#MarketRebound

- After recent losses, major indices are **climbing today**:

- **S&P 500** ↑ **0.8%**

- **Nasdaq 100** ↑ **1.2%** (led by tech)

- **Dow Jones** ↑ **0.5%**

- Investors are buying the dip ahead of key economic data.

### **2. Why the Rebound?**

- **Tech Strength**: AI giants like **Nvidia (NVDA)**, **Microsoft (MSFT)**, and **Apple (AAPL)** are recovering.

- **Fed Rate Cut Hopes**: Weak **PMI data** (June flash PMI at 3-month low) fuels bets on a **September rate cut**.

- **Oversold Conditions**: Some sectors (small caps, banks) were due for a bounce.

### **3. Key Stocks Leading the Recovery**

- **Nvidia (NVDA)**: Up **~3%** after a recent pullback.

- **Tesla (TSLA)**: Rising **~2%** despite earlier concerns over demand.

- **Bitcoin & Crypto Stocks**: Rebounding as BTC nears **$62K**.

### **4. Risks That Could Derail the Rebound**

- **Friday’s PCE Inflation Report**: If hotter than expected, markets may sell off again.

- **Geopolitical Tensions**: Middle East & Ukraine risks linger.

- **Earnings Season (July)**: Weak guidance could renew bearish sentiment.

### **5. Analyst Views**

- **Morgan Stanley**: "Markets are pricing in a soft landing, but risks remain."

- **Goldman Sachs**: "A Fed cut in September could extend the rally."