US - ISM PMI
2026 Apr：52.7 Index (Previous：52.7 Index)
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US - ISM PMI - New Order
2026 Apr：54.1 Index (Previous：53.5 Index)
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US - ISM PMI - Employment
2026 Apr：46.4 Index (Previous：48.7 Index)
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US - ISM PMI - Price
2026 Apr：84.6 Index (Previous：78.3 Index)
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Global Market 2026/05/01

⚠️Market Alerts
AUD/USD
0.72 (highest since 2022-06-08)

US - S&P 500
7230.12 (highest since 1927-12-30)

US - NASDAQ Composite
25114.44 (highest since 1971-02-05)

US - PHLX Semiconductor Sector Index [SOX]
10595.34 (highest since 1994-05-04)

🤖📈 The NASDAQ crossing 25,000 is an inevitable consequence of Taiwan’s 13.69% YoY GDP expansion. While many debate the terminal value of generative AI, the 35.25% surge in Taiwanese exports proves the physical infrastructure is being built at a velocity that has already bypassed official 2026 forecasts.

M7 earnings confirm that cloud growth across AWS, Google Cloud, and Azure is accelerating even as revenue bases grow larger. The constraint on this sector is physical supply.

The semiconductor supply chain is generating real earnings momentum before the next wave of AI capex has even deployed.

🔗 Full commentary: https://en.macromicro.me/blog/wefc-mach-speed-magnificence

Global Market 2026/05/04

⚠️Market Alerts
CBOT - Corn Futures Price
473.01 (highest since 2025-04-29)

US - 10-Year Treasury Yield
4.44 (highest since 2025-07-18)

Bitcoin/USD
80282.82 (highest since 2026-01-31)

Taiwan - TSEC Weighted Index
40705.14 (highest since 1971-01-05)

Taiwan - TAIEX Electronics Index
2636.84 (highest since 1995-08-01)

South Korea - Korea Stock Exchange KOSPI Index
6936.99 (highest since 1980-01-04)

Australia - Interest Rate
2026 May：4.35 % (Previous：4.1 %)
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US - New Home Sales (YoY)
2026 Mar：3.33 % (Previous：-1.09 %)
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US - New Home Sales (YoY)
2026 Mar：3.33 % (Previous：-1.09 %)
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US - ISM Services PMI
2026 Apr：53.6 Index (Previous：54.0 Index)
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US - ISM Services PMI - Business Activity
2026 Apr：55.9 Index (Previous：53.9 Index)
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US - ISM Services PMI - New Orders
2026 Apr：53.5 Index (Previous：60.6 Index)
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US - ISM Services PMI - Employment
2026 Apr：48.0 Index (Previous：45.2 Index)
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US - ISM Services PMI - Prices
2026 Apr：70.7 Index (Previous：70.7 Index)
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Global Market 2026/05/05

⚠️Market Alerts
Bitcoin/USD
81348.69 (highest since 2026-01-31)

Taiwan - TSEC Weighted Index
40769.29 (highest since 1971-01-05)

Taiwan - TAIEX Electronics Index
2636.97 (highest since 1995-08-01)

US - S&P 500
7259.22 (highest since 1927-12-30)

US - NASDAQ Composite
25326.12 (highest since 1971-02-05)

US - PHLX Semiconductor Sector Index [SOX]
10980.58 (highest since 1994-05-04)

China - Caixin Services PMI
2026 Apr：52.6 Index (Previous：52.1 Index)
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