Week Ahead | Inflation Takes Center Stage! US CPI Follows Nonfarm Payrolls; JD.com and Tencent Lead Wave of China-Concept Earnings, as AI Supply Chain Giants Report En Masse

In the new week, the market’s macro focus will shift comprehensively from employment to inflation and consumer spending. The U.S. July CPI, PPI, and retail sales—dubbed the 'terrifying data'—will be released consecutively starting Wednesday, directly influencing market expectations for the Federal Reserve’s policy path in September.

Futu NewsAug 9 16:48

Chip stocks hit a wall, but the market did not.

Chip stocks suffered a sharp sell-off, yet this failed to spook the market and instead signaled an opportunity for investors to buy the dip. Semiconductor ETFs, high-yield bonds, and Bitcoin ETFs all attracted significant inflows, reflecting a broad-based rise in risk appetite. Despite the persistent pressure from elevated U.S. Treasury yields, investors are putting their money where their mouth is—betting that this pullback is merely a temporary correction rather than the end of the risk-on rally.

wallstreetcnAug 9 16:26

The U.S. July nonfarm payroll data presents a mixed picture: employment declined while unemployment fell—how do Wall Street analysts interpret this?

The U.S. July nonfarm payrolls report has been released, with mixed signals in the data leaving investors uncertain about the true state of the labor market.

Zhitong FinanceAug 8 14:25

Top 20 by Trading Volume | SpaceX surges another 16%, up 23% over two days since lock-up expiration; AI infrastructure provider Lumentum rises over 6%, set to report latest earnings after market close next Tuesday; memory stocks extend losses, with SanDis

SpaceX, which ranked first in trading volume among U.S. stocks on Friday, rose 15.83%, with a trading value of USD 30.212 billion. According to reports, SpaceX plans to build its own power generation facilities to supply electricity to the large semiconductor manufacturing plant it is jointly developing with Tesla in Texas, USA.

Global Markets UpdateAug 8 06:28

U.S. Markets Close | Weak Jobs Report Dampens Rate Hike Expectations; S&P 500 Hits New Record High. Software Stocks Surge, with Atlassian Jumping 35% Post-Earnings and Palantir Rising Over 10%. Gold Rebounds Strongly Above $4,300.

The S&P 500 rose 0.59% to close at 7,755.61, the Nasdaq Composite gained 1.28% to 26,686.48, and the Dow Jones Industrial Average advanced 0.28% to 54,036.93. All three major U.S. equity indices recorded their largest weekly gains since mid-April this week. Spot gold surged 2.3% to $4,336 per ounce. WTI crude traded at approximately $77.5 per barrel, while Brent crude was around $82.5 per barrel. The yield on the 10-year U.S. Treasury note stood at 4.65%.

wallstreetcnAug 8 06:23

The schedule shows that Worshe never had any phone calls with Trump in June.

Waller’s first full month as Federal Reserve Chair included no meetings or calls with Trump listed on his schedule. The schedule shows that Waller held calls or meetings with members of Congress, White House officials, and private-sector economists, including three breakfast meetings with U.S. Treasury Secretary Bessent.

wallstreetcnAug 8 06:05