Spencer Platt/Getty Images The market narrative will be dominated by the November jobs and inflation data this week. The job market has been a key focus for investors as they gauge the outlook for more rate cuts. A lineup of Fed speakers this week could also influence the market's expectations for rates in 2026. Markets are expecting key updates this week that could inform the trajectory of stocks through year-end and into 2026. US stocks gained to start the week as investors looked ahead to a hea ...

Delayed jobs and inflation data come out this week, Supreme Court tariffs decision looms, SpaceX could serve up a feast in 2026, and more news to start your day. ...

The first week of December will be a busy oneThere will be plenty of economic data to unpack during the first week of December, including some reports that had been delayed. On the earnings front, American Eagle Outfitters (AEO), Box (BOX), CrowdStrike (CRWD),C3.ai (AI), DocuSign (DOCU), Dollar General (DG), Dollar Tree (DLTR), Five Below (FIVE), GitLab (GTLB), Kroger (KR), Macy's (M),Marvell Technology (MRVL), Salesforce (CRM), Ulta Beauty  (ULTA), and Victoria's Secret (VSCO) are scheduled to report. Belo ...

Market Overview - The market is experiencing volatility and losses, with investors seeking potential catalysts for stock movement [1][3] - Historically, the Thanksgiving week has been strong for stock investors, with the S&P 500 gaining a median of 0.76% since 1945 [2] Consumer Data - September retail sales data is expected to show a 0.4% increase in consumer spending, down from 0.6% in the previous month [5] - The Conference Board's Consumer Confidence Survey for November is set to be released, providing insights into consumer sentiment [5] - The University of Michigan's Consumer Sentiment Survey indicates a decline to its lowest level in three years, reflecting consumer frustration over high prices and weakening incomes [6] Inflation Data - The September Producer Price Index will be released, which could influence the Federal Reserve's perspective on inflation ahead of the December policy meeting [7]

Core Viewpoint - The likelihood of a third federal rate cut in December has been questioned due to recent inflation data and other influencing factors, leading some analysts to suggest that the Federal Reserve may delay any cuts until the first meeting in 2026 [1] Group 1 - Recent inflation data has prompted a reevaluation of the Federal Reserve's potential actions regarding interest rates [1] - Some analysts on Wall Street are now advocating for the Federal Reserve to hold off on rate cuts in December [1] - The possibility of waiting until 2026 for any rate adjustments has been introduced as a consideration [1]

Core Insights - Bitcoin is currently trading around $103,000, with recent investment inflows into US Bitcoin exchange-traded funds (ETFs) totaling $247 million this week, following a significant outflow of $1.2 billion last week, indicating a shift in investor sentiment [1][2] - The reopening of the US federal government is seen as a key short-term catalyst for Bitcoin's price movement, as traders anticipate important economic indicators that could influence interest rates and fiscal policy [2][4] - The upcoming November 13 Consumer Price Index (CPI) report is critical, with expectations that a cooling inflation trend could lead to a liquidity-driven rebound in both crypto and equity markets [3][4] Market Trends - Bitcoin has experienced a 1.8% decline over the past 24 hours, while Ethereum has decreased by 0.7%, reflecting a broader risk-off sentiment among investors [6] - The probability of a December interest rate cut is currently estimated at 55%, a decrease of 8% since earlier in the week, while market betting indicates a 59% chance of a rate cut, down 15% this week [4] Investor Sentiment - Analysts suggest that Bitcoin may consolidate and trade sideways through November, potentially frustrating traders who are anticipating a year-end rally [3][4] - The sentiment among traders is mixed, with some expressing frustration over the current price stagnation and the need for patience before a potential recovery or new record high [3]

Market Performance Recap - The Dow Jones Industrial Average (DJI) surged 0.7%, or approximately 327 points, closing at a record 48,254.82 points, marking its second consecutive record close [2] - The S&P 500 (SPX) gained 0.1%, remaining close to its all-time high [2] - The Nasdaq Composite (IXIC) slipped 0.3%, or 58.87 points, primarily due to weakness in major technology stocks [3] Driving Factors: Shutdown Relief and Economic Signals - Anticipation of a resolution to the 43-day U.S. government shutdown was the primary catalyst for market movements, with the House expected to vote on a spending bill [4] - The ADP employment report indicated an average of 11,250 jobs cut per week through late October, suggesting a cooling job market and increasing expectations for Federal Reserve interest rate cuts [5] Major Stock News and Movements - Advanced Micro Devices (AMD) surged 9% after projecting robust revenue growth of 35% over the next three to five years [6] - International Business Machines (IBM) rose 0.5%, reaching an all-time high of $324.90, following announcements of breakthroughs in quantum computing [6] - Palantir Technologies (PLTR) fell approximately 5%, impacting the Nasdaq's performance [6] - Major airlines saw gains of 4% to 5% due to hopes of government shutdown resolution, with smaller regional airlines also posting increases [6] - Paramount Skydance (PSKY) was among the biggest decliners, dropping 7% [6] Upcoming Market Events and Earnings - Investors are focused on the final resolution of the government shutdown and the release of U.S. inflation data on November 13, which will influence Federal Reserve policy [7] - Nvidia (NVDA) is set to report earnings on November 19, with retail company performances expected to provide insights into consumer spending [8] Additional Stock Movements - Financial stocks showed strength, with Goldman Sachs Group (GS) up 3.5%, JPMorgan Chase & Co. (JPM) gaining 1.4%, and Morgan Stanley (MS) increasing 2% [11] - On Holdings (ONON) shares surged 24% after reporting strong quarterly results, while Perion Network (PERI) jumped 14% after beating Q3 earnings estimates [11] - Stereotaxis (STXS) tumbled 15% after missing Q3 expectations, and Circle Internet Group, Inc. (CRCL) fell 7% despite better-than-expected Q3 results [11]

Core Viewpoint - The U.S. government shutdown is expected to lead to a quiet week, delaying official data releases, including crucial inflation data for October [1] Group 1 - The ongoing government shutdown will result in the postponement of key economic indicators [1] - There is a lack of private data scheduled for release during this period [1]

Partnership & Program - Truflation 加入 Chainlink Build 项目，旨在加速发展 [1] - Truflation 与 Chainlink 的关系可以用“加速”来形容 [1] Data & Technology - Truflation 致力于向指数提供透明、实时的每日消费者价格和通货膨胀数据 [1]

Core Insights - Inflation data released on Friday contributed to a positive end for the stock market, with Ford shares experiencing a significant increase of 12% [1] Company Summary - Ford shares surged by 12% following the inflation data release, indicating strong market confidence in the company's performance [1]