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| Дата | Привлечение подписчиков | Упоминания | Каналы | |
| 04 сентября | +3 | |||
| 03 сентября | +2 | |||
| 02 сентября | +6 | |||
| 01 сентября | +1 |
Посты канала
Unemployment Rate (United States) {US}
OBSERVATION PERIOD: Aug (Monthly)
ACTUAL : 4.1%
PRIOR : 4.1%
REVISED : --
SURVEY : 4.1% (Mean: 4.1%, High: 4.3%, Low: 4.0%)
Change in Nonfarm Payrolls (United States) {US}
OBSERVATION PERIOD: Aug (Monthly)
ACTUAL : 162k
PRIOR : -23k
REVISED : --
SURVEY : 55k (Mean: 56k, High: 125k, Low: -25k)
| 2 | Нет текста... | 113 |
| 3 | Factory Orders MoM (Germany) {GE}
OBSERVATION PERIOD: Jul (Monthly)
ACTUAL : 2.5%
PRIOR : 3.1%
REVISED : --
SURVEY : 0.3% (Mean: 0.1%, High: 5.0%, Low: -2.0%) | 108 |
| 4 | Нет текста... | 129 |
| 5 | Fed's Waller Opens Door to Rate Hold as Markets Rally; Yen Surges Nearly 2% on BOJ Hike Bets
4 September 2026
Market Snapshot (Previous Close)
📈 S&P 500 Index 7,747.71 (+1.06%)↑
📈 Straits Times Index 5,747.71 (+0.06%)↑
📉 Nikkei 225 Index 64,214.48 (-0.17%)↓
📈 Gold Spot (XAU) 4472.92 (2.08%)↑
🏦 Stocks and bonds rallied after the Fed's Christopher Waller said price pressures were showing signs of easing and he'd be willing to support holding rates at the next meeting. Money markets pared bets on a September hike, with the Dow climbing 1.2%, the Nasdaq 1.4% and the S&P 500 1.06%.
🇯🇵 The yen extended gains to about 1.8% against the dollar as traders boosted bets on a BOJ rate hike and stayed alert to possible intervention, with USD/JPY falling to 155.79.
🤖 Nvidia agreed to buy Hugging Face for about US$13 billion, making the AI platform's co-founders billionaires. Separately, Anthropic is said to be near finalizing a US$15 billion credit facility ahead of its IPO.
🇺🇸🇨🇦🇨🇳 US Trade Representative Jamieson Greer said he's received outreach from Canada but "we haven't had negotiations," while expecting more agriculture-related announcements during Xi Jinping's upcoming visit to Washington.
🥇 Central banks laid the groundwork for gold's recent rebound, buying the metal just before ETF investors returned, suggesting these structural buyers have become price-sensitive and are stepping in on dips.
🇸🇬 Keppel DC REIT's $625 million private placement is set to push Singapore's 2026 secondary equity fundraising past $4 billion, the highest since 2021. Proceeds will largely finance the acquisition of two hyperscale data centres in Greater Tokyo, lifting Japan's share of the REIT's rental income from about 9% to 23% while Singapore remains its largest market at roughly 60%. The new units, upsized from an initial $600 million target after strong demand, begin trading September 10.
👀 Market Focus: Japan sells ¥3.5 trillion of 3-month bills at 11:30am. The main event is the US August jobs report at 8:30pm tonight, with economists expecting a payroll gain of 55,000 - a soft print could reinforce the case for a Fed hold. | 130 |
| 6 | Curated Headlines for 4 September 2026
South China Morning Post
About 4 in 5 young, affluent investors in mainland China turn to offshore assets: study
https://www.scmp.com/business/china-business/article/3366245/about-4-5-young-affluent-investors-mainland-china-turn-offshore-assets-study?module=top_story&pgtype=subsection
China’s tech push fuels fastest profit growth in 4 years amid signs of economic divide
https://www.scmp.com/business/china-business/article/3365975/chinas-tech-push-fuels-fastest-profit-growth-4-years-amid-signs-economic-divide?module=top_story&pgtype=subsection
The Business Times
Oil prices mixed as investors weigh Middle East escalation, chance of Ukraine peace deal
Both oil contracts hit six-week highs during the session
https://www.businesstimes.com.sg/companies-markets/energy-commodities/oil-prices-mixed-investors-weigh-middle-east-escalation-chance-ukraine-peace-deal
US Fed’s Waller says safety premium for Treasuries is gone, pushing neutral rate higher
Waller‘s comments helped push Treasury yields lower on Thursday
https://www.businesstimes.com.sg/companies-markets/banking-finance/us-feds-waller-says-safety-premium-treasuries-gone-pushing-neutral-rate-higher
The Wall Street Journal
Tesla Cybercabs Hit Austin Streets in Expansion of Robotaxi Service
Driverless rides reflect Elon Musk’s push to turn the EV maker into an autonomous-vehicle giant
https://www.wsj.com/business/autos/tesla-cybercabs-hit-austin-streets-in-expansion-of-robotaxi-service-e9845a55?mod=hp_lead_pos6
Nvidia Agrees to Buy AI Platform Hugging Face for $13 Billion
Deal ramps up Nvidia’s efforts to promote open-weight AI models that pose competitive threat to OpenAI and Anthropic
https://www.wsj.com/tech/ai/nvidia-agrees-to-buy-hugging-face-for-13-billion-11929060?mod=hp_lead_pos11 | 111 |
| 7 | +1 FCPO Daily Commentary 04092026 | 130 |
| 8 | Daily Market Updates 03092026 | 139 |
| 9 | +1 FKLI 04092026.pdf | 136 |
| 10 | EIA Natural Gas Storage Change (United States) {US} OBSERVATION PERIOD: Aug 28 (Weekly) ACTUAL : 30
PRIOR : 15
REVISED : --
SURVEY : 31 (Mean: 30, High: 36, Low: 21) | 135 |
| 11 | Net Export Sales Corn-Total (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : 1156.8k
PRIOR : 1097.6k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soybeans-Total (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : 1854.3k
PRIOR : 2552.2k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Wheat-Old (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : 313.5k
PRIOR : 402.5k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Wheat-Total (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : 313.5k
PRIOR : 402.5k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Corn-Old Crop (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : -829.6k
PRIOR : 31.2k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soy Oil-Total (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : 5.3k
PRIOR : 0.4k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soybeans-Old (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : -94.2k
PRIOR : 73.9k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --)
Net Export Sales Soy Meal-Total (United States) {US} OBSERVATION PERIOD: Aug 27 (Weekly)
ACTUAL : 731.2k
PRIOR : 427.5k
REVISED : --
SURVEY : -- (Mean: --, High: --, Low: --) | 143 |
| 12 | Нет текста... | 145 |
| 13 | Нет текста... | 165 |
| 14 | BNM Overnight Policy Rate (Malaysia) {MA}
OBSERVATION PERIOD: Sep 3 (Daily)
ACTUAL : 2.75%
PRIOR : 2.75%
REVISED : --
SURVEY : 2.75% (Mean: 2.77%, High: 3.00%, Low: 2.75%) | 154 |
| 15 | Нет текста... | 158 |
| 16 | Yen Surges Past 158 as Traders Brace for Intervention; Broadcom's AI Payoff Disappoints, Malaysia Rate Decision Due Today
3 September 2026
Market Snapshot (Previous Close)
📈 S&P 500 Index 7,666.60 (+0.46%)↑
📈 Straits Times Index 5,744.10 (+0.59%)↑
📉 Nikkei 225 Index 64,325.64 (-2.85%)↓
📈 Gold Spot (XAU) 4381.68 (+1.22%)↑
🇯🇵 The yen surged over 1% to 158.22 per dollar, leaving traders on alert for intervention as Bessent's pressure on the BOJ puts Governor Ueda in a bind. Japan's 10-year bond yield hit 3% for the first time in three decades, with today's 30-year bond auction set to test investor appetite.
📈 US equities rebounded, with the S&P 500 halting a three-day decline as a slowdown in the oil rally helped sentiment, though WTI settled above US$90 a barrel. Trump said the US remains prepared to attack Iran again at any time.
🤖 Broadcom gave a fourth-quarter forecast that missed analysts' estimates, a sign it's seeing a slower AI payoff than some anticipated. Separately, the Trump administration is preparing broader tariffs on semiconductor imports, with relief for companies manufacturing chips domestically, according to Commerce Secretary Howard Lutnick.
🌐 At the G20, Nvidia CEO Jensen Huang urged member nations to speed up AI adoption, while Bessent criticized the AI industry for failing to build community ties, giving it a "D-minus" on communication. G20 members unanimously adopted US-proposed guidelines favoring a lighter-touch approach to governing AI and emerging technologies.
🇨🇳 PBOC Governor Pan Gongsheng said China has no need or intention to gain a trade advantage through currency depreciation, according to the state-run Securities Times.
🇲🇾 Malaysia's central bank delivers its rate decision at 3:00pm today, with markets expecting it to hold at 2.75%.
🇸🇬 The CGS Fullgoal Singapore Next 50 ETF - the first actively managed ETF benchmarked against the iEdge Singapore Next 50 Index - lists on the SGX today, allocating 80% of its portfolio to the index's constituents. A strong reception could generate additional flows and liquidity for Singapore's small- and mid-cap stocks.
👀 Market Focus: Australia's July trade data is due at 9:30am, followed by China's August RatingDog services and composite PMIs at 9:45am. India's HSBC services and composite PMIs are due at 1:00pm, and RBA's Sarah Hunter appears before a Senate committee on housing inequity at 1:15pm. Markets will continue watching for any signs of BOJ or MOF intervention on the yen, alongside developments on the Iran conflict.7009:19 AM | 154 |
| 17 | +1 FCPO Daily Commentary 03092026 | 175 |
| 18 | Daily Market Updates 02092026 | 186 |
| 19 | +1 FKLI 03092026.pdf | 183 |
| 20 | +1 FKLI Daily Commentary 03092026 | 1 |
