US Markets Highlights — Aug 21, 2026 | Aivina
August 21, 2026
US equity markets, particularly the S&P 500 and Nasdaq, reached new record highs, propelled by strong performance in technology stocks like Nvidia. Recent May CPI data showed inflation cooling more than anticipated, providing a boost to market sentiment. Despite the Federal Reserve's updated projection of only one rate cut in 2024, investors remain optimistic, anticipating a data-driven approach to monetary policy easing.
Highlights
- S&P 500, Nasdaq hit record highs, driven by tech.
- Nvidia stock surge boosts indexes, market breadth widens.
- Investors await inflation data, Fed policy clarity.
Macro Overview
Inflation
May CPI showed inflation cooled more than expected, with annual CPI at 3.3%, core at 3.4%, signaling disinflationary trends.
Interest Rate Outlook
Fed held rates, now projecting one 2024 cut, down from three, indicating a cautious, data-dependent approach to easing policy.
Risk Sentiment
bullish
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