Fed minutes showed most officials view higher inflation risk as more serious than labor-market weakness. TradeStation analysts said the documents align with Powell's hawkish tone. Some strategists expect any September rate cut to be cautious and data-dependent. #Fed #FiatNews

Analysts offered mixed takes: Matt Maley said the key question is whether the tech drop is a short blip or a deeper correction. Mark Hackett highlighted investor fatigue after a ~30% rally since April. JPMorgan called today's action a 'test for dip-buyers'. #markets #FiatNews

Technology selloff continued as mega-cap names lagged. Nvidia fell about 3% over two days; Palantir lost roughly 20% over six days before trimming some losses. Investors fear the Fed may not ease policy as anticipated ahead of Powell's speech. #NVIDIA #Palantir #NASDAQ #FiatNews

US stocks dipped after Fed minutes confirmed inflation remains central concern: S&P 500 -0.27%, Nasdaq 100 -0.67%, Dow Jones +0.02%. Two-year Treasury yield held near 3.74%. Markets are awaiting Jerome Powell's Jackson Hole remarks for further signals. #Fed #JacksonHole #S&P500 #FiatNews

Corporate investment is surging, but benefits may not be evenly distributed. In Q2, investment spending in the market-cap-weighted S&P 500 rose by almost 25% year‑on‑year, driven largely by major tech firms, while the median S&P 500 company increased investment by only about 4%. R&D gaps are noticeable too; dividends are similar across groups and buybacks roughly stagnated year‑on‑year. #S&P500 #AI #Investing The divergence follows a decade in which big tech profits pulled away from the rest of the market. Five‑year earnings‑growth forecasts from Yardeni Research show about 14% annual growth for the overall index, 19% for information technology and 22% for health care (telecoms ~1pp below the market). Analysts expect the rapid profit growth of the Mag7 to converge with the rest of the market by the end of next year; whether it resumes higher afterward will affect how investors judge the return on new investments. How the gains from AI and related investments are allocated remains uncertain. One outcome is higher corporate profitability and free cash flow (FCF) for firms; another is stronger competition that erodes excess profits and benefits consumers. A range of partial equilibria is possible—from several dominant AI models to a single exceptional platform—illustrated by examples like Apple and Microsoft. Recent episodes such as the DeepSeek development have highlighted expert disagreement about the industry impact and competitive implications. #Apple #Microsoft #FiatNews

Upcoming US and EU data and corporate schedule: Key releases include August PMIs for Germany, the Eurozone and the US, US jobless claims and the Philadelphia Fed index. Corporate events: Walmart reports tomorrow; Intuit and Zoom release after the close. Markets will parse these for growth and demand signals. #PMI #Walmart #WMT #FiatNews

Bond market watch ahead of Jackson Hole: Traders are pricing a high probability of Fed easing, and bond markets are focused on Jerome Powell’s Jackson Hole speech for confirmation of the path for interest rates and potential timing for cuts. #bonds #Fed #FiatNews

Pop Mart posts blockbuster growth: Chinese collectible toy maker Pop Mart reported record half‑year results with roughly 400% profit growth and a sharp rise in sales, buoyed by global demand for its Labubu dolls; the company’s performance outpaced peers including Mattel. #PopMart #FiatNews

Estée Lauder issues weak outlook amid tariff costs: The cosmetics group cut its fiscal outlook, citing tariff-related expenses. It now expects adjusted EPS of $1.90–$2.10 for the year ending June 2026, below Bloomberg survey estimates, pressuring the stock. #EsteeLauder #FiatNews

CSG unit wins US ammunition plant contract: MSM North America, part of the Czechoslovak Group (CSG) owned by Michal Strnad, secured a US Army contract to build a factory for filling large‑calibre ammunition. The project is valued at more than 13 billion (currency not specified). #CSG #FiatNews