US Inflation Cools Down: Stocks Rise, Yields Fall – F-35 Order Cuts Weigh on Lockheed – NVIDIA Advances Europe's AI Infrastructure – Musk and Trump Reconcile, Tesla Announces the Robotaxi – Oklo Rises Thanks to Analyst Comments and Military Deal – Dax Slightly Above 24,000 Points – US and China Agree on Trade Talks

The US stock markets are showing a friendly disposition by mid-week, as new inflation data gives investors hope for imminent interest rate cuts. The S&P 500 is up 0.33%, marking its fourth consecutive trading day of gains. In parallel, the yields on US Treasury bonds are declining, particularly on short-term securities, which are especially sensitive to monetary policy expectations. According to futures markets, investors are now pricing in two interest rate cuts from the Federal Reserve by the end of 2025. A first easing for the Fed meeting...