Economic Data and Market Reaction - The ADP data indicated a loss of 32,000 private-sector jobs in November, marking the largest decline in 2.5 years, which initially caused stocks to fall [2] - Following the weak employment data, stocks rebounded, with the Dow Jones up 0.96% at 47,928, S&P 500 rising 0.38% to 6,855, and NASDAQ gaining 0.26% to 23,468 by the close [2] - The weak ADP report has increased expectations for a 25 basis point rate cut by the Federal Reserve next week [2][6] Treasury Bonds - The weak ADP data led to a decline in Treasury yields across the curve, with the 30-year bond yielding 4.73% and the 10-year note at 4.06% [3] - Some analysts suggest that the Fed may not only cut rates next week but could also follow up with another cut in January [3] Energy Sector - Oil prices increased as reports indicated that a potential peace deal regarding the Russia-Ukraine conflict was premature, with Brent Crude rising 0.61% to $62.83 and West Texas Intermediate up 0.84% to $59.13 [4] - Natural gas prices surged, closing at $5.00, a significant increase of 3.45%, with EQT Corp. identified as a favored stock in this sector [4] Precious Metals - Gold prices saw a slight increase, closing at $4,207, driven by dollar weakness and a report of central banks purchasing 53 tonnes of gold in October, the highest amount since 2025 [5] - Silver also continued to rise, last seen at $56.97 [5]

A "Now Hiring" sign is seen at a Chipotle location on Nov. 6, 2025 in the Brooklyn borough of New York City.A sign at a NYS Department Of Labor job fair at the Downtown Central Library in Buffalo, New York, US, on Wednesday, Aug. 27, 2025.Lauren Petracca | Bloomberg | Getty ImagesThis is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Silver linings playbookYesterday highlighted the relevanc ...

Traders work on the floor of the New York Stock Exchange (NYSE) after the opening bell in New York on December 3, 2025.After shaking off some of the weakness at the start of the month, markets seemed to be ready to board Santa's sleigh, and rode into a second straight day of gains this week. Wednesday's rally was on the back of surprisingly weak private jobs data, with payrolls processing firm ADP's November report showing 32,000 job losses, sharply missing the 40,000 gain expected by economists polled by D ...

The record-long 43-day U.S. government shutdown kept investors in the dark about official data and hampered the ability to gauge the Fed's likely path on interest rates. But the backlog is now being cleared along with data from non-governmental sources. The Institute for Supply Management said U.S. services activity was little changed in November at 52.6 versus 52.4 in October while the prices paid component dipped but remained elevated. The reading comes ahead of the delayed personal consumption expenditu ...

Core Inflation Insights - Core PCE inflation is projected to have risen 2.9% in September, moving away from the Federal Reserve's target of a 2% annual rate [1] - The Personal Consumption Expenditures index is expected to show a 2.8% increase over the 12 months ending in September, up from 2.7% in August, marking the highest level since April 2024 [1] - If the report aligns with expectations, it would indicate that core PCE inflation has exceeded the Fed's target for 55 consecutive months [1] Economic Implications - Inflation has been a persistent issue since 2021, with forecasts suggesting it will not return to pre-pandemic levels in the near future [1] - The upcoming report was delayed due to a government shutdown, but if it meets expectations, it will reflect similar annual increases as the Consumer Price Index for September [1] - Economists at Bank of America predict core PCE inflation will remain above 3% through Q3 2026 and above 2% through 2027 [1] Federal Reserve's Response - Despite ongoing inflation concerns, the Federal Reserve is expected to cut interest rates to support the struggling job market [1] - The Fed has maintained high rates to curb inflation but faces pressure to lower them to stimulate hiring amid a slowdown in job growth [1] - Recent discussions among Fed officials highlight the conflicting pressures of maintaining low inflation and high employment, influencing the direction of interest rates [1]

Core Insights - The corn market is experiencing strong export demand but is hindered by large supplies, leading to price stagnation [1][3] - Concerns about US corn supplies for the 2026 planting season are emerging, with expectations of tight vendor supplies [2] - The soybean market is currently waiting for significant export business, particularly from China, which has not yet materialized [6][10] Corn Market Analysis - The national corn index recently climbed above $4 for the first time since last spring, indicating some market momentum [3] - Despite solid demand, the weak basis suggests that there is still an abundance of supplies available [4] - If demand decreases during winter, the market could weaken due to the ample bushels on hand [4][5] Soybean Market Dynamics - The soybean market is seeing commercial activity but lacks substantial sales, particularly from China, which is a key player [6][9] - Weekly export sales and shipment numbers are lagging, indicating a delay in catching up with demand [8] - There is speculation that some sales to China may be occurring below reportable levels, which could affect future reporting [9] Geopolitical and Economic Influences - The upcoming Fed meeting is anticipated to result in a quarter-point rate cut, which could weaken the US dollar and support commodities [12][15] - Political factors are currently influencing market movements more than traditional economic indicators [13] - The potential for a ceasefire in the Russia-Ukraine conflict could impact crude oil markets, but current reactions have been muted [19] Silver and Biofuels Outlook - Increased demand for silver, driven by electric vehicle production, has led to record prices, with silver crossing $58 recently [21] - Changes in fuel economy standards could affect both the silver market and ethanol demand, as a shift towards gasoline vehicles may increase ethanol usage [22]

The U.S. stock market demonstrated resilience on Wednesday, December 3rd, 2025, with major indexes closing higher for the seventh time in eight sessions. Investor optimism was largely fueled by fresh economic data that bolstered expectations for a Federal Reserve interest rate cut next week, despite a mixed picture on the labor front. Technology stocks, however, presented a more varied performance, with some giants facing headwinds while others surged on strong earnings and strategic acquisitions.Major Inde ...

Michael Nagle / Bloomberg via Getty Images The job market has been in a low-hiring, low-firing limbo and could be taking a turn for the worse, according to data from ADP. Key Takeaways Private employers lost 32,000 jobs in November, the third month of job losses in the last four. Job growth has been eroding for months, with tariffs playing a significant role in the slowdown. Weak job growth could push officials at the Federal Reserve to cut interest rates at the Fed's policy meeting next week. Yet ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. Dive Brief: Companies cut payrolls by 32,000 last month, payroll processor ADP said Wednesday, as Federal Reserve officials remain divided over whether a cooling job market warrants trimming the main interest rate during a policy meeting next week. Private employers with fewer than 50 workers shed 120,000 jobs in November, while larger firms increased payrolls by 90,000, ...

Economic Indicators - U.S. private sector employment unexpectedly decreased by 32,000 jobs in November, following an upwardly revised increase of 47,000 jobs in October [21][22] - Economists had anticipated a slight increase of 10,000 jobs, compared to the previously reported addition of 42,000 jobs for October [21][22] Market Reactions - Major U.S. index futures indicate a higher open, with stocks likely to build on previous session gains [1] - The tech-heavy Nasdaq rose by 137.75 points (0.6%) to 23,413.67, the Dow increased by 185.13 points (0.4%) to 47,474.46, and the S&P 500 climbed by 16.74 points (0.3%) to 6,829.37 [4] - A significant rebound in Bitcoin, which surged over 6%, contributed to the positive market sentiment [4][3] Sector Performance - Semiconductor stocks led the market higher, with the Philadelphia Semiconductor Index increasing by 1.8% [5] - The NYSE Arca Computer Hardware Index also showed strength, gaining 1.7% [5] - Airline and telecom stocks experienced notable gains, while gold, natural gas, and oil producer stocks declined [5] Global Market Trends - Asian stocks ended mixed, with a focus on key U.S. economic data and central bank decisions [8] - The Eurozone private sector recorded its strongest growth since May 2023, with the composite output index rising to 52.8 in November from 52.5 in October [16][17] - In Japan, the Nikkei 225 Index increased by 1.1% to 49,864.68, reflecting positive sentiment from Wall Street [11] Commodity and Currency Markets - Crude oil futures rose by $0.71 to $59.35 per barrel after a previous decline [7] - Gold prices increased by $30.20 to $4,251 per ounce, recovering from a significant drop [7] - The U.S. dollar weakened against the yen and euro, trading at 155.41 yen and $1.1670 against the euro [7]