US Markets Highlights — Jul 14, 2026 | Aivina
July 14, 2026
US equity markets, led by the S&P 500 and Nasdaq, reached new record highs this week, fueled by a robust tech sector and Nvidia's continued ascent. This market strength coincided with softer-than-expected May inflation data, which showed a cooling trend in both headline and core consumer prices. Despite these positive inflation signals, the Federal Reserve maintained interest rates and adjusted its 2024 rate cut projections down to just one, emphasizing a data-dependent and cautious monetary policy stance.
Highlights
- S&P 500, Nasdaq hit record highs; technology stocks led market gains; Nvidia drove rally.
- May CPI data softer than expected; core inflation showed easing; market reacted positively.
- Federal Reserve held rates steady; revised 2024 rate cut projections; Powell emphasized data dependence.
Macro Overview
Inflation
May CPI was flat month-over-month; core inflation softened, indicating disinflationary progress.
Interest Rate Outlook
Fed held rates; projected one 2024 cut, down from three, signaling cautious approach.
Risk Sentiment
bullish
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