Pablo Mengoni @pmengoni: "📈 U.S. Market Weekly Update..." | etoro

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📈 U.S. Market Weekly Update – Key Highlights This week, Wall Street traded cautiously as investors waited for the Federal Reserve’s policy decision, which will shape year-end positioning and early-2026 expectations. 🔹 Markets Hold Steady Ahead of the Fed The $SPY (State Street SPDR S&P 500 ETF) and $DJ30Jones slipped slightly, pressured by financials and consumer names like JPMorgan ( $JPM (JPMorgan Chase & Co) Bank of America ( $BAC (Bank of America Corp) and Walmart (WMT). The Nasdaq outperformed, supported by Apple ( $AAPL (Apple) Microsoft ( $MSFT (Microsoft) and Nvidia ( $NVDA (NVIDIA Corporation)). Markets largely expect a 25 bps rate cut, but mixed signals inside the FOMC have kept volatility low and investors in wait-and-see mode. 📊 Higher Yields, Stronger Dollar Rising Treasury yields boosted the U.S. dollar, weighing on global-facing brands such as Coca-Cola ( $KO (Coca-Cola) Procter & Gamble ( $PG (Procter & Gamble Co) and Nike ( $NKE (NIKE)). Rate-sensitive sectors — American Tower ( $AMT (American Tower Corp) Simon Property ( $SPG (Simon Property Group Inc) NextEra Energy ( $NEE (NextEra Energy Inc) — also pulled back. Financials including Goldman Sachs ( $GS (Goldman Sachs Group Inc) and Citigroup ( $C (Citigroup) remained subdued as markets reassessed the cost of capital. 🧠 Tech & AI Stay in Focus AI and chip leaders continued to drive the Nasdaq: Nvidia ( $NVDA AMD ( $AMD (Advanced Micro Devices Inc) Intel ( $INTC (Intel) Cloud and AI platforms: Microsoft ( $MSFT Amazon ( $AMZN (Amazon.com Inc) Alphabet ( $GOOG (Alphabet) Software/data names: Snowflake ( $SNOW (Snowflake Inc.) Palantir ( $PLTR (Palantir Technologies Inc.) ServiceNow ( $NOW (ServiceNow Inc) A dovish Fed could extend tech’s momentum; a cautious tone may pressure elevated valuations. 🔮 Looking Ahead to 2026 After a volatile 2025, investors are balancing: Defensives: Johnson & Johnson ( $JNJ (Johnson & Johnson) PepsiCo ( $PEP (PepsiCo) Costco ( $COST (Costco Wholesale Corp) Selective growth: NVDA, AAPL, MSFT, PLTR The Fed’s guidance will determine where leadership emerges next — whether tech continues to dominate or other sectors regain traction.

Not investment advice. The author may have financial interests in the mentioned instruments.

Mon Jul 13 2026 01:40:43 GMT+0000 (Coordinated Universal Time)