---
title: "☕️ [Task Coins Giveaway] Daily Market Talk — Oil Surges Into CPI Night"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000793720.md"
description: "The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at t..."
datetime: "2026-07-14T02:51:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000793720.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000793720.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000793720.md)
author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)"
generator: "portal-rs"
---

# ☕️ [Task Coins Giveaway] Daily Market Talk — Oil Surges Into CPI Night

The big week opened rough. Oil spiked as Trump reimposed a Hormuz blockade and floated a 20% transit fee, dragging chips and the Nasdaq lower. Now the real test arrives tonight: US June CPI lands at the same time the five biggest banks report. Add Waller warning a hike may be coming and Apple suing OpenAI. Let's dig in 👇

## 📊 Quick Recap — What Moved & Why

### 🇺🇸 US — Oil Up, Chips Down, CPI Looms

**🔑 Key Event:** A risk-off start. 📉 **Dow -0.26% to 52,498, S&P 500 -0.79% to 7,515, Nasdaq -1.55% to 25,873**, dragged by chips as oil surged. The catalyst tonight is huge: **June CPI** drops the same morning **JPMorgan, Goldman, BofA, Wells Fargo and Citi** all report. Fed's Waller added pressure, saying a rate hike may be needed "in the near term" if core inflation stays hot (markets now price ~40% odds for July).

**👀 Other to Watch**

-   **Apple (AAPL)** → last Friday's lawsuit against **OpenAI** for trade-secret theft is still in focus, alleging its hardware push (via ex-Apple staff and the Jony Ive io deal) lifted Apple IP "at every level." A stunning turn for two former partners.
-   **Intel (INTC)** → announced a **€5B ($5.7B)** expansion of its Leixlip, Ireland campus for next-gen Xeon chips, trying to stay in the AI race.
-   **SpaceX (SPCX)** → still below its IPO price, though bulls are stepping in with buy-the-dip arguments.

> @gedebe **:** "Is it a bubble or a healthy sell off? Micron has risen more than 9 times in the past year. To me the valuation is stretched, but analysts expect the memory shortage to continue until 2027. BofA still sees room up to US$1,550."

### 🇭🇰 HK/China — HK Holds, Mainland Slides

**🔑 Key Event:** A split regional session. **HSI edged up 0.2% to 24,213**, an outlier as mainland stocks fell hard (Shanghai Composite -2.06% to ~3,913) on the US-Iran escalation. Hang Seng Tech slipped about 1%.

**👀 Other to Watch**

-   **CXMT (ChangXin Memory)** → China's top DRAM maker opens subscription July 16 for a **$4.3B** Shanghai STAR IPO, the largest-ever listing on the STAR Market; Alibaba Cloud is a strategic investor. A direct play on China's memory self-sufficiency push.

### 🇸🇬 Singapore — Records at Home, No.2 for Global Money

**🔑 Key Event:** STI extended its run to a **seventh straight session**, hitting a fresh high around **5,462**. The structural story got a boost too: Singapore was named the **world's second-largest FDI recipient in 2025** (US$151B inflows), behind only the US.

**👀 Other to Watch**

-   **Singtel (Z74)** → launched the first multi-operator enterprise eSIM network for IoT with Thales, Optus, AIS and Globe, letting firms manage devices across countries on one system.
-   **Frasers Property (TQ5)** → drew ~5,900 visitors to the first preview of Dunearn House in Bukit Timah Turf City; bookings open July 25.
-   **IHH (Q0F)** → launched a preventive-health and longevity programme, "Healthspan."

> @investingguru **:** "Another long-term holding in my portfolio is Keppel DC REIT. As demand for cloud, AI and digital infrastructure grows, data centres have become increasingly important. I'm focused on accumulating quality income assets and letting compounding do its work."

### 🌍 Other

-   🛢️ **Oil & Hormuz** → Brent jumped nearly **10%** (toward $78) and WTI rose about **8.7% to ~$77.6** (a one-month high) after Trump reimposed a blockade on Iranian shipping and floated a **20% transit fee** on other Hormuz cargo (roughly $32M for a supertanker). Iran says the strait is "closed"; the US denies it.
-   💵 **Rates** → the two-year Treasury yield climbed and rate-hike odds rose ahead of tonight's CPI; the whole week now hinges on the inflation read.

## 📅 Key Events Tonight / This Week

-   🇺🇸 June CPI + JPMorgan, Goldman, BofA, Wells Fargo, Citi earnings · tonight (Tue Jul 14)
-   🇺🇸 Fed Chair Warsh Congressional testimony · Tue-Wed Jul 14-15
-   🇺🇸 June PPI · Wed Jul 15
-   🇨🇳 TSMC Q2 earnings · Thu Jul 16
-   🇸🇬 Longbridge AI conference + Jensen Huang in Tokyo · Wed Jul 15

**💬 Waller just floated a rate hike out loud and CPI lands tonight. Are you positioning for the Fed to actually raise rates this year, or betting this is just hawkish noise before they hold?**

👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨  
🚫 No duplicates · ⏰ Deadline: July 14, 2026, 11:59 PM SGT

Not investment advice, just market talk 🙏

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## Comments (36)

- **NewUser_oPJWOU · 2026-07-14T12:45:43.000Z**: What a wild swing in Asia markets as majority opened lower this morning before reversing towards the end of the session. STI surprisingly managed to edge even higher despite being down 0.9% at the open, with local banks heading the swing. Even memory and chip stocks look to have rebounded pre market
- **NewUser_VM0QD · 2026-07-14T10:43:16.000Z**: Tonight CPI will be the main movement whether up or down followed by the situation in Iran and strait of holtmz
- **Victor y · 2026-07-14T08:33:55.000Z**: June CPI should still reflect the lower oil prices seen for most of the month, but the recent jump in crude could make July inflation more challenging. Tonight's bank earnings will also be important if loan demand and credit quality remain resilient, markets may look past short term inflation. I'll 
  - **honeyandsmoke** (2026-07-14T09:02:45.000Z): yield reaction after the print is the cleaner read. it tends to price the fed move before the fed does.
- **dingdongbell · 2026-07-14T07:46:42.000Z**: Looks like the market is past the SOH ding donging around. They should. It’s just noise and truth be told juvenile and unnecessary. CPI might act as the catalyst as well as earnings for the markets.
  - **Fair_Lemon5303** (2026-07-14T10:25:38.000Z): market is getting better at filtering actual supply risk from political theater.
- **Heroic Lifesaver · 2026-07-14T07:21:32.000Z**: The Fed needs to talk tough. They need the credibility especially when they have a new leader who needs to prove he is impartial and independent. That will allow them to cut rates, do QE or even yield curve control down the road. Especially if the necessary data allowing that filters in. It’s all pa
  - **korbs23** (2026-07-14T08:34:49.000Z): hawkish optics before the real pivot is the playbook, buys them room to move without rattling the bond market.
- **Helen72 · 2026-07-14T06:32:01.000Z**: As a geopolitical safe haven, Singapore has seen a strong reliance from global capital against the backdrop of escalating US-Iran conflicts and logistics disruptions in the Red Sea and the Middle East.
- **Fattycat · 2026-07-14T05:10:07.000Z · 👍 1**: Actually no one discuss about Sheng Siong new project announced yesterday. A S$520 million investment for a new distribution centre in Sungei Kadut.Will this big spending affect its dividend payouts, even though the CEO assure the shareholders. If not how about the employees bonus over the next few 
  - **LazyCat** (2026-07-14T05:26:12.000Z): 🤔 what's da "free food" given at AGM? Do they play the 百倍 game at AGM? 😆
  - **Fattycat** (2026-07-14T05:32:07.000Z): I heard free curry puff 🤭
  - **LazyCat** (2026-07-14T05:38:31.000Z): AGM would be fun if there are mystery SS vouchers of different demoniations and "SS wish you Huat big big (i.e., better luck next time) paper slip" hidden inside curry puff 😆😆😆
- **Fattycat · 2026-07-14T05:04:41.000Z · 👍 1**: Big congratulations to DBS! It is officially the first Singapore‑listed company to cross S$200 billion market capitalisation 🚀. Now I am curious: where could it head next?Beside this I came across today Straits Times piece noting that many local companies are taking an earnings hit from the strong S
- **Vt3 · 2026-07-14T04:36:43.000Z · 👍 1**: US stocks fall due to the US-Iran conflict and declines by South Korean semiconductor giant $SK Hynix - WI(SKHYV.US) $SpaceX(SPCX.US)not being spared, initially popped and fell on Monday as well. $Marvell Tech(MRVL.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)$Oracle(ORCL.US)and many other names pulling b
  - **Vt3** (2026-07-14T05:06:59.000Z): Target price at $109 vs $142 high corrected typo
- **optionspuppy · 2026-07-14T03:55:55.000Z · 👍 1**: I’m not rushing to make a directional bet before CPI. Higher uncertainty usually means higher option premiums, so I’d rather focus on risk-defined strategies or cash-secured puts on quality assets at prices I’m happy to own. The CPI report should provide more clarity than a single hawkish comment. P
  - **Big_Angel** (2026-07-14T06:17:32.000Z): the vol crush after the print does most of the work. just pick strikes for a gap scenario not the base case.
  - **optionspuppy** (2026-07-14T06:26:26.000Z): Thanks I followed u hope u do the same
- **pohyc · 2026-07-14T03:52:55.000Z · 👍 1**: market general lull this summer due to World Cup? DBS noted that trading activity on SGX weakened during every of the five World Cup cycles (2002 to 2018).Let's see if punters are back next week.
  - **Louis_t** (2026-07-14T05:44:28.000Z): thin tape suits me honestly, easier to get filled at my levels when the crowd checks out.
- **LazyCat · 2026-07-14T03:41:32.000Z · 👍 2**: Whether it's higher for longer or higher and higher, it's fine with my barbell portfolio. Rates up, my SG banks win; rates lowered, my Lion REITs will roar. There is no one single model portfolio, just one that suits your needs and allows you to snore through the night.
  - **applepie** (2026-07-14T06:49:27.000Z): the barbells only real enemy is a rangebound rate, neither leg gets its catalyst then.
  - **LazyCat** (2026-07-14T06:54:02.000Z): it's ok if positions were accumulated with a margin of safety. Devils is in the details for each strategy. Accept banks and REITs role in the portfolio Vs growth positions.
  - **applepie** (2026-07-14T07:19:16.000Z): P/B for the banks, yield spread for the REITs. same discipline, completely different entry signals.
- **win win · 2026-07-14T03:26:38.000Z · 👍 1**: Trump issue a letter to congress, he mentioned Conflict of Iran is resume. What does it mean ? We are facing high inflation era again
- **NewUser_CkrdqW  · 2026-07-14T03:23:25.000Z · 👍 1**: Oil spiked above $80/barrel as the war threat is back on. Bearish pressure looms with June CPI report coming out later as well. Now may be a good time to DCA into etfs or even look to start a position in a stock that you like at a more reasonable price following the pullback. However, I would still 
- **Tiffany lover · 2026-07-14T03:22:06.000Z · 👍 1**: Intel (INTC) → announced an investment of 5 billion euros ($5.7 billion) to expand its campus in Leixlip, Ireland, for the production of next-generation Xeon chips, in an attempt to stay competitive in the AI race.INTC's valuation is already high. Will increasing AI investment again affect investmen
- **Crazy rich · 2026-07-14T03:19:48.000Z · 👍 1**: STI seven green sessions in a row and now singapore is the world's no.2 for FDI. the money is voting with its feet. banks reporting globally tonight but i'm just holding my local three. steady.
- **Fatcow E · 2026-07-14T03:13:52.000Z · 👍 1**: amidst thechaos in the Iran & gulf, with hormuz strait shipping lane limiting flows, there is just full of opportunity for market manipulation.. range bound prices of oil and high beta stocks are in play
- **TheRaccoonAnalysis · 2026-07-14T03:12:21.000Z · 👍 1**: Markets turned cautious as rising oil prices pressured technology shares, especially semiconductors. Attention now shifts to June CPI and major U.S. bank earnings, which could shape expectations for the economy and corporate profitability. Comments from Fed Governor Waller suggesting rates may need 
- **levon9111 · 2026-07-14T03:08:46.000Z · 👍 1**: gedebe's right, memory shortage runs to 2027 and BofA still has micron way higher. the oil-driven dip in chips is noise to me. the supply story didn't change because of iran. adding.
- **Shyon · 2026-07-14T03:02:30.000Z · 👍 2**: I think tonight's CPI is the biggest catalyst of the week. I'm not convinced the Fed will rush into another rate hike based on one inflation report, but if core CPI surprises to the upside, markets could quickly reprice expectations. I'd rather stay patient than make emotional trades based on headli


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**