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US.Day.Ahead-2026.08.04-Tue.pdf
US.Day.Ahead-2026.08.05-Wed.pdf
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#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
#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/
#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?
Brazil
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
https://www.singsaver.com.sg/blog/robert-kiyosaki-advice-on-financial-statement
www.singsaver.com.sg
Start Understanding Your Own Financial Scorecard: Kiyosaki
Author of “Rich Dad Poor Dad”, Robert Kiyosaki, says it’s never too late to grow wealth and get rich, but it starts with understanding your own financial scorecard.
💴 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
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
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
https://www.businesstimes.com.sg/companies-markets/energy-commodities/gold-extends-gains-lower-oil-and-softer-greenback-markets-await-us-jobs-data
The Business Times
Gold extends gains on lower oil and softer greenback, markets await US jobs data
A subdued US dollar makes greenback-priced metals more attractive to holders of other currencies Read more at The Business Times.
Can Seatrium build on its robust H1 earnings? UOBKH and DBS analysts have divided views https://bt.sg/KNNi
The Business Times
Can Seatrium build on its robust H1 earnings? UOBKH and DBS analysts have divided views
UOBKH downgrades Seatrium to ‘hold’ from ‘buy’, lowers its target price to S$2.30 Read more at The Business Times.
#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
<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
AASTOCKS.COM
<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…
At close, HSI rose 62 pts or 0.2% to 25,915. HSTI rose 47 pts or 1.0% to 4,933. HSCEI gained...
#HKMarketUpdate
<H Shrs>HSI Ends Up 62 pts; Gold Mining and PCB Stocks Soar; HSBC HOLDINGS Drifts Lower by 2%+
2026/08/05 16:42 GMT+08
The HSI, opening up 38 pts before trading narrowly, closed at 25,915, up 62 pts or 0.24%, with main board turnover at HKD278.043 billion. The HSTECH closed at 4,933, up 47 pts or 0.97%, while the HSCEI closed at 8,603, up 29 pts or 0.34%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536742/top-news/AAFN
<H Shrs>HSI Ends Up 62 pts; Gold Mining and PCB Stocks Soar; HSBC HOLDINGS Drifts Lower by 2%+
2026/08/05 16:42 GMT+08
The HSI, opening up 38 pts before trading narrowly, closed at 25,915, up 62 pts or 0.24%, with main board turnover at HKD278.043 billion. The HSTECH closed at 4,933, up 47 pts or 0.97%, while the HSCEI closed at 8,603, up 29 pts or 0.34%.
https://www.aastocks.com/en/stocks/news/aafn-con/NOW.1536742/top-news/AAFN
AASTOCKS.COM
<H Shrs>HSI Ends Up 62 pts; Gold Mining and PCB Stocks Soar; HSBC HOLDINGS Drifts Lower by 2%+
The HSI opened up 38 pts before trading narrowly, and closed at 25,915, up 62 pts or 0.24%, wit...
#SgMarketUpdate
Singapore shares fall as local banks end lower; STI down 0.6%
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-fall-local-banks-end-lower-sti-down-0-6
Singapore shares fall as local banks end lower; STI down 0.6%
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/singapore-shares-fall-local-banks-end-lower-sti-down-0-6
The Business Times
Singapore shares fall as local banks end lower; STI down 0.6%
Keppel DC Reit leads the gainers on the blue-chip index Read more at The Business Times.
Stocks making the biggest moves premarket: SpaceX, AMD, Eli Lilly & more
https://www.cnbc.com/2026/08/05/stocks-making-the-biggest-moves-premarket-spcx-amd-lly-dis-more.html?__source=androidappshare
https://www.cnbc.com/2026/08/05/stocks-making-the-biggest-moves-premarket-spcx-amd-lly-dis-more.html?__source=androidappshare
CNBC
Stocks making the biggest moves premarket: SpaceX, AMD, Eli Lilly, Disney & more
These are the stocks posting the largest moves premarket.
Anthropic's Mythos created fake identities to fool humans in new cyber incident
https://www.cnbc.com/2026/08/05/anthropic-mythos-openai-security-breaches.html?__source=androidappshare
https://www.cnbc.com/2026/08/05/anthropic-mythos-openai-security-breaches.html?__source=androidappshare
CNBC
Anthropic's Mythos created fake identities to fool humans in new cyber incident
It's the latest cybersecurity incident involving frontier models developed by Anthropic and OpenAI.
Nvidia stock rises, as Musk says SpaceX will exclusively use company's chips
https://finance.yahoo.com/technology/article/nvidia-stock-rises-as-musk-says-spacex-will-exclusively-use-companys-chips-211803293.html
https://finance.yahoo.com/technology/article/nvidia-stock-rises-as-musk-says-spacex-will-exclusively-use-companys-chips-211803293.html
Yahoo Finance
Nvidia stock rises, as Musk says SpaceX will exclusively use company's chips
SpaceX says it will build data centers exclusively using Nvidia's graphics chips.
Tech stocks today: SpaceX, AMD top quarterly results, but fail to impress Wall Street. Shares sink
https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html
https://finance.yahoo.com/technology/live/tech-stocks-today-spacex-amd-top-quarterly-results-but-fail-to-impress-wall-street-shares-sink-140419479.html
Yahoo Finance
Tech stocks today: SpaceX, AMD top quarterly results, but fail to impress Wall Street. Shares sink
Tech stocks coverage for the week of Aug. 3.
S&P 500 and Dow futures tick higher after record day on Wall Street
https://www.cnbc.com/2026/08/04/stock-market-today-live-updates.html?__source=androidappshare
https://www.cnbc.com/2026/08/04/stock-market-today-live-updates.html?__source=androidappshare
CNBC
S&P 500 futures climb after massive rally lifts index to fresh record: Live updates
Stocks rallied on Tuesday as the S&P 500 and the Dow Industrials closed at new records.