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2026.09.28–10.02| MSX Market Outlook

PCE, Payrolls & MU.M Earnings: A Decisive Week for Inflation, Memory and the Fed Heading into the final week of Q3, the market focus is clear: PCE on Wednesday, payrolls on Friday, plus MU.M earnings.

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2026.09.21–09.25 | MSX Market Outlook

U.S.–China Summit, Meta Connect and COST Earnings: AI, Rates and Consumer Resilience in Focus Entering the fourth week of September, the key question is whether tech stocks can keep rising after the

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2026.09.14–09.18 | MSX Market Outlook

FOMC, Dreamforce and Retail Sales: Rate Path, Consumer Resilience and Agentic AI in Focus Entering the third week of September, the market focus shifts from whether the Fed will hike to whether one

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2026.09.07–09.11 | MSX Market Outlook

CPI/PPI, ORCL.M and Apple Event: Rates, AI Cloud and Edge AI Face a Decisive Week Entering the second week of September, the key question is simple: after stronger jobs data, will inflation allow the

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2026.08.31–09.04 | MSX Market Outlook

Nonfarm Payrolls, AVGO.M and AI Infrastructure Earnings: Rate-Hike Expectations, AI Momentum and Jobs Face a Decisive Week As September begins, the market focus shifts from the Jackson Hole rate

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2026.08.24–08.28 | MSX Market Outlook

NVDA.M, PCE and Jackson Hole: AI Capex, Inflation and the Rate Path Face a Decisive Week As the final full trading week of August begins, the market debate has shifted from “Is AI demand still

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2026.08.17–08.21 | MSX Market Outlook

FOMC Minutes, Physical AI and Consumer Earnings: Rates, Robotics and Growth Resilience in Focus As the third week of August begins, the market focus shifts from “Is inflation cooling?” to “Can growth

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2026.08.10–08.14 | MSX Market Outlook

CPI/PPI, AI Infrastructure Earnings and Space Defense: Inflation and Growth Valuations Face Repricing As the second week of August begins, the market focus shifts from “Is employment strong enough?”

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2026.08.03–08.07 | MSX Market Outlook

Nonfarm Payrolls, AMD.M and Memory Earnings: Jobs, AI Expansion and Oil Risk Face a Major Test As August begins, the market focus shifts from the FOMC and Big Tech earnings to employment data,

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FOMC, GDP/PCE and Big Tech Earnings: A Decisive Week for Rates, AI Spending and the Chip Cycle

As July enters its final week, markets face both the FOMC rate decision and a wave of major technology earnings. MSFT.M, META.M, AAPL.M and AMZN.M will test AI capex, cloud growth, advertising

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2026.07.20–07.24 | MSX Market Outlook

Big Tech Earnings, the Semiconductor Cycle and U.S.–Iran Oil Risk: A Major Repricing Week As the fourth week of July begins, the market focus shifts from inflation data to major technology earnings.

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2026.07.13–07.17 | MSX Market Outlook

CPI, Bank Earnings and AI Semiconductor Validation: A Dual Test of Inflation and Profits As the third week of July begins, markets are entering a key window shaped by inflation data, the start of

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