ...
JPST: Simple Cash Alternative ETF, Solid Performance And Yield
Seeking Alpha· 2025-11-21 13:41
Core Insights - The JPMorgan Ultra-Short Income ETF (JPST) offers a 4.5% dividend yield, which is slightly higher than T-bills, focusing on quality short-term securities [1] Group 1: Company Overview - JPST is part of the CEF/ETF Income Laboratory, which manages portfolios targeting safe and reliable yields of approximately 8% [1] - The service is designed for both active and passive investors of all experience levels, emphasizing high-yield opportunities in the closed-end fund (CEF) and exchange-traded fund (ETF) space [1] Group 2: Investment Strategy - The majority of holdings in the CEF/ETF Income Laboratory are monthly-payers, facilitating faster compounding and steady income streams [1] - The service includes features such as 24/7 chat and trade alerts to assist investors [1] Group 3: Analyst Background - Juan de la Hoz, a contributor to the CEF/ETF Income Laboratory, has extensive experience in fixed income trading, financial analysis, and economics, focusing on dividend, bond, and income funds [1]
Meesho eyes $6 billion valuation with December IPO
The Economic Times· 2025-11-21 12:36
The SoftBank Group Corp.-backed firm is in talks with The offering will comprise a fresh issue of shares worth 42.5 billion rupees and an offer for sale of 175.7 million shares by existing investors, according to Bengaluru-based Meesho’s draft prospectus.Meesho, an online marketplace that is popular in smaller Indian cities, joins a growing list of companies tapping into India’s booming IPO market. Firms have already raised nearly $19.5 billion this year, following a record $21 billion in 2024, according t ...
X @Wendy O
Wendy O· 2025-11-21 12:31
EPSTEIN FUNDED BITCOINThe real story is that Epstein used CENTRALIZED financial giant JPMorgan ChaseThere is a very big difference between centralized and decentralized networks.Ron Wyden (@RonWyden):EPSTEIN BOMBSHELL: my staff is releasing a new report showing JPMorgan Chase executives – all the way to the top – enabled Epstein's sex trafficking operation. You're going to want to read this. https://t.co/vFS6o6lA10 ...
大摩之后第二家!“撤回12月降息预测”,摩根大通:12月跳过,1月重启降息
美股IPO· 2025-11-21 11:42
摩根大通成为第二家撤回美联储12月降息预测的华尔街主要投行,认为9月非农就业增11.9万人创新高,但失业 率升至4.44%,数据呈矛盾信号,预计美联储12月将维持利率不变,推迟至2026年1月和5月重启降息。该行首 席经济学家认为,混合报告将引发FOMC激烈辩论,12月决策结果极为接近,无论暂停或继续降息都可能出现委 员投反对票。 继摩根士丹利之后,摩根大通成为第二家撤回美联储12月降息预测的华尔街主要投行,认为美联储将因就业数 据的混合信号选择暂停降息,维持明年1月和5月恢复降息的预期。 摩根大通在最新发布的研报中指出,9月非农就业增加11.9万人,创4月以来新高,就业扩散指数跃升至55.6%, 为2月以来最高水平。但失业率同时上升12个基点至4.44%,呈现出相互矛盾的信号。 就业数据呈现矛盾信号 报告称,9月非农就业报告的核心矛盾在于数量与质量的背离。 企业调查显示,非农就业增加11.9万人,为4月以来最强劲增长。更令人鼓舞的是,此前令人担忧的就业增长广 度下降趋势出现逆转,就业扩散指数从上月低点跃升至55.6%。 但家庭调查数据则描绘出更为谨慎的图景。 失业率继续攀升,9月上升12个基点至4.44%, ...
继大摩之后,小摩也放弃美联储12月降息预测!摩根大通:仍然预计美联储将在明年1月和4月降息
Sou Hu Cai Jing· 2025-11-21 06:27
此前,摩根士丹利也撤回了美联储12月降息的预测,目前预计美联储将在明年1月、4月和6月降息,最 终将政策利率降至3%至3.25%区间。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担 全部责任。邮箱:news_center@staff.hexun.com 在美国公布强于预期的就业报告后,摩根大通也撤回了对美联储12月降息25个基点的预测。 摩根大通在美国当地时间周四晚间发布的一份报告中说,仍然预计美联储将在明年1月和4月降息。 ...
BBJP: Better Than EWJ, But Not Advisable To Pursue Now
Seeking Alpha· 2025-11-21 02:43
Core Insights - Investors interested in Exchange-Traded Funds (ETFs) that focus on Japanese equities have nearly 20 options available in the market [1] Group 1 - The article highlights the variety of ETF vehicles covering Japanese equities, indicating a competitive landscape for investors [1]
ASMPT(00522.HK)获摩根大通增持27.67万股
Ge Long Hui· 2025-11-20 23:25
格隆汇11月21日丨根据联交所最新权益披露资料显示,2025年11月17日,ASMPT(00522.HK)获JPMorgan Chase & Co.以每股均价77.8447港元增持好仓27.67 万股,涉资约2153.96万港元。 | FREE FREE | 大股東/董事/最高行政人員名稱作出披露的 買入 / 南出或涉及的股每股的平均價 | | | | 特有機容的设分數目 | 估已發行的 有關事件的日 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | (請參閱上述*註解)有孜崇權版(日/月/年) | | | | | | | | 分目分析 | | CS20251120E00306 | JPMorgan Chase & Co. | 1101(L) | 276,699(L | HKD 77.8447 | 29.186.437(L | 7.00(L)17/11/2025 | | | | | | | 3,026,358(S) | 0.72(S) | | | | | | | 23,665,415(P) | 5.68(P) | | 股份代號: | 005 ...
US banks shelve $20 billion bailout plan for Argentina, WSJ reports
Reuters· 2025-11-20 21:44
A planned $20 billion bailout to Argentina from JPMorgan Chase , Bank of America and Citigroup has been shelved as bankers pivot instead to a smaller, short-term loan package, the Wall Street Journal ... ...