Bond News Today — August 27, 2026

Global markets are digesting a mix of upbeat corporate earnings and growing concerns about economic growth. The impressive quarterly results from tech giants Nvidia, Salesforce, and Okta have bolstered investor confidence in the artificial intelligence space, with Nvidia's 7% surge reflecting optimism about the sector's prospects. However, not all central banks are sharing this enthusiasm, as the Bank of Korea opted for back-to-back rate hikes in response to persistent inflationary pressures.

As investors weigh the resilience of the US economy, a nuanced picture is emerging. While some analysts argue that the current economic expansion is stronger than perceived, others warn that a slowdown may be on the horizon. Against this backdrop, corporate America is pressing on with its plans, with Apple announcing a September 9 iPhone launch event under its new CEO. Meanwhile, the intersection of technology and finance continues to shape market trends, with companies like Okta benefiting from rising demand for identity security solutions amid growing AI-related threats.

Today's signal:
• Nvidia jumps 7% after blockbuster earnings boost AI confidence (cnbc.com)
• Bank of Korea delivers back-to-back rate hikes as core inflation stays elevated (cnbc.com)
• Salesforce’s stock gets an Anthropic boost — and more highlights from earnings (marketwatch.com)
• Okta pops 19% after topping estimates as AI threat spikes demand for identity security (cnbc.com)
• The U.S. economy is better than it looks — but it might be due for a slowdown (marketwatch.com)
• Apple sets iPhone launch event for Sept. 9, first under new CEO John Ternus (cnbc.com)