Skip to main content
Indexhigh impact todayCached · regenerated hourly

NDX Nasdaq 100

Mega-cap techAIRisk-onFed-sensitiveLiquidity-sensitive
Today’s intelligenceCached · regenerated hourly
Top event affecting NDX todayFed cuts rates at the July 2026 meeting
62% +9pts
Main driverMega-cap tech
Prediction-market signalpolymarket · Monetary policy
Impact confidencehigh
What to watch nextUpcoming CPI release and the next labour report.
Get alerts on NDXResearch only · not investment advice

Price

TradingView widget

Loading chart…

Charts by TradingView
Research view
What changed

A linked event repriced: Implied odds of a July Fed cut rose to 62% (+9 pts) after a softer labour report cooled the inflation outlook.

Why it matters

Nasdaq 100 is sensitive to mega-cap-tech, AI, risk-on dynamics.

Main risk

An upside surprise in CPI or wages could sharply reprice cut odds.

What to watch next

Upcoming CPI release and the next labour report.

Events that may affect NDX

Impact Engine

Sensitivity map

what moves it
Mega-cap tech
Concentrated in large-cap technology.
AI
Driven by AI demand and capex.
Risk-on
Tends to rise when risk appetite improves.
Fed-sensitive
Reacts to shifts in the expected Fed policy path.
Liquidity-sensitive
Sensitive to changes in financial conditions and liquidity.

Scenarios

Base

Nasdaq 100 trades in line with its key sensitivities.

Bull

Further soft data cements the cut; rate-sensitive assets extend gains.

Bear

A hot inflation print reverses expectations and reprices the move.

ProMarkets ofrece inteligencia de mercado, resúmenes, escenarios y análisis de impacto sobre activos o watchlists que define el usuario. No evalúa la idoneidad ni la conveniencia de transacciones para una persona concreta, no ejecuta órdenes y no presta asesoramiento de inversión personalizado.