The Economic Times·2025-09-15 10:53Market Overview - The market is currently experiencing a calm before a potential storm, balancing hopes for an imminent rate cut against ongoing geopolitical and economic uncertainties [1] - There is a growing confidence in the likelihood of the Federal Reserve easing monetary policies, with a 96% chance of a quarter-point rate cut anticipated [1][15] - The broader market remains upbeat, with the Nasdaq Composite gaining 2% last week and closing at a new all-time high above 22,000 [8] Company-Specific Developments - Nvidia's stock fell approximately 2.5% in pre-market trading due to a regulatory probe from China, which found the company potentially violating antitrust laws [2][9] - Tesla's stock showed strong performance in pre-market trading, gaining about 7.2% and priced around $420.56, reflecting positive investor sentiment ahead of upcoming developments [5][11] - Tesla's surge follows strong earnings reports and optimism regarding growth in electric vehicle sales and energy solutions [12] Economic Indicators - Treasury yields remain a key pressure point, with the 10-year yield holding near recent highs, while oil prices have climbed back above $71 per barrel [6] - The U.S. dollar has strengthened against major currencies, raising concerns for multinational earnings in the coming months [6] - Inflation remains stubbornly near 3.1% year-over-year on core CPI, even as the labor market shows signs of weakness [19] Future Projections - Economists expect as many as six consecutive rate cuts stretching into 2026, potentially lowering policy rates to between 2.75% and 3% [17] - The immediate focus is on the Federal Reserve's decision, with investors seeking clarity on whether the rate cut will be a one-off or the beginning of a series of reductions [25]