Finance News
Where it stands
As of 3 August 2026
Markets are jittery over AI valuations, sticky prices and currency stress, but strong corporate earnings are still holding the line.
Forces in tension
AI selloff, Nasdaq-100 worst month since March 2025, capex-return worries
headline inflation eases but groceries and gas stay dear; inflation ticked back up
credit markets started pricing risk again after a long calm
first joint US-Japan yen move since 2011; Korea and Japan propping currencies
Fed held, but the bond market stopped believing higher-for-longer
rock-solid profits; strong Amazon and Microsoft results steadied the rout
What to watch
Whether the next inflation and jobs data, read against the Fed's stance, deepen the doubt over AI spending or calm it.
This board is the synthesized picture of 9 recent Finance News editions. It describes where things stand — the forces, not a forecast, and never advice on what to do.