3 Things That Will Move the Markets Today – 8/29/2025

1. Global Bond Yields Surge Amid Flood of Supply

Long-dated government bond yields are rising sharply as major issuers like the U.S., Germany, and Japan ramp up debt sales toward September. Yields on 30-year bonds in Europe hit levels not seen in years, while Japan's long-term borrowing costs also climbed. This surge reflects investor wariness toward heavy supply and rising rate expectations, raising concerns about stress across broader markets and central bank dynamics. Asian bonds similarly took a hit as global economic uncertainty persists.

2. Tech Stocks Slide as Inflation Data Dampens Optimism

U.S. stock futures turned lower following July inflation data, signaling that sticky prices may delay the Federal Reserve's path to rate cuts. Key tech names like Nvidia, Broadcom, and Dell are leading the sell-off, with their earnings outlooks weighed down by inflation-related cost pressures. The combination of bearish macro data and tepid corporate outlooks is rattling investor sentiment in the growth sector.

3. Asia-Pacific Markets Show Mixed Tone Ahead of Key U.S. Release

Markets across Asia-Pacific showed mixed performance today. MSCI’s Asia-Pacific index rose modestly, buoyed by a tech-led rebound in U.S. equities. However, Chinese stocks were uneven, with STAR 50 falling while Hang Seng climbed. Japanese shares dipped amid uncertainty over inflation and global growth. All of this comes as investors await Friday’s Core Personal Consumption Expenditures (PCE) report—a critical gauge for inflation expectations and the Fed’s next moves.

🐝Quick Take (Buzz Summary):

Bond yields spike, tech under pressure amid inflation jitters, and Asia trades mixed ahead of Friday’s key PCE inflation read.