Hafiz Tokyo Official Channel ハーフィズ東京 (HT) Official Channel

Ya Allah, Engkau adalah Tuhanku, tiada Tuhan melainkan Engkau. Engkau yang menciptakan aku dan aku adalah hamba-Mu. Aku akan setia pada perjanjianku dengan-Mu semampuku. Aku berlindung kepada-Mu dari keburukan yang ku lakukan. Aku mengakui nikmat-Mu kepadaku dan aku mengakui dosaku, maka ampunilah aku. Sesungguhnya tiada yang dapat mengampuni dosa melainkan Engkau.

Malam ini sesi pertama bagi group terbaru (HT6) teori serta praktikal bagi pasaran US, turut serta Ronin Grande terbaru intake pertama bagi 2026, Semoga dipermudahkan urusan pembelajaran dan kita doa sebelum memasuki pasaran, Dengan nama Allah, Ya Allah, aku bermohon kepada-Mu kebaikan pasar ini (Bursa & US market) dan kebaikan yang ada padanya. Ya Allah, aku berlindung dengan-Mu daripada kejahatan pasar ini dan kejahatan yang ada padanya, Ya Allah, sesungguhnya aku berlindung dengan-Mu daripada daripada termakan sumpah palsu orang jahat atau urusan yang merugikan.

Live session untuk pagi ini bermula, bismillah

5. US retailer earnings become the next major fundamental test After July retail sales fell 0.6%, this week’s corporate reports become unusually important. Home Depot reports Tuesday; Target and Lowe’s Wednesday; Walmart Thursday. ANALYSIS These earnings can tell us whether the US consumer is: collapsing, or simply trading down and becoming more price-sensitive. The second scenario would still support the soft-landing thesis. Trading interpretation Walmart strong + Target weak → consumer still spending, but shifting toward value. Both Walmart and Target weak → broader demand warning. Home Depot/Lowe’s weak → housing and big-ticket discretionary pressures. Broad retail beats → recent retail-sales weakness may have been temporary.

4. China’s July data become today’s biggest regional macro risk China releases July industrial production, retail sales, fixed-asset investment and property-related indicators today. The economy has become increasingly unbalanced: Q2 GDP slowed to 4.3%, while industrial/export performance has remained stronger than domestic consumption and investment. A Wall Street Journal economist survey expects industrial-output growth to slow to roughly 4.8%, while retail sales may improve modestly to about 1.4%.

3. US consumer weakness meets surprising small-cap strength July US retail sales unexpectedly fell 0.6%, while consumer sentiment also weakened. Despite that, the Russell 2000 proxy IWM closed Friday at US$305.09, up 0.5%. ANALYSIS That divergence is currently one of the most important global equity signals. If investors were pricing a serious recession, small caps would normally be especially vulnerable. Instead we have: SPY ↓ modestly QQQ ↓ modestly IWM ↑ That implies the market is still treating softer consumer activity as a manageable slowdown, potentially supported by a less aggressive Federal Reserve. Watch whether IWM holds above US$302–303 tonight. Losing that area would weaken this constructive interpretation.

2. KLCI begins the week below its former breakout Friday’s 1,727.39 close changes the technical framework. These are analytical technical levels. Best bullish setup 1,726 holds → 1,730 reclaimed → 1,733–1,735 accepted → banks and breadth improve. Then I would look toward 1,740–1,745. Bearish setup 1,726 breaks → failed reclaim of 1,730 → banks weak → decliners expand. Then 1,720–1,722 becomes the next logical test. Key point: A temporary move through 1,730 is insufficient. I want acceptance above 1,733–1,735 before upgrading market beta.

1. Japan GDP misses badly — weaker domestic demand complicates BOJ outlook Japan’s economy grew 1.1% annualised in Q2, roughly half the 2.0% consensus forecast. Private consumption was flat and business investment contracted 1.2%. ANALYSIS This is mildly negative for Asian cyclicals but potentially supportive for duration-sensitive Japanese assets because it reduces the urgency for aggressive Bank of Japan tightening. The complication is inflation: Japan continues to face higher raw-material and energy costs. So the BOJ equation becomes: growth weaker → less urgency to hike versus import inflation elevated → pressure to normalise remains. Bursa read-through Potential relative beneficiaries: technology, utilities, rate-sensitive growth. Potential laggards if Asian growth concerns deepen: industrial commodities, cyclicals dependent heavily on regional demand.

Market Renzoku — Daily Market Briefing Monday, 17 August 2026 | 8:33 AM Malaysia time Pre-Bursa Open Institutional Strategy Tactical posture: Neutral/selective until KLCI reclaims 1,730–1,735. Japan’s weaker-than-expected GDP adds an early Asian growth warning, while China activity data and Malaysia CPI provide two more regional catalysts today. The best trades are in relative strength, infrastructure and confirmed reversals, rather than indiscriminate risk-on. 1. Quick executive summary FACT — US equities: Wall Street ended Friday slightly softer after disappointing US consumer data. The S&P 500 lost 0.17%, Nasdaq fell 0.28%, and Dow declined 0.20%. The constructive detail was small-cap leadership: IWM rose 0.50% to US$305.09, while SPY closed US$776.34 and QQQ US$731.07. FACT — Bursa: The FBM KLCI enters Monday from 1,727.39, down 0.42% Friday. The index has therefore broken below the former 1,730–1,733 support zone despite Malaysia’s strong 6.0% Q2 GDP result. JUST RELEASED — Japan: Q2 GDP expanded only 1.1% annualised, well below the Reuters consensus of 2.0%. Quarter-on-quarter growth was 0.3% versus 0.5% expected; private consumption was flat and capital expenditure fell 1.2%. Exports were the main support, partly reflecting AI-related semiconductor-equipment demand. FACT — China: Beijing releases its July activity package today, including industrial production, retail sales and fixed-asset investment. Economists expect industrial growth to slow and remain concerned about weak investment and property demand. China’s Q2 GDP had already slowed to 4.3%, while July manufacturing PMI contracted at 49.2. FACT — Malaysia: July CPI is due today, with DOSM’s underlying dataset scheduled to update around 12:30 PM MYT. June inflation was 1.9% y/y.

Ya Allah, dengan-Mu kami berpagian, dengan-Mu kami memasuki waktu petang, dengan-Mu kami hidup dan mati, dan kepada-Mu kami kembali.

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Jom kita live sat prepare untuk next week trading session bagi Bursa & Global, jam 11.35 PM kita mula saya baru sampai.

5. US technology leadership is narrowing while small caps resist Tuesday’s ETF tape shows the divergence clearly: SPY: US$770.56, low US$769.48. QQQ: US$718.45, low US$716.16. DIA: US$537.28. IWM: US$300.99, up on the day. Meanwhile, Nvidia’s enormous AI-infrastructure financing initiative—seeking hundreds of billions in third-party capital—has also encouraged investors to examine how much leverage and external financing may be necessary to sustain the AI boom.

4. CoreWeave beats estimates—but raises the AI capex question CoreWeave reported Q2 revenue of US$2.58 billion versus approximately US$2.56 billion expected, while its adjusted loss of US$1.03 per share was narrower than projected. Backlog climbed to US$104.2 billion. But CoreWeave simultaneously raised its 2026 capital-expenditure plan to US$35–39 billion, from US$31–35 billion previously. Q2 capex alone reached roughly US$9.4 billion.

3. Oil at US$88.91 Brent creates a renewed inflation shock Brent finished Tuesday at US$88.91, while US crude reached roughly US$83.20 as a resolution involving Iran and the Strait of Hormuz remained elusive. The EIA now expects some Middle East production losses to persist through 2027 and cut its 2026 global production forecast.

2. KLCI closes at 1,731.46 — the breakout is now at risk Tuesday’s 1,731.46 close represents the most important domestic technical development this week: the index is almost sitting directly on former resistance near 1,730.

The key Bursa number this morning is 1,730. ⸻ 2. Top five market headlines 1. US CPI tonight can decide the next equity leg The Bureau of Labor Statistics confirms that July CPI and July real earnings are released at 8:30 AM ET today—8:30 PM Malaysia time. June headline CPI was 3.5% year-on-year; economists surveyed by Reuters expect July to moderate to about 3.4%, while core CPI is expected near 2.5%.

Market Renzoku — Daily Market Briefing Wednesday, 12 August 2026 | 8:10 AM Malaysia time Today’s posture: Defensive-selective before US CPI. Protect KLCI 1,725–1,730; favour relative strength, energy and infrastructure while keeping cash available for the 8:30 PM inflation event. 1. Quick executive summary FACT — Wall Street: US equities retreated Tuesday as investors reduced risk ahead of inflation data and oil climbed further. The S&P 500 fell 0.3% to 7,728.20, the Nasdaq declined 0.6% to 26,445.45, and the Dow lost 0.3% to 53,791.85. Small caps were the exception, with the Russell 2000 gaining about 0.3%. FACT — Bursa: The FBM KLCI closed Tuesday at 1,731.46, down 0.23%, leaving the benchmark only slightly above the pivotal 1,730 area we have been tracking. KLCI futures also finished weaker, with the August contract at 1,733.0. FACT — Cross asset: Brent crude climbed another 1.4% to US$88.91 and WTI settled around US$83.20, as hopes for a near-term resolution over the Strait of Hormuz faded. Long Treasuries stabilised—TLT closed US$82.19—while GLD eased to US$400.96 after its recent surge. FACT — Tonight’s macro event: July US CPI arrives at 8:30 PM MYT. Reuters consensus is approximately 3.4% headline inflation and 2.5% core inflation year-on-year. Other forecasts imply roughly +0.1% headline and +0.2% core month-on-month. ANALYSIS: Today is not the session to maximise gross exposure. The market is balancing three competing forces: weaker employment is reducing some Fed-tightening pressure, corporate earnings remain strong, but crude near US$90 is rebuilding the inflation risk premium. CPI tonight can resolve that conflict very quickly.