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Also, exceptions to the downtrend for Big Tech, Nvidia's support for another leg up for AI and the case for taking a bus instead of flying.
Institutional investor activity, or "smart money," is closely tracked for market insights using CFTC's Commitment of Traders (CoT) reports, but those have been dark for weeks. This disruption has opened a window for institutions to act without being followed by traders week-to-week.
The Federal Reserve won't see critical information on U.S. inflation or job creation before its next pivotal meeting in December to decide whether to cut interest rates for the third month in a row.
Federal Reserve Bank of New York President John Williams said he sees room in the near term for the US central bank to cut interest rates again as the labor market softens. Williams said Friday during a speech in Santiago, Chile, “I still see room for a further adjustment in the near term to the target range for the federal funds rate to move the stance of policy closer to the range of neutral, thereby maintaining the balance between the achievement of our two goals.
The federal government won't release a standalone inflation report for October. It will instead publish limited October price numbers together with November data with a delayed release on Dec. 18, the BLS said.
The recent 5-8% market correction has removed speculative froth, creating a healthier setup for a potential year-end rally in the S&P 500 (SPY). Key drivers of the sell-off include rising Japanese yields, Fed uncertainty, excessive margin debt, and forced selling in Bitcoin, which could still pose risks.
Nvidia's selloff despite strong earnings and mixed labor data reveals a market losing conviction, with valuation fatigue creeping into AI, tech, and crypto. Japan's tightening cycle and a stronger yen threaten to unwind global carry trades, creating mechanical selling pressure across U.S. equities and digital assets.
Fed won't get key inflation data before next rate decision as BLS cancels October CPI release
Corporate earnings, not short-term job data or AI fears, remain the key driver for S&P 500 returns and market direction. Nvidia and other tech giants continue to fuel the AI-driven CapEx cycle, with no signs of negative free cash flow among major hyperscalers.
Emily Roland of Manulife John Hancock says talk of the Federal Reserve loosening monetary policy might have spooked the markets. She also comments on the collapse of Bitcoin and crypto on "Bloomberg Open Interest.
Messages that come out of the top echelon at the Fed are measured carefully, calibrated between delivering clear ideas about policy without causing undue reaction in financial markets. That's why a speech Friday from the current New York Fed leader, John Williams, mattered so much to markets.
Treasury chief Scott Bessent has repeatedly brought up how he expects Americans to ring in the new year in part by reducing the amount of federal income tax that they hand over in every paycheck, making the move due to the tax cuts in the GOP's One Big Beautiful Bill Act.
Commentary from Fed governor John Williams opened the door much wider for a December interest rate cut, says @CharlesSchwab's Cooper Howard. He explains how Williams' words reignited bullish hopes.
Americans' views on the U.S. economy improved slightly after a government shutdown ended earlier this month, but remained near historical lows, according to a revised-down reading of a widely tracked survey released Friday by the University of Michigan.
Yahoo Finance Executive Editor Brian Sozzi breaks down the latest market news for November 21, 2025. He speaks with a top strategist about the day's trading action, what investors should be doing now, and some potential catalysts for stocks heading into 2026.
The biggest bout of volatility in U.S. stocks in months has revealed cracks in the artificial intelligence-related rally, raising questions about whether the market has been in the grips of a speculative bubble that may be popping.
The current S&P 500's market pattern has only occurred twice over the last five years. Market reaction to Nvidia's earnings clearly demonstrates how volatile market expectations can be.
There's a lot to keep on the docket for Friday's trading action. Kevin Green helps round up all the data for investors.
Morning Brief anchor Julie Hyman breaks down the latest market moves for November 21, 2025, including New York Fed President John Williams saying he sees room for a cut in the "near term." Yahoo Finance Markets and Data Editor Jared Blikre also joins the program to share the latest on the sharp decline in bitcoin.
Boston Fed President Susan Collins on Friday noted the threat that inflation still poses while saying she would be hesitant to support more rate cuts. An FOMC voter this year, Collins said last week she would have a “high bar” for supporting further reductions.