Reality check. The Federal Reserve cut interest rates by 25 bps to 3.75 %–4.0 % but made it clear: a December cut is not guaranteed. Chair Jerome Powell said the bank is “navigating in the fog” given mixed inflation and jobs data — taking the punch out of market hopes for an immediate follow-up.
That risk-on mood got muted: U.S. futures were flat ahead of earnings from the Big Tech heavyweights.
Earnings in the spotlight
The so-called “Mag 7” tech giants (you know the names) are dropping results and markets are watching for signs that they can keep up growth — especially in AI and cloud. For example, Meta Platforms slid after ramping up spending in AI, while Alphabet Inc. surged on strong cloud/ad revenue.
That risk-on mood got muted: U.S. futures were flat ahead of earnings from the Big Tech heavyweights.
Earnings in the spotlight
The so-called “Mag 7” tech giants (you know the names) are dropping results and markets are watching for signs that they can keep up growth — especially in AI and cloud. For example, Meta Platforms slid after ramping up spending in AI, while Alphabet Inc. surged on strong cloud/ad revenue.
- The USD might get support if the Fed gets less dovish than expected → pairs like EUR/USD could slide on surprise strength.
- Risk assets (tech stocks, high beta) might struggle if earnings disappoint or rate-cut betting fades.
- If earnings beat and Powell softens tone later, we could see a quick reversal into risk-on mode.
- For scalpers/FXinds: keep an eye on U.S. yield moves, especially 2- and 10-yr, because that will influence USD flows.
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