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December 2025 Fed rate cut odds surge as markets pivot to ISM and ADP

December 2025 Fed rate cut odds have surged to 80–87% as traders increasingly expect a December move, with momentum now tied to private surveys like ISM and ADP. This shift has led to heightened FX and bond volatility ahead of the Fed meeting on December 9–10, as markets react to each new data release.
Follow the money: General Atlantic’s $96 million bet on SmartHR — and what it signals for Japan
General Atlantic has made its first growth equity investment in Japan by acquiring a $96 million minority stake in SmartHR from Coral Capital. The deal signals GA’s entry into the Japanese market, highlights a strategic partnership for SmartHR’s expansion, and comes amid yen volatility, impacting cross-border deal dynamics.
Futures Tilt Higher as Nvidia Looms: Two Data Drops Could Flip the Script
Markets started the week with cautious optimism, led by tech stocks as traders anticipated Nvidia’s Wednesday earnings and the return of key economic data after a release delay. Early gains faded as investors awaited these major catalysts, with sentiment hinging on Nvidia’s AI outlook and fresh jobs numbers to shape macro expectations.

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