Stocks Rise as US Economic Data Boosts Expectations for Fed Rate Cuts

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Nov 26 2025

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Source: NASDAQ.COM

Market Performance: The S&P 500, Dow Jones, and Nasdaq all closed higher on Tuesday, with the Dow reaching a one-week high, driven by dovish economic news that lowered bond yields and increased expectations for a Federal Reserve rate cut in December.
Economic Indicators: Key economic reports showed weaker-than-expected retail sales and consumer confidence, while the Producer Price Index (PPI) rose slightly more than anticipated, contributing to a decline in the 10-year T-note yield to a 3.5-week low.
Corporate Earnings: The Q3 earnings season is nearing completion, with 83% of S&P 500 companies exceeding forecasts, resulting in a significant rise in earnings compared to expectations, marking the best quarter since 2021.
Stock Movements: Notable stock movements included significant gains for home builders and technology stocks, while Nvidia and Oracle faced declines due to competitive pressures and downgrades, respectively.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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