AXT

IQE reiterating what the industry has said about InP:

With no dot plots and little guidance on rate hikes, traders place extra weight on Kevin Walsh speech. a hawkish hint can now cause a relatively huge wave in the market

Warsh’s hawkish tone reinforces the Fed’s focus on persistent inflation rather than recent cooling data. The sharp rise in September hike expectations signals greater policy uncertainty and could keep Treasury yields elevated, strengthening the dollar while pressuring rate-sensitive equities, particularly growth and technology stocks. However, the Fed remains data-dependent, with upcoming employment and inflation reports likely to determine the September decision.

It looks like Warsh is hawkish but is he really? He has to look credible as data still points to inflation being sticky.

Increase rate will help banks and disfavored businesses that require to take loans or those who require to refinance soon. REIT most likely will be down in the short term but it is fall sharply will be a good time to get in DCA when everyone is fearful of REIT but might provide a good dividend play in SG.

Nothing surprising with Warsh’s Jackson Hole speech. He has to state what is in line with the data and data does not point to inflation being tamed yet.

Warsh is just dodging the question and trying to shift it to the market. But market doesn’t seem to buy it

Any weakness in the REITs sector is an opportunity to consider for a long term investor. For many, they have or are giving up on REITs but one man's poison is anothers gourmet buffet.

Fed Chair Kevin Warsh delivered an unexpected hawkish surprise in his keynote speech at the Jackson Hole annual meeting on Friday, warning that inflation trends have not yet "significantly improved" and raising the probability of a September rate hike from about one-third to even odds.

The rate hike news will weigh down the stock market, while bank lending stocks are expected to climb.

Catching this tailwind, shares of Singapore's three major banks are set to see another pullback after dividend payouts.

📌 Will be watching the movement of a few stocks the effect after this week ended. In short, August wrapped up a much better week than last month across the board hitting downwards trend. Just read Jensen on X, USD400B has been invested in AI in the past 6 months alone, what else could fail it does not make sense, only a matter of time to let it materialize, which stocks will be gg up later session to close a good month to move into Sept? I have my own bets done what about you all?🇺🇸🤺✈️⚙️🦾⬆️🆕🏆💯❤️