FreshForex Market Insights: Fundamental Analysis, Margin Analysis & Forex News

[FreshForexTeam]

Market Fundamental Analysis for August 14, 2026 EURUSD

Event to watch today:

15:30 EET. USD – Consumer Price Index

EURUSD:

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The euro is supported by firmer expectations regarding ECB policy. A recent survey of economists shows that most expect another rate hike in September, as eurozone inflation remains above target and the economy grew more strongly than expected in the second quarter. This combination limits the case for a rapid shift toward a softer policy stance and supports the European currency.

At the same time, the US dollar has lost momentum following July producer price data, which showed no monthly increase despite market expectations for a rise. Combined with moderate consumer inflation, this reduced the probability of a Federal Reserve rate hike in September to around 35%. Lower rate expectations reduce the dollar’s interest rate advantage and create conditions for a recovery in EURUSD.

The main risk to this scenario comes from today’s US retail sales data. A strong reading could revive demand for the dollar and partly change market expectations for Federal Reserve policy. Until the release, however, the euro retains an advantage due to the combination of firmer ECB expectations and reduced expectations for a US rate hike. If this backdrop persists, the base-case scenario supports further gains in EURUSD.

Trading idea: BUY 1.1535, SL 1.1510, TP 1.1590

[FreshForexTeamOriginal]

AI Drives #NQ100 Higher Again: NVIDIA and Micron Lead the Sector

The U.S. technology sector received fresh support from artificial intelligence-related companies. On August 12, the Nasdaq gained around 0.5%, although the index remains approximately 0.4% below last Friday’s closing level since the beginning of the current week. At the same time, the Nasdaq rose 5.2% last week, highlighting continued strong interest in the technology sector.

NVIDIA and Micron were at the center of attention. NVIDIA (#NVDIA) shares rose by around 3%, while Micron (#Micron) gained nearly 5%. Investors are increasing their positions in chipmakers again amid sustained demand for data-center equipment and artificial intelligence infrastructure.

Key Drivers of Technology Sector Growth:

• AI demand remains strong. Major technology companies continue to increase spending on data centers and computing capacity. This supports expectations for further growth in NVIDIA processor sales and demand for Micron server memory.
• Investors are returning to semiconductor stocks. After the recent correction, chipmakers are once again attracting buyers. The market is becoming more selective, but companies directly benefiting from the expansion of AI infrastructure remain among investors’ favorites.
• Lower pressure from the Fed. Softer U.S. inflation data reduced the likelihood of a rate hike in September. Lower rate expectations traditionally support high-valued technology stocks and increase demand for #NQ100.

According to FreshForex analysts, the base-case scenario for #NQ100 remains further growth. Demand for AI infrastructure remains strong, while the lower probability of another Fed rate hike provides additional support for the technology sector. If NVIDIA and Micron continue to strengthen, the index could maintain its upward momentum and test new local highs.

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