US futures rise on Fed cut bets; dollar stabilizes

Published On Dec 23, 2024, 1:52 AM

U.S. equity futures rose in response to improved sentiment following better-than-expected inflation data, which raised expectations for future Federal Reserve rate cuts. The dollar stabilized after its previous decline. Meanwhile, Asian stocks saw gains, with South Korean and Taiwanese markets performing particularly well. Overall, the market is cautiously optimistic, although the looming threat of global tariffs and China's sluggish economic recovery keeps investors on edge. Shane Oliver, AMP’s chief economist, noted that while upward trends in shares are likely, volatility may also increase. In corporate news, companies like Honda and Nissan are moving forward with merger discussions, while Singapore Post's stock dropped sharply after leadership changes.

Stock Forecasts

SPY

Positive

The positive sentiment stemming from expectations of Fed rate cuts could lead to more institutional buying, particularly in growth sectors that benefit from lower interest rates. This may support a continued upward trajectory in stock prices despite other economic uncertainties.

XLP

Negative

Given the anticipated volatility and potential economic headwinds, there may be downward pressure on stocks in sectors more sensitive to tariff impacts or economic slowdowns. Investment in defensive sectors or ETFs may be prudent during this period.

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