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27.08.2026 03:22 PM
The EUR/USD pair has frozen in a narrow range of 1.1640 to 1.1680, reflecting traders' confusion. The reason is the conflicting messages from American statistics: the economy has formally slowed down (GDP fell to 1.5%), but its fundamentals remain strong due to robust domestic demand, while inflation stubbornly exceeds the Fed's targets. This "cocktail" of facts has provided the dollar with no basis for confident growth or decline.
Two events, set to unfold this Friday, could relieve the tension and pull the market out of its stupor. First, the head of the Fed, Kevin Warsh, will speak at the Jackson Hole symposium, and his words may set a new direction for the market. Secondly, investors are looking forward to a substantial benchmark revision of the US labor market. This will be a massive "tax census" based on QCEW data, covering 95% of all jobs in the country. The combination of these two powerful factors has the potential to break the current balance of power and provide the market with a long-awaited impetus to exit the sideways movement. More details in the link.
A slight rise in inflation in the US went almost unnoticed by the markets: all investor attention is focused on the upcoming speech by K. Warsh in Jackson Hole. Traders are divided in their opinions: some expect an interest rate hike from the Fed in light of the new data, while others consider the summer price surge temporary and are confident that the regulator will maintain the current conditions. The dollar has slightly strengthened, while stock indices and bonds have entered a sideways movement.
The key factor for further movements is the signal from Warsh. If he indicates that interest rate hikes are not planned in the near future, the dollar will likely resume its decline, especially in light of possible tightening by other global central banks. However, there's no need to rush before the speech: today the markets will remain quiet, and major currency pairs will continue to move within narrow ranges. More details in the link.
Wall Street was suffering from fears over inflation and sky-high valuations of tech giants, but Nvidia's fresh report became a real lifesaver for the market. The main question is whether the artificial intelligence boom can overcome macroeconomic risks. The unequivocal answer is yes. The largest AI chip manufacturer has proven that the technological revolution is not slowing down, providing investors with a long-awaited reason for optimism amid troubling economic news.
The company's financial results were impressive: revenue doubled year-on-year, data center income soared by 117%, and the forecast for 2028 promises a further 70% growth. Nvidia's shares reacted immediately with a nearly 5% jump, pulling the entire American market upward—futures for the S&P 500, Nasdaq 100, and Dow Jones confidently rose. This triumph vividly demonstrated that investors' faith in the limitless potential of AI is far stronger than any economic concerns. More details in the link.
The second quarter of 2026 marked a record decline for the smartphone market—global shipments plummeted by 11%, setting a new anti-record since 2013. However, amid this crisis, Apple staged a real triumph: the basic iPhone 17 became the best-selling gadget on the planet, while its higher-end versions, Pro Max and Pro, confidently claimed the second and third spots in the rankings. The Cupertino company completely occupied the podium, proving that in unstable times, consumers increasingly opt for reliable premium products.
The only challenger to Apple's hegemony was the Samsung Galaxy S26 Ultra, which made a record leap to fourth place. This market shift toward expensive devices is explained by the global chip shortage: due to rising component prices, manufacturers are massively withdrawing from the budget segment, focusing on ultra-profitable flagships. As a result, both Apple and Samsung secured five spots each in the top 10 and accounted for 26% of all global sales. The industry is contracting, but tech giants are becoming even richer. More details in the link.
