Market topic

Nasdaq

Nasdaq as a quality test for technology and growth assets.

Why it matters

Nasdaq strength helps assess whether risk appetite includes growth stocks. Lack of confirmation often increases caution.

What can change the conclusion

In reports Nasdaq acts as a filter: it confirms risk-on or shows that the move is too narrow.

Latest Reports

August 11, 2026 · morning report

The market has not confirmed a new direction; calm observation remains appropriate.

Technology and semiconductors are deciding the quality of risk-on..

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July 29, 2026 · morning report

Events first, then prices and risk

The morning report uses the latest market reading from 09:25 Polish time..

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July 28, 2026 · 4:00 PM update

The Fed, inflation and yields are setting the cost-of-money debate

The after 4:00 PM update uses the latest market reading from 4:00 PM Polish time..

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July 28, 2026 · morning report

Events first, then prices and risk

The morning report uses the latest market reading from 09:10 Polish time..

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July 27, 2026 · 4:00 PM update

Crypto gives a fast liquidity signal, but it needs confirmation

The after 4:00 PM update uses the latest market reading from 17:23 Polish time..

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Change chronology

What changed over time

  1. August 11, 2026The market has not confirmed a new direction; calm observation remains appropriate.
  2. July 29, 2026Events first, then prices and risk
  3. July 28, 2026The Fed, inflation and yields are setting the cost-of-money debate
  4. July 28, 2026Events first, then prices and risk
  5. July 27, 2026Crypto gives a fast liquidity signal, but it needs confirmation
  6. July 27, 2026Events first, then prices and risk