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📅 Economic Data and other highlights (GMT) 06:00 – UK: GDP report, Manufacturing and Industrial Production 09:00 – Eurozone: Industrial Production 12:15 – US: Fed’s Hammack Speaks 12:30 – US: PPI report and Initial Jobless Claims 12:40 – US: Fed’s Barkin Speaks

🔥 Key Market Insights 📊 Wall Street ended mostly higher Wednesday. The S&P 500 and Nasdaq gained as softer inflation data and strong AI-related earnings supported sentiment. The Dow was little changed. 🤖 AI stocks led the gains. CoreWeave and Super Micro jumped 19%, while Nvidia rose 3% and semiconductor stocks gained around 2.5%. 🏦 Fed rate hike expectations eased after July CPI rose just 0.1%. Markets now see a September hold as more likely. U.S. PPI is due today and will provide another key inflation signal. 🛢 Oil remains elevated as U.S.-Iran negotiations show little progress. Disagreements over the Strait of Hormuz continue to keep supply risks in focus. 💵 The dollar was steady, while USD/JPY traded near 159.3. Markets are also considering the possibility of a BOJ rate hike in September. 💶 The euro held near 1.15, while sterling was around 1.35 ahead of key UK economic data. The Australian and New Zealand dollars weakened. 🥇 Gold remained elevated near $4,390, despite easing slightly today. Silver also edged lower after recent gains. 📌 Market Insight: Softer U.S. inflation has reduced expectations for a September Fed hike. Today’s PPI data will be the next key test for the rate outlook.

📅 Economic Data and other highlights (GMT) • 06:00 – Germany: CPI report • 08:00 – IEA: Monthly Oil Report • 12:00 – OPEC: Monthly Report • 12:30 – US: CPI report • 12:30 – Canada: Building Permits • 14:30 – EIA: Crude Oil Inventories • 23:01 – UK: RICS Housing Survey • 23:50 – Japan: PPI report

🔥 Key Market Insights 📉 Wall Street Slips U.S. stocks closed lower Tuesday as optimism over a U.S.–Iran/Hormuz deal faded, with the S&P 500, Nasdaq and Dow all pulling back from recent highs. 🛢 Oil Climbs on Hormuz Risk Crude rose again as Iran-related tensions and shipping attacks kept supply-risk premium alive, pushing Brent near recent highs. 💻 Tech Weighs on Sentiment Amazon, Alphabet and SpaceX dragged on the broader market, while some financial and AI-infrastructure names gained on Nvidia-linked compute financing news. 📊 CPI Due Today Markets are waiting for today’s U.S. CPI report, with inflation expected to cool slightly on an annual basis. The print is key for whether September Fed-hike expectations rise or fade. 💵 Dollar Holds Firm The dollar stayed steady near recent highs, with EUR/USD around 1.15, GBP/USD near 1.35 and USD/JPY still elevated as yen intervention effects faded. 🥇 Gold Stays Supported Gold climbed as geopolitical risk, CPI uncertainty and oil-driven inflation concerns kept hedging demand active. 📌 Market Insight: Markets remain cautious ahead of today’s CPI release, with Hormuz risk, higher oil, dollar strength and tech weakness driving sentiment.

📅 Economic Data and other highlights (GMT) • 14:00 – US: Existing Home Sales • 15:00 – US: NY Fed Credit Report • 16:00 – EIA: STEO Report (Tentative) • 01:30 (Wednesday) – Australia: Wage Price Index report

🔥 Key Market Insights 📉 Wall Street Pauses – Stocks slipped from record highs as oil and yields rose, cooling last week’s rally. 🛢 Oil Jumps – Crude surged on renewed Strait of Hormuz uncertainty, bringing inflation risk back into focus. 💻 Tech Cools – Intel weighed on sentiment after announcing a potential $15B stock sale, while broader AI names faced profit-taking. 💼 Berkshire Supports Value Trade – Berkshire gained after strong earnings, helping offset some weakness in tech. 💵 Dollar Holds Firm – The greenback stayed supported as higher yields and oil-driven inflation concerns kept markets cautious. 🥇 Gold and Silver Stay Bid – Precious metals held firm as geopolitical risk and CPI uncertainty supported hedging demand. 📌 Market Insight: Markets started the week cautiously after last week’s rally, with oil, yields, and CPI expectations now driving sentiment.

📅 Economic Data and other highlights (GMT)   •  08:30 – Eurozone: Sentix Investor Confidence Index •  04:30 (Tuesday) – Australia: RBA Cash Rate and Statement •  05:30 (Tuesday) – Australia: RBA Press Conference with Gov. Bullock

🔥 Weekly Market Recap 📈 Wall Street posted its best week since April, with the S&P 500 closing at record highs and the Nasdaq leading on renewed tech strength. 🤖 AI and earnings drove sentiment, with Nvidia, Palantir, and semiconductor names helping revive risk appetite. 📊 Weak July jobs data cooled Fed hike expectations, turning “bad news” into a positive catalyst for equities. 🛢 Oil dropped sharply last week on U.S.–Iran ceasefire hopes, easing inflation fears, though prices rebounded slightly into Monday. 💵 The dollar softened as rate-hike bets faded, helping EUR/USD and GBP/USD recover, while USD/JPY remained sensitive to BoJ and intervention risks. 🥇 Gold and silver stayed supported as lower yields and softer Fed expectations boosted precious metals. 📌 Market Insight: Markets opened the new week with a cautious but positive tone, supported by AI strength and weaker Fed-hike bets, while inflation data and oil headlines remain the next major tests.

📅 Economic Data and other highlights (GMT)   •  06:00 – Germany: Industrial Production •  12:30 – US: Nonfarm Payrolls •  12:30 – Canada: Unemployment Rate

🔥 Key Market Insights 📉 Wall Street turned defensive as Hormuz deal doubts pushed oil higher and lifted Treasury yields; the Dow led losses while S&P 500 and Nasdaq slipped slightly. 🤖 Tech sentiment cooled, with SaaS and AI-linked names under pressure after weak forecasts, while chip weakness also weighed on Asia. 📊 All eyes turn to today’s U.S. NFP report, with markets watching whether jobs data confirms sticky inflation risk or eases Fed hike expectations. 💵 The dollar stayed steady near recent highs as traders waited for payrolls; EUR/USD hovered around 1.15 while USD/JPY remained elevated near 158. 🛢 Oil climbed again on Strait of Hormuz uncertainty, keeping energy risk and inflation concerns alive. 🥇 Gold held firm above $4,200 as geopolitical risk and payrolls uncertainty kept haven demand supported. 📌 Market Insight: Markets are cautious ahead of NFP, with oil, yields, and dollar strength driving sentiment while tech weakness keeps risk appetite fragile.

📅 Economic Data and other highlights (GMT) •  06:00 – Germany: Industrial Orders •  08:30 – UK: Construction PMI •  09:00– Eurozone: Retail Sales •  12:30 – US: Initial Jobless Claims

🔥 Key Market Insights 📊 Wall Street closed mixed, with the Dow hitting another record while the S&P 500 and Nasdaq pulled back as tech momentum cooled. 🤖 AI stocks stayed in focus: Palantir remained supported after strong earnings, while AMD and SpaceX dragged on the Nasdaq despite solid headline results. 🏦 Fed hike risk remains alive. Softer oil and yields helped sentiment, but Fed officials warned inflation is still too high and tighter policy may still be needed. 🛢 Oil held near recent levels as markets watched U.S.–Iran talks and possible progress around Hormuz supply routes. 💵 The dollar remained weak, while EUR/USD hovered around 1.15, sterling stayed firm, and the New Zealand dollar weakened after unemployment rose to an 11-year high. 🥇 Gold and silver extended gains as a softer dollar and lower Treasury yields supported precious metals. 📌 Market Insight: Markets are still supported by earnings and AI demand, but tech profit-taking, Fed hawkishness, and Friday’s jobs data remain the key tests for risk sentiment.

💰Earnings of the day Uber Tech- Before market open Eli Lilly- Before market open Walt Disney- Before market open eBay- After market close

📅 Economic Data and other highlights (GMT) 07:50 – France: Services PMI 07:55 – Germany: Services PMI 08:00 – Eurozone: Services PMI 08:30 – UK: Services PMI 09:00 – Eurozone: PPI Report 12:15 – US: ADP Employment Change 13:45 – US: S&P Services PMI 14:00 – US: ISM Services PMI 14:30 – EIA: Crude Oil Inventories

🔥 Key Market Insights 📊 Wall Street rallied strongly as the S&P 500 and Dow closed at fresh record highs, while the Nasdaq climbed more than 2.5%. Technology and semiconductor stocks led the advance, reflecting renewed confidence in the AI sector after another round of strong corporate earnings. 🤖 Palantir surged nearly 30%, while semiconductor stocks jumped over 6%. However, AMD fell after hours despite beating earnings estimates. 🏦 September Fed hike expectations eased after falling oil prices lowered inflation concerns. However, Fed official Jeff Schmid said tighter policy may still be needed. 🛢 Oil extended its decline at the beginning of the week as hopes for progress in U.S.-Iran talks improved the outlook for supply through the Strait of Hormuz. 💵 The dollar remained under pressure. USD/JPY traded near 157.6 as intervention concerns persisted and markets continued to price in a possible September BOJ rate hike. 💶 The euro held near 1.15, while sterling remained firm. The New Zealand dollar weakened after unemployment rose to a 10-year high. 🥇 Gold climbed above $4,160, while silver gained more than 3% as lower bond yields supported precious metals. 📌 Market Insight: Strong AI-driven earnings have lifted market sentiment, while payrolls data will be the next major test for Fed expectations.