Particle.news
Download on the App Store
190 ARTICLES
·
26m ago

Stocks Pause After Powell-Fueled Rally as Traders Eye Nvidia and Inflation Data

Investors await Nvidia’s results alongside Friday’s PCE reading to validate expectations for a September rate cut.

Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., August 21, 2025. REUTERS/Brendan McDermid/File Photo
A man walks past a screen displaying Japan's Nikkei share average and exchange rate between Japanese yen and U.S. dollar outside a brokerage,in Tokyo, Japan, August 4, 2025. REUTERS/Issei Kato/File Photo
A dealer watches computer monitors near the screens showing the Korea Composite Stock Price Index (KOSPI), left, the foreign exchange rate between U.S. dollar and South Korean won and the Korean Securities Dealers Automated Quotations (KOSDAQ) at a dealing room of Hana Bank in Seoul, South Korea, Monday, Aug. 25, 2025. (AP Photo/Lee Jin-man)
Image

Overview

  • U.S. indexes fell on Monday after Friday’s surge, with the Dow down 0.77%, the S&P 500 off 0.43% and the Nasdaq lower by 0.22%.
  • Rate-cut odds for September held in the mid-80% range on CME FedWatch following Powell’s Jackson Hole remarks, while 10-year and 2-year Treasury yields edged up from Friday’s drop and the dollar strengthened.
  • Nvidia reports Wednesday in a closely watched update for the AI trade, as markets also await the Fed’s preferred PCE inflation gauge on Friday and U.S. payrolls next week.
  • Major brokerages including Barclays, BNP Paribas and Deutsche Bank now project a 25-basis-point cut next month, even as policymakers flag tariff-driven inflation risks.
  • Asian markets initially tracked Wall Street’s rally, but regional futures pointed lower for Tuesday as focus shifted to U.S. data, policy signals and local trade headwinds.