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Fed Governor Waller stated that if August inflation continues to improve, he supports keeping interest rates unchanged in September, lowering the probability of a rate hike from 63% the previous day to 52%.

The main focus remains on tonight's non-farm payroll results.

Prior expectations for rate cuts or a hold were merely derailed by the odds of a rate hike.

NVIDIA shares rose +3.21% to $224.41, hitting a new high since late August. Various rumors regarding investments in startups and the actual launch of strategic alliance agreements have been driving the stock. However, as the largest tech chip company by volume, it has matured and its volatility is now contained within limits, leaving little room for significant further upside.

The U.S. Central Command struck Iranian Revolutionary Guard targets on Tuesday; Iran retaliated against U.S. bases in Jordan and Bahrain. Oil prices surged over 5%, with WTI settling up 5.20% at $90.22; Brent crude rose 4.6% to $94.65, hitting a new high.

Geopolitical uncertainty and concerns over the economic outlook are causing confusion and reckless bets among investors.

Fears of a potential escalation in the US-Iran conflict drove oil prices higher, reaching 88.3, with WTI crude at $83.44.

The US Dollar Index continued its two-month downtrend, while the yen kept falling.

The probability of a Fed rate hike has increased to over 50%.

Local bank stocks saw their volatility narrow after short-term fluctuations.

I think we should wait and see. There might be significant swings in the second half of the week.

Fed Chair Kevin Warsh delivered an unexpected hawkish surprise in his keynote speech at the Jackson Hole annual meeting on Friday, warning that inflation trends have not yet "significantly improved" and raising the probability of a September rate hike from about one-third to even odds.

The rate hike news will weigh down the stock market, while bank lending stocks are expected to climb.

Catching this tailwind, shares of Singapore's three major banks are set to see another pullback after dividend payouts.

NVIDIA surged 8.74%, adding $442bn to its market cap in a single trading session, marking the second-largest single-day gain for any stock. Data center revenue reached $89bn (+117% YoY), with Q3 guidance at $108bn.

NVIDIA reversed last week's consecutive declines, which was an inevitable trend; as the industry leader, its position remains unshaken.

Singapore's July core inflation reached 2.0%, a 21-month high, driven by electricity, natural gas, services, and food. The Monetary Authority of Singapore (MAS) has already raised its forecast range for 2026.

The ongoing Gulf conflict will pressure sectors such as transportation, logistics, and aviation, while exacerbating inflation.

International oil prices fell to around $81/bbl (WTI), with Brent crude below $89, as Iran and Oman discussed establishing a temporary joint corridor to reopen the Strait of Hormuz's safe passage.

This price level is gradually returning to rationality; only when crude prices normalize can some extraneous noise be filtered out.

Meanwhile, the US President's tariff trade war is back on the agenda, dealing another blow to capital markets.

NVIDIA fell for the 7th consecutive trading day, closing down 2.91% at $208.48, marking its longest losing streak since 2022 with a cumulative drop of over 7%. This could be an opportunity to enter the market.

If Apple sources memory chips from Chinese suppliers next year, the memory chip sector will likely face further declines, dragging down AI training chips as well.

This would have a significant impact on the entire tech sector.

Bitcoin broke through $75,000 on Friday, marking its best weekly performance in about 2.5 years.

Bitcoin and related derivative financial products have experienced a prolonged slump, with hopes for relief in the near term.

Diversified investment structures represent a relatively healthy strategy.

Oil prices remain near multi-week highs (WTI ~$86, Brent ~$93), with ongoing tensions in the Strait of Hormuz and no signs of a resolution to the US-Iran standoff.

Gold prices are following oil's upward trajectory into a consolidation zone.

The US Treasury has finally been bailed out by the government, though it remains unclear how long this support will last.

Amidst a complex world, the stock market remains serene.

Bitcoin nears $70,000 and gold hits a two-month high of ~$4,480/oz, both driven by dollar weakness following the Treasury's repo announcement.

Will Bitcoin's rebound provide an opportunity for the crypto market?

As a safe-haven asset, gold should play a stabilizing role.

The US 30-year Treasury yield rose to 5.31%, its highest since July 2007, while the 10-year yield hit 4.70%, a full percentage point above the Fed's target range ceiling.

Long-duration assets faced pressure first. Treasuries are at a 20-year low—is this due to market selling, pessimism about future economic prospects, or the frenzy chasing quick profits in tech chip stocks?