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2026-02-16 Monday

2026-02-22

11:08:54

[AI Wave Intertwined with Inflation Data, Fed Decisions and Housing Market Outlook Draw Attention] Investors found some respite on Friday as software stocks rebounded after a series of sharp declines. Meanwhile, January's CPI rose less than expected, shifting market focus back to sectors potentially benefiting from interest rate cuts and an improving economy. Edward Jones, a senior strategist, stated that the previous sell-off lacked justification, and the market is realizing that not all businesses will disappear. However, optimism surrounding small-cap stocks and "old economy" sectors couldn't mask the overall downward trend. The iShares Expanded Tech-Software Sector ETF (IGV) is still down over 20% this year, indicating that speculative sectors have been severely impacted. The Dow Jones Industrial Average is up 3% year-to-date, outperforming the tech-heavy Nasdaq, with the market anticipating it to be more resilient to the disruptive effects of AI. Analysts point out that investors should prepare for the Fed not to cut interest rates for several months, given the strong January jobs report and Powell's term extending into May. Simultaneously, the panic surrounding AI may begin to influence central bank decisions and impact the US housing market. Moody's analysts say that mortgage delinquency rates are rising in recent years due to high interest rates and high housing prices, with particularly pronounced pressure in parts of Florida and Texas. This trend warrants close monitoring in 2026. Furthermore, the possibility of companies laying off employees due to AI applications is also a point of observation regarding housing market risks.

09:23:17

[Musk and Cook Warn of Global Memory Chip Shortage] Elon Musk, Tim Cook, and other tech leaders have recently issued warnings that a global crisis triggered by a memory chip shortage is brewing, impacting corporate profits, disrupting plans, and driving up prices for everything from laptops and smartphones to cars and data centers. The supply shortage is only expected to worsen. Since the beginning of this year, more than a dozen large companies, including Tesla and Apple, have hinted at a severe shortage of DRAM, a memory chip used in almost all tech products, which will inevitably constrain production. Cook stated that this will compress iPhone profit margins. Micron Technology described the shortage as "unprecedented." Musk even stated that Tesla will have to build its own chip factory, saying, "If we don't build a chip factory, we will encounter a chip bottleneck." The root cause of this memory chip supply shortage lies in the construction boom of AI data centers. Because Nvidia's AI chips require large amounts of high-bandwidth memory, the available capacity of the memory chip industry has been squeezed, leading to a severe shortage of memory chips used in traditional fields such as mobile phones and personal computers. Bernstein semiconductor industry analyst Mark Li warned that memory prices are experiencing a "parabolic" rise. While this will bring huge profits to Samsung, Micron, and SK Hynix, other sectors of the electronics industry will pay a heavy price in the coming months.

08:45:09

Singapore's seasonally adjusted non-oil exports NODX monthly rate for January

Previous : -9.40% Forecast : -

Published Value 0.70%

Previous

08:38:41

[Japan's Economic Recovery Creates Conditions for Further Interest Rate Hikes by the Bank of Japan] Despite external pressure from US tariffs, Japan's economy returned to growth in the fourth quarter of 2025, providing the Bank of Japan with policy space for further interest rate hikes. Preliminary data released by the Cabinet Office on Monday showed that Japan's real GDP grew by 0.1% quarter-on-quarter in the October-December 2025 period. This followed a 0.7% quarter-on-quarter contraction in the previous quarter. The figure was lower than the 0.4% growth expected by economists surveyed by Quick. On an annualized basis, the economy grew by 0.2% in the quarter. The data shows that the Japanese economy withstood the impact of US tariffs better than expected. Although exports declined by 0.3% quarter-on-quarter, this was a significant narrowing from the 1.4% decline in the previous quarter. On the domestic demand side, capital expenditure increased slightly by 0.2% quarter-on-quarter, and personal consumption increased by 0.1% quarter-on-quarter. Analysts believe that this positive economic data is likely to strengthen the Bank of Japan's confidence in the domestic economic recovery. Even with continued uncertainties in the global environment, it also opens the door for the central bank to continue normalizing monetary policy. However, the Bank of Japan's future policy path will still require a delicate balance with fiscal policy. In the election held earlier this month, Prime Minister Sanae Takaichi led her party to a landslide victory. While economic growth data supports her growth-oriented stimulus policies, Takaichi's strong mandate to push forward expansionary fiscal measures (including establishing a food tax exemption period) may complicate the central bank's efforts to control inflation.

08:30:51

Singapore's NODX year-on-year rate of non-oil exports in January

Previous : 6.10% Forecast : 11.50%

Published Value 9.30%

Previous

08:02:08

The annual rate of the Rightmove average house asking price index in the UK for February

Previous : 0.50% Forecast : -

Published Value 0%

Previous

08:02:07

The monthly rate of the Rightmove average asking price index for houses in the UK in February

Previous : 2.80% Forecast : -

Published Value 0%

Previous

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