Marco Zarantonello @ZaraBullish: "𝐂𝐨𝐟𝐟𝐞𝐞 & 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 ▪️ 𝗦𝗘𝗠𝗜𝗖𝗢𝗡𝗗𝗨𝗖𝗧𝗢𝗥𝗦 Global chip..."

Italy

𝐂𝐨𝐟𝐟𝐞𝐞 & 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 ▪️ 𝗦𝗘𝗠𝗜𝗖𝗢𝗡𝗗𝗨𝗖𝗧𝗢𝗥𝗦 Global chip stocks remained volatile after Chinese memory chipmaker CXMT surged more than 460% in its Shanghai debut, intensifying competition in the memory market. Meanwhile, South Korea’s KOSPI came under pressure as Samsung Electronics and SK Hynix declined. ▪️ 𝗙𝗘𝗗 Markets enter August with the Federal Reserve maintaining rates at 3.50%–3.75%, while investors look ahead to September’s meeting for further policy guidance. ▪️ 𝗨𝗦 𝗠𝗔𝗖𝗥𝗢 Investors continue to balance signs of moderating economic growth with resilient corporate earnings, keeping expectations for the Fed broadly data-dependent. ▪️ 𝗨𝗦–𝗜𝗥𝗔𝗡 Oil markets remain focused on the Middle East. Ongoing tensions and shipping disruptions continue to support energy prices, although no major escalation has emerged since last week’s military exchanges. ▪️ 𝗢𝗜𝗟 Brent crude held near $90.70/barrel, supported by persistent supply concerns and geopolitical risks. Shell reported double-digit profit growth, benefiting from elevated oil prices and strong refining margins. ▪️ 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟𝗦 Lloyds Banking Group announced a £13 billion technology investment program through 2030, focused on digital banking and next-generation payment solutions. ▪️ 𝗠𝗜𝗡𝗜𝗡𝗚 Mining companies Zijin Mining and Allied Gold terminated their proposed $3.9 billion merger after prolonged regulatory delays. ▪️ 𝗖𝗥𝗬𝗣𝗧𝗢 & 𝗣𝗥𝗘𝗖𝗜𝗢𝗨𝗦 𝗠𝗘𝗧𝗔𝗟𝗦 Gold rebounded above $4,050/oz, remaining roughly 20% higher over the past year. Bitcoin held above $63K, supported by steady ETF demand, while Ethereum traded near $1,880 with U.S. spot Ethereum ETFs recording more than $100 million in weekly inflows. ▪️ 𝗠𝗔𝗥𝗞𝗘𝗧 𝗟𝗘𝗩𝗘𝗟𝗦 * S&P 500: ~5,520 * Bitcoin: ~$63.5K * Gold: ~$4,055/oz * Brent crude: ~$90.70/barrel —————— 𝑴𝒚 𝑺𝒕𝒓𝒂𝒕𝒆𝒈𝒚 • 𝘊𝘶𝘴𝘵𝘰𝘮𝘪𝘻𝘦𝘥 𝘋𝘰𝘶𝘣𝘭𝘦-𝘋𝘰𝘸𝘯 𝘚𝘵𝘳𝘢𝘵𝘦𝘨𝘺: 𝘢𝘪𝘮𝘴 𝘵𝘰 𝘪𝘮𝘱𝘳𝘰𝘷𝘦 𝘺𝘦𝘢𝘳-𝘰𝘷𝘦𝘳-𝘺𝘦𝘢𝘳 𝘳𝘦𝘵𝘶𝘳𝘯𝘴 𝘶𝘴𝘪𝘯𝘨 𝘢 𝘲𝘶𝘢𝘯𝘵𝘪𝘵𝘢𝘵𝘪𝘷𝘦 𝘢𝘱𝘱𝘳𝘰𝘢𝘤𝘩 • 𝘚𝘵𝘰𝘤𝘬-𝘱𝘪𝘤𝘬𝘪𝘯𝘨 𝘢𝘭𝘨𝘰𝘳𝘪𝘵𝘩𝘮 𝘥𝘳𝘪𝘷𝘦𝘯 𝘣𝘺 𝘯𝘢𝘳𝘳𝘢𝘵𝘪𝘷𝘦 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴 𝘢𝘯𝘥 𝘦𝘴𝘵𝘢𝘣𝘭𝘪𝘴𝘩𝘮𝘦𝘯𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘨𝘢𝘵𝘪𝘰𝘯𝘴 𝘊𝘰𝘱𝘺 𝘮𝘺 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 𝘵𝘰 𝘵𝘳𝘢𝘥𝘦 𝘸𝘪𝘵𝘩 𝘢 𝘵𝘦𝘴𝘵𝘦𝘥, 𝘴𝘰𝘭𝘪𝘥 𝘴𝘺𝘴𝘵𝘦𝘮, 𝘥𝘦𝘴𝘪𝘨𝘯𝘦𝘥 𝘧𝘰𝘳 𝘨𝘳𝘰𝘸𝘵𝘩, 𝘧𝘭𝘦𝘹𝘪𝘣𝘪𝘭𝘪𝘵𝘺 𝘢𝘯𝘥 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘱𝘳𝘰𝘵𝘦𝘤𝘵𝘪𝘰𝘯 𝘔𝘪𝘯𝘪𝘮𝘶𝘮 𝘤𝘢𝘱𝘪𝘵𝘢𝘭: $200 (𝘧𝘰𝘳 𝘯𝘰𝘸) 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘯𝘰𝘵 𝘢 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦 𝘰𝘧 𝘳𝘦𝘵𝘶𝘳𝘯𝘴. 𝘔𝘢𝘳𝘬𝘦𝘵𝘴 𝘢𝘳𝘦 𝘶𝘯𝘤𝘦𝘳𝘵𝘢𝘪𝘯, 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘢𝘭𝘸𝘢𝘺𝘴 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬. $SPX500 $NSDQ100 $BTC $OIL

Not investment advice. The author may have financial interests in the mentioned instruments.