Ep22: Tariff Truces & Tech Tensions: Markets Gently Shift Ahead of CPI — August 11, 2025

In this Monday edition of The Gentle Ledger, we explore August 11th, 2025—a day of measured pullbacks as Wall Street paused after last week’s rally. The Dow slipped 200 points to 43,975, the S&P 500 eased 0.25% to 6,373, and the Nasdaq dipped 0.3% to 21,385, with traders awaiting Tuesday’s key CPI report. We unpack President Trump’s 90-day tariff pause with China, shifting tech-sector dynamics from Nvidia and AMD’s AI chip agreement, standout stock moves from Tesla to AMC, and steady Treasury yields as Fed cut expectations remain high. Commodities eased, Bitcoin held near record highs, and global markets awaited inflation clarity in this calm, detailed journey through the day’s market currents.