I'm joined by Diane King Hall to take a look at some of the more movers. Uh this morning we're seeing the chips rallying. I was just having the conversation that as I was looking at the chips and the story popped up about Goulby and the chips dropped when he said there was uncertainty.Didn't know about rate cuts and chips went down today. Now maybe I don't know if rate cuts are back on the table if the government reopens. But also you're getting some positive news on chips.>> Yes. Uh certainly some momentum ...

The Cleveland Fed president worries more about inflation than a cooling labor market. ...

Carol, there there's been a lot going on the past few weeks. A lot of talk of a market bubble, whether we've hit the peak in the bull market. How concerned should investors be with this latest off.Because a lot of strategists have also been telling us that a pullback was coming sooner than later, >> right. Well, a pullback would be normal, especially when you look at the energy that's been deployed coming off of those April lows. So, some sort of a pullback in here would be natural.It's important though and ...

After the first rate cut of 2025 and the prospect of more rate cuts to come, the capital markets are now wondering at what pace the U.S. Federal Reserve will institute them. For fixed income investors... ...

Global markets might be heading toward a correction in the next one to two years. It's likely there will be a drawdown of 10 to 20%, Goldman Sachs CEO David Solomon said. Morgan Stanley CEO Ted Pick said this wouldn't necessarily be a negative development. After a year of extended rallies, global stocks may be in for a harsh new reality. According to some Wall Street chief executives, markets could be heading toward a correction. "It's likely there'll be a 10 to 20% drawdown in equity markets som ...

Back in September 2020, when the world was under lockdowns, inflation wasn't even considered "transitory" yet, and most of Wall Street was stocking up on hand sanitizers to make bold predictions — BCA Research did precisely that.The firm called for the market to shrug off all the near-term and long-term concerns and more than double within the decade. They set a target for SPX to reach 7,000 by 2028. The logic was simple. A "structurally constructive" U.S. equity view, betting on peak-cycle earnings of $310 ...

Bitcoin Price News: After $1B BTC Whale Sale, Will Bitcoin Stabilize and Ethereum’s Ecosystem Priorities Boost Confidence? Bitcoin enters November after posting its first negative October in six years. The drop has sparked debate among traders about whether the pullback signals a deeper decline or a normal pause before the next move. According to CoinGecko, the Bitcoin price is down about -4.4% in the past day and trades near $107,000. That slide has helped pull the broader crypto market lower, with to ...

Group 1: Market Overview - Amazon has announced a significant $38 billion computing deal with OpenAI, which will enhance OpenAI's access to computing power using Nvidia GPUs [5][1] - The Federal Reserve is currently evaluating its rate path, with a 69% chance of a rate cut in December being priced in by the markets, despite some Fed officials expressing doubts about further cuts this year [6][4] - The Dow is down approximately 213 points, while the S&P 500 shows a slight gain, indicating a mixed market performance [115][3] Group 2: Economic Indicators - A report highlights slowing income growth for young workers, with real wage gains for those aged 25 to 29 being around 2%, which is significantly impacted by higher inflation [100][102] - The job market is experiencing a low hiring and low firing environment, which is particularly affecting young workers who rely on job switching for career advancement [105][106] - Concerns are raised about the structural shifts in employment due to AI, particularly in the tech sector, which may not align with traditional business cycle dynamics [26][32] Group 3: Federal Reserve Insights - Chicago Fed President Austin Goulby expressed unease about front-loading rate cuts, citing inflation concerns and the need for careful observation of economic indicators [8][12] - Goulby noted that inflation has been above target for over four years, with recent core inflation running at an annualized rate of 3.6% [14][29] - The Fed is balancing its dual mandate of managing inflation while supporting employment, which is currently in tension due to the labor market dynamics [106][113] Group 4: Corporate Developments - Microsoft has signed a data center deal with Iron, a Neocloud provider, continuing the trend of significant investments in AI infrastructure [6][5] - Cisco has received an upgrade from UBS, driven by a multi-year growth cycle fueled by AI infrastructure demand [74] - Core Mining is acquiring New Gold for approximately $7 billion in an all-stock deal, reflecting ongoing consolidation in the mining sector [79]

Mark, You like the dollar. You think it's got legs. Yes, absolutely.Good morning, guys. I think this is in context that has been really boring for the last few months. You know, the dollar was a big story the first part of this year.It's been the key part of why the end of U.S. exceptionalism has been a valid theme for 2025. It's been partially through the dollar component and then partially through stocks. Market lagging only slightly.So dollar was a big part of the first of the year, probably the most one ...

Market Overview - Indian equities ended lower, with the S&P BSE Sensex falling 465.75 points (0.55%) to close at 83,938.71 and the NSE Nifty 50 slipping 155.75 points (0.60%) to end at 25,722.10, marking a second consecutive day of losses [1][13] - The decline was attributed to profit booking amid mixed corporate earnings and cautious global sentiment, influenced by a stronger U.S. dollar and the Federal Reserve's tempered stance on rate cuts [2][13] Sector Performance - Most sectors closed in the red, pressured by renewed Foreign Institutional Investor (FII) selling, particularly after comments from Federal Reserve Chair Jerome Powell [13] - However, Public Sector Undertaking (PSU) banks outperformed due to expectations of increased Foreign Direct Investment (FDI) limits and better Q2 results [13] Technical Analysis - The Nifty index remained weak, failing to sustain above 25,950, with support at 25,800 being broken, indicating a bearish trend [8][14] - Short-term projections suggest a potential decline towards 25,525, while resistance is noted at 25,850, above which the trend may turn positive [8][14] Active Stocks - Most active stocks by turnover included Chennai Petro (Rs 3,287 crore), Navin Fluorine (Rs 2,990 crore), and HDFC Bank (Rs 2,297 crore) [9][14] - In terms of volume, Vodafone Idea led with 77.92 crore shares traded, followed by YES Bank and Sagility India [10][14] Market Sentiment - Market sentiment was bearish, with 2,436 out of 4,309 stocks on the BSE witnessing declines, while only 1,722 saw advances [13][14] - A total of 136 stocks reached their 52-week highs, while 66 stocks hit their 52-week lows, indicating mixed performance across the market [11][14]