1. Nvidia Next
Nvidia’s winning report on 27 August will have a greater meaning after Tech shares stumbled this week on some caution compared to the AI tree.
The dominant position in AI chips led to a new rising performance in 2025. Last month it became the first company to top $ 4 trillion to market value.
Any comment from the AI Bellwether with regard to demand and expenditure can have broad consequences for companies that are exposed to technology.
The focus could also fall on the Nvidia deal with the Trump administration, which gives the US government 15% of sales from the sale of some advanced chips in China.
The US commercial secretary Howard Lutnick investigates the government that the use of Equity in Intel and other chip makers takes in exchange for subsidies under a federal act that aims to encourage factory structure in the US, sources say.
2. Prices in Peace
Worldwide defense shares have had a beating on signs that peace could return to Ukraine, although geopolitical analysts warn that it is much too early to start prices in a “peace dividend”. The sector is in tear most of 2025, because conflicts in the middle and Ukraine and the American pressure, encourage governments to increase defense issues.
This has helped shares such as the RTX Corp, the parent company of Defense Contractor Raytheon, to be pushed around 35% higher this year. The S&P 500 has risen by 9%.
The German Rheinmetall has risen by 160% and the Italian space giant Leonardo Spa has still risen 73%, even after this week’s sale.
A de-escalation in the war in Ukraine could lead to further selling, but not much in view of the global large power play that takes place, say strategists.
Given that most countries are seen as “behind the curve” for the expenditure for defense, the sector remains in favor.
3. Exit strategy
Political paralysis in Japan exerts pressure on the bond market, with 10-year bond returns that achieve the highest since 2008, and 30-year-old returns on all time.
Calls remain to Prime Minister Shigeru Ishiba to resign after a loss of bruising in the elections of the recent Senate, but his refusal has kept concerns about a loosening of tax reluctance to set up on emerging opposition parties.
Things can come to a peak next week, with the prevailing liberal Democratic Party of Ishiba because of the release of a factual report on the reasons for the poor poll shown by the end of the month.
Some observers think that this could offer the timing for an elegant exit, because it also enables Ishiba to erase the most important diplomatic meetings with the leader of South Korea and the Indian Narendra Modi a week later.
4. Looking at Mr. Binding
While the technical sale grabbed newspaper heads, renewed pressure in bond markets went a bit under the radar.
The German and French returns of 30 years of bonds this week have risen to their highest since 2011, the Japanese yields have been sold again at their highest years, in the VK-long bonds and US 30-year returns fluctuate almost 5%.
Of course, the reasons for sale are well established: debt levels rise, so governments must sell more bonds. Some like Japan must increase rates, others, including the US and the UK face, still sticky inflation.
Some think that quickly applies can start positioning for a crisis. The fact that the sales pressure continues on bonds is in itself a concern for governments that are now looking forward to meaningful quantities of their income for payments for debt services.
The sale can be a harbinger of what comes in September when Supply records.
5. Hide and search
The Senegal of West -Africa is waiting for the results of an international mission of the Monetary Fund, which will be concluded on Tuesday, to unleash his gigantic hidden debts and to move forward.
The size of the hidden debts, which the IMF Paks at $ 11.3 billion, has been balloon since September 2024, when the then new leaders first marked the issue. Please note, the hidden scandal scandal of Mozambique “tuna bonds” is up to only a few billion.
Investors watch. A communique could shed light on what the IMF then does, after he had insisted a better debt report on emerging markets for years.
Senegal’s scandal is a black eye for the fund, because it had a monitoring program at the time.
The IMF must now balance the need to show consequences for the wrong reporting while Senegal is punctured for openness.
Investors hope that the fund will continue with a long -awaited incorrectly reporting exemption after the mission, so that the road is cleared for a new program. Senegal would have to pay back without an exemption.
#world #market #themes #coming #week