{"id":207710,"date":"2025-09-08T09:30:00","date_gmt":"2025-09-08T13:30:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/campus\/uncategorized\/market-renews-its-buy-the-dip-subscription\/"},"modified":"2025-09-11T08:45:39","modified_gmt":"2025-09-11T08:45:39","slug":"market-renews-its-buy-the-dip-subscription","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/market-renews-its-buy-the-dip-subscription\/","title":{"rendered":"Market renews its buy-the-dip subscription"},"content":{"rendered":"\n

Briefing.com Summary:<\/strong><\/p>\n\n\n\n

*AppLovin, Robinhood Markets, and Emcor to be added to the S&P 500.<\/p>\n\n\n\n

*Key inflation data to come later in the week: August PPI on Wednesday and August CPI on Thursday.<\/p>\n\n\n\n

*The 2-yr note yield has dropped 75 basis points, and the 10-yr note yield has dropped 50 basis points since the start of the year.<\/p>\n\n\n\n

The Dow, Nasdaq, and S&P 500 retreated Friday after the relatively weak employment report for August, feeling the weight of modest losses in the mega-cap space. The price action was notable. The indices started the day higher but quickly came under selling pressure. That development, however, was only half the story.<\/p>\n\n\n\n

The other half of the story had a happier ending. Small-cap and mid-cap stocks finished Friday higher, and market breadth was positive, with advancers outpacing decliners at the NYSE and Nasdaq by a tidy margin.<\/p>\n\n\n\n

Their outperformance stemmed from the drop in interest rates that followed the employment report, as that drop reflected a more pronounced expectation that the Fed will not only cut rates at the September 16-17 FOMC meeting but also at its October and December meetings.<\/p>\n\n\n\n

That view could be subject to change with the release this week of the August PPI (Wednesday) and CPI (Thursday) reports, yet that consideration will have to wait. Today is a relatively slow news day, lacking in major market catalysts outside of China’s weaker-than-expected trade report for August and the announcement from OPEC+ that it will be increasing production by 137,000 barrels per day starting in October. That is less than feared, evidenced by the 2.0% increase in WTI crude futures to $63.11\/bbl following the news.<\/p>\n\n\n\n

There are some stock-specific catalysts:<\/p>\n\n\n\n