LI AUTO-W

Tonight and the rest of this week could be especially important for financial markets, with several major earnings reports and economic events packed into a short period. NVIDIA and Agilent’s earnings may set the tone for technology stocks, while July core PCE inflation could influence expectations for future Federal Reserve policy. Li Auto’s results will provide insight into China’s EV market. Later, Dollar Tree and Marvell Technology report earnings, adding more corporate signals. Most importantly, the Jackson Hole Symposium begins Thursday, with Fed Chair Warsh’s first keynote on Friday potentially shaping rate expectations. Overall, volatility could increase significantly as investors assess earnings, inflation, and monetary policy.

Singapore's Core PPI rose from 1.9% to 2.2% year on year, a storm in the brewing or just another mini roller coaster ride? Macroeconomic conditions have been more unpredictable than not, everybody predicts the FED to raise interest rates but nobody knows exactly when and how it will turn out with Trump still in office. Historical data shows that usually on mid term years, the stock market tends to correct itself from August to October, so let's see if the playbook is the same this time.

This week brings several important market catalysts worth watching closely. Today, Ingenic begins trading in Hong Kong, while Singapore’s July CPI has already been released at 2.2% year over year. On Wednesday, Nvidia and Agilent Technologies report earnings after the close, while U.S. July PCE inflation data arrives at 8:30 a.m. ET. Li Auto also reports earnings. Thursday brings Dollar Tree’s results and the opening of the Jackson Hole Symposium. On Friday, Fed Chair Warsh delivers his first Jackson Hole keynote as chair. With inflation, earnings, and monetary policy all in focus, volatility could remain elevated across global markets throughout the week.

Hmmm is chips going to continue falling with the arrival of similar Chinese products?

It will be interesting to see if US-Canada trade war ends up being just a negotiation tactic. It’s not the first time the Trump administration has done this.

Markets are turning more volatile as trade tensions, higher yields and geopolitical risks weigh on sentiment, while AI remains a key long-term growth theme.Singapore equities continue to show resilience, supported by strong banks and solid underlying fundamentals.

📊 Stay selective: focus on quality, cash flow and valuation and use market pullbacks to build positions rather than chase momentum.

apart from the US Canada fall out, it was relatively quiet over the weekends, and it felt like the lack of substantial news affected the markets today. like to see what sanctions will be imposed on Iran, and how they will be perceived by the markets.

The tariff escalation increases the risk of a broader US-Canada trade conflict, raising costs for businesses and potentially adding inflationary pressure. Canada’s planned retaliation could further disrupt cross-border supply chains and weaken business confidence. The immediate market reaction reflects higher uncertainty, particularly as rising Treasury yields already pressure equity valuations. While the affected goods represent a relatively small share of total bilateral trade, prolonged tensions could weigh on growth, corporate margins and investor sentiment if negotiations remain stalled.