MARKET UPDATE: SIGNS OF STRENGTH RETURN
Sentiment improves as markets start pricing in a December rate cut
This week, the stock market finally showed signs of recovery after weeks of uncertainty.
The catalyst? A sharp shift in expectations around interest rate cuts: from unlikely… to increasingly probable.
The CME FedWatch tool confirms it:
• Thursday: ~83% probability of a rate cut
• Friday: close to 90%
A jump that immediately reignited momentum across U.S., European, and Asian markets.
🇺🇸 U.S. Markets React
Both the NYSE and the Nasdaq ended the week in positive territory, regaining part of the ground lost earlier in November.
• The $NSDQ100 and $DJ30 climbed several percentage points.
• The $SPX500 moved from 6,598 points (Nov 21) to 6,849 points (Nov 28).
Sentiment improved as the market began pricing in a Federal Reserve that might turn less restrictive as early as December.
The “soft landing” narrative is back on the table.
🤖 Tech & AI: Bright Spots and Weaknesses
The tech sector remains the most sensitive to Fed policy, and recent price action reflects that.
• $NVDA steady around $177 but still in a descending trend
• $AMD recovering toward $218
• $INTC climbing back to the $40 level
• $AVGO trading near its All-Time High
Not a uniform recovery, but the past week brought much-needed relief after November’s correction.
⚠️ A Notable Anomaly
On Friday, the CME experienced a technical issue that temporarily disrupted the U.S. derivatives market.
The result: halted trading, missing price updates, and pockets of extra volatility.
The situation was resolved after a few hours, but the disruption left its mark on the trading day.
🧭 What It Means for Investors
• The market is now pricing in a December rate cut,
• Sentiment is improving, but the recovery isn’t complete,
• Tech remains selective and highly sensitive to the broader AI narrative,
• Any macro surprise (CPI, payrolls, FOMC) could shift the picture quickly.
In short: a more constructive phase, but still a fragile one.
Optimism is back, but markets are watching the Fed very closely.... Show More
This correction was nonsensical, fundamentals are strong, let's keep going... Show More
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