In today’s briefing:
- Ohayo Japan | US Stocks Stall as Hot Inflation Data Dampens Rate Cut Hopes
- Japan Morning Connection: US Looking to Take a Stage in INTC Will Ensure Fab Ambitions
- Russia for Oil, US for Exports: India’s Dual-Track Dilemma
Ohayo Japan | US Stocks Stall as Hot Inflation Data Dampens Rate Cut Hopes
- July’s PPI rose 0.9% month-over-month versus expectations of 0.2%, with annual prices climbing 3.3%
- Stocks flat to down slightly: Intel jumped 7% on reports the Trump administration is considering taking a stake in the chipmaker.
- Minebea Mitsumi raised its tender offer price for Shibaura Electronics to 6,200 yen per share from 5,500 yen, matching the hostile bid from Taiwanese electronic components firm Yageo.
Japan Morning Connection: US Looking to Take a Stage in INTC Will Ensure Fab Ambitions
- AMAT number after market missed showing a slowdown in Chinese demand and licensing delays.
- INTC news positive for SPE suppliers but demand will be tempered in light of AMAT.
- Coach owner taking a hit on tariff costs sends a warning to likes of Este Lauder who reports next week.
Russia for Oil, US for Exports: India’s Dual-Track Dilemma
- US slaps a sweeping 50% tariff on Indian goods over Russian oil imports, reshaping trade priorities and market calculations.
- India risks losing its $87B US export engine, while competitors like Vietnam and Bangladesh eye the gap to seize market share.
- Energy security keeps Russia close, but economic reality keeps the US vital, making India’s next trade moves a high‑stakes balancing act.
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