Hokanews

• Global financial markets are entering a critical week focused on the Federal Reserve's upcoming interest rate decision and the release of July PCE inflation data. • Investors are closely monitoring these economic indicators alongside consumer confidence reports and earnings results from major tech giants. • These events are significant as they are expected to dictate the immediate trajectory of stocks, bonds, commodities, and cryptocurrencies.

• Traders on the prediction market Polymarket have reduced the odds of U.S. inflation exceeding 4.5% in 2026 to just 25%. • This shift indicates a cooling of market expectations regarding future price increases and potential inflationary pressures. • The trend is significant as inflation continues to dictate global household purchasing power, business costs, and central bank policy decisions.

• SoftBank has announced a massive investment plan of €75 billion ($87 billion) to develop AI infrastructure in France. • The initiative aims to build 5 GW of AI data center capacity, representing Japan's largest artificial intelligence investment to date. • This move signals a strategic shift in the tech industry, moving focus from software and algorithm development toward the physical hardware and power capacity required for AI.