AI

22 August 2026
DBS Sees Singapore Inflation and Output Picking Up as Energy Costs and AI Demand Lift Outlook

DBS sees Singapore inflation rising in July; expects stronger SGD, tech upside, amid energy and supply risks.

22 August 2026
TD Securities Sees Warsh Jackson Hole Speech Driving Dollar Volatility Over Directional Moves

TD sees Warsh stressing structural themes, leaving USD direction muted, but volatility rising on inflation-credibility tests.

20 August 2026
MUFG AI flags hawkish July FOMC minutes, but US dollar drift lower persists

MUFG flags mildly hawkish July minutes; AI lifts inflation, tariffs fade, USD bearish bias and options strategies.

18 August 2026
S&P 500 retreats from records as softer US data cools, with AI-led earnings still supportive

S&P 500 dips as data softens; AI-driven earnings surge lowers valuations—options hedge volatility around Nvidia, Jackson Hole.

14 August 2026
European shares finish flat as Hormuz attacks and US drone tariffs outweigh softer US inflation

European stocks finish flat as Hormuz attacks, Iran sanctions and drone tariffs offset softer inflation, AI strength.

14 August 2026
IREN courts AI infrastructure growth with NVIDIA Exemplar Cloud status and Microsoft Horizon 1 delivery

IREN blends renewable-powered Bitcoin mining with AI infrastructure, gaining NVIDIA status and Microsoft delivery, fueling bullish options.

13 August 2026
US equities hit fresh highs as investors watch for rotation into discounted China A50 trade

US stocks hit highs; CHA50/US500 gauges rotation. China cheap, but flows negative; momentum remains US.

12 August 2026
Singapore upgrades 2026 growth outlook on AI-driven activity as UOB lifts GDP forecast

Singapore upgrades 2026 GDP outlook on AI-led strength; MAS likely stays tight, supporting SGD and STI options.

12 August 2026
Singapore lifts 2026 growth outlook as AI boom bolsters manufacturing, trade and financial services momentum

Singapore’s GDP outlook upgraded as manufacturing, finance and AI boom drive growth; traders eye SGD, STI options.

11 August 2026
Standard Chartered sees China’s cost-led reflation sustaining low inflation, yields amid sectoral profit divergence

China’s reflation is cost-led; demand lags supply. Profits concentrated in AI and oil; low inflation, yields persist.

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