Investors are navigating not just uncertainty, but an unstable environment influenced by tariffs and inflation, among other factors. While volatility may increase, there is likely room for another solid year in 2026, especially for fixed income and international stocks.
Tech saw more pressure early despite solid results from chip giant Broadcom as rotation out of that sector continued. Yields rose, possibly a drag after Thursday's record highs.
The Dow Jones, S&P 500 Equal Weight and Russell 2000 all hit fresh all-time highs this week while tech stocks slumped on AI concerns. Will sector rotation be enough to set the bulls up for a year-end rally?
Tech saw more pressure early despite solid results from chip giant Broadcom as rotation out of that sector continued. Yields rose, possibly a drag after Thursday's record highs.
Bitcoin traded lower on Thursday and has been nearly flat since Wednesday’s FOMC rate determination surprising traders that were expecting a bullish trend.
Investors will continue to chew over the Fed's latest rate cut along with Broadcom earnings today after the S&P 500 closed just shy of a record high on Wednesday.
The Federal Reserve lowered its policy interest rate by 25 basis points, as widely expected. However, Fed Chairman Powell hinted at a pause ahead, and there were several dissents.
The Fed is seen cutting rates by 25 basis points today. Focus then turns to Powell's thoughts, the dot plot of rate projections, and any dissents. Oracle reports after the close.
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