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US stock futures steady with Fed, inflation in focus

U.S. stock index futures showed little movement amid waiting for interest rate signals from the Fed and inflation data, as Wall Street saw gains led by technology stocks.

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Investors read Fed tea leaves, shrug off China stimulus

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• VIX

U.S. stocks higher at close of trade; Dow Jones Industrial Average up 0.30%

U.S. stocks rose Tuesday led by Technology and Telecom sectors, with significant gains in indexes and notable performances from Palantir and Agrify Corp.

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Semiconductor sales hit double-digit growth for 9th straight month in Aug: BofA

Global semiconductor sales surged 28% YoY in August 2024, driven by memory sales increases, with optimism for continued growth into 2025 highlighted by Bank of America.

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• NDX
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• VIX

Takeaways from the start of a Fed rate-cutting cycle

The Federal Reserve began its rate-cutting cycle in September with a 50 basis-point cut, the first since 2020, amid concerns over the job market and inflation.

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Fed unlikely to 'skip' cutting rates in November: Citi

Citi analysts predict the Federal Reserve will cut rates in November despite stronger CPI and soft labor market data, citing uncertain job growth and subdued inflation expectations.

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• VIX

Hedge funds no longer dip buyers ahead of macro catalysts: Barclays

Hedge funds are cautious about equities amid macroeconomic uncertainties. Strong U.S. job data and expectations of a soft landing may improve equity attractiveness later this year.

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Here are the S&P 500 returns in the 3rd year of a bull market

Strategas analysts warn of historically lower S&P 500 returns in the third year of a bull market, alongside potential economic challenges and overly optimistic market expectations.

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RBC strategists upgrade US healthcare to "Overweight" rating

RBC analysts report improving healthcare fund flows, upgrade sector rating, while utilities stagnate. They maintain positive outlooks on US financials, materials, and highlight regional flow trends.

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China opted not to give all planned stimulus in one go due to Trump risk: Evercore

China is staggering its economic stimulus measures, holding back due to concerns about the 2024 U.S. presidential election and potential geopolitical uncertainties.