☕️ [Task Coins Giveaway] Daily Market Talk

Midday update:Trump heads to China May 13–15 — the highest-stakes US visit to Beijing in a decade, landing the same week Tencent / Alibaba / JD / SMIC all print earnings. Powell's Fed term ends and Warsh's nomination faces final Senate vote. US-China CPI both drop this week. Iran-front: Trump rejected Tehran's latest ceasefire proposal — WTI +3% on the open, USD bid, US futures down. Locally, OCBC's Q1 +5% beat stands out vs UOB's miss.

💬 Today's 3 Big Questions

Trump visits Beijing May 13–15 while Tencent/Alibaba/JD/SMIC all print. China tech got a 6.9–11.4% rip last week on AI optimism. Are you adding to HK tech AHEAD of Trump-China headlines (asymmetric upside if deal language softens), or fading on tariff-risk re-emergence given the EU auto playbook? Pick your trade.
Powell out, Warsh in — final Senate vote pending. US-China CPI both this week. Iran-rejected-ceasefire + WTI +3% = fresh energy inflation impulse. Does Warsh confirmation hand the hawks the wheel exactly when inflation reaccelerates, or does Trump's geopolitical pressure force dovish optics? How are you positioning SG banks vs. long-duration tech?
HK IPO wave: Lodong Robotics, Jetai Tech, Inpaque Pharmaceutical all list this week. With SGX's GLB framework also progressing into 2nd Reading, Asia's IPO momentum is rotating to HK. Chase the Day-1 pops, sit out, or specifically prefer SGX names that benefit from the GLB tailwind (SGX, banks, REITs)?

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⏰ Deadline: May 11, 2026, 11:59 PM (SGT)

📊 Quick Market Recap

🌍 Global Macro & Markets

Trump China visit May 13–15 — highest-profile US-China bilateral of 2026; trade, tech, Taiwan, energy all on the table.
US-China CPI both drop this week — US inflation expected to drift higher on energy pass-through.
Iran rejected Trump's latest ceasefire proposal — WTI +3% on the open, USD bid, US equity futures down.
Powell's Fed Chair term ending; Warsh faces final Senate vote this week — clean handoff vs. transition turbulence is the swing variable.

🇺🇸 US Markets: Trade + Fed Transition + Energy Shock Converge

📈 US equity futures down on the Iran rejection news.
Circle (CRCL) — Reports this week; stablecoin regulation alignment with MAS's tightening rules adds an interesting cross-read.
Mag7 cooling after Cloudflare −12% / Coinbase 2nd loss; NVDA-IREN-Corning AI infrastructure spending still anchoring the bull side.

🇸🇬 Singapore Markets

📈 STI hovering near 5,000; OCBC Research target 5,250.
SFA Amendment Bill — Second Reading speech delivered (May 7) by Minister Chee Hong Tat; GLB framework materially closer to enactment.
MAS rolled out 2026 tokenized CBDC pilot + tighter stablecoin rules + banking-industry AI partnership on financial crime.
HDB record reset: Henderson Road 5-room flat sold at S$1.728m; June BTO HFE deadline May 15.
Singtel raised medium-term regional data-centre capacity goal to >400MW (vs. 200MW+ by 2026 previously).
DBS dividend (66c + 15c special) payable ~May 20.

🇭🇰 Hong Kong & China Markets

JD.com — Q1 earnings this week; logistics + retail margin trajectory + AI investment posture in focus.
Alibaba — Q1 earnings this week; HappyHorse commercial launch + Cloud growth + DeepSeek investment (>US$20bn talks) are the three big watch-items.
Tencent — Q1 earnings this week; gaming + WeChat + Cloud AI compute pricing (already +5%) — read-across to entire China AI tape.
SMIC — Q1 earnings this week; mature-node + AI chip capacity utilisation = read-across for Asia foundry chain.
HK IPO trio: LDRobot, Metis TechBio, Impact Therap all list this week — robotics, AI-driven drug discovery, biotech respectively.

📅 Key Events Tonight / This Week

🇭🇰 JD / Alibaba / Tencent / SMIC earnings — This week
🇺🇸 Circle (CRCL) earnings — This week
🇨🇳/🇺🇸 China + US CPI — This week
🇺🇸 Warsh Fed Chair final Senate vote — This week
🇺🇸🇨🇳 Trump-China visit — May 13–15
🇭🇰 Lodong Robotics / Jetai Tech / Inpaque Pharma listings — This week
🇸🇬 HDB BTO HFE deadline — May 15
🇸🇬 DBS dividend payment — ~May 20
🇺🇸 EU auto/truck 25% tariffs effective — This week

Disclaimer: For reference only, not investment advice.