{"id":1120,"date":"2026-05-20T07:49:27","date_gmt":"2026-05-20T07:49:27","guid":{"rendered":"https:\/\/www.andlil.com\/en\/my-market-outlook-while-waiting-for-nvidias-earnings\/"},"modified":"2026-05-20T07:49:27","modified_gmt":"2026-05-20T07:49:27","slug":"my-market-outlook-while-waiting-for-nvidias-earnings","status":"publish","type":"post","link":"https:\/\/www.andlil.com\/en\/my-market-outlook-while-waiting-for-nvidias-earnings\/","title":{"rendered":"My market outlook while waiting for Nvidia's earnings"},"content":{"rendered":"<h1 id=\"my-market-outlook-while-waiting-for-nvidias-earnings\">My market outlook while waiting for Nvidia&#39;s earnings<\/h1>\n<p>Wall Street is going through a period of high tension. In fact, the calendar is heating up, and with the 30-year US Treasury bond briefly crossing 5.19%, money is becoming more expensive. Add to that a 25% surge on the Nasdaq. In short, the entire market is holding its breath. Let me explain how I am approaching this pivotal day, caught between bond yields and expectations for Nvidia.<\/p>\n<\/p>\n<div style=\"max-width: 560px; margin: 20px auto; line-height: 0;\"><div class=\"lyte-wrapper fourthree\" title=\"Nvidia at 10PM: High Tension Session Between US Yields, Nasdaq and AI\" style=\"width:420px;max-width:100%;margin:5px auto;\"><div class=\"lyMe\" id=\"WYL_s_JPfkW0gRU\" itemprop=\"video\" itemscope itemtype=\"https:\/\/schema.org\/VideoObject\"><div><meta itemprop=\"thumbnailUrl\" content=\"https:\/\/i.ytimg.com\/vi\/s_JPfkW0gRU\/hqdefault.jpg\" \/><meta itemprop=\"embedURL\" content=\"https:\/\/www.youtube.com\/embed\/s_JPfkW0gRU\" \/><meta itemprop=\"duration\" content=\"PT20M51S\" \/><meta itemprop=\"uploadDate\" content=\"2026-05-20T07:48:42Z\" \/><\/div><div id=\"lyte_s_JPfkW0gRU\" data-src=\"https:\/\/i.ytimg.com\/vi\/s_JPfkW0gRU\/hqdefault.jpg\" class=\"pL\"><div class=\"tC\"><div class=\"tT\" itemprop=\"name\">Nvidia at 10PM: High Tension Session Between US Yields, Nasdaq and AI<\/div><\/div><div class=\"play\"><\/div><div class=\"ctrl\"><div class=\"Lctrl\"><\/div><div class=\"Rctrl\"><\/div><\/div><\/div><noscript><a href=\"https:\/\/youtu.be\/s_JPfkW0gRU\" rel=\"nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/i.ytimg.com\/vi\/s_JPfkW0gRU\/0.jpg\" alt=\"Nvidia at 10PM: High Tension Session Between US Yields, Nasdaq and AI\" width=\"420\" height=\"295\" \/><br \/>Lire cette vid\u00e9o sur YouTube<\/a><\/noscript><meta itemprop=\"description\" content=\"Nvidia and Nvidia earnings: I recount a market morning where everything aligns to build up pressure. Wall Street strings together red sessions, Asia is dropping, and US yields draw attention with the 30-year close to 5.19. I then unfold what matters in the Nvidia release (technological transition, outlook, supply constraints like DRAM), before shifting to indices (Nasdaq, CAC 40, DAX, Dow Jones) and assets (Bitcoin, gold, Brent, WTI), with an anti-tapas bar minute along the way. Subscribe if this helps you. Sign up for the newsletter and receive a &#36;100 USD gift token \ud83d\udc49 https:\/\/www.benoistrousseau.com\/en\/news\/ 30+ years of trading, 25+ years of teaching, a rare dual experience at your service. \ud83d\udc49 https:\/\/www.benoistrousseau.com\/en\/ Benoist Rousseau Independent Trader \u2022 CME & CBOT Member About the author Benoist Rousseau is a trader, member of the Chicago Mercantile Exchange (CME) and the Chicago Board of Trade (CBOT), an economic history specialist educated at the Sorbonne and an experienced educator. In the GOOD MORNING TRADING series, with over 30 years of experience, he shares his independent analysis of global financial news every morning.\"><\/div><\/div><div class=\"lL\" style=\"max-width:100%;width:420px;margin:5px auto;\"><\/div><\/div>\n<p>Subscribe to the YouTube channel in 1 click <\/p>\n<div style=\"margin: 15px 0;\"><script src=\"https:\/\/apis.google.com\/js\/platform.js\"><\/script><span class=\"g-ytsubscribe\" data-channelid=\"UCdJNLC4XwD9bwYXDNcxLIzQ\" data-layout=\"default\" data-count=\"hidden\" style=\"vertical-align: middle; margin-left: 5px;\"><\/span><\/div>\n<\/p>\n<h2 id=\"why-this-session-is-crucial\">Why this session is crucial<\/h2>\n<p>We are in a clear phase of market stratification. On one hand, the pressure on rates complicates the game. On the other, everyone is waiting for the moment of truth for artificial intelligence. Here is the structure of what I&#39;m keeping an eye on today:<\/p>\n<ol>\n<li><strong>The bond shock<\/strong>: The 10-year yield is peaking around 4.69%. As a result, why risk your capital on volatile assets? This explains Bitcoin&#39;s current inertia.<\/li>\n<li><strong>Nvidia&#39;s milestone<\/strong>: This is tonight&#39;s big event. Staggering revenue figures are expected. I am especially monitoring their technological transition.<\/li>\n<li><strong>Oil asymmetry<\/strong>: US inventories are being published today. By the way, the United States cleverly manages its reserves by opening or closing Texan wells depending on prices.<\/li>\n<\/ol>\n<h2 id=\"a-concrete-illustration-the-glass-ceiling\">A concrete illustration: the glass ceiling<\/h2>\n<p>Basically, the real challenge for Nvidia isn&#39;t overall demand. It is, above all, the supply. To better understand, imagine you run an excellent restaurant. You have the capacity to serve 250 covers. Except you only have 120 chairs in the dining room. You order more. The supplier is overloaded and announces a lead time of several months.<\/p>\n<p>Frankly, this is exactly what is hindering current development. The factories producing essential components are running at full capacity. This wait inevitably creates tension.<\/p>\n<h2 id=\"technical-analysis-and-index-nuances\">Technical analysis and index nuances<\/h2>\n<p>We need to keep a nuance in mind. Besides, not all indices will react the same way.<\/p>\n<p>Even though the Nasdaq has soared recently, it remains quite uneasy. I would have preferred to see it drop below 28,900 points to trade reintegrations in a calmer mindset. Also watch out for the CAC 40. It often climbs in the morning only to fall back later, with a likely technical drop towards 7,900 points. Conversely, if you&#39;re looking for a more solid option in Europe, the DAX is holding up very well around 24,300 points. As for the Dow Jones, it remains very conservative while waiting for the earnings.<\/p>\n<h2 id=\"conclusion\">Conclusion<\/h2>\n<p>In short, this day promises to be explosive. It&#39;s the kind of session where capital preservation must take priority over ego. Take care of your positions, strictly favor discipline, and avoid rushing.<\/p>\n<p><div style=\"margin-top: 50px;\"><\/div>\n<\/p>\n<p>Sign up for the newsletter and receive a $100 USD gift token<\/p>\n<div style=\"margin-top: 50px;\"><\/div>\n<p><getresponse-form fields=\"email,name\" form-id=\"58f316f9-64b8-49e1-9eb9-dce612bfba6c\" e=\"0\"><\/getresponse-form><\/p>\n<p><div style=\"margin-top: 50px;\"><\/div>\n<\/p>\n<p><iframe name=\"Ausha Podcast Player\" frameborder=\"0\" loading=\"lazy\" id=\"ausha-DmwZ\" height=\"420\" style=\"border: none; width:100%; height:420px\" src=\"https:\/\/player.ausha.co\/?showId=A3nOvHk1pgeM&color=%23751CBF&display=horizontal&multishow=false&playlist=true&dark=false&v=3&playerId=ausha-DmwZ\"><\/iframe><script src=\"https:\/\/player.ausha.co\/ausha-player.js\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>My market outlook while waiting for Nvidia&#39;s earnings Wall Street is going through a period of high tension. In fact, the calendar is heating up, and with the 30-year US Treasury bond briefly crossing 5.19%, money is becoming more expensive. Add to that a 25% surge on the Nasdaq. In short, the entire market is [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1119,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[],"class_list":["post-1120","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-analysis"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>My market outlook while waiting for Nvidia&#039;s earnings<\/title>\n<meta name=\"description\" content=\"Discover how I approach this high-tension day amidst rising bond yields, Nvidia&#039;s highly anticipated earnings, and index fluctuations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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