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In a wide-ranging interview on the Money Life with Chuck Jaffe podcast this week, Schaeffer's Senior Market Strategist, Matthew Timpane CMT delivered a clear message: the bears blew their chance.
Tech stock rebound lifts Nasdaq and S&P500 today, but weak breadth and Fed doubts keep the market outlook cautious ahead of Nvidia's earnings.
Tech investors have had a bruising week, and the sell-off across big artificial intelligence names has sharpened nerves. Tesla Inc (NASDAQ:TSLA), Microsoft Corp (NASDAQ:MSFT), Palantir Technologies Inc (NYSE:PLTR) and Nvidia Corp (NASDAQ:NVDA, ETR:NVD) all took hits as markets shifted into risk-off mode, a turn made sharper by the curious reaction to Palantir's latest results.
I'm positioned around my view that rising unemployment (4.3% toward 4.5%) plus moderate inflation (3%–3.2%) will push the Fed to cut the interest rate in December. Labor data already point to deterioration: October Challenger cuts hit 153,074 (up 183%, highest since 2020), and I see AI-driven layoffs plus mixed ADP prints consistent with weakening jobs.
I characterize the market as “sloppy,” with mixed indices signaling potential consolidation or rollover.
The recent two-week selloff pushed high-beta tech down sharply while broad indexes stayed intact, signaling sentiment cracked rather than fundamentals. Tech sector drop triggered a temporary AI shakeout, but hyperscaler capex, GPU demand, and infrastructure spending remain firmly on track.
Today's @CharlesSchwab Big Picture turns to the potential for the Fed to cut interest rates in December. Collin Martin attributes the significant probability cut to the government shutdown and the lack of data the FOMC got in October and start of November.
The US and Switzerland have “essentially” reached a trade agreement to lower tariffs on Swiss goods from 39% to 15%, and the White House plans to reveal details on Friday, US Trade Representative Jamieson Greer said. He spoke outside the White House.
Attention is turning to when key data will be released following a string of delays as investors remain uncertain over whether the Federal Reserve will cut interest rates next month.
Equities Drop As Fed Uncertainty Triggers Valuation Reset Across Markets. Bitcoin Breaks Support And Adds Pressure To Already Nervous Investors.
Nasdaq leads sharp US stock drop as tech tumbles on AI, Fed doubts; S&P500 and Dow fall as bearish sentiment grips the broader stock market.
The head-and-shoulders top pattern is potentially developing in the S&P 500 and Nasdaq 100. Fundamentally, the AI bubble burst is likely underway, the Fed is hawkish, while the labor market points to a recession.
President Donald Trump is preparing to cut some tariffs to bring down food prices. The White House announcing new trade deals with Latin American countries that would lower barriers on items like beef, bananas, and coffee beans.
US stocks fell sharply Friday as renewed selling in technology names weighed on broader markets, extending a volatile week marked by concerns over artificial intelligence spending, shifting interest rate expectations, and uncertainty around delayed government data. The Nasdaq Composite dropped 1.5%, while the S&P 500 fell 1.1%.
The S&P 500's perceived overvaluation is driven by high concentration in a few large-cap stocks with lofty price-to-earnings ratios. Profitability-adjusted valuations show the S&P 500 at more reasonable levels, with margins justifying higher P/E ratios compared to history.
Though we are getting limited amounts of economic data during the federal government shutdown, the official and private sector data we are receiving generally paints a positive picture for U.S. economic activity.
CNBC's Steve Liesman joins 'Squawk Box' with the latest news.
Morning Brief: Market Sunrise anchor Ramzan Karmali delivers the latest international market news for November 14, 2025. In an effort to lower the cost of common grocery items imported from other countries, President Trump is preparing tariff cuts to address high grocery prices.
Counselor to the Treasury Secretary Joe Lavorgna joins 'Mornings with Maria' to unpack the economic hit from the government shutdown and what delayed data means for markets, inflation, and investor confidence. #foxbusiness #morningswithmaria
The White House announced new trade deals with Ecuador, Guatemala, El Salvador and Argentina which would reduce tariffs on several imports.