Recent hot inflation prints, including September CPI rising 0.65% month-over-month and elevated PPI, have kept rate-cut expectations tempered ahead of the October 27-28 FOMC meeting while amplifying concerns over financing AI infrastructure spending. This dynamic fueled early-week gains in the S&P 500 to 7,757.17 by October 21 on tech rebounds and solid earnings from names like SpaceX and Capital One, only for renewed capex worries to trigger a 1.21% drop to 7,663.43 on October 22 as semiconductor and AI-related shares sold off. Year-to-date gains near 12% reflect resilient corporate results, yet elevated Treasury yields and mixed labor data underscore sensitivity to policy signals and upcoming Q3 GDP on October 29.
Riepilogo sperimentale generato dall'AI con riferimento ai dati di Polymarket. Questo non è un consiglio di trading e non ha alcun ruolo nella risoluzione di questo mercato. · Aggiornato1H6H1D7D30DALL
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