"Sentiment remained fragile amid renewed concerns over tech valuations and Fed monetary policy uncertainty, with investors positioning cautiously ahead of several key catalysts. The focus could remain on Nvidia's earnings report, due after the US close, which is expected to act as a barometer for the broader AI outlook. Strong results could help stabilize markets after a wave of selling, while a miss may exacerbate recent losses and deepen investor concerns around growth expectations."
"Adding to the cautious tone, markets are eyeing Wednesday's FOMC minutes and Thursday's non-farm payrolls report for clues on the Fed's next steps. Jobless claims have recently ticked higher, and a weaker-than-expected NFP could reinforce rate-cut expectations for early 2026. Conversely, a strong print may add pressure on equities in the near term"
European equities were mixed, with some markets extending downturns while Germany's DAX stabilized somewhat after a series of declines. Market sentiment remained fragile amid renewed concerns over tech valuations and uncertainty about Fed monetary policy. Investors positioned cautiously ahead of several key catalysts. Nvidia's earnings after the US close could act as a barometer for the AI outlook; strong results may help stabilize markets, while a miss could deepen recent losses and growth concerns. Attention also focused on the FOMC minutes and upcoming non-farm payrolls. Rising jobless claims and a weaker NFP could reinforce early-2026 rate-cut expectations, whereas a strong print could pressure equities.
Read at London Business News | Londonlovesbusiness.com
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