투자자는 hawkish한 입장을 유지하고 기술에 대한 정보를 기다리고 있다.

연방준비위원회 회의를 앞두고 시장은 금리 유지에 hawkish한 ton을 기대하고 있다. meanwhile, Alphabet와 Microsoft의 이익은 AI 투자의 가치에 대한 중요한 정보를 제공할 것이다.
- SSPX
Fed uncertainty balances out tech earnings optimism.
- NNDX
AI expectations are countered by high interest rate fears.
- MMSFT
Anticipation of strong AI-driven cloud revenue growth.
- GGOOG
Investors expect positive updates on AI search integration.
Investors are closely watching the Federal Reserve's upcoming policy decision, anticipating a hawkish hold that maintains current interest rates while signaling future caution. This cautious stance comes as the market seeks clarity on the timing of potential rate cuts amid persistent inflation concerns. Simultaneously, the technology sector is in focus as Alphabet and Microsoft prepare to release their quarterly earnings reports. These results are expected to serve as a litmus test for the massive capital expenditures currently being funneled into artificial intelligence. Market participants are eager to see if these AI investments are translating into tangible revenue growth and improved margins. The combination of central bank policy and big tech performance will likely dictate market sentiment for the remainder of the week.
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