September could be a big month for financial markets.
A lot is happening at the same time:
▪️ U.S. jobs data ▪️ CPI & PPI inflation reports ▪️ Retail sales ▪️ PCE inflation ▪️ Federal Reserve rate decision ▪️ Major tech events from Apple, Tesla & Meta
Each release can shift expectations around interest rates, economic growth and risk appetite.
That means potential moves across stocks, indices, forex, commodities and crypto.
For traders, September is a good reminder:
Don’t just watch the charts.
Watch the calendar too. 📊
Macro data + corporate developments can change the market narrative very quickly.
AI bulls have plenty to celebrate after Nvidia’s strong results.
Rate bears, however, still have their case. The Fed remains focused on inflation, and markets are adjusting to the possibility of higher rates for longer.
Now, with BTC reclaiming $80K, the debate is heating up again.
AI momentum pushing risk assets higher, or macro pressure slowing things down?
NVIDIA just gave the AI market another reason to pay attention.
Wall Street was expecting around 44% growth, but NVIDIA’s latest guidance came in closer to 70%.
That is a huge difference.
The bigger story is that AI demand is still growing faster than supply capacity. When demand keeps outpacing supply, NVIDIA has more room to maintain pricing power and protect margins.
And the market reacted.
$NVDA jumped 4.7% after hours, breaking the recent pattern where strong earnings were followed by a selloff.
AI spending clearly isn’t slowing down yet.
The question now is how long NVIDIA can keep this growth rate going. 👀