September jobs report stole the spotlight this week. The September jobs report surprised the market this week, with the US adding just 29,000 jobs and Fed rate-hike odds collapsing from about 64% to around 16%. Nvidia announced a record $150 billion buyback and touched a $5.7 trillion valuation, Micron printed a $54 billion quarter, and Brent held above $102 even after the G7 released 100 million barrels of reserves. Carnival and Tesla beat, Nike missed and cut jobs, and the STI slid 1.3% to 5,634.82. Here's the SG/MY playbook for the week ahead.

10-year Treasury yield stole the spotlight this week. Oil's risk premium came roaring back this week after President Trump rejected Iran's offer to reopen the Strait of Hormuz, sending Brent toward $106 a barrel. The 10-year Treasury yield held near its highest level since the 2007-08 financial crisis, AMD's market cap crossed $1 trillion as Meta's Muse AI agent shot to No. 1 on the App Store, and Xi Jinping's Washington visit delivered a $30 billion US-China tariff-cut deal. Costco crushed its Q4 and Jefferies started Singapore's banks with Buy calls on DBS and UOB as the STI closed the week at 5,710.65. Here's the SG/MY playbook for the week ahead.

Fed rate hike stole the spotlight this week. The Fed rate hike everyone priced finally landed — 25bp to 3.75-4.00% on Wednesday, first hike in three years, with a hawkish dot plot signalling one more before year-end. Two days later the BOJ hiked to a 31-year high 1.25% but the yen still weakened past 157. Meanwhile Nvidia's Rubin NVL72 posted a 7.2x benchmark over Blackwell, FedEx crushed with revenue guide to 4-6%, and the STI held at 5,656 (-0.6% weekly) as the shock was pre-priced. Here's the post-FOMC SG/MY playbook for the next six weeks.

Nvidia earnings 2026 stole the spotlight this week. Nvidia earnings 2026 landed with a blowout: $96.2 billion in revenue (+106% YoY), data-center at $89B, and a $108B Q3 guide -- NVDA jumped 8.7% Thursday. Then Fed Chair Kevin Warsh delivered a hawkish shock at Jackson Hole, calling core PCE at 3.7% concerning and pushing rate HIKE odds to 64%. Hot PCE (3.6% core, revised up) confirmed the setup. Gold dropped $134 in a session. Enterprise software (Salesforce, CrowdStrike, Okta) confirmed AI's second act. Here's what actually mattered for SG/MY investors -- and how to reposition into a tape that just flipped from dovish-cut to hawkish-hike in 48 hours.

Nvidia earnings stole the spotlight this week. Nvidia earnings land on Wednesday August 26 with Wall Street looking for ~$28.7B in revenue and a data-center segment near $25B. Fed Chair Kevin Warsh headlines Jackson Hole with markets desperate for September cut clarity. Gold rocketed to a fresh record $4,383 on rate-cut bets and US debt worries. Brent crude slipped to $92.20 as OPEC+ added 188k bpd for September. And Moderna-Merck's mRNA cancer trial succeeded, driving healthcare to its best week since June. Here's what actually mattered for SG/MY investors -- and how to position into a two-way Nvidia print.

CPI cools rate cut stole the spotlight this week. CPI cools rate cut hopes back into focus: July inflation dropped to 3.4% headline / 2.5% core, both a tenth below June, and the S&P 500 pushed to fresh all-time highs mid-week before closing at 7,785 for a third straight weekly gain. Cisco booked $4B of AI hyperscaler orders in a single quarter (full-year $9.3B). CoreWeave signed a fresh $21B Meta deal on top of an existing $14B and grew revenue 112% to $2.58B. Super Micro Computer printed record $11.1B Q4 revenue and guided FY27 to $65-72B -- another ~85% growth. And the Russell 2000 hit a fresh record 3,068 as small-caps finally joined the rally. Here's what actually mattered for SG/MY investors this week.

Stocks record high stole the spotlight this week. US stocks record high week: the S&P 500 closed above 7,600 as the tape spoke loudly. Palantir ripped 29% on 'otherworldly' Q2 earnings driven by AI-sovereign demand. AMD posted a record $11.5B quarter with its data-center segment more than doubling. Oil dropped 5% after President Trump called off an Iran strike and signalled fresh talks. Disney's streaming and parks engines both delivered. And the Dow closed at an all-time high of 53,178 as the Q2 earnings-growth rate tracked +47.4% -- the strongest since 2021. Here's what actually mattered for SG/MY investors this week.

Big Tech earnings stole the spotlight this week. Big Tech earnings week finally had winners and losers. Microsoft added a record $450 billion in market cap in a single day as Azure crossed a $100B annual run-rate. Amazon followed with a $200B quarter and AWS reaccelerating to 37% growth. But Meta cratered 10% on a $145 billion capex balloon, Apple fell 8% on a Services miss, and the Fed's hawkish 9-3 hold sent the Dow -1,153 points -- its worst day since April 2025 -- and pushed the 30-year US Treasury yield to a 19-year high of 5.28%. Here's what actually mattered for SG/MY investors this week.

Alphabet Tesla earnings stole the spotlight this week. Rough week for growth stocks. Alphabet Tesla earnings both landed on Wednesday and both stocks got hit hard -- Alphabet's beat was swamped by a $15B capex hike and the first-ever negative free cash flow quarter in company history, and Tesla's 26% revenue growth couldn't save a 1.4% margin. Oil broke back above $100 as Houthi rebels struck two Saudi tankers in the Red Sea, Intel posted an $11B loss and cut more Data Center jobs, and Chair Warsh's FOMC meeting on July 28-29 now looks like the most important sitting of the year. Here's what actually mattered for SG/MY investors this week.

Chip stocks bear market stole the spotlight this week. Big week, lots of crosscurrents. Chip stocks fell into a bear market after China's Moonshot AI unveiled a surprisingly capable open-weight model, oil broke above $80 as the Iran conflict widened across the Gulf, JPMorgan and Goldman Sachs posted record Q2 results, TSMC and ASML raised guidance even as AI stocks slid, and June's cooler-than-expected inflation print couldn't shake a hawkish tone from Fed Chair Kevin Warsh. Here's what actually mattered for SG/MY investors this week.