The S&P 500 gained on broad investor optimism, while the Nasdaq slipped as tech valuations faced pressure. Meanwhile, gold benefited from safe-haven demand, and Bitcoin rallied strongly on renewed risk appetite.

Looking ahead, markets will likely stay volatile as investors watch upcoming Fed signals and key economic data. Tech could rebound if rate-cut expectations strengthen, while gold may hold steady on geopolitical risks and Bitcoin could extend gains if risk sentiment remains supportive.

🇺🇸 USA:
The latest inflation data sent mixed signals. The Producer Price Index (PPI) fell by 0.1% in August after a sharp +0.7% rise in July, while core PPI also slipped by 0.1%. This shows wholesale prices are cooling. On the consumer side, the Consumer Price Index (CPI) rose to 2.9% year-over-year, up from 2.7%, with core CPI at 3.1%. For the Fed, lower PPI supports a rate cut, but higher CPI keeps pressure alive, meaning markets may stay volatile as investors weigh the timing of monetary easing.

🔥IMPORTANT
The Fed is expected to cut rates this month, with markets pricing in a 93.4% probability of a 0.25-point cut and a 3.6% chance of a 0.5-point cut, according to CME Group. Lower borrowing costs could support equities but also fuel volatility in bonds and currencies.

🇪🇺 Europe:
Fitch Ratings, one of the world’s biggest credit rating agencies, downgraded France’s rating to A+ because of high government debt and political issues. A weaker rating makes borrowing more expensive and can hurt investor confidence in Europe.

🌍Global:
Asian markets rose strongly on hopes that the U.S. will lower rates soon, with Japan’s Nikkei and other indices climbing. More optimism abroad may drive investors back into global equities.

🪙Commodities:
Gold went up nearly 1% as investors looked for safety, while oil stayed stable. Demand for safe havens shows that uncertainty remains, even with risk appetite returning.

This is not the time to sit on the sidelines. After more than four years without a single rate cut, the Fed is finally turning the tide and we’re bullish across the board. Cheaper money means equities can rally, crypto thrives on renewed risk appetite, and commodities gain as investors hedge against uncertainty. The Fed’s easing stance could be the spark that keeps this momentum alive the only question is: are you ready to ride it?

Tragic Loss: Charlie Kirk has passed away following an assassination attempt, a news that has deeply shaken the U.S. political world. While this event has not impacted the markets, its emotional weight is undeniable. Donald Trump, JD Vance, and many others are mourning, and we send our deepest condolences to Charlie Kirk’s family and all who loved him.

“Stay sharp, stay ahead — we’ll be back with fresh insights.”

Stay ahead of the curve — tomorrow’s edge starts here. The story never stops, and neither should your advantage. With The Daily Market Lens, you’ll always have the clarity to act before the rest. Until next time, stay sharp and keep your eyes open — the market never sleeps. This is not financial advice — always do your own research before making investment decisions.

— Your DML Team.