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Updated: 1 hour 31 min ago

Markets Gain On Fed Rate Cut Likelihood - CRM, FIVE Beat & Raise

Wed, 12/03/2025 - 22:40
Market indexes shook off any lingering doubts they had through morning trading hours and shifted into solid, steady gains before tapering off slightly toward the end of the session.

Salesforce Jumps As AI Tools Help Drive Upbeat Revenue Outlook

Wed, 12/03/2025 - 22:18
The shares rose about 8% in late trading after the company’s outlook and third‑quarter results topped Wall Street estimates.​

Financialization

Wed, 12/03/2025 - 20:40
Here’s an eye-popping chart: the volume of futures this century. As you can see, with the exception of a post-financial crisis lull spanning 2009-2015, it’s been amazing.

This Breakout Pullback Could Make Us A Fortune On Thursday

Wed, 12/03/2025 - 20:20
Markets keep grinding higher. Combine that with that big range below us, and this Breakout Pullback could be a massive payday. I see 3 ranges on the charts tonight, with 3 breakout pullbacks setting up for tomorrow…

Rates Spark: Treasuries Ranging But Poised For A Breakout

Wed, 12/03/2025 - 20:00
We could be in this 4% to 4.1% trading range (US 10yr yield) for a bit before we break out. We'd view a break below as temporary (perhaps into the turn of the year), and a break above as more structural, certainly something for 2026

Equity Market Dispersion Climbs As Index Volatility Continues To Compress

Wed, 12/03/2025 - 19:20
The S&P 500 rose about 30 basis points on December 3rd, but today was a volatility-dispersion day, with the S&P 500 dispersion index rising.

Stocks And Precious Metals Charts - The Deceptive Attraction Of Evil

Wed, 12/03/2025 - 19:00
Gold and silver were under pressure most of the day, finishing unchanged. The Dollar continued its slide, giving up the 99 handle. VIX continued to retreat into complacency.

USD/JPY Declines Below 155.50 On Weaker US Jobs Data, Rising BoJ Rate Hike Expectations

Wed, 12/03/2025 - 18:40
The USD/JPY pair attracts some sellers to around 155.25 during the early Asian session on Thursday. The US Dollar softens against the Japanese Yen on weaker-than-expected US jobs data and expectations of further US rate cuts.

EUR/USD Strengthens As Weak US Labor Data Pushes Cut Odds To 90%

Wed, 12/03/2025 - 18:20
EUR/USD surges over 0.40% on Wednesday after economic data in the US reinforced bets that the Federal Reserve would cut rates at the December 9-10 meeting. The pair trades at 1.1668 after bouncing off daily lows of 1.1617.

Dow Jones Industrial Average Gains 420 Points As Rate Cut Hopes Climb

Wed, 12/03/2025 - 18:00
The Dow Jones Industrial Average rose 420 points on Wednesday, sparked by renewed market optimism that the US economy is performing so poorly that the Fed will be forced to deliver a third straight interest rate cut in December.

American Eagle Stock Soars 16%, Outlook Up On Record Black Friday

Wed, 12/03/2025 - 17:41
It was a blowout quarter for the clothing retailer as it generated record revenue. The company also posted record sales over its Black Friday Thanksgiving weekend.

Silver Price Analysis: Uptrend Holds As RSI Divergence Signals Corrective Risks

Wed, 12/03/2025 - 17:17
Silver pulls back to $58.49 after bouncing from $57.54, even as data reinforces expectations of a Fed rate cut next week.

Modeling Shortfall Risk Versus Inflation – What A Good Hedge Looks Like

Wed, 12/03/2025 - 16:48
There are two approaches to addressing inflation in your portfolio so that the portfolio grows in real terms.

Model Collapse: The Entire Bubble Economy Is a Hallucination

Wed, 12/03/2025 - 16:36
The conclusion that soaring asset prices mean the economy is strong is a hallucination that goes unrecognized because the entire financial system is hallucinating.

Bitcoin Posts Strongest Gain Since May Hinting At Potential $107K Rally

Wed, 12/03/2025 - 16:29
Bitcoin’s strongest trading day since May indicates a potential rally to $107K, driven by high buy-side flow and bullish sentiment.

Tech Stocks Are Now Their Own Sectors

Wed, 12/03/2025 - 16:15
Traditional sector analysis no longer applies to this market. These individual tech names have reached critical mass. They're bigger than sectors.

The Global Semiconductor Industry In One Giant Chart

Wed, 12/03/2025 - 16:06
The global semiconductor industry has a combined market capitalization of over $12 trillion, with Nvidia accounting for 37% of that total.

Fifty Thousand Jobs Lost To AI Is Only The Beginning

Wed, 12/03/2025 - 15:42
Jobs are being eliminated. But new roles are already taking shape inside the companies adopting AI the fastest.

Blue-Chip Index Pops As Interest Rate Cut Anticipation Grows

Wed, 12/03/2025 - 15:35
Wall Street enjoyed sizable gains after a weaker-than-expected ADP private payrolls report, which reignited hopes for another rate cut during the Federal Reserve's meeting next week.

Market Talk - Wednesday, Dec. 3

Wed, 12/03/2025 - 15:22
The oil markets had a mixed day today.

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