Daily Finance · 08.2801
Today’s Theme
Waiting for the Framework
The speech is pending, but hot inflation and elevated long yields already define the constraint.
10:00 ETFed chair keynote
4.676%U.S. 10-year yield
5.194%U.S. 30-year yield
99.11Dollar index
Risk: Treasury buybacks support liquidity; they are not QE or a yield cap.
Daily Finance · 08.2802
Macro and Central Banks
Inflation Reaccelerates Across Regions
Tokyo, France and Spain all delivered firmer headline signals ahead of September policy meetings.
1.8%Tokyo core CPI
2.0%Tokyo ex-food, energy
2.7%France harmonized CPI
4.5%Spain harmonized CPI
Counter-risk: preliminary data and energy base effects may overstate persistence.
Daily Finance · 08.2803
Markets / Sectors
Strong Results, Narrow Rewards
Technology alone lifted the S&P 500, while Marvell fell after hours despite record revenue and a forecast beat.
+1.57%Nasdaq close
8.7%NVIDIA gain
$2.739BMarvell Q2 revenue
−6%+Marvell after hours
Lesson: contract size is no longer enough; conversion timing and margin quality set the multiple.
Daily Finance · 08.2804
Next Week: Watchlist and Risks
Employment Becomes the Next Test
Claims are low; payroll creation, vacancies and services activity will decide whether resilience is real.
Sep. 1 · 10:00 a.m. ETU.S. ISM manufacturing and July JOLTS: orders, prices and vacancies.
Sep. 2 · 9:45 a.m. ETBank of Canada rate decision: slower growth versus imported inflation.
Sep. 3 · 8:30–10:00 a.m. ETU.S. claims, trade, revised productivity and ISM services.
Sep. 4 · 8:30 a.m. ETAugust U.S. payrolls: whether low layoffs translate into job creation.
Core risk: low layoffs can coexist with weak hiring, while renewed inflation limits the policy cushion.