Falling oil and yields lifted Tuesday’s rebound, but Nvidia and PCE now take over.
Chips stumbled Monday as investors brace for Nvidia, PCE, and the Fed.
Stocks closed higher Friday, but investors remain cautious heading into a packed week of market-moving events.
Bigger bond buybacks brought one day of relief before long-term yields started climbing again.
Moderna surged 177% on a Phase 3 cancer-vaccine win as Treasury calmed long yields and stocks bounced.
Chip stocks sank Tuesday, while Wednesday futures edge higher as the bond selloff eases.
Long-term Treasury yields hit their highest since 2007 as Brent topped $90 and Wall Street fell for a second straight session.
Fed-hike fears are fading, but Friday’s weak spending data gave Wall Street a new risk to watch.
Markets pushed higher as producer inflation cooled and traders cut the odds of a September rate hike.
Cooler inflation eased Fed concerns while strong AI earnings pushed stocks closer to record highs.
Stocks slipped, oil climbed, and Nvidia’s $500B AI financing push lit up private capital.
Oil’s rebound is forcing investors to reconsider the clean weak-jobs, patient-Fed narrative.
