#STOCK Key points from the macroeconomic outlook for US stocks this week (August 17 to August 18):
*The central theme for US stocks this week centers on a “deep read” of the minutes from the Federal Reserve’s July meeting (watch for whether dovish or hawkish voices are isolated and their impact on the September rate-hike pricing), the continued validation of consumption and the real estate sector resilience through housing data and retail/sales and financial reports, and guidance related to the AI infrastructure segment (Fabrinet’s optical interconnect, ADI energy sources/data centers).
August 17 (Monday)
1. The United States will release the New York Fed’s August manufacturing index (Empire State), the NAHB August homebuilders index; and June ICT capital flow data;
2. Fabrinet (FN) will publish its financial reports after the market close (validating demand for optical interconnects for AI data centers, DCI modules and optical communications, with close attention);
3. China will publish data such as industrial value added, retail sales, and investment in fixed assets for July (which affect global risk appetite and the reflection of foreign-listed Chinese companies).
August 18 (Tuesday)
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The United States will release July building permits and housing starts, import/export price indices, industrial production and the capacity utilization rate, and pending home sales;
- Home Depot (HD) will publish its financial reports before the start of trading, with the core validation of demand for home improvement
$BTC $XAU $ETH
*The central theme for US stocks this week centers on a “deep read” of the minutes from the Federal Reserve’s July meeting (watch for whether dovish or hawkish voices are isolated and their impact on the September rate-hike pricing), the continued validation of consumption and the real estate sector resilience through housing data and retail/sales and financial reports, and guidance related to the AI infrastructure segment (Fabrinet’s optical interconnect, ADI energy sources/data centers).
August 17 (Monday)
1. The United States will release the New York Fed’s August manufacturing index (Empire State), the NAHB August homebuilders index; and June ICT capital flow data;
2. Fabrinet (FN) will publish its financial reports after the market close (validating demand for optical interconnects for AI data centers, DCI modules and optical communications, with close attention);
3. China will publish data such as industrial value added, retail sales, and investment in fixed assets for July (which affect global risk appetite and the reflection of foreign-listed Chinese companies).
August 18 (Tuesday)
-
The United States will release July building permits and housing starts, import/export price indices, industrial production and the capacity utilization rate, and pending home sales;
- Home Depot (HD) will publish its financial reports before the start of trading, with the core validation of demand for home improvement
$BTC $XAU $ETH