Samsung Electronics and SK Hynix research shareholder return plan, with a total size potentially exceeding $1412 billion

Morgan Stanley trading desk analysis shows that if the core CPI is 0.15% -0.20%, the S&P 500 index is expected to rise by 0.5% -1%; If the core CPI is between 0.20% and 0.25%, the S&P 500 index is expected to rise by 0.25% to 0.75%; If the core CPI is between 0.25% and 0.30%, the S&P 500 index is expected to decline by 0.5% to 1.25%.

Swap market trading shows that the probability of traders taking into account a 25 basis point rate hike in September is about 50%. Under the leadership of Federal Reserve Chairman Kevin Walsh, the Fed has reduced its forward guidance, and the market relies on hard data to determine policy paths. If the CPI data for July is moderate, it may weaken the reason for interest rate hikes. If it exceeds expectations, it may increase the possibility of a rate hike in September. The pricing of 10-year US Treasury yields is tilted towards a moderate downward trend driven by July CPI. AI interpretation: CPI data directly determines the marginal shift of the Federal Reserve's monetary policy and is the core anchor point for current market pricing. The fluctuation of inflation data directly affects the probability of interest rate hikes, reflecting the market's high sensitivity to policy paths. This data is not only a barometer of interest rate expectations, but also a key variable driving the reconstruction of the US Treasury yield curve. The market has completed the final confirmation of the Federal Reserve's tightening cycle through the game of inflation data.

According to Reuters, a senior Iranian source stated that there are currently no discussions between Iran and the United States on extending the ceasefire. Iran believes that there is no effective date for the ceasefire, and the United States violated the agreement 48 hours after the temporary agreement was reached and withdrew a few days later. Currently, both sides are discussing a time frame for the United States to return to the memorandum of understanding and fulfill its commitments.

The K33 research report points out that the average 30 day trading volume of BTC/USDT perpetual contracts on Binance and Bybit has dropped to $10.8 billion, the lowest since 2023, but the open interest volume remains high.

[Binance Denies Plans to Withdraw Singapore Lawsuit Against RedotPay] According to Cointelegraph, Binance and RedotPay have differing views on the status of a Singapore case involving a $473 million legal dispute. RedotPay stated that it expects Binance to terminate the case, while Binance claims that the relevant assertions remain valid. Another case between the two parties in Hong Kong is still ongoing.