US Stock Market Today: S&P 500 Futures Inch Higher as Rate Cut Hopes Build

The Morning Bull - US Market Morning Update Thursday, Nov, 27 2025

US stock futures are edging higher this morning, led by rising optimism that interest rates might come down soon. The yield on a key government bond, the 10-year Treasury, fell below 4 percent, a level not seen in nearly a month. This matters because when these yields drop, borrowing gets cheaper for everyone from homebuyers to businesses, making it more likely for investors to put money to work in the stock market. At the same time, jobless claims fell to 216,000, their lowest in nine months. Fewer people applying for unemployment suggests companies are holding onto workers, which typically helps keep the economy humming along. For investors, the question is whether stronger-than-expected jobs data will keep the Federal Reserve waiting before it actually cuts rates, or if signs of slowing inflation are enough to tip the balance. This decision is crucial because rate-sensitive sectors like real estate, banks, and anything tied to big-ticket items now find themselves in the spotlight. These sectors may benefit if rates fall, but they could face challenges if the Fed decides to stay cautious a little longer.

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Top Movers

• Symbotic (SYM) surged 12.95% after strong earnings and analyst upgrades highlighted continued revenue and margin growth.
• Robinhood Markets (HOOD) jumped 10.93% following news of a new joint venture to expand into futures and derivatives trading.
• Bloom Energy (BE) climbed 7.26%.

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Top Losers

• Zscaler (ZS) dropped 13.03% after analysts trimmed price targets following underwhelming Q1 results and guidance.
• Workday (WDAY) declined 7.85% after mixed quarterly results and several analyst price target cuts.
• Deere (DE) fell 5.67% after reporting lower net income for both the fourth quarter and full year.

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On The Radar

With bond yields dipping and global inflation trends in focus, key economic signals and sector themes are shaping market expectations.

• US Treasury Yield Movement: The 10-year Treasury dipping below 4% today highlights shifting rate cut expectations and impacts rate-sensitive equities.
• Labor Market Data: Initial jobless claims at a nine-month low, reported today, reinforce U.S. labor market resilience and influence Fed sentiment.
• Oil & Gas Inventory Update: This week’s surprise rise in US crude inventories could sway energy sector sentiment as demand patterns shift ahead of winter.
• German Economic Momentum: Q3 stagnation and ongoing consumer confidence updates this week will signal the direction of Europe’s recovery and potential effects on US multinationals.
• Mortgage Rates and Housing Activity: Mortgage rates edging down and a modest uptick in home purchase applications provide new clues for the real estate and banking sectors this week.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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