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Markets Rebound as Fed Cut Odds Rise After Williams Hints at Near-Term Easing

Upcoming retail sales, PPI, GDP revisions, jobless claims now carry outsized weight after shutdown-related data gaps.

Overview

  • U.S. stock futures advanced and Asia-Pacific benchmarks opened higher following Friday’s rebound on renewed policy easing hopes.
  • Futures pricing points to roughly a 60%–70% probability of a quarter-point cut on Dec. 10 after New York Fed President John Williams signaled room to ease.
  • The S&P 500 (+0.98%), Dow (+1.08%) and Nasdaq (about +0.8%–0.9%) finished higher Friday as the 10-year yield retreated to roughly 4.03%.
  • AI- and chip-linked shares remain vulnerable despite Nvidia’s strong sales growth, and Bitcoin trades well below recent records after a steep monthly drop.
  • With October CPI canceled due to the shutdown and other releases delayed, investors brace for a volatile, thinly traded holiday week ahead of key data.