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Daily Market Commentary

December 9, 2025

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December 9, 2025

Bonds & Stocks
Stocks wavered and US Treasury yields pared back from a two-month high as traders held off on making big bets ahead of the Federal Reserve’s final interest-rate decision of 2025. S&P 500 futures were little changed after the benchmark halted a four-day rally. The rate on 10-year Treasuries fell two basis points to 4.14% after rising to the highest level since late September. The dollar traded flat while Bitcoin fell nearly 1%.

Economy
Sentiment among US small businesses increased in November, largely due to a surge in optimism about the sales outlook. The National Federation of Independent Business optimism index rose 0.8 point to a three-month high of 99, according to figures released Tuesday. Six of the 10 components that make up the gauge increased, while three decreased. One was unchanged. A 9-point improvement in sales expectations was the biggest contributor to the overall increase in the optimism index, NFIB said. A net 15% of owners anticipate higher sales volumes in the next three months, the largest share since the start of the year.

World
Mexico’s annual inflation accelerated more than expected last month, a week before policymakers are expected to deliver their last rate cut of the year. Consumer prices rose 3.80% in November compared to the same month last year, according to the national statistics institute. The reading came in above the 3.70% median estimate of analysts surveyed by Bloomberg and up from October’s 3.57% print.

The information represented herein was obtained from various sources, which we believe to be reliable. Neither the information presented nor opinions expressed constitutes an offer to buy or sell any security. And it is not intended to guide the investor on which securities to buy, or when to buy or sell.