Stock market today: Dow, S&P 500, Nasdaq sink amid jobs report surprise, fresh inflation worries

Published On Jan 10, 2025, 4:03 PM

U.S. stocks dropped significantly after a surprisingly strong jobs report for December 2024, showing the economy adding over 256,000 jobs and pushing unemployment down to 4.1%. This robust data has led to increased speculation that the Federal Reserve may need to maintain higher interest rates for an extended period, quashing hopes of an imminent rate cut. The Dow fell approximately 1.6%, while the S&P 500 and Nasdaq both saw declines of about 1.5%. Rising consumer expectations for inflation have added to market unease, suggesting a period of uncertainty ahead for interest rate policy and stock performance.

Stock Forecasts

WBA

Positive

The strong jobs report increases the likelihood that the Fed will keep interest rates higher for longer, which could negatively impact growth stocks and sectors sensitive to borrowing costs, such as tech and consumer discretionary. Conversely, value sectors like healthcare may benefit from stable or rising rates due to their defensive characteristics and necessary demand.

DAL

Positive

The solid earnings report from Delta and expectations for ongoing travel recovery could support its share price, particularly as it navigates a robust demand environment post-pandemic.

XHB

Negative

The increase in interest rates and concerns around consumer spending could negatively affect companies tied to homebuilding and related industries, as higher borrowing costs deter potential homebuyers. This trend is reflected in the decline of the SPDR S&P Homebuilders ETF.

Related News

Fourth week of higher rates comes after 10-year Treasury yields, which mirror mortgage rates, rose after new economic data released this week pointed to stickier inflation and more job openings.

Mortgage rates continued to climb this week, with the 30-year fixed rate notching up toward 7% while housing demand remains stalled amid elevated rates and home prices.

The UK's biggest mortgage lender says house prices rose 3.3% during the course of 2024.

ITB
XHB