What’s New
– US-Iran MoU deadline expires Aug 17; stalemate persists. Iran-Oman agree on Hormuz Strait transit plan; Bessent vows ‘unprecedented’ measures against Iran.
– July Retail Sales MoM -0.6% vs 0.1% expected, prior 0.2%. Amazon promo calendar shift and lower oil prices blamed; market reaction muted.
– NVIDIA and OpenAI near redesigned financing deal; financing guarantee cap cut from ~$250B to under $120B.
Trade Setup
– Thesis unchanged: wait-and-see amid weak data and geopolitical stalemate
– Fed trust deficit keeps Treasury yields elevated. Watch US-Iran progress, oil prices, and Warsh’s Jackson Hole symposium speech late August.
– Cloud ROI debate stabilizes sentiment short-term; high volatility persists. Watch for new industry consensus.
SoDEX Key Assets Watchlist
– US Tech Index（USTECH-100），Oil（CL），Gold（$XAUT）， Bitcoin( $BTC)
– MAG7($NVDA $AMZN $GOOGL $META $MSFT $TSLA $AAPL )，AI（SNDK, MU，AMD，INTC，TSM)#tia #memecoin #bitcoin #crypto #cryptocurrencies #cryptocurrency #cryptonews #cryptoupdates #donaldtrump #trump #cryptohack #hack #bitget #ton #tonblockchain #telegram #ordinals #logx

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