☕️ [Task Coins Giveaway] Daily Market Talk — Hot CPI Pushes September Hike Odds Near 90%

US core CPI ran hot at +0.3% MoM (vs 0.2% expected), pushing September rate-hike odds from 69% to nearly 90% — Goldman's chief economist flipped his own call to a hike. The 10-year yield hit 4.957%, its highest since October 2023. Separately, HPE and Dell both soared over 12% after Oracle named them core suppliers for its FY2027 AI buildout. Let's dig in 👇

💬 Hike odds just hit ~90% ahead of Wednesday's Fed decision — but consumer sentiment just cratered to a near-record low. Which signal matters more?

📊 Quick Recap — What Moved & Why

🇺🇸 US — Hot CPI Pushes September Hike Odds Near 90%

🔑 Key Event: US core CPI rose +0.3% MoM in August (vs 0.2% expected) — even as its year-over-year rate eased to 2.4%, the lowest since March 2021. September rate-hike odds jumped from 69% to ~90% (CME), and Goldman's chief economist flipped his own call from "no change" to a hike. The 10-year yield hit 4.957%, highest since October 2023.

@Fattycat : A rate hold is still possible, but today's hot monthly core number has significantly raised the odds of a hike next week. The Fed's Sept 16 decision just got much harder!

👀 Other to Watch

• $Hewlett Packard Enterprise(HPE.US) → +12.44% to $62.09, $Dell Tech(DELL.US) → +11.98% to $567.29, both after Oracle named them core suppliers for its $90-95B FY2027 AI capex plan; HPE also posted a record Q3 (revenue +34%) and raised its own guidance.
• $Oracle(ORCL.US) → -1.74% to $150.28, giving back part of Wednesday's post-earnings pop as scrutiny grew over margin compression (cloud/software gross margin -6pts QoQ) and a capacity miss (0.85GW delivered vs. 1GW guided).
• $NVIDIA(NVDA.US) is reportedly in talks to invest up to $10B as a cornerstone investor in Anthropic's IPO, which is targeting a ~$2 trillion valuation.
• $Tesla(TSLA.US) teased an Oct 1 event to unveil its long-delayed next-gen Roadster (with an optional SpaceX cold-gas-thruster package) — genuine fresh news, though the stock barely moved on it (+0.52%).

🇸🇬 Singapore — STI Flat, Banks Buck the Calm

🔑 Key Event: $FTSE Straits Times Index(STI.SG) closed Friday at 5,695.93, then held roughly flat this morning — +0.1% to around 5,701 as of publish time (~11am SGT).

@LazyCat : The weakness shown by the STI is a reminder that the index is mainly driven by the 3 banks. When they sneezed, the index catches a cold.

👀 Other to Watch

• All three local banks rose despite the flat index: $DBS(D05.SG) +0.4% to S$77.31, $OCBC Bank(O39.SG) +0.70% to S$31.82, $UOB(U11.SG) +1.6% to S$41.92 — higher-for-longer rate bets tend to support bank margins.

🇭🇰 HK/China — HSI Quiet Ahead of Shein's Index Debut

🔑 Key Event: $Hang Seng Index(00HSI.HK) closed Friday at 24,805.63, then +0.27% to around 24,873 this morning.

👀 Other to Watch

• $SHEIN-W(00625.HK) will be added to $Hang Seng Composite Index(0HSCI.HK) (and several sub-indexes) this Tuesday, Sept 15, via the exchange's fast-entry rule for newly-listed stocks.

🌍 Other

• Saudi Arabia shut its East-West pipeline (Abqaiq to the Red Sea port of Yanbu) after weekend drone strikes — the same route that had been absorbing Hormuz-blocked barrels; Yanbu's inventory can reportedly sustain only 5-7 more days of exports. Brent closed the week up over 8%, back above $100.
• South Korea's stock exchange launched after-hours trading for the first time today, a structural change being watched for its effect on retail participation.
• The US Senate is set to vote on the CLARITY Act (crypto market-structure bill) this Tuesday, Sept 15.

📅 Upcoming Key Events

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

Not investment advice, just market talk 🙏