NDX
IndicesLed the US up — it's the most rate-sensitive big index, so a cooler CPI pushes its tech-heavy weightings hardest.
- Today+1.3%
Soft CPI; long-duration tech got the biggest lift.
- Wed−0.8%
Rate jitters hit the growth names first.
- 2 wks ago+2.1%
AI-capex optimism drove the mega-caps.
A +1.3% day is a strong-but-normal move.
The Nasdaq runs hotter than the S&P; ±1.3% is a good day, not a rare one.
When US inflation surprises lower, what actually happens?
Across the soft-CPI surprises since 2023, the S&P rose the same session about 7 times in 10, the 10-year yield fell almost every time, and the dollar weakened. The reaction is real — and it's usually spent within a day or two as the cut-odds reprice.
Illustrative prototype data. Boredfolio explains moves and lets you practise with fake money; it does not recommend trades, and it will never tell you to buy or sell. Nothing here is investment advice.