Nightly $SPY / $SPX Scenarios for Tuesday, August 26, 2025

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🔮 Nightly SPY / SPX Scenarios for Tuesday, August 26, 2025 🔮
🌍 Market-Moving Headlines

Post-Jackson Hole digestion 🏔️ → markets recalibrate. Traders continue parsing Powell’s keynote; the path of cuts into September remains the dominant driver for $SPY/$TLT/$DXY.

Durables in focus ✈️📦. Core capital goods orders (non-defense ex-air) are the cleanest read on business investment; softness fuels cut odds, strength = “higher-for-longer.”

Housing affordability squeeze 🏠. Case-Shiller and pending sales provide a 2-sided look at price momentum vs. turnover; XHB and XLY key tickers.

Consumer mood check 🛒😬. Conference Board Confidence frames labor market sentiment and forward spending intentions.

📊 Key Data Releases & Events (ET)

8:30 AM — Durable Goods Orders (Jul)

Consensus: ~-0.3% headline; core orders expected flat/slightly positive.
Why it matters: Big-ticket spending → business cycle pulse.

9:00 AM — S&P CoreLogic Case-Shiller Home Price Index (Jun)

Prior: +6.0% y/y.
Why it matters: Tracks housing inflation pressure; feeds into consumer wealth effect.

10:00 AM — Conference Board Consumer Confidence (Aug)

Prior: 100.3.
Why it matters: Labor perceptions & spending intentions → XLY sentiment.

10:00 AM — Richmond Fed Manufacturing Survey (Aug)

Regional check on factory activity; complements durables.

10:00 AM — Pending Home Sales (Jul)

Prior: -4.1% m/m.
Why it matters: Leading indicator of housing turnover; affordability squeeze.

⚠️ Disclaimer: Educational/informational only — not financial advice.

📌 #trading #stockmarket #SPY #SPX #durablegoods #housing #consumerconfidence #Fed #DXY #TLT

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