The Morning Bull – US Market Morning Update Wednesday, Nov, 12 2025
US stock futures are pointing higher this morning, as investors focus on mixed signals from the labor market and the growing chance of a December interest rate cut. The main factor fueling optimism is a 68% probability of rates being cut, which has lifted key futures like the S&P 500 by about 0.4% before the bell. However, job data shows private employers are slowing their hiring, with job cuts averaging over 11,000 a week, the highest since 2003. On one hand, lower rates could help sectors such as real estate and small businesses. On the other hand, the slowdown in hiring puts consumer spending and company profits in the spotlight. The central question is whether cooling jobs will force the Federal Reserve to act sooner, and if rate-sensitive sectors can recover before the broader economy loses momentum.
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On The Radar
Tech and media earnings take the spotlight midweek, challenging a market eager for clear direction after mixed labor data.
- Cisco Systems (CSCO): Q1 results after-market on Wednesday will reveal if enterprise spending and AI orders are accelerating or stalling.
- The Walt Disney Company (DIS): Q4 report pre-market Wednesday offers a pulse check on streaming growth and cost controls in media.
- JD.com (JD): Q3 results pre-market Wednesday highlight Chinese consumer demand amid industry-wide e-commerce pricing battles.
- Applied Materials (AMAT): Q4 report Wednesday after-market sheds light on chip equipment order trends as semiconductor capital expenditure cycles evolve.
- Nu Holdings (NU): Wednesday’s Q3 earnings spotlight digital banking’s profitability and regional fintech competition in Latin America.
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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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