US Markets Highlights — Aug 14, 2026 | Aivina
August 14, 2026
US equities, particularly the S&P 500 and Nasdaq, reached new record highs this week, propelled by robust performance in the technology sector and ongoing AI optimism. Markets processed mixed economic data, including slower ISM services growth and weaker ADP payroll figures, while awaiting the crucial Non-Farm Payrolls report. Inflation continues to moderate slowly, with April's core PCE at 2.8%, keeping the Federal Reserve's interest rate outlook data-dependent, with cuts anticipated later in the year.
Highlights
- S&P 500 and Nasdaq reached new record highs; driven by continued tech sector strength; particularly AI-related stocks.
- Markets digested mixed economic data; ISM services growth slowed; ADP private payrolls missed estimates.
- Investors await key jobs report; anticipating Non-Farm Payrolls data; influencing Federal Reserve rate decisions.
Macro Overview
Inflation
Inflation is moderating slowly; April PCE showed core inflation at 2.8%; still above the Fed's 2% target.
Interest Rate Outlook
Fed officials remain data-dependent; September or December rate cut increasingly seen; strong labor market and inflation persistence weigh.
Risk Sentiment
bullish
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