Stocks climbed with US equity-index futures as hopes for a deal to end the longest US government shutdown lifted sentiment after a volatile week in which investors grappled with concerns over lofty AI valuations. Contracts for the S&P 500 rose 0.7% and those for the Nasdaq 100 advanced 1.2% as Senate Republican leader John Thune said a deal was “coming together” and he planned a test vote on a narrow spending package that would end the 40-day government shutdown. A group of Senate Democrats is leaning toward voting to advance the package, provided final details can be worked out. Asian shares rose 0.5% with South Korea leading the gains. Bonds fell across the curve, with the yield on 10-year Treasuries rising three basis points to 4.13%. The yen fell 0.4% against the dollar. Ending the shutdown would give investors greater clarity on key economic data such as jobs and inflation, helping to lift the fog around the Federal Reserve’s path on interest rates. While hopes for a deal may provide some relief, markets remain concerned after last week’s sharp selloff in technology shares reignited concerns about stretched valuations. n other corners of the market, most commodities gained ground, with Brent crude advancing above $64 a barrel, silver spiking almost 2%, and copper advancing 0.8% in London. Gold climbed 0.8% and a gauge of the dollar rose 0.1%. The record-breaking US government shutdown is nearing an end after a group of moderate Senate Democrats agreed to support a deal to reopen the government and fund some departments and agencies for the next year, people familiar with the talks said. The chamber is set to hold a procedural test vote on Sunday. If that vote succeeds, the Senate will need the consent of all members to end the shutdown quickly. Any one senator can force days of delay and votes. The House would then need to pass the bill for the government to reopen and Speaker Mike Johnson has said he will give lawmakers two days’ notice to return. Once the government reopens, investors will regain access to data on the health of the US economy, helping them better gauge the Fed’s path on rate cuts. Last week, traders faced conflicting signals: private data showed companies cutting jobs, while a flurry of comments from Fed officials about inflation left markets questioning whether a December rate reduction will materialize. Even as a deal neared, investors were still pondering the valuations in the technology sector, with the Nasdaq 100 posting its worst week since early April. Meanwhile, US investors are increasingly buying Japanese stocks focused on tech and artificial intelligence, lured by the country’s outsized returns compared with US stocks, according to Goldman Sachs Group Inc. The sudden slump in Asia’s technology shares last week had jolted investors, serving as a stark reminder that the world-beating rally in artificial intelligence and semiconductor stocks may be nearing a short-term crest. Asia’s tech sector has outpaced its US counterpart this year, fueled by cheaper valuations and the excitement sparked by China’s AI breakthroughs, particularly that of DeepSeek. The MSCI Asia Pacific Index has climbed 24% in 2025 — on track to outperform the S&P 500 by the widest margin in 16 years.
Nikkei +0.89% Hang Seng +0.62% CSI -0.24% Shanghai -0.03% Shenzen -0;20%
Eur$ 1.1557 CNH 7.1219 CNY 7.1203 JPY 153.92 GBP 1.3148 CHF 0.8064 RUB 89.9423 TRY 42.2343 WTI$ 60.23 +0.84% Gold 4,056.16 +1.33% BTC 106,056 +1.21% ETH 3,623 +1.20% SOL 168,0890 +1.31%
S&P +0.76% Nasdaq +1.31% EuroStoxx +1.49% FTSE +0.83% Dax +1.46% SMI +1.03%
Macro :
- Millennium Management Has Its Goldman IPO Moment: Chris Hughes
- China’s Stocks Are Flying as Beijing Doubles Down on Tech. Why the Economy Is Still Struggling. - Barron's
- China’s Stocks Are Flying as Beijing Doubles Down on Tech. Why the Economy Is Still Struggling. - Barron's
- More young adults to leave UK due to low salaries and rising tax burden - FT
- Hegseth Vows to Put U.S. Weapons Production on Wartime Footing - WSJ
- Trump Grants Hungary Exemption on Russian Oil in Orban Win
- Corporate America posts best earnings in 4 years despite tariffs - FT
- Egypt rejects parallel entities in Sudan amid UN alarm over record displacement
- Duffy Warns Thanksgiving Holiday Travel Will ‘Slow to a Trickle’
Keep an eye on :
Keep an eye on :
- AC FP : Deux geants du PE prets a monter dans l'exp-pole immo d'accor - Les Echos
- ALM SM : Almirall 9M Net Income EU39.1M Vs. EU7.2M Y/y
- AMZN US : Jeff Bezos’ Blue Origin Delays Rocket for First NASA Mission
- AAPL US : Apple’s iPhone Air Is a Marketing Win and a Sales Flop - WSJ
- AAPL US : Apple Readies Major New Satellite Features for iPhones: Power On
- ASPI US : Trump Sons Back ASPI’s Uranium Unit QLE in Convertible Note Sale
- AZN LN : AstraZeneca: Baxdrostat Meets Primary Endpoint in SBP Trial
- BALN SW : Galenica Added to Swiss SMIM, Helvetia Baloise to Join SLI Index
- BYND US : Beyond Meat Delays 10-Q, Expects to Report Material Weakness
- BMY US : Bristol Myers Treatment Granted Orphan Drug Status by FDA
- CE US : Celanese Shares Rise After 3Q Adj. EPS Beats Estimates
- CSU CN : Constellation Software 3Q Revenue Misses Estimates
- CRWV US : CoreWeave Sales to Jump Amid Persistent AI Demand: Preview
- CVC NA : AUB Agrees to Allow EQT, CVC to Pursue Joint Bid at A$45/Share
- EDF FP : EDF Braces for More Delays at UK Hinkley Point Nuclear Project
- EDF FP : EDF’s New CEO Pledges to Accelerate Nuclear Projects: FT
- EDF FP : EDF s'associe a de nouveaux partenaires pour son projet de mini reacteur nucleaire - Les Echos
- NXT FP : Euronext Lowers Acceptance Threshold in Athens Exchange Offer
- FDX US : FedEx Makes Modifications to Abide by FAA Flight Capacity Order
- GALE SW : Galenica Added to Swiss SMIM, Helvetia Baloise to Join SLI Index
- GALE SW : Galenica Added to Swiss SMIM, Helvetia Baloise to Join SLI Index
- GILD US : Gilead Falls After Late Stage Study Misses Primary Endpoint
- GUBRA DC : Gubra CEO Markus Rohrwild Buys Shares for DKK1.61m
- HNR1 GY : Hannover Re Boosts FY Net Income Forecast
- HFG GY : HelloFresh Rejects Accusations by Grizzly Research
- HELN SW : Galenica Added to Swiss SMIM, Helvetia Baloise to Join SLI Index
- HYQ GY : Hypoport 3Q Ebit EU7.6M Vs. EU3.4M Y/y
- JTC LN : Permira Is Said to Near Deal for London-Listed Funds Firm JTC
- KAR SS : Sweden’s Karnov Divests EHS Unit to Infopro Digital for €92m
- KER FP : Coty Subsidiary Launches Lawsuit Against Kering and Gucci - WWD
- LEHN SW : Lem FY Sales Forecast Misses Estimates
- MC FP : Can a ship-shaped Shanghai shop put wind in China’s luxury sales? - FT
- MC FP : Louis Vuitton boss Pietro Beccari may change jobs within LVMH - Miss Tweed
- MAR US : Marriott Terminates Pact With Sonder, Updates Net Rooms Growth
- MTSR US : Pfizer to Buy Metsera for Up to $86.25/Shr
- NANO FP : CFO talking at UBS Global Healthcare Conference in Palm Beach 2300 CET
- NEX FP : En Norvege le cablier Nexans resiste aux vents contrainres dans l'eolien en mer - Les Echos
- Nexperia : How a Dutch Auto Chip Maker Got Caught Up in the U.S.-China Trade War - Barron's
- NB2 GY : Tether-backed Rumble, Northern Data Said Close to Merger Deal
- NOVOB DC : Novo Nordisk A/S: Novo Nordisk will not increase its proposal to acquire Metsera, Inc.
- NOVOB DC : Norway Wealth Fund Won’t Back Sorensen as Chair, Finans Says
- NVDA US : Nvidia CEO Asks TSMC for More Wafers to Meet Strong AI Demand
- 7733 JP : Olympus Shares Rise Most Since 2019 After Restructuring Plan
- Open AI : OpenAI Seeks 35% Chips Tax Credit to Apply Towards AI Data Centers - The Information
- PANW US : Palo Alto Networks CEO 2025 Compensation $99.7m vs $58m Y/Y
- PWP US : Perella Weinberg Drops After 3Q Net Revenue Misses Estimates
- PFE US : Pfizer to Buy Metsera for Up to $86.25/Shr
- 1913 HK : Prada +3.24%
- REGN US : Regeneron: Positive Phase 2 Results in Anti-Clotting Trials
- RIVN US : Rivian gives RJ Scaringe a new pay package worth up to $5B - TechCrunch
- HOOD US : Robinhood Plans to Offer Investors Access to Private AI Fund: FT
- ROG SW : Roche Fenebrutinib’s First Phase III Trial Met Primary Endpoint
- RUM US : Rumble 3Q Revenue $24.8M Vs. $25.1M Y/y
- SZG GY : Salzgitter 3Q Pretax Profit Beats Estimates, Salzgitter Narrows FY Ebitda Forecast
- SIE GY : Siemens Said to Favor Direct Spinoff of Healthineers Stake
- SOBI SS : Sobi Says Olezarsen Studies Met Primary EndpointDNET
- SSE LN : SSE Is Said to Explore Funding Options Including Share Sale
- STM GY : Stabilus Prelim FY Adjusted Ebit EU142.6M
- TSLA US : Tesla Shareholders Didn’t Approve of Investment in Musk’s xAI
- TSLA US : Starlink To Be Granted Bolivia Operations License, US Says
- 2330 TT : TSMC Monthly Sales Growth Slows as AI Demand Moderates
- UPS US : UPS and FedEx grounding MD-11 planes following deadly Kentucky crash
- UCG IM : UniCredit May Appeal Court Decision on Banco BPM: Repubblica
- VK FP : Vallourec Says CFO Bibert Is Stepping Down; Successor Identified
- VEON US : Veon 3Q Revenue $1.12B Vs. $1.04B Y/y
- VRTX US : Vertex: Positive Data for Povetacicept for Nephropathy Patients
- VSAT US : Viasat 2Q Adjusted EPS Matches Estimates - 2.5%
- V US : Visa and Mastercard Near Deal With Merchants That Would Change Rewards Landscape -- WSJ
- WAWI NO : Chinese automakers are overtaking European rivals, says car-shipping chief - FT
- WHR US : Advent Set to Buy Whirlpool India Stake in Likely $1b Deal: ET
- xAI : Tesla Shareholders Didn’t Approve of Investment in Musk’s xAI