#fed-policy

#fed-policy

Commodity-linked stocks are dragging the FTSE 100 as metals and oil fall, lowering inflation expectations while markets weigh hawkish Fed implications from Warsh's nomination.

Fundamentals-weighted PXH surged 38% as Asian cash-flow leaders outperformed amid Fed rate cuts, a weaker dollar, and resurging emerging-market growth.

Nvidia's strong quarter triggered volatile stock moves, underscoring AI valuation concerns and implying the market may undergo a normal correction rather than a bubble collapse.

European equities were mixed as investors remained cautious ahead of Nvidia earnings and US data that could shape Fed policy expectations.

Nvidia beat expectations but had limited market impact as stronger-than-expected US GDP reinforced rate-cut hopes while key inflation data could alter outlooks.