Market Overview
每周主要事件 (August 11 – August 15)
2025.08.11
This week’s market focus: US-China trade deadline, geopolitics, US inflation, and RBA meeting
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Inflation in China remained flat. Nvidia and AMD will share revenue from chip sales to China with the US government
2025.08.11
Nvidia and AMD have agreed to a deal with the US government to share 15% of the revenue from certain chip sales to China in exchange for export licenses for Nvidia's H20 and AMD's MI308 chips.
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Bank of Mexico cuts interest rate to 7.75%. Trump announces 100% tariff on imported microchips
2025.08.08
The Nasdaq 100 posted a modest gain, initially supported by semiconductor stocks after Trump announced a 100% tariff on imported microchips, excluding US manufacturers. However, sentiment quickly dete...
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Oil prices fell below $65 per barrel. The RBA and RBNZ are likely to cut rates further in August
2025.08.07
WTI crude oil prices reversed earlier gains on Wednesday and fell by 1.2% to $64.30 per barrel, marking the fifth consecutive decline and hitting a new six-week low. Prices initially rose on supply co...
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The Reserve Bank of India kept interest rates unchanged. In Vietnam, inflationary pressures continue to ease
2025.08.06
Vietnam’s annual inflation rate fell to 3.19% in July 2025 from 3.57% in June, marking the lowest level in three months. Meanwhile, core inflation, excluding volatile items, slowed to 3.30% in July fr...
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Stock indexes returned to growth amid renewed hopes for a September Fed rate cut
2025.08.05
The indexes' growth was fueled by renewed hopes for a September Fed rate cut following a weak July employment report and a downward revision of data from previous months. In response, President Trump...
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Weak US labor market data increased the likelihood of a Fed rate cut. Oil prices fall amid rumors that OPEC plans to raise production
2025.08.04
WTI crude oil prices fell by 2.7% to $67.3 per barrel on Friday amid reports that OPEC and its allies may soon agree to raise output. Market sentiment also deteriorated following newly signed tariffs...
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每周主要事件 (August 04 – August 08)
2025.08.04
Markets focus on trade tensions amid a light economic calendar
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Stock indices decline amid renewed trade uncertainty and economic concerns
2025.08.01
All three major US indices ended Thursday lower, as gains in Microsoft and Meta shares failed to lift the broader market amid renewed trade uncertainty and growing economic concerns. Market sentiment...
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FOMC, BoC, and BoJ expectedly kept interest rates unchanged
2025.07.31
The US stocks ended mostly lower on Wednesday after the Federal Reserve kept interest rates unchanged at its July meeting, as investors digested a wave of earnings reports.
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