📊 I’m watching TSMC’s Q3 earnings closely because they can give us clues about whether AI demand is still strong. If companies like Nvidia and other AI leaders continue spending heavily on chips, semiconductor stocks could benefit. However, hotter inflation and rising producer prices may keep interest rates higher for longer, putting pressure on growth stocks and long-term bonds. 🇺🇸 I’ll also watch US retail sales and jobless claims for signs of consumer strength and labour-market weakness. Strong data may support the economy but delay rate cuts, while weaker data could increase market volatility.@Captain's Watch
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