Stock market today: Dow looks to snap longest losing skid in 50 years as stocks rebound after Fed-fueled rout

Published On Dec 19, 2024, 3:00 PM

US stocks rebounded from a recent sell-off driven by a hawkish Federal Reserve that scaled back its expectations for interest rate cuts. The Dow, S&P 500, and Nasdaq all saw gains of about 0.5%. The Fed's forecast now includes only one interest rate cut in 2025, leading to increased market uncertainty. This environment has resulted in a rise in Treasury yields and raised probabilities of potential rate hikes in the future. Additionally, positive economic data, including an unexpected rise in GDP growth and a decrease in jobless claims, has provided some support to the stock market.

Stock Forecasts

XLF

Positive

Despite recent volatility linked to interest rates, the overarching trend of economic growth and positive corporate earnings may help stabilize and drive stock prices higher in the medium term. Therefore, investors might find opportunities in sectors like Financials and Technologies, which are currently performing well. However, ongoing uncertainty surrounding interest rates could lead to short-term fluctuations.

MU

Negative

Micron's significant drop in stock price reflects broader challenges in the semiconductor market, particularly as it highlights weakness in traditional chip sales. However, its position in the AI market with its high-bandwidth memory chips suggests a potential recovery if the demand for AI continues to grow. Investors might consider positioning for a rebound, though it carries risk.

XLU

Positive

Given the overall strengthening of sectors such as Financials and Utilities during the current rebound, these could offer stable investment opportunities. The recent technical recovery may encourage investors to target these areas following the recent panic.

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