Today's light calendar belies an important week for inflation reports, Fed speakers, and Treasury auctions. Tomorrow's CPI is the key data following Friday's robust jobs report.
Chip, software, and cybersecurity stocks headline the next wave of tech earnings. Here's what investors should watch as the AI trade wavers and spending growth slows.
Jobs growth last month hit 165,000, far above consensus, and stocks were mixed as chips rebounded after yesterday's epic sell-off. Treasury yields climbed, as did rate-hike odds.
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