AI Memory Boom Sparks Global Chip Supply Crunch 
Trump’s Iran Strategy: What Has Been Achieved After Three Months of Conflict? 
Bank Regulation Rollbacks in the U.S. and UK Could Increase Financial Risks, Study Warns 
SpaceX Stock Gets $175 Target as Analysts See Massive Growth Ahead 
Morgan Stanley Sees Chinese Auto Market Recovery Gaining Momentum in Late Summer 
J.P. Morgan Sees Potential Vestas Guidance Upgrade Amid Strong Wind Energy Demand 
Silver Cracks Key 365-Day EMA for First Time Since Feb 2024; Bears Eye $50 on Rallies 
World Cup technology: from ref cams to AI analysts, cutting-edge research is changing the game 
Sell the Bounce": Gold Rally Stalls Near $4165 as Fed Hawks Slam the Door on Rate Cuts — Targets $4000/$3600 
Goldman Sachs: US Dollar Likely to Stay Strong Despite Oil Price Retreat 
China’s AI Manufacturing Boom Masks Weak Consumer Economy, Citi Says 
Today’s space race could turn fatal if we don’t agree on new rules 
Lots of economic dockets scheduled for today, with high risks associated.
Data released so far:
- Australia - Westpac consumer confidence plunged by -3.2% in July.
Upcoming:
- Australia - New motor vehicle sales to be released at 1:30 GMT.
- China - Lots of releases scheduled from China today. GDP for second quarter to be released at 2:00 GMT. Data on New Yuan loans to be released at 2:30 GMT, followed by Industrial production, retail sales and urban investment data at 5:30 GMT. Growth in FDI is also scheduled for today.
- Japan - BOJ will announce monetary policy today, sometime during Asian hours, followed by Press conference.
- France - Consumer price index to be released at 6:45 GMT.
- UK - UK ILO unemployment stat to be released at 8:30 GMT.
- Portugal - Consumer price index and global trade balance scheduled for release today.
- US - Lots of economic released and events scheduled from US today. MBA mortgage application to be released at 11:00 GMT, followed by Empire state manufacturing at 12:30 GMT. Industrial production will be released at 13:15 GMT and producer price index at 13:30 GMT. FED president Janet Yellen is scheduled to speak at 14:00 GMT. EIA will release crude oil inventory report at 14:30 GMT.
- New Zealand - Global dairy auction trade to be released today. Business PMI to be released at 22:30 GMT, followed by consumer price index at 22:45 GMT.
- Canada - Manufacturing shipments to be released at 12:30 GMT. Bank of Canada will announce monetary policy at 14:00 GMT, followed by press conference at 15:15 GMT.
