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ASX Poised to Slip as Investors Brace for US Data Reset and Nvidia’s Earnings Test

Fading odds of a December Fed cut are stoking a rethink of lofty tech valuations.

Overview

  • Futures point to a roughly 0.2% lower open for the S&P/ASX 200, extending recent losses after a tech-led retreat.
  • Friday’s sell-off erased about $37 billion from the Australian market and pushed the benchmark to its weakest level since mid‑July.
  • US statistical agencies plan to publish data delayed by the shutdown, with September employment figures scheduled for November 20.
  • Nvidia’s midweek report is seen as a key gauge for AI-driven earnings expectations, with some strategists warning of sharp punishment if results miss but possible quick dip‑buying support.
  • Market pricing now sees about a 50:50 chance of a December Fed rate cut, leaving Wall Street mixed on Friday and keeping volatility elevated.