As the new trading week begins, investors are eyeing a blend of policy shifts, economic data, and asset moves that could influence sentiment over the coming days:
Beijing’s Chipmaker Clampdown – China has rolled out a policy requiring foreign semiconductor companies to share a portion of their revenue from Chinese sales with the government. The announcement sent shares of Nvidia, AMD, and Qualcomm lower before the opening bell, with analysts warning of pressure on profitability.
Energy Markets Steady – Oil prices remain anchored near $84 a barrel, with U.S. energy names drawing interest after Alaska approved an accelerated timeline for a major LNG export project. The move could enhance America’s standing in the global natural gas trade.
Crypto’s Big Move – Bitcoin pushed past the $70,000 mark, buoyed by speculation over potential ETF approvals in Asia and growing demand from institutional players. Traders caution that price swings could intensify this week.
Eyes on CPI – The U.S. inflation report due Wednesday is expected to be the week’s most influential economic release. A modest slowdown in headline inflation is anticipated, though sticky core prices remain a concern for policymakers.
Earnings Season Fades – With most companies having already reported, the spotlight is now on the few remaining releases to gauge whether corporate leaders are still optimistic amid higher rates and trade uncertainty.
Futures activity points to a tentative start on Wall Street, but the week’s mix of economic and geopolitical events could quickly shift the tone across equities, commodities, and digital assets.
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