📊 **Finance markets are heading into a pivotal week.**
A stronger-than-expected U.S. jobs report has changed the conversation around interest rates. Employers added **162,000 jobs in August**, versus roughly 56,000 expected, while unemployment held at 4.1%. The surprise pushed Treasury yields higher and increased expectations that the Federal Reserve could raise rates at its September 15–16 meeting.
Wall Street reacted cautiously: the **S&P 500 fell 0.38%, the Dow dropped 0.51%, and the Nasdaq slipped 0.29%** on Friday. U.S. markets are closed today for Labor Day.
Meanwhile, Asian markets are showing a split picture. Japan’s Nikkei gained around **1.7%** and South Korea’s Kospi jumped **3.3%**, helped by strength in semiconductor stocks, while Hong Kong and mainland China traded lower.
Energy remains another major risk: **Brent crude is trading around $97 a barrel**, while OPEC+ has agreed to keep October production steady amid continuing supply disruptions and geopolitical tensions.
👀 The next major catalyst is **U.S. inflation data on September 11**, just days before the Fed decision.
The big question for investors: can resilient economic growth continue without forcing monetary policy even tighter?
🤖 Nvidia ($NVDA) just made history, its first-ever year-ahead revenue forecast! 📊
Fiscal 2028 revenue guidance: 70% growth, blowing past the 44% analysts expected 🚀
This comes right after a blowout quarter: 📍 Revenue more than doubled to $96.22B (+106% YoY) 📍 Data center revenue hit $89B (+117% YoY), now 92% of total sales 📍 Shares jumped ~8.7%, lifting the entire semiconductor sector 📈
CEO Jensen Huang says AI has crossed into "productive, profitable work" and demand may exceed even this record guidance 👀
But it's not all upside ⚠️ 📍 Growth is supply-constrained (memory shortages driving costs up) 📍 Supply commitments more than doubled to $279B in one quarter 📍 The forecast excludes China entirely — a major geopolitical wildcard
Is Nvidia truly on track to overtake Apple and Alphabet in revenue, or is this forecast too good to be true? 🤔
🌍 **Markets are starting the week with a new inflation dilemma.**
Oil is back near **$97/barrel for Brent**, as geopolitical tensions around the Strait of Hormuz raise concerns about energy supply. That matters because higher energy prices can feed directly into inflation — and potentially keep interest rates higher for longer.
At the same time, Asian tech stocks are rallying, helped by optimism around AI and stronger economic data. But investors are facing a difficult balancing act: **growth vs. inflation, risk appetite vs. higher yields.**
🇷🇴 **Romania is worth watching too.** The BET index closed Friday at **34,414 points, down 1.03%**, after reaching an intraday high of almost 34,969. The index remains heavily influenced by banks and energy names such as Banca Transilvania, OMV Petrom, Romgaz and Hidroelectrica.
One particularly interesting development: **Electro-Alfa International could enter the BET index**, potentially replacing Sphera Franchise Group following the latest index review.
📌 **The big question for investors this week:** If energy prices remain elevated, will inflation become the dominant market story again — and how will that affect Romanian equities and bonds?
De la Brexit la „Bregret”: La 10 ani de la votul pentru ieşirea din UE, regretul continue să domine Marea Britanie, din cauza problemelor economice, al imigraţiei ridicate şi al unei societăţi tot mai polarizate
J'ai passé un bon moment hier soir avec @Frenchie_ et @RodolpheSteffan , c'était cool, personne plus haut qu'un autre, on s'écoutait, en fait cela devrait être çà les réseaux sociaux, échanger dans le respect même si pas d'accord tout le temps, merci pour l'invit @Frenchie_ https://t.co/ak1QjSiub2
When I look back to my time as an investment bank trader, there was a fascination with this holiday, where it fell in the year, and how it impacted markets.
The general attitude was we are into the final straight of the year.
If you are
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Et pour les passioné(e)s de trading et finance, je lance The Quaestor Edition un magazine trimestriel. Inscription gratuite pour le recevoir en octobre : https://t.co/juMnO3uI1jhttps://t.co/71hbhF6RXV
Un truc intéréssant s'est passé hier dans la tech, avec son lot de mystère
Un ingénieur de Cognition (la boîte derrière l'agent codeur https://t.co/qnqjMXFdtC) a factorisé RSA-256, un nombre à 256 chiffres publié en 1991 comme "défi mathématiques". Personne n'avait réussi en 35 https://t.co/TTkC8vMVwm
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Smart retirement-savings strategies can save a lot of taxes, if you can take advantage of them. Here’s some ways to play the retirement tax guessing game. https://t.co/ACLpZu5RDM
norway manages the largest sovereign wealth fund in the world — around $2.3 trillion.
now its central bank wants to cut the share of government bonds in its bond portfolio from 70% to 50%. that could mean roughly $80 billion less invested in u.s. treasuries. the interesting part? for decades, government debt was the boring “safe” place for enormous pools of money. when one of the world's biggest investors decides it can afford to own less of it, that's worth paying attention to.
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