US Markets Highlights — Sep 7, 2026 | Aivina
September 7, 2026
US markets rallied, with the S&P 500 and Nasdaq hitting new records, primarily driven by continued AI optimism and recent weaker labor market data. This softening in employment figures, including JOLTS and ADP reports, has intensified investor hopes for the Federal Reserve to implement interest rate cuts sooner, potentially as early as September. Risk sentiment remains broadly bullish.
Highlights
- S&P 500, Nasdaq gained; tech sector led advances; AI optimism continued.
- Markets saw mixed performance; slight pause in rally; tech stocks mostly flat.
- S&P 500, Nasdaq hit records; weaker jobs data fueled rally; rate cut hopes increased.
Macro Overview
Inflation
April's Core PCE rose 0.2% monthly, 2.8% annually, aligning with expectations. Inflation remains sticky but stable.
Interest Rate Outlook
Weaker labor market data has boosted market expectations for a Fed rate cut, potentially by September. Fed remains data-dependent.
Risk Sentiment
bullish
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