Group 1 - The Federal Reserve is expected to lower interest rates in its upcoming meeting, with potential additional measures to be announced [1] - Wall Street anticipates the Fed will implement reserve management purchases to enhance liquidity and address disruptions in short-term financing markets [2] - The current financial system has less liquidity, with banks holding approximately $2.9 trillion at the Fed, down from over $4 trillion in 2021, indicating a tighter cash environment [3]

Market Overview - March 10-year T-notes are up +2 ticks, with the yield down -2.2 basis points to 4.166% after rebounding from a 3-month low [1] - Overseas stock markets are lower, with the Euro Stoxx 50 down -0.21% and China's Shanghai Composite down -0.23% [2] - The S&P 500 Index is down +0.34%, while the Dow Jones is up +0.67% and the Nasdaq 100 is up +0.07% [6] Employment and Economic Indicators - The US Q3 employment index rose less than expected, contributing to a dovish outlook for Fed policy [1] - Weekly initial unemployment claims are expected to increase by +29,000 to 220,000 [3] - The US Q3 employment cost index rose by +0.8% quarter-over-quarter, slightly below the expected +0.9% [4] Federal Reserve Actions - The Federal Reserve approved a third 25-basis-point interest rate reduction this year, setting the benchmark to a range of 3.5% to 3.75% [5] - Despite inflation remaining above the 2% target, officials anticipate only one further cut in 2026 [5] Corporate Earnings - Q3 earnings for S&P 500 companies rose +14.6%, exceeding expectations of +7.2% year-over-year, with 83% of companies surpassing forecasts [2] - GameStop reported Q3 net sales fell -4.6% year-over-year to $821.0 million [11] - Chewy reported Q3 net sales of $3.12 billion, better than the consensus of $3.10 billion [14] Stock Movements - Mobile grocery delivery service companies are declining after Amazon expanded same-day delivery for perishable groceries [9] - Cryptocurrency-exposed stocks are under pressure, with Bitcoin down nearly -1% [10] - AeroVironment is down more than -10% after cutting its 2026 adjusted EPS forecast [11] - GE Vernova is up more than +9% after boosting its stock buyback program to $10 billion and doubling its quarterly dividend [13]

But I want to lay out the argument for the Fed to do something different. I want to actually argue that they should make a 50 basis point cut. So first, we know the labor market is softening.We see that the fears are rising that a broader slowdown or recession could happen if we don't aggressively address the situation. Non-farm payrolls, they added only 119,000 jobs in September. It's a sharp deceleration from post-pandemic averages and the report came in below economic expectation.So due to this decelerat ...

FOMC Thoughts for how the market trades▻ We got a pump yesterday, but it was only crypto, equities were relatively flat.▻ 25 BPS cut is all but guaranteed. Market is pricing in 2-3 cuts for next year▻ New fed chair next year means even if Powell is hawkish, it wont matter come March▻ Anticipating Powell is not terribly hawkish or dovish, because of that uncertainty we get a sell off today▻ Rally following as Trump continues to push that the next Fed Chair will be cut happy / dovish / on his side▻ BTC back o ...

This story was originally published on Multifamily Dive. To receive daily news and insights, subscribe to our free daily Multifamily Dive newsletter. The Federal Reserve cut its main interest rate by 25 basis points on Wednesday to a range between 3.50% to 3.75% following a two-day meeting. The decision marks the central bank’s third rate reduction this year, following a quarter-point cut in September and October. The Fed is signaling another 25 basis points in 2026, according to Yahoo! Finance. On Dec. 9, ...

Earnings Reports - GameStop reported a Q3 profit of $0.13 per share, missing earnings by $0.05, with sales at $821 million, falling short of estimates, leading to a nearly 5% decline in stock premarket [3]. - Cracker Barrel missed earnings by $0.06, reporting a loss of $0.74 per share in Q1 2026, with revenue at $797.2 million, and guided full-year sales between $3.2 billion and $3.3 billion, below the expected $3.4 billion, resulting in a nearly 4% drop in stock premarket [4][3]. - AeroVironment reported a fiscal Q2 2026 profit of $0.44, missing by $0.35, although revenue beat expectations at $472.5 million; however, management warned of potential sales as low as $1.95 billion against an analyst forecast of $2 billion, causing a decline of over 5% in stock premarket [5]. Market Reactions - Despite multiple companies missing earnings, investor focus remains on the Federal Open Market Committee's decision regarding interest rates, with the Vanguard S&P 500 ETF showing no significant movement, remaining flat premarket [2][7].

How you doing. >> I'm good. >> Nice to see you.>> GPA weren't in uh percentage terms. So, >> no, they were not. Uh the Fed's decision just hours away.Joining us right now with more on how the central bank's rate path is going to impact the financial sector, Jason Goldberg is Barkley's senior equity analyst. What's your expectation, sir. >> I mean, I think the market's widely expecting a 25 basis point cut out of the Fed, maybe a couple descents either way.Um but certainly the market's pricing in a 25%. >> W ...

Group 1 - The Federal Reserve is expected to announce a 0.25% rate cut, marking its third cut of the year, with an 87% probability indicated by CME Group data [1] - The Fed will release its final Summary of Economic Projections (SEP) for 2025, which includes forecasts on economic growth, inflation, and interest rates [2] - Investors are anticipating potential changes to the Fed's outlook, particularly regarding interest rate cuts in 2025 and 2026 [2] Group 2 - There is a focus on potential disagreements among Fed officials, as indicated by two members voting against the previous rate cut decision in October [3]

Key Takeaways In October, job openings came in at 7.7 million, an increase from 7.2 million job openings reported in the August release of JOLTS Job Openings and Labor Turnover Survey (JOLTS). September data wasn't released due to the government shutdown, but the October report showed that job openings in the prior month were also near 7.7 million. Economists surveyed by The Wall Street Journal and Dow Jones Newswires projected that job openings would remain near August levels of 7.2 million. The data shoul ...

Market Overview - US stock futures remained stable as investors awaited the Federal Reserve's final policy decision of the year, with Dow Jones, S&P 500, and Nasdaq 100 futures all falling below the flatline [1] - Investors are cautious, with a nearly 90% chance priced in for a third consecutive quarter-point rate cut by the Federal Reserve [2] Federal Reserve Insights - FOMC members are divided on the need for easier policy, with some advocating for support of a cooling labor market while others warn of potential inflation risks [3] - The post-meeting statement and Chair Jerome Powell's press conference are highly anticipated for insights on future policy direction [3] Company Performance - GameStop (GME) stock fell 6% after missing quarterly revenue estimates, reporting $821 million in revenue compared to $860.3 million in the same quarter last year, and analysts had expected $987 million [9] - GE Vernova (GEV) shares rose 6% after the company doubled its dividend, indicating strong demand for natural gas-fired power [11] - Cracker Barrel (CBRL) stock dropped 8% after reporting lower-than-expected sales and trimming its revenue forecast for the fiscal first quarter [5][6] Commodity Market - Global bond yields reached their highest levels since 2009, indicating investor concerns about the end of interest-rate cutting cycles in the US [4] - Silver prices surged past $60 an ounce, driven by supply tightness and expectations of further monetary easing by the Federal Reserve [4][12]