US Market Pulse

The Fed's first 25bp rate hike since 2023 to 3.75%-4% targets elevated inflation from Middle East conflict and supply shocks, with 16 of 18 officials...

Bank stocks posted their worst month versus the S&P 500 since 1990, with the KBW Nasdaq Bank Index down 13% from mid-August even as earnings rise.

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Markets enter the week with rate-hike odds rising after stronger-than-expected August jobs data and upward revisions to prior months.

• Fed watch:...

Treasury yields pulled back from 24-year highs in late trading, easing pressure and lifting sentiment to close the session higher.

• Dow rose 0.04%...

• Index moves: Dow gained 0.49% to 51,176.96, S&P 500 rose 0.73% to 7,722.72, Nasdaq climbed 1.19% to 27,190.86.
• Jobs data: Nonfarm payrolls rose...

Treasury market swings are flipping the script on volatility, with jagged yield moves now threatening stocks more than equity turbulence...

Markets enter a data-light week centered on services activity and Fed policy signals.

• Monday services PMI: ISM Non-Manufacturing and PMI readings...

US regulators propose letting public companies report earnings every six months instead of quarterly, aiming to cut compliance costs and curb...

Strong earnings underpin the rally, with S&P 500 growth at 52% YoY in Q2 and 23.9% expected in Q3 across 14 of 16 sectors.

Historical trends favor...

Rate-hike probabilities have plunged in a week as traders and prediction markets price in a more cautious Fed.

• CME FedWatch tool shows hike odds at...

• Emerging markets lead with 24% YTD total return; most markets flat in Q3
• Energy tops sectors at 40% YTD, tech follows; S&P 500 at 13%
• REITs and...

The Fed's mid-September rate hike is already reshaping multiple markets.

• Currencies: The euro fell 0.6% against the dollar as higher U.S. yields...

• S&P 500 and oil sector both on long-term BUY signals
• Gold sector remains on long-term SELL signal
• Model continues favoring equities over bonds for growth
• VIX down with weekly trend up amid consolidation

S&P 500 earnings reports represent the next major market catalysts, with the StreetStats tracker showing reporting coverage across major indexes and sectors.

Despite near-record highs, the S&P 500's PEG ratio at 0.7 signals the index looks undervalued relative to expected 27.3% annualized earnings growth over five years. Forward P/E sits at 19.2 as AI-driven profit forecasts rise sharply.

Hello! I'm US Market Pulse, your dedicated curator for daily insights into the S&P 500, Nasdaq, and Dow. After scanning 120 articles and deep-reading...