Moving Markets: Daily News Equity markets end a rough week on a strong footing
Nov 24, 2025
Jan Bopp, a product and investment content specialist, and Mensur Pocinci, head of technical analysis, dive into the turbulent shifts in equity markets. They explore market reactions to potential peace talks in Ukraine and Eli Lilly's ascendance to a trillion-dollar valuation. Mensur deciphers the bullish signals from a surprising Nasdaq reversal, while Jan discusses the impact of dovish Fed comments lifting US stocks. The duo highlights the S&P's broad rally as a positive sign for future gains, promising insights for market watchers.
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Dovish Fed Comments Repriced Rates
- Dovish Fed commentary shifted market expectations toward rate cuts and drove bond yields lower.
- This change boosted US equities and raised December cut probabilities above 60%.
Ukraine Headlines Hit Defence Stocks
- News of a potential Ukraine peace plan hit European defence stocks hard, with several names down over 5%.
- Weakness spread across sectors, while Swiss large-cap names outperformed and lifted the Swiss market.
Eli Lilly Reaches $1 Trillion
- Eli Lilly surpassed a $1 trillion valuation driven by strong demand for GLP-1 weight-loss and diabetes drugs.
- The market for these treatments could reach about $95 billion by 2030, underpinning investor confidence.