The Nasdaq 100 fell nearly 5% on Friday, signaling a possible prolonged downturn. Markets now expect the Fed to hike twice by April 2027, driven by an energy-led inflation shock and signs of an overheating economy. The setup is broadly risk-off and implies higher rates and weaker equity multiples.
The Nasdaq 100 fell nearly 5% on Friday, signaling a possible prolonged downturn. Markets now expect the Fed to hike twice by April 2027, driven by an energy-led inflation shock and signs of an overheating economy. The setup is broadly risk-off and implies higher rates and weaker equity multiples.
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Request DemoOverall Sentiment
strongly negative
Sentiment Score
-0.72
