Sentiment is everything. Last week, strong US earnings couldn’t lift stocks — even lower yields failed to spark appetite. This week, things flipped: TSMC’s slowing sales didn’t stop its shares from rising, Nvidia jumped nearly 6%, and the S& 500 rallied 1.5%. It’s not about data — it’s about mood. Investors are reading headlines through the lens of US political drama, data drought and Fed uncertainty.
Even gold is acting like a meme stock, rallying 3% despite risk rally and higher yields. As the US government reopens, a flood of delayed data will test whether inflation is cooling and if the Fed will finally cut rates in December. Until then, markets are running on vibes — not numbers. Watch the full episode to find out more!
