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Hey, here’s the real story for today.
Markets tread cautiously ahead of key inflation data and Nvidia’s earnings, while Asia makes its own headlines. Nothing’s breaking open yet, but smart money is watching.
Fed Hints Keep Futures Flat
Friday’s Fed signals sparked relief, rate cuts are looking more likely, but today the markets are on hold, locked in neutral. Futures are flat, with investors shifting from euphoria to steady pre-inflation positioning. With September cuts likely priced in, tomorrow’s PCE release now holds the keys for the next move.
India Rallies on Policy and Momentum
India’s markets held up on optimism around a planned GST overhaul and strong domestic flow. The Nifty and Sensex posted healthy gains, with strategists pointing to continued buying from local institutions. It’s a reminder: not all markets dance to U.S. macro riffs, and some are composing their own beat.
Tech Loses Some Shine
The AI-driven tech rally is showing signs of fatigue. A weaker-than-championed GPT-5 rollout triggered profit taking across megacap names, with big tech lagging broader indices last week. That makes Nvidia’s earnings this week a defining moment: a hit and the euphoria shrinks; a beat and the rally finds new legroom.
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Final Word
Positioning is delicate. The Fed is setting the tone, India is crafting its own trajectory, and tech might be hitting pause. In moments like this, it pays to follow the flow, not the headlines.