{"id":64123,"date":"2025-12-05T15:06:06","date_gmt":"2025-12-05T15:06:06","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/us-stocks-advance-as-sp-500-nasdaq-dow-rally-before-high-stakes-pce-reading\/"},"modified":"2025-12-05T15:06:06","modified_gmt":"2025-12-05T15:06:06","slug":"us-stocks-advance-as-sp-500-nasdaq-dow-rally-before-high-stakes-pce-reading","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/us-stocks-advance-as-sp-500-nasdaq-dow-rally-before-high-stakes-pce-reading\/","title":{"rendered":"US stocks advance as S&#038;P 500, Nasdaq, Dow rally before high-stakes PCE reading"},"content":{"rendered":"<p><b>(Originally posted on : Invezz )<\/b><br \/>\n<\/p>\n<div>\n<p>US stocks posted modest gains Friday as traders held their breath ahead of critical inflation data that could reshape the Fed\u2019s rate-cut calculus.<\/p>\n<p>The S&amp;P 500 rose 0.3%, the Nasdaq Composite climbed 0.4%, and the Dow Jones Industrial Average ticked up 89 points, or 0.2%. <\/p>\n<p>Street strategists remain laser-focused on the delayed PCE report, due mid-morning, with rate-cut odds already priced at roughly 87%, and any upside inflation surprise threatening to derail the market\u2019s December easing narrative.<\/p>\n<h2 id=\"the-pce-moment-can-the-fed-justify-one-more-cut\" class=\"wp-block-heading\">The PCE moment: Can the Fed justify one more cut?<\/h2>\n<p><a class=\"copy-link-to-section\" href=\"#\"><i class=\"fa fa-link\"\/><br \/>\n                <span class=\"tooltip\" data-text=\"Copy link to section\" data-conf=\"Copied!\">Copy link to section<\/span><br \/>\n            <\/a><\/p>\n<p>Economists surveyed by Reuters and the <a target=\"_blank\" href=\"https:\/\/www.wsj.com\/economy\/central-banking\/wholesale-prices-rose-in-september-filling-in-some-data-for-the-fed-88329165?utm_source=chatgpt.com\" rel=\"noopener\">Wall Street Journal<\/a> expect September\u2019s headline PCE to climb 0.3% monthly and 2.9% annually, a fractional tick above the August reading of 2.7% annually.<\/p>\n<p>The core measure, which strips out volatile food and energy prices, is projected to rise just 0.2% monthly and 2.8% annually.<\/p>\n<p>Those aren\u2019t dramatic dips, but they\u2019re in line with the disinflationary trend that\u2019s emboldened the Fed\u2019s dovish camp.<\/p>\n<p>Governor Chris Waller has already signaled support for December easing, while Dallas Fed President Lorie Logan remains skeptical, arguing that a 2.9% headline PCE misses the Fed\u2019s 2% target by too wide a margin.\u200b<\/p>\n<p>The reality is binary: if PCE confirms cooling inflation, rate-cut odds spike and bond yields fall, supporting equities.<\/p>\n<p>If the print surprises higher, expect sellers to emerge and Treasury yields to climb, pushing the Fed closer toward pausing its easing cycle. \u200b<\/p>\n<h2 id=\"what-happened-in-pre-market-trade-netflix-wins-warner-bros-rubrik-rockets\" class=\"wp-block-heading\">What happened in pre-market trade: Netflix wins Warner Bros, Rubrik rockets<\/h2>\n<p><a class=\"copy-link-to-section\" href=\"#\"><i class=\"fa fa-link\"\/><br \/>\n                <span class=\"tooltip\" data-text=\"Copy link to section\" data-conf=\"Copied!\">Copy link to section<\/span><br \/>\n            <\/a><\/p>\n<p>Premarket action before the open delivered drama beyond the data calendar.<\/p>\n<p>Netflix surged in exclusive talks to acquire Warner Bros.<\/p>\n<p>Discovery\u2019s studios and HBO streaming division for roughly $28 per share in an all-cash or mostly-cash deal, a landmark consolidation bet by CEO Ted Sarandos that marks Netflix\u2019s biggest M&amp;A push ever.<\/p>\n<p>Warner Bros. shares dipped roughly 1% despite the deal news, reflecting regulatory concerns and uncertainty over execution.<\/p>\n<p>Netflix slipped nearly 3% amid worries over antitrust scrutiny and integration risk.\u200b<\/p>\n<p>Elsewhere, Rubrik, the cloud data management and cybersecurity company, exploded nearly 19% after crushing quarterly earnings and lifting full-year guidance.<\/p>\n<p>The company posted adjusted earnings of 10 cents per share versus expectations of a 17-cent loss, with revenue at $350 million against $320 million expected.<\/p>\n<p><a target=\"_blank\" href=\"https:\/\/www.ulta.com\/investor?utm_source=chatgpt.com\" rel=\"noopener\">Ulta Beauty also soared 6%<\/a> after hiking fiscal-year sales guidance to $12.3 billion and raising EPS to $25.20\u2013$25.50, powered by stronger-than-expected Black Friday sales and holiday momentum.\u200b<\/p>\n<h2 id=\"wall-street-open-what8217s-priced-in\" class=\"wp-block-heading\">Wall Street open: What\u2019s priced in?<\/h2>\n<p><a class=\"copy-link-to-section\" href=\"#\"><i class=\"fa fa-link\"\/><br \/>\n                <span class=\"tooltip\" data-text=\"Copy link to section\" data-conf=\"Copied!\">Copy link to section<\/span><br \/>\n            <\/a><\/p>\n<p>The market heading into Friday\u2019s close is clearly pricing in an easing Fed and growth persisting into Q1 2026.<\/p>\n<p>Small caps have already begun to outperform large-cap tech, a classic rotation that signals investor conviction in lower rates, and the S&amp;P 500 is within 1% of all-time highs.<\/p>\n<p>Breadth is solid, with the Nasdaq notching eight positive sessions out of its last nine.<\/p>\n<p>Still, the PCE print is a gut check. If inflation proves stickier than expected, expect a brutal repricing of Fed odds and a week of volatility ahead of the December 10 decision.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/invezz.com\/news\/2025\/12\/05\/us-stocks-advance-as-sp-500-nasdaq-dow-rally-before-high-stakes-pce-reading\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Invezz ) US stocks posted modest gains Friday as traders held their breath ahead of critical inflation data that could reshape the Fed\u2019s rate-cut calculus. The S&amp;P 500 rose 0.3%, the Nasdaq Composite climbed 0.4%, and the Dow Jones Industrial Average ticked up 89 points, or 0.2%. Street strategists remain laser-focused [&hellip;]<\/p>\n","protected":false},"author":3947362395,"featured_media":64124,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[37],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/64123"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362395"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=64123"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/64123\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/64124"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=64123"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=64123"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=64123"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}