While You Were Sleeping: 5 stories you might have missed, Aug 5, 2026
https://www.straitstimes.com/world/while-you-were-sleeping-5-stories-you-might-have-missed-aug-5-2026

One Word Repeated 10 Times by Fed Chair Kevin Warsh Has Effectively Reshaped the Central Bank's Monetary Policy Approach
https://finance.yahoo.com/economy/policy/articles/one-word-repeated-10-times-082600491.html

SpaceX's Q2 results top estimates but stock drops on AI capex costs
https://finance.yahoo.com/technology/article/spacexs-q2-results-top-estimates-but-stock-drops-on-ai-capex-costs-132323178.html

Sandisk bulls are probably eyeing this number on earnings day: AlphaSpace stat of the evening
https://finance.yahoo.com/markets/article/sandisk-bulls-are-probably-eyeing-this-number-on-earnings-day-alphaspace-stat-of-the-evening-220000368.html

Elon Musk says SpaceX will build exclusively with Nvidia, touts space-based AI servers
https://finance.yahoo.com/technology/article/elon-musk-says-spacex-will-build-exclusively-with-nvidia-touts-space-based-ai-servers-211803293.html

AMD tops Q2 earnings estimates and provides strong outlook, but leaves investors unimpressed
https://finance.yahoo.com/technology/article/amd-tops-q2-earnings-estimates-and-provides-strong-outlook-but-leaves-investors-unimpressed-110000620.html

Marvell, Sandisk, SK Hynix lead semiconductor stock rally as S&P 500 trades at record highs
https://finance.yahoo.com/markets/article/marvell-sandisk-sk-hynix-lead-semiconductor-stock-rally-as-sp-500-trades-at-record-highs-172216048.html

Markets see 'all hat, no cattle' in Fed's inflation credibility: #Chart of the Day

https://finance.yahoo.com/markets/article/markets-see-all-hat-no-cattle-in-feds-inflation-credibility-chart-of-the-day-164028370.html

Palantir stock jumps nearly 30% after 'otherworldly' quarter as US commercial business booms

https://finance.yahoo.com/markets/stocks/article/palantir-stock-jumps-nearly-30-after-otherworldly-quarter-as-us-commercial-business-booms-122817775.html

#QuarterChart
https://vt.tiktok.com/ZS4CjJRW1/

Morning Briefing: Top stories from The Straits Times on Aug 5, 2026


https://str.sg/9SNk

#WeekAhead by Reuters, Investopedia & Yahoo Finance
#Chart of the Day by Yahoo Finance
#Earnings by Earnings Whisper
#USMarketUpdate by Reuters, CNBC and Yahoo Finance
#TradingDay #MarketMind by Reuters
#MarketsWrap by Bloomberg
#SgMarketUpdate by Business Times
#HKMarketUpdate by Reuters and Trading Economics

#MarketMind
#TradingDay: The only way is up | Reuters

Aug 3 (Reuters) - World stocks leaped to record highs on Tuesday, boosted by a relentless stream of strong U.S. and global earnings, with another slump in oil prices on Middle East peace hopes pushing down on bond yields and boosting investor sentiment also.

In my column today, I dig deeper into America's unprecedented currency market intervention last ​week. Washington's commitment to help Japan prop up the yen should not be doubted, but there is a fair degree of self-interest at play ‌too, especially regarding the $29 trillion U.S. Treasury market...

Today's Talking Points:

Dollar drift?
The U.S.'s historic intervention in the yen last week may mark an inflection point for the dollar, not just against ​Japan's flailing currency, but more broadly. If dollar/yen has topped out, and the threat of more intervention forces traders to cover their massive short yen position, the spillover to other dollar/Asia crosses is not difficult to imagine.

Does this ease some of the 'beggar thy neighbor' approach to FX policy across Asia? Again, it's a plausible scenario, especially if peace breaks out in the Middle East and the slump in oil prices continues to pull Treasury yields down from their recent highs...

Reaction (mall)function
A 20% slump in oil prices over the last 10 days has taken the heat off the Treasury market, at least at the short end, and by extension, the Fed. ‌But debate continues ⁠to swirl around what the Kevin Warsh Fed's reaction function will be. Warsh refuses to tell us what his is, so investors are taking their cue from others...

Block ​rockin' BEATS
Investors by now know just how ⁠strong U.S. earnings growth is, but some of the numbers bear repeating. According to SocGen earlier on Tuesday, six out of 10 firms have reported, 70% of market cap, and only 9% have missed estimates, the lowest reading ever, while 86% of firms have ​beaten estimates. Both S&P 500 and ex-tech margins have hit record highs. Q2 y/y earnings growth will be over 30%, according ​to UBS, and even ⁠approaching 50%, according to LSEG estimates...

What could move markets tomorrow?
India interest rate decision
Brazil interest rate decision
U.S. ⁠services ISM ​index (July)
U.S. Federal Reserve officials scheduled to speak — Governor Lisa Cook, San Francisco Fed President Mary Daly
U.S. earnings, including ​Eli Lilly, Sandisk, Western Digital, Disney, Uber

https://www.reuters.com/commentary/reuters-open-interest/global-markets-trading-day-graphic-2026-08-04/

Start Understanding Your Own Financial Scorecard: Kiyosaki
https://www.singsaver.com.sg/blog/robert-kiyosaki-advice-on-financial-statement

💴 Japan and the US have joined forces to support the yen after it hit decades-low levels. But why is the US helping Japan prop it up?

Here's why it matters, and what it means for travellers, investors and the global economy: https://cna.asia/4pTO03z

Drivers, heads up: Drink-driving limits will be lowered in Singapore under a new law that also increases penalties for dangerous driving causing grievous hurt.

Read more: https://cna.asia/3S8b02t

Gold extends gains on lower oil and softer greenback, markets await US jobs data
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-extends-gains-lower-oil-and-softer-greenback-markets-await-us-jobs-data

Can Seatrium build on its robust H1 earnings? UOBKH and DBS analysts have divided views https://bt.sg/KNNi

#HKMarketUpdate
<Full-day Takeaway>HSI Closes at 25,915, Up 62 pts; HSTI Closes at 4,933, Up 47 pts; CMOC Up over 8%; TECHTRONIC IND, CH MODERN D, TCL ELECTRONICS, LEE & MAN PAPER Hit New Highs; Market Turnover Rises
2026/08/05 16:12 GMT+08

At close, HSI rose 62 pts or 0.2% to 25,915. HSTI rose 47 pts or 1.0% to 4,933. HSCEI gained 29 pts or 0.3% to 8,603. Market turnover reached $278.04 billion

https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536732/top-news/AAFN