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Stocks Climb as CME Reopens After Outage and Rate‑Cut Bets Top 80%

Odds near 85% for a December Fed cut lifted risk assets despite a brief CME trading halt.

Overview

  • Trading in CME Group’s futures and options was halted for hours due to a cooling problem at a CyrusOne data center, with all markets reopening around 8:30 a.m. ET.
  • U.S. indexes posted modest Black Friday gains in a shortened session, leaving major benchmarks on track for their best week since June despite a choppy November.
  • Fed funds futures put the probability of a December rate cut in the mid‑80s percent, reflecting softer labor signals and dovish commentary ahead of the Dec. 9–10 meeting.
  • Tech and semiconductor shares led the rebound this week even as concerns about stretched AI valuations persisted, with Nvidia down roughly 6% for the month.
  • Bitcoin recovered above $90,000 as broader risk appetite improved, while European markets were steady and Asian trading was mixed during the U.S. holiday period.