Charis Hadjigeorgiou @Eknos1: "As we head into the..."

Cyprus

As we head into the week, here are the key themes shaping the markets: 1. U.S. Futures & Inflation Watch U.S. stock futures are ticking higher as markets brace for critical inflation data midweek — Producer Price Index (PPI) on Wednesday and Consumer Price Index (CPI) on Thursday. Investors are also pricing in a likely quarter-point rate cut from the Federal Reserve in mid-September. 2. Gold Hits New Highs Gold surged to record levels, driven by geopolitical tensions and rising expectations for Fed easing. 3. Oil Firms Modestly Oil markets rebounded after OPEC+ agreed to only a modest output increase, amid doubts over members’ ability to deliver. 4. Global Market Trends A broad-based leadership is emerging across global indices — even beyond the U.S. At the same time, the “Magnificent Seven” continue massive AI investments, which may weigh on margins short term but strengthen long-term positioning. 🔑 Strategic Insight for Copiers Why this matters: Inflation readings and monetary policy shifts could spark volatility — but also opportunity. Our playbook: Stick with quality, long-term compounders. Think AI leaders, defensive names like gold, and select energy exposure. Looking further ahead: Post-CPI market enthusiasm will be key for momentum into year-end. 👉 Focus remains on long-term winners: $AAPL (Apple) (Apple) | $MSFT (Microsoft) (Microsoft) | $NVDA (NVIDIA Corporation) (Nvidia) | $TSLA (Tesla Motors, Inc.) (Tesla) | $AMZN (Amazon.com Inc) (Amazon)

5 Mentioned

AAPL

MSFT

NVDA

TSLA

AMZN

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