Inflation, Employment, and Consumer Sentiment Data Offer a Mixed Picture Ahead of Fed Meeting
Shifting inflation trends, softer job market data, and waning consumer confidence paint a nuanced picture going into the Fed’s September meeting.
Earnings Powered August Market Gains, as Fed Signals Likely Rate Cut
Strong earnings and hopes for a Fed rate cut fueled August’s market rally, pushing stocks to new highs amid easing investor concerns.
Another Weak Employment Report Increases Odds of a September Rate Cut
U.S. hiring slowed sharply in August as unemployment climbed, raising expectations for a September Fed rate cut, while signs of stabilization in manufacturing and resilient consumer spending helped balance seasonal market headwinds.
Nvidia Beats Earnings, Inflation Rises, GDP Growth Revised Higher
Markets steadied as Nvidia’s record earnings underscored resilient AI demand, inflation edged higher ahead of the Fed’s September meeting, and stronger consumer spending and AI-driven investment lifted second-quarter GDP growth above initial estimates.
Powell Signals Possible Rate Cuts as Earnings Stay Strong, Labor Market Softens, and Manufacturing Rebounds
Stronger Wholesale Prices, Rate Cut Expectations, and Robust Earnings Shape Market Outlook
Sharp inflation data, resilient earnings, and elevated Fed policy expectations are shaping the market outlook as investors gauge inflation and growth trends.
Markets Navigate Strong Earnings, Fed Rate Cut Bets, and Global Trade Shifts
Strong corporate earnings in tech and communications boosted the S&P 500 outlook, while weak jobs data raised expectations for Fed rate cuts amid trade tensions.
Stocks Drift to New Highs Amid Low Volatility
Markets climbed to new highs in July, but calm conditions may not last as economic data and global policy shifts stir under the surface.
Mixed Economic Signals Emerge as Fed Pauses on Rates While Tariffs Rise
The Fed held interest rates steady amid economic uncertainty, soft labor data and escalating tariffs, signaling potential future rate cuts as trade policy tightens.
Trade Deals Surge as Tariff Deadline Looms; Inflation Holds Steady in June
U.S. trade deal momentum builds ahead of tariff deadline, inflation stays contained despite rising trade costs, and early reports suggest a strong Q2 performance.