Kevin Pando @Kevin_Pando: "Markets have a lot to..."

Italy

Markets have a lot to digest this week. Geopolitics remains in focus after fresh exchanges between the U.S. and Iran, with both sides disputing control and navigation through the Strait of Hormuz. Any further disruption could keep energy prices volatile and complicate the inflation outlook. At the same time, investors are preparing for the U.S. CPI report, one of the most important macro releases of the month. A hotter-than-expected reading could reinforce higher-for-longer rate expectations, while a softer print may support hopes for future Fed easing. On the corporate side, TSMC reported a remarkable 68% year-over-year increase in June revenue, highlighting that AI-related demand remains exceptionally strong despite the uncertain macro backdrop. This will likely keep semiconductor stocks under the spotlight. This week could be driven by three key themes: - Inflation - Geopolitics - AI demand Which do you think will have the biggest impact on markets this week? $SPX500 $NSDQ100 $RTY $OIL $GOLD $NATGAS $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) $ASML (ASML Holding NV)

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

CPI surprises higher

100.00%

CPI comes in lower

100.00%

Iran tensions escalate

100.00%

AI keeps leading

100.00%