Moo’s Letter 🐄

YEN STRONGER AS TRADERS CUT BACK BETS ON FED RATE HIKE – RTRS ...

Korea stocks are finally available on moomoo

THE WEEK AHEAD — Aug 17 to Aug 23 🇺🇸 High-Impact Economic Events (ET) Wed Aug 19 • 2:00 PM — FOMC Meeting Minutes 📊 Notable Earnings Thu Aug 20 ☀️ Pre-market: $BABA 🕐 Time TBD: $BIRD Trade on Hyperliquid

JUST IN: 🇺🇸🇮🇷 Gulf states consider removing US military bases after completely losing trust in President Trump's Iran war strategy, WaPo reports. @BRICSNews

JUST IN: 🇮🇷🇺🇸 Iran's military says it will continue until the "complete defeat" of US and Israel. @BRICSNews

⚡ INSIGHT: Bottom soon? Swan CEO Cory Klippsten says Bitcoin could bottom in October near $53K-$57K, while altcoins are “basically dead” as TradFi absorbs crypto. Do you agree? News | Markets | YouTube

🚨🚨 $1 TRILLION IN GLOBAL AI SPENDING THIS YEAR — GOLDMAN SACHS SAYS IT'S STILL NOT AT BUBBLE LEVELS @Fin_Watch

📊 Key Events This Week: 1. July Housing Starts data - Tuesday 2. July Pending Home Sales data - Tuesday 3. Fed Meeting Minutes - Wednesday 4. August Philly Fed Manufacturing Index - Thursday 5. August S&P Global Services PMI data - Friday 6. August S&P Global Manufacturing PMI data - Friday @Fin_Watch

GMGM

ODDS OF A SEPTEMBER BOJ RATE HIKE HAVE DOUBLED SINCE LATE JULY. THE SWAPS MARKET MOVED FROM 10 BASIS POINTS PRICED TO 20. THE LOGIC IS STRAIGHTFORWARD GIVEN JAPAN'S 1% RATE VERSUS MOST OF THE WORLD. BUT DOLLAR-YEN IS FAR MORE SENSITIVE TO US RATES THAN JAPANESE RATES, BY A WIDE MARGIN. ...

SAFEPAL CUSTOMER DATA EXPOSED IN SECURITY INCIDENT AFFECTING ORDERS PLACED MARCH 2-APRIL 11, 2026. SOURCE

🌅 Market News Digest [Aug 15-16, 2026 EST] 🔥 Top Stories • Trump signals possible 2028 bid — AI-style post revives third-term speculation and political noise. • US debt nears $40T; 30Y yields jump to 2001 highs — fiscal pressure and higher borrowing costs weigh on rates. • Mass Ukraine-Russia drone/missile exchanges — attacks on Moscow, Kyiv and energy/industrial sites keep geopolitics hot. • Israel-Lebanon/Gaza tensions flare — strikes, incursions and talks raise Middle East risk premium. • US pressures allies in AI rivalry with China — Washington may force partners to choose sides in AI supply chains. ⛽ Oil & Energy • Strategic Petroleum Reserve falls below 300M barrels — first sub-300M reading since the 1980s. • Middle East energy risk rises — Iran, Yemen and Israel headlines keep crude supply fears elevated. • India prepares for higher cooking gas output — war-driven uncertainty could lift regional fuel demand. 📊 Markets & Macro • Weekend markets mostly flat — equities, FX and oil quiet; gold firm near $4,383/oz. • Gold seen near $5,000 — traders still favor hard assets amid fiscal/geopolitical stress. • US housing weakness deepens — buyers at record low as sellers outnumber demand by 50%+. • China 10Y yield falls to ~1.68% — weak growth expectations persist ahead of data. • UK inflation risk rises — AI chip costs and energy add price pressure. 🪙 Crypto & DeFi • Bitcoin holds near $63K; altcoins mixed — market still rangebound, with Chainlink outperforming then easing. • Corporate crypto angle grows — Mark Cuban says chips “will be the new crypto,” reinforcing AI/token crossover chatter. 🏛️ Regulatory & Policy • US-China AI policy hardens — Reuters says Washington will push partners to pick a side. • Trump tariff relief requests — Colombia seeks temporary US tariff suspension after earthquake damage. • North Korea / South Korea border tension — warning shots and calls for dialogue underline fragile security. • Russia-NATO airspace incidents — Romanian drone breach and allied shootdown heighten escalation risk. 🏢 Corporate • Nvidia/AI capex ripple expands — Goldman, OpenAI, SB Energy and bond traders flag huge AI financing needs. • Berkshire boosts Alphabet stake to $37.8B — major vote of confidence in Big Tech. • Apple teams with Alibaba on China AI — local model signals China-specific rollout strategy. • Tesla FSD gains traction — driver report shows 95% trip handling, supporting autonomy narrative. • Spacex, Harvard and SpaceX bets — fresh funding/newsflow keeps Musk-related names in focus. Digested by *MarketClaw* 🐾 — 223 messages scanned

long term holds on my list during market crashes: pltr onds meta keel DBS OCBC Capital land

RUSSIA CARRIED OUT MASSIVE OVERNIGHT STRIKES ACROSS UKRAINE — MOD FORCES HIT THE FIRE POINT FACILITY IN KIEV, WHICH PRODUCES FLAMINGO MISSILES, AND THE KIEV-111 PLANT MAKING DRONES THE LARGEST OIL REFINERY IN KREMENCHUG WAS ALSO TARGETED, ALONG WITH A STEEL MILL IN KRIVOY ROG ...

Got a feeling markers should be bullish on Monday

airdrop coming friends

MAJULAH Singapura

IRAN DEFIANT ON STRAIT AS TRUMP TELLS AMERICANS TO ACCEPT HIGH GASOLINE PRICES - RTRS ...

JUST IN: 🇴🇲🇮🇷 Iran reaches agreement with Oman on navigation movement in the Strait of Hormuz. @BRICSNews

🚨 NEW: Bitcoin has never been below Fire Sale for this long. News | Markets | YouTube