MRKT Matrix Stocks Flatten Ahead of FOMC Decision
Dec 9, 2025
Markets are holding steady as investors await the Fed's forthcoming rate decision. JPMorgan faces consequences from unexpectedly high spending forecasts. Private equity is seeing a significant uptick, with a 40% increase in deal activity. SpaceX plans a staggering IPO aimed at raising over $30 billion, tying its success to Starlink's growth. Meanwhile, the U.S. is closely scrutinizing Nvidia's exports to China, adding complexity to the semiconductor landscape. Sam Altman is recalibrating OpenAI's focus on safety and competition.
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Market Pauses Ahead Of Fed Clarity
- Markets held flat as traders awaited the Fed's final rate decision and commentary.
- Investors expect a cut but anticipate a hawkish tone shaping future policy and leadership expectations.
JPMorgan's Cost Surprise Hits Dow
- JPMorgan's guidance shock dragged the Dow after the bank forecast far-higher 2026 expenses.
- The cost jump reflects growth investments, inflation, and expanded consumer-bank spending.
Prepare For A Hawkish Cut
- Expect a quarter-point Fed cut but prepare for a hawkish post-meeting tone that limits further easing.
- Watch Jerome Powell's comments and the updated dot plot for clues on future cuts and policy divisions.