Pingu

My earliest National Day memory was watching the parade on TV with my family. I remember getting excited whenever the fighter jets flew past and singing along to the National Day songs. 🇸🇬

This week is packed with market-moving events across the US, China, Hong Kong, and Singapore. The US July jobs report and CPI/PPI data will shape expectations for the Fed's next policy move, while China's inflation figures offer clues about the strength of its economic recovery. On the corporate side, results from Tencent, JD.com, Tencent Music, Applied Materials, and CICT could influence sentiment in the technology, property, and semiconductor sectors. I expect volatility to increase as investors react to both macroeconomic data and company earnings, making risk management especially important over the coming week.

This week is packed with important market catalysts. I'm paying close attention to the earnings reports from SGX, Venture Corp, Datadog, Cloudflare, and Airbnb, as management guidance and future outlook will likely have a bigger impact than whether they simply beat or missed expectations. Next week's US CPI report could also influence expectations for interest rates and market sentiment across global equities. If inflation continues to ease, growth and technology stocks may benefit, while a higher-than-expected reading could increase volatility. I'll be watching the numbers carefully before drawing any conclusions, as one earnings report rarely tells the full story. Looking forward to seeing how the market reacts over the next several trading sessions.

Keeping an eye on the bank earnings, the US jobs report, and any updates on the Strait of Hormuz. This week could influence market sentiment across financials, tech, and energy, so volatility may create both risks and opportunities for investors.