Stocks Extend Record-Breaking Run After Jobs Data: Markets Wrap

  • Hiring rebounds, but rising unemployment keeps Fed cut alive
  • Swaps price in about 80% chance of December rate reduction
Pimco's Wilding Sees Slower Pace of Rate Cuts in 2025
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The world’s biggest stock market hit all-time highs after US jobs data spurred bets on a December Federal Reserve rate cut.

Equities extended this week’s advance, with the S&P 500 notching its 57th closing record in 2024. This year’s surge is approaching 30%, with the benchmark on pace for its best annual return since 2019. Shorter-dated Treasuries — which are more sensitive to imminent policy moves — outperformed the rest of the curve. Swap traders priced in a roughly 80% chance of a quarter-point easing at the Fed’s December meeting.