خلاصه اخبار بازار آمریکا investingLive: سقوط قیمت نفت همزمان با اینکه جمهوری‌خواهان جنگ را دلیل شکست می‌دانند

US final October S&P Global services PMI 56.1 vs 57.9 prelim

US September international trade balance -105.0B vs -108.0B expected

Canada Trade Balance ($C) for September +5.35B vs +4.1B estimate

House Democratic leader Jeffries says will pass bill to stop tariffs and to end the Iran War

Trump says election loss was largely a result of the Iran war

The market is telling the hyperscalers it's happy about a slower data center buildout

It was a monumental day in markets as they recalibrated following the Republican drubbing in the midterms. The votes continue to be counted but there is certain to be a large Democrat majority in the House and it appears Senate seats for Alaska and Mississippi (!) will go blue, giving them 56 in the Senate.

The blame game is on for Republicans and the Iran war is at the top of the list, including from JD Vance. Democratic leaders said they would end it and tariffs so that could be an interesting angle, even if there will be no change of control until January. The market isn't waiting around to see how it settles as WTI fell hard on the day.

That decline translated into Treasury yields and a big lift in gold. Crypto was also a surprise winner given that it could now face regulatory headwinds.

In FX, the dollar was a moderate loser. The oil drop is a drag but hyperscalers cheered a potential slowdown in data centers, as it will boost near term FCF and diminish the need to raise equity. Microsoft and Amazon were major tailwinds for stock markets, up around 7%.

This article was written by Adam Button at investinglive.com.