Global markets rally on rising Fed-cut expectations

Thursday, November 27, 2025 at 16:30 UTC+01:00 (+0100), N/A, N/A

News category : Macroeconomic Events

On November 27 global equity markets pushed higher as investors scaled up bets that the Federal Reserve will move to ease policy in the coming weeks. A string of softer macro signals and dovish remarks from some policymakers trimmed the perceived path of rates, compressing front-end yields and prompting flows into growth and cyclical sectors. With the U.S. trading calendar shortened for the holiday, positioning and thinner liquidity accentuated moves as managers rebalanced portfolios ahead of month end. Market participants emphasised that while pricing shifted materially, the outlook remains data dependent and sensitive to upcoming releases that could reverse or reinforce the recent repricing.

Overall market impact

Strong bullish market impact - strength score : 85/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

US equities

Interest rate futures

USD FX pairs

Investment grade credit

Equity ETFs

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