US Markets Highlights — Sep 8, 2026 | Aivina
September 8, 2026
US markets saw a robust week, with the S&P 500 and Nasdaq hitting new record highs, primarily driven by strong tech performance. Cooler-than-expected May CPI data initially boosted sentiment, fueling hopes for earlier rate cuts. However, the Federal Reserve's updated dot plot tempered these expectations, signaling only one rate cut for 2024, despite acknowledging progress on inflation.
Highlights
- S&P 500, Nasdaq reached new highs; tech sector led gains; strong weekly performance.
- May CPI data cooled unexpectedly; boosted market sentiment; fueled rate cut speculation.
- Fed maintained rates; dot plot indicated one 2024 cut; tempered aggressive easing hopes.
Macro Overview
Inflation
May CPI and PPI data showed unexpected cooling, with core measures also easing, suggesting disinflationary progress.
Interest Rate Outlook
Fed held rates, updated dot plot indicating only one 25bp cut in 2024, a reduction from prior projections.
Risk Sentiment
bullish
This content is generated by AI for informational and educational purposes only and does not constitute financial advice.