Inflation, Fed Signals & Tech Momentum
"In investing, what is comfortable is rarely profitable." – Robert Arnott
MARKET UPDATE
Market Week Ahead: Inflation, Fed Signals & Tech Momentum
Wall Street’s mood this morning? A little groggy and very geopolitical. It’s Monday, the Fed is looming, oil’s on a tear, and investors are debating whether to stay in stocks… or hide under the covers with bonds.
Markets at a Glance (as of last Friday’s close):
S&P 500: ▲ 1.1% (5,610.33) – Fresh all-time high 🥂
Nasdaq: ▲ 2.3% (18,555.72) – Tech doing what tech does
Dow Jones: ▼ 0.2% (38,945.21) – Blue chips lag behind
Bitcoin: $67,800 – Quiet consolidation before the next move?
10-Year Treasury: 4.28% – Yields holding steady
TOP HEADLINES
Middle East Heats Up
Iran-Israel tensions flared over the weekend. That sent oil prices up over 13% last week — the biggest spike since early 2022. Energy stocks may catch fire again today, while airlines and transports could hit turbulence. Investors are watching gold and Treasuries for safe-haven signals.
All Eyes on the Fed – Wednesday Decision Looms
The Federal Reserve meets this Wednesday, and while they’re expected to hold interest rates steady at 5.25%, the real action is in the dot plot and Powell’s press Q&A. Will rate cuts come this summer? Markets are pricing in a 20% chance of a July pivot and 50bps of easing by year-end.
📌 Translation: If Powell sounds cautious or mentions the Middle East, rate cut hopes may fade faster than your summer tan.
EARNINGS
🧠 What Smart Money is Watching This Week:
AI Stocks Still on Fire
Nvidia, AMD, and Palantir are still riding the AI tsunami. Investors are asking: have these stocks peaked, or is there another leg up as enterprise AI adoption expands?Earnings Watch: Adobe & FedEx Report This Week
Adobe’s numbers could signal the health of the creative and enterprise software sector, while FedEx might give clues on global trade demand.Housing Market Update Coming Wednesday
With mortgage rates hovering near 7%, the new housing data may show whether buyers are starting to push back — or simply biting the bullet.
TRENDING
Top Stocks
$NVDA – Just hit a $4.2T market cap. At this point, should it get its own seat at the UN?
$AAPL – WWDC buzz is still lingering. AI features teased = stock love.
$COIN – Crypto optimism + regulatory clarity = tailwinds.
$TSLA – Robotaxi news has retail traders dreaming again.
Links
Investmo Pro - Stock trade alerts sent every morning ☕️
Trading View - Try the #1 Most Advanced Platform for Tracking Stocks. Get $15 Off