Stock Market Braces for Pivotal Week Amid Earnings, Rate Cut Uncertainty
Tech giants Tesla and Alphabet take center stage as earnings season hits full stride. Their performance could validate—or undermine—the S&P 500's stretched valuations. Last week's muted Dow performance contrasts with Nasdaq gains, revealing a market torn between Optimism and caution.
The Federal Reserve's rate cut timeline grows increasingly contentious. While some policymakers push for immediate action, robust retail data and persistent inflation suggest a September adjustment remains more likely than July. Market pricing reflects this shift, with odds of a near-term cut halving in recent weeks.