INVESTMENT DAILY โ 4. SEPTEMBER 2026
FOUNDED IN 2000 ANNO DOMINI โ
Institutional Intelligence & Global Market Analysis
Date: September 4, 2026
Author: Joe Rogers & Aristotle AI โ Senior Macro Strategist
Status: STRATEGIC INTELLIGENCE / HIGHLY CONFIDENTIAL
EXECUTIVE SUMMARY: WALLER SHIFTS RATE OUTLOOK, GOLD SURGES TO $4,508, BITCOIN BREACHES $80,000
September 4, 2026 โ Global markets rallied strongly on Thursday as Fed Governor Christopher Waller signaled support for a rate pause at the September FOMC meeting, triggering a broad risk-on rally across asset classes. Wall Street surged more than 1%, with the Dow gaining over 500 points, as Treasury yields fell sharply from multi-year highs . European markets followed suit, with the STOXX 600 rising 0.49% and the DAX gaining 0.63% .
Gold surged 2.1% to $4,508/oz as fading rate-hike bets and Middle East tensions boosted safe-haven demand . Oil prices held gains, with Brent at $96.40 (+0.8%) and WTI at $92.09 (+1.2%), supported by ongoing US-Iran tensions . Bitcoin broke above $80,000 for the first time in over a week, reaching $80,000+, as reduced Fed rate-hike odds and improving risk appetite fueled the rally .
Asian markets closed the week on a positive note Friday, with the Nikkei rising 1.3% to 65,020.94 and Hong Kong’s Hang Seng jumping 1.7% . Indian markets saw mixed stock-specific movements as the NSE and BSE remained open for trading despite Janmashtami being a bank holiday .
Key Market Signals:
| Asset | Price | Change |
|---|---|---|
| S&P 500 | ~7,730 | +1%+ |
| Dow Jones | ~53,500 | +1%+ |
| Nasdaq | ~26,500 | +1%+ |
| DAX | 26,003.32 | +0.63% |
| CAC 40 | 8,286.40 | +0.07% |
| FTSE 100 | 10,831.52 | +0.70% |
| STOXX 600 | 649.10 | +0.49% |
| Nikkei 225 | 65,020.94 | +1.3% |
| Hang Seng | 25,650.87 | +1.7% |
| KOSPI | 6,687.21 | +1.6% |
| Shanghai Composite | 3,930.12 | -0.3% |
| Brent Crude | $96.40/bbl | +0.8% |
| WTI Crude | $92.09/bbl | +1.2% |
| Spot Gold | $4,508/oz | +2.1% |
| Bitcoin | $80,000+ | +2%+ |
| US 10Y Yield | ~4.77% | – |
| US 30Y Mortgage | 6.759% | -0.051% |
01 US EQUITIES โ WALLER’S DOVISH SHIFT SPARKS RALLY
US stocks surged more than 1% on Thursday as Federal Reserve Governor Christopher Waller signaled he would support a rate pause at the September FOMC meeting if inflation pressures continue to ease . The benchmark 10-year Treasury yield fell to around 4.77%, retreating from its highest level since November 2023, while the 2-year yield sensitive to near-term monetary policy declined to 4.322% .
Key Drivers:
- Waller’s Dovish Comments: The Fed Governor’s remarks provided the main catalyst, easing market concerns about aggressive rate hikes .
- Treasury Buyback Support: The Treasury’s expanded buyback program, doubled to at least $4bn per operation, continues to support bond markets .
- Tech Sector Strength: Software stocks rallied, extending gains from earlier in the week .
Hedge Fund & Private Equity:
Private equity stocks have been rallying in tandem with software stocks, though investor nervousness persists. Blackstone’s BCRED private credit fund reported third-quarter redemption levels of 10%, matching the June quarter, indicating that while stocks have rallied, investors in these funds remain cautious .
Market Breadth:
New York stocks broadly participated in the rally, with all major indices posting gains exceeding 1% .
02 EUROPEAN MARKETS โ FOLLOW WALL STREET HIGHER
European markets closed higher on Thursday, ending a three-day losing streak as concerns over global bond market selling eased and investors awaited US economic data for clues on Fed rate policy .
Key Index Closes:
| Index | Close | Change |
|---|---|---|
| STOXX 600 | 649.10 | +0.49% |
| DAX (Germany) | 26,003.32 | +0.63% |
| FTSE 100 (UK) | 10,831.52 | +0.70% |
| CAC 40 (France) | 8,286.40 | +0.07% |
European markets were supported by the broader easing of bond market pressure, which had been weighing on equities earlier in the week. Investors focused on upcoming US jobs data to assess the Fed’s rate path .
03 ASIAN MARKETS โ MIXED WEEKLY CLOSE
Asian markets closed the week on a positive note Friday, with most regional benchmarks gaining ground following Wall Street’s tech-led rally .
Key Asian Index Closes:
| Index | Close | Change |
|---|---|---|
| Nikkei 225 (Japan) | 65,020.94 | +1.3% |
| Hang Seng (Hong Kong) | 25,650.87 | +1.7% |
| KOSPI (South Korea) | 6,687.21 | +1.6% |
| Shanghai Composite (China) | 3,930.12 | -0.3% |
| CSI 300 (China) | โ | -0.1% |
| S&P/ASX 200 (Australia) | 9,005.90 | -0.2% |
Key Dynamics:
- Japan: The Nikkei rose 1.3% to 65,020.94, supported by the broader positive regional sentiment .
- Hong Kong: The Hang Seng jumped 1.7% to 25,650.87, leading regional gains .
- South Korea: The KOSPI gained 1.6% to 6,687.21 .
- China: The Shanghai Composite lost 0.3% to 3,930.12, while the CSI300 Index closed 0.1% lower. For the week, the CSI300 was down 1.3%, while the Hang Seng was up 0.3% .
- India: Markets remained open for trading on Janmashtami (September 4) as it was not a NSE/BSE trading holiday, though banks were closed .
Indian Stock Spotlight (Sep 4, 2026):
| Top Gainers | Price | Change |
|---|---|---|
| SBI Life Insurance | โน1,775.00 | +3.50% |
| Tata Steel | โ | +2.49% |
| HDFC Life Insurance | โ | โ |
| Reliance Industries | โน1,322.00 | +1.50% |
| Top Losers | Change |
|---|---|
| HCL Technologies | -1.94% |
| Bharti Airtel | -1.55% |
| Maruti Suzuki India | -1.27% |
[Source: HDFC Sky]
04 OIL MARKETS โ HOLD GAINS ON HORMUZ CONCERNS
Oil prices held firm on Friday, capping a strong weekly performance. Brent crude rose 0.8% to $96.40/barrel, while WTI gained 1.2% to $92.09/barrel . For the week, Brent was up roughly 7%, while WTI had gained close to 10%, marking oil’s strongest weekly performance since July .
Key Drivers:
- US-Iran Tensions: Ongoing military confrontations in the Strait of Hormuz continue to support prices .
- Brent Technical Resistance: The key resistance is the recent $97.40-$98.30 region, with a sustained break above potentially opening the way toward $100.00 .
- Risk of Escalation: Further escalation in the US-Iran conflict could push Brent decisively above $100 .
Analyst View:
“Oil remains elevated with Brent trading around $97 a barrel. The key variable remains the US-Iran conflict and the Strait of Hormuz. Further escalation could push Brent decisively above $100, while progress toward de-escalation could remove some of the geopolitical risk premium” .
05 GOLD โ SURGES 2.1% TO $4,508/oz
Gold prices surged 2.1% to $4,508/oz on Thursday as fading Fed rate-hike bets and ongoing Middle East tensions boosted demand for the precious metal .
Key Drivers:
- Dovish Fed Pivot: Reduced expectations for a September rate hike weakened the dollar and lowered Treasury yields, supporting gold .
- Geopolitical Risk: The ongoing US-Iran conflict continues to drive safe-haven demand .
- Technical Levels: Gold needs to regain $4,500 to restore strong upside momentum. The first important support area is $4,420-$4,430, followed by $4,320 .
Outlook:
“Gold remains in a strong long-term bullish structure. A break above $4,500 would strengthen the recovery and could eventually put the record high back in focus” .
06 CRYPTO MARKETS โ BITCOIN BREACHES $80,000
Bitcoin broke above $80,000 for the first time in over a week as reduced Fed rate-hike odds and improving risk appetite fueled the rally . The cryptocurrency initially struggled below $80,000 after the hawkish Fed environment pushed yields and the dollar higher, but Waller’s dovish comments triggered a sharp recovery, with Bitcoin briefly approaching $82,000 .
Key Dynamics:
- Fading Rate-Hike Bets: Waller’s dovish shift provided the main catalyst for the breakout .
- Short Covering: The rally was amplified by short covering, raising questions about the sustainability of the move without continued ETF inflows and fresh spot demand .
- Ethereum Recovery: Ethereum also recovered toward $2,500 .
Outlook:
“The sustainability of the move will depend on continued ETF inflows and fresh spot demand” .
07 US HOUSING MARKET โ MORTGAGE RATES EASE SLIGHTLY, LISTINGS AT 4-YEAR HIGH
Mortgage Rates (September 4, 2026)
Mortgage rates saw small downward fluctuations on Friday after a week of increases .
| Mortgage Type | Rate | Previous | Change |
|---|---|---|---|
| 30-Year Conventional | 6.759% | 6.810% | -0.051% |
| 15-Year Conventional | 5.946% | 5.980% | -0.034% |
| 30-Year Jumbo | 6.799% | 6.830% | -0.031% |
| 30-Year FHA | 6.137% | 6.161% | -0.024% |
| 30-Year VA | 6.227% | 6.252% | -0.025% |
Key Insights:
- A 30-year mortgage at 6.759% on a $300,000 loan would result in roughly $401,132 in interest over the life of the loan .
- A 15-year mortgage at 5.946% on the same $300,000 loan would result in roughly $154,108 in interest .
Housing Market Update
New Listings Hit 4-Year High
New listings of U.S. homes for sale rose 2.1% from a week earlier on a seasonally adjusted basis, reaching their highest level in four years .
Key Data:
- Pending Home Sales: Essentially flat (-0.1%) from a week earlier, dipping to their lowest level since February .
- Home-Sale Price: The typical U.S. home-sale price rose 2.2% year-over-year .
- Median Asking Price: Inched down 0.1% year-over-year, suggesting sellers may be adjusting expectations .
- Bidding Wars: Over one-quarter (25.9%) of homes sold went for over asking price .
Market Assessment:
“The disconnect between growing listings and sluggish sales is exacerbating the buyer’s market we’re seeing in most of the country” . High housing costs remain the biggest hurdle for prospective buyers .
08 UPCOMING EVENTS โ FOCUS ON JOBS DATA
Friday, September 4:
- US Non-Farm Payrolls (key event of the week)
- US Unemployment Rate
- US Average Hourly Earnings
- Treasury Buyback Operation: September 9 buyback will test whether the Treasury can improve liquidity at the margin as the market absorbs fresh supply .
Market Expectations:
- A weak payrolls report would reinforce Waller’s dovish position, potentially pushing Treasury yields and the dollar lower while supporting gold, Bitcoin and equities .
- Conversely, stronger employment and wage data could revive expectations for a September hike, strengthening the dollar and yields and putting pressure on risk assets .
09 STRATEGIC ADVISORY
US Equities
- Current: Strong rally following Waller’s dovish comments; yields falling
- Focus: Non-Farm Payrolls data Friday will confirm or undermine the dovish thesis
- Key Levels: S&P 500 support at 7,600, resistance at 7,750-7,800
European Equities
- Current: STOXX 600 649.10 (+0.49%), DAX 26,003.32 (+0.63%)
- Outlook: Following US cues; bond market stability is key
Asian Equities
- Current: Nikkei +1.3%, Hang Seng +1.7%, KOSPI +1.6%
- China: Shanghai Composite -0.3%; weakness persists
Oil
- Current: Brent $96.40/bbl (+0.8%), WTI $92.09/bbl (+1.2%)
- Key Levels: Brent resistance $97.40-$98.30, then $100; support $95.70-$96.00
- Risk: US-Iran conflict escalation could push Brent above $100
Gold
- Current: $4,508/oz (+2.1%)
- Key Levels: Resistance $4,500-$4,550, support $4,420-$4,430
- Outlook: A break above $4,500 strengthens the recovery; long-term bullish structure remains intact
Bitcoin & Crypto
- BTC: $80,000+ following Waller’s comments; briefly approached $82,000
- Outlook: Sustainability depends on continued ETF inflows and spot demand
US Housing Market
- Mortgage Rates: 30-year at 6.759%, easing slightly
- Listings: New listings hit 4-year high, pending sales at lowest since February
- Buyer’s Market: Growing supply and sluggish demand favor buyers in most regions
Risk Management
- Geopolitics: US-Iran conflict remains elevated; oil supply risk is immediate
- Jobs Report: Friday’s NFP is the key catalyst; will confirm or undermine dovish shift
- Bond Yields: 10-year at 4.77%, down from multi-year highs but still elevated
- Treasury Buybacks: September 9 operation to test liquidity conditions
Joe Rogers & Aristotle AI
Senior Macro Strategist
September 4, 2026
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Tags: S&P 500, Dow Jones, Nasdaq, DAX, CAC 40, FTSE 100, STOXX 600, Nikkei 225, Hang Seng, KOSPI, Shanghai Composite, Brent Crude, WTI Crude, Gold, Bitcoin, US Treasury Yields, US Iran Conflict, Strait of Hormuz, Geopolitical Risk, Federal Reserve, Waller, Fed Rate Pause, Non-Farm Payrolls, Jobs Report, US Housing Market, Mortgage Rates, Private Equity, Blackstone, Joe Rogers Aristotle AI, September 4 2026
INVESTMENT DAILY โ 2026ๅนด9ๆ4ๆฅ
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ๆฒนไปทๆน้ข๏ผๅธไผฆ็นๅๆฒนๆถๆถจ0.3%ๆฅ95.92็พๅ /ๆกถ๏ผWTIๅๆฒนๆถๆถจ0.73%ๆฅ91.67็พๅ /ๆกถใ็พๅฝ10ๅนดๆๅฝๅบๆถ็็่ท1.4ไธชๅบ็นๆฅ4.766%ใๆ่ต่ ๆญฃๅฏๅๅ ณๆณจๅจไบ็้ๅๅฐฑไธๆฅๅ๏ผๅฏปๆพ็พ่ๅจๆชๆฅๅฉ็่ทฏๅพ็่ฟไธๆญฅ็บฟ็ดขใ
ๅ ณ้ฎๅธๅบไฟกๅท๏ผ
| ่ตไบง | ไปทๆ ผ/็นไฝ | ๆถจ่ทๅน |
|---|---|---|
| ๆ ๆฎ500ๆๆฐ | 7747.71็น | +1.06% |
| ็บณๆฏ่พพๅ ๆๆฐ | 26584.06็น | +1.40% |
| ้็ผๆฏๆๆฐ | 53686.11็น | +1.18% |
| ๅพทๅฝDAXๆๆฐ | 26003.32็น | +0.63% |
| ่ฑๅฝๅฏๆถ100ๆๆฐ | 10831.52็น | +0.70% |
| ๆณๅฝCAC40ๆๆฐ | 8286.40็น | +0.07% |
| STOXX 600ๆๆฐ | 649.10็น | +0.49% |
| ๆฅ็ป225ๆๆฐ | 65020.94็น | +1.26% |
| ๆ็ๆๆฐ | 25650.87็น | +1.74% |
| ้ฉๅฝKOSPIๆๆฐ | 6687.21็น | +1.64% |
| ไธ่ฏๆๆฐ | 3930.12็น | -0.30% |
| ๅธไผฆ็นๅๆฒน | 95.92็พๅ /ๆกถ | +0.30% |
| WTIๅๆฒน | 91.67็พๅ /ๆกถ | +0.73% |
| ็ฐ่ดง้ป้ | 4472.28็พๅ /็ๅธ | +2.07% |
| COMEX้ป้ๆ่ดง | 4520.30็พๅ /็ๅธ | +2.39% |
| ๆฏ็นๅธ๏ผBTC๏ผ | ็บฆ81000-82000็พๅ | +4%่ณ+6% |
| ็พๅ ๆๆฐ | 99.00 | -0.56% |
| ็พๅฝ10ๅนดๆๅฝๅบๆถ็็ | 4.766% | -1.4ไธชๅบ็น |
01 ็พๅฝ่กๅธ โ ๆฒๅ้ธฝๆดพ่จ่ฎบๅผ็ๅ จ้ขไธๆถจ
็พ่กๅจๅๅ จ็บฟๅคงๆถจ๏ผๆ ๆฎ500ๆๆฐๅ่ฟไธไธชๆๆๅคงๅๆฅๆถจๅน ใไธๅคงๆๆฐๅๅฝๅพ่ณๅฐ1%ๆถจๅน ใ็พ่ๅจ็ไบๆฒๅ่กจ็คบ๏ผ่ฅ้่ๆ็ปญๆพ็ฐ็ผ่งฃ่ฟน่ฑก๏ผไปๆฟๆๆฏๆ็ปดๆๅฉ็ไธๅใCMEโ็พ่ๅจ่งๅฏโๅทฅๅ ทๆพ็คบ๏ผ9ๆๅ ๆฏๆฆ็ไป63.2%้่ณ50%ใ
| ๆๆฐ | ๆถ็ไปท | ๆถจ่ทๅน |
|---|---|---|
| ๆ ๆฎ500ๆๆฐ | 7747.71็น | +1.06%๏ผ+81.11็น๏ผ |
| ็บณๆฏ่พพๅ ๆๆฐ | 26584.06็น | +1.40%๏ผ+366.23็น๏ผ |
| ้็ผๆฏๆๆฐ | 53686.11็น | +1.18%๏ผ+624.16็น๏ผ |
็งๆ่ก้ไฝไธๆถจ๏ผ
- ็นๆฏๆๆถจ5.42%๏ผๅธๅบๅฏนๅ ถCybercabๆดปๅจๅ ๆปกๆๅพ
- Metaๆถจ3.01%
- ๅพฎ่ฝฏๆถจ2.68%
- ่ฑไผ่พพๆถจ1.8%
- ่ฐทๆญ-Aๆถจ1.59%
- ไบ้ฉฌ้ๆถจ1.54%
- ่นๆๆถจ1%
ๆฏ็นๅธๆฆๅฟต่กๆดๆถจ๏ผ
ๅๆฏ็นๅธ็ช็ ด82000็พๅ
ๅธฆๅจ๏ผ็ธๅ
ณๆฆๅฟต่ก้ไฝ้ฃๅ๏ผ
- ๅๆฅ ็งๆๆถจ27.82%
- Strategy๏ผๅMicroStrategy๏ผๆถจ17.56%
- Robinhoodๆถจ16.57%
- Coinbaseๆถจ10.14%
่ฝฏไปถ่กๅAIๆฆๅฟต่ก่ตฐๅผบ๏ผ
- Snowflakeๆถจ16.55%๏ผAI็ธๅ ณไบงๅๆจๅจไธ็ปฉ่ถ ้ขๆๅข้ฟ
- SpaceXๆถจ6.42%
- ServiceNowใ่ตๅฏๆถใAdobe็ญ่ฝฏไปถ่กๅๆญฅ่ตฐ้ซ
- ้ป้่กๆฎ้่ตฐ้ซ๏ผ้็ฐๆถจ7.21%๏ผ็บฝ่็นๆถจ้พ4%
ไธญๆฆ่กๆน้ข๏ผ็บณๆฏ่พพๅ ไธญๅฝ้้พๆๆฐๆถ่ท0.81%๏ผๆบ็จ้ๅข่ท่ถ 5%๏ผๆผๅคๅค่ท0.75%๏ผ็ฝๆ่ท1.63%ใ
02 ๆฌงๆดฒ่กๅธ โ ็ปๆไธ่ฟ่ท๏ผๆณๅฝSoitecๆดๆถจ10.3%
ๆฌงๆดฒ่กๅธๅจๅ็ปๆ่ฟ็ปญไธๅคฉ็ไธ่ท๏ผๆณๆฌงSTOXX 600ๆๆฐๆถๆถจ0.49%ๆฅ649.10็นใๆญคๅๅ จ็ๅบๅธๅธๅบๆๅฎๆๆ็ผ่งฃ๏ผๆ่ต่ ็ญๅพ ็พๅฝ็ปๆตๆฐๆฎไปฅๅคๆญ็พ่ๅจๅฉ็่ทฏๅพใ
| ๆๆฐ | ๆถ็ไปท | ๆถจ่ทๅน |
|---|---|---|
| ๅพทๅฝDAXๆๆฐ | 26003.32็น | +0.63%๏ผ+163.99็น๏ผ |
| ่ฑๅฝๅฏๆถ100ๆๆฐ | 10831.52็น | +0.70%๏ผ+75.07็น๏ผ |
| ๆณๅฝCAC40ๆๆฐ | 8286.40็น | +0.07%๏ผ+5.77็น๏ผ |
| STOXX 600ๆๆฐ | 649.10็น | +0.49%๏ผ+3.19็น๏ผ |
ไธช่กไบฎ็น๏ผ
ๆณๅฝๅๅฏผไฝๆๆๅถ้ ๅSoitecๆดๆถจ10.3%๏ผๆไธบSTOXX 600ๆๅคงๆถจๅน
ไธช่กใๅ
ฌๅธๅฐๅ
ถ2027่ดขๅนด็ฌฌไบๅญฃๅบฆ่ฅๆถๅข้ฟ้ขๆไปๆญคๅ็30%ไธ่ฐ่ณ50%ใ
ๆฌงๆดฒ่กๅธ่ฟๆๆ็ปญๆฟๅ๏ผไธป่ฆๅ ไผๆๆไบๅ็บงๆจ้ซๆฒนไปท๏ผๅ ๅงไบๅธๅบๅฏนๆ็ปญ้่ใๆฟๅบๅบๅกไธๅไปฅๅ่ดงๅธๆฟ็ญๆถ็ดง็ๆ ๅฟงใๅๆๅธๆๅบ๏ผโๅช่ฆๅๆนๆฒกๆๅ จ้ขๅๆญขๆปๅป๏ผๅคงๅฎๅๅไปทๆ ผๅพ้พๆพ่ไธ่ท๏ผๅคฎ่กไนๅฐ็ปง็ปญ่ญฆๆ้่้ฃ้ฉโใ
03 ไบๆดฒๅธๅบ โ ๅคๆฐไธๆถจ๏ผๅฏA่กๆถ่ท
ไบๆดฒไธป่ฆ่กๅธๅจไบๅคๆฐไธๆถจ๏ผไป A่กๅ จ็บฟๆถ่ทใๅ จ็11ไธชไบๅคชๆๆฐไธญ6ไธชไธๆถจใ5ไธชไธ่ท๏ผๆดไฝๆ ็ปชๅๆใ
| ๆๆฐ | ๆถ็ไปท | ๆถจ่ทๅน |
|---|---|---|
| ๆ็ๆๆฐ | 25650.87็น | +1.74%๏ผ+437.56็น๏ผ |
| ้ฉๅฝKOSPIๆๆฐ | 6687.21็น | +1.64%๏ผ+107.73็น๏ผ |
| ๆฅ็ป225ๆๆฐ | 65020.94็น | +1.26%๏ผ+806.46็น๏ผ |
| ๅฝไผๆๆฐ | 8555.03็น | +2.02% |
| ๅฐๆนพๅ ๆๆๆฐ | 46551.13็น | +1.51% |
| ไธ่ฏๆๆฐ | 3930.12็น | -0.30%๏ผ-11.97็น๏ผ |
| ๆทฑ่ฏๆๆ | 13516.97็น | -0.79% |
| ๅไธๆฟๆ | 3286.55็น | -0.78% |
ไธญๅฝๅธๅบๅๆ๏ผ
A่กๆไธบไบๆดฒไธป่ฆๅธๅบไธญๅฏไธๆถ่ท็ใไธ่ฏๆๆฐ็ไธญไธๅบฆ่งฆๅ3980.20็น็้ซไฝ๏ผไฝๅๅๆ็ปญ่ตฐๅผฑ๏ผๆ็ปๆถไบ3930.12็นใๆทฑ่ฏๆๆๅๅไธๆฟๆๅๅซไธ่ท0.79%ๅ0.78%ใๅธๅบไบบๅฃซ่ฎคไธบ๏ผA่ก็็ฌ็ซไธ่ทๅๆ ๅบๆ่ต่
ๅฏนๅฝๅ
็ปๆตๅค่่ๅฅ็ๆ
ๅฟง๏ผไปฅๅๅ
จ็ๅฐ็ผๆฟๆฒปไธ็กฎๅฎๆงๅฏน้ฃ้ฉๅๅฅฝ็ๅๅถใ
04 ็ณๆฒนๅธๅบ โ ๆฒนไปทๅฐๅน ๆถๆถจ๏ผไปๅค้ซไฝ
ๅฝ้ ๆฒนไปทๅจๅๅฐๅน ๆถๆถจ๏ผไฝๆดไฝไปๅคไบ้ซไฝใๅธไผฆ็นๅๆฒนๆถๆถจ0.3%ๆฅ95.92็พๅ /ๆกถ๏ผWTIๅๆฒนๆถๆถจ0.73%ๆฅ91.67็พๅ /ๆกถใ
| ๅ็ง | ไปทๆ ผ | ๆถจ่ทๅน |
|---|---|---|
| ๅธไผฆ็นๅๆฒน | 95.92็พๅ /ๆกถ | +0.30% |
| WTIๅๆฒน | 91.67็พๅ /ๆกถ | +0.73% |
ๆฌงๆดฒ่กๅธ่ฟๆๆ็ปญๅๅฐๆฒนไปท้ซไผ็ๅๅถ๏ผๅ ่ฏฅๅฐๅบ้ซๅบฆไพ่ต่ฝๆบ่ฟๅฃใๅฐฝ็ฎกๅจๅๆฒนไปทๆๆๅ่ฝ๏ผไฝไป็ปดๆๅจ95็พๅ /ๆกถไธๆนใๅธๅบๆ ๅฟ็พไผๅฒ็ชๅ็บงๅฏ่ฝ่ฟไธๆญฅๆฐไนฑไพๅบ๏ผ่ไปปไฝๅ็ซไฟกๅท้ฝๅฏ่ฝๅผๅๆฒนไปท็ๅง็ๅ่ฐใ
05 ้ป้ไธ่ดต้ๅฑ โ ้ป้ๅคงๆถจ้พ2%๏ผ้ผ่ฟ4500็พๅ
ๅ็พๅ ่ตฐๅผฑๅ็พ่ๅจๅ ๆฏ้ขๆ้ๆธฉๆจๅจ๏ผ้ป้ไปทๆ ผๅคงๅน ่ตฐ้ซใ็ฐ่ดง้ป้ๆถจ2.07%ๆฅ4472.28็พๅ /็ๅธ๏ผCOMEX้ป้ๆ่ดงๆถจ2.39%ๆฅ4520.30็พๅ /็ๅธใ
| ๅ็ง | ไปทๆ ผ | ๆถจ่ทๅน |
|---|---|---|
| ็ฐ่ดง้ป้ | 4472.28็พๅ /็ๅธ | +2.07% |
| COMEX้ป้ๆ่ดง | 4520.30็พๅ /็ๅธ | +2.39% |
| COMEX็ฝ้ถๆ่ดง | 67.58็พๅ /็ๅธ | +3.24% |
้ป้่กๅจๅๆฎ้่ตฐ้ซใ้็ฐๆถจ7.21%๏ผ็บฝ่็นๆถจ้พ4%ใ
ๅบๆฌ้ๅฑๆน้ข๏ผไผฆๆฆ้ๅฑไบคๆๆๅบๆฌ้ๅฑๅคๆฐไธๆถจ๏ผ
- LMEๆ้ๆถจ1.03%ๆฅ14362.0็พๅ /ๅจ
- LMEๆ้ๆถจ1.04%ๆฅ3317.5็พๅ /ๅจ
- LMEๆ้กๆถจ1.23%ๆฅ54900.0็พๅ /ๅจ
- LMEๆ้ๆถจ0.84%ๆฅ3897.5็พๅ /ๅจ
- LMEๆ้ๅพฎ่ท0.05%ๆฅ16905.0็พๅ /ๅจ
06 ๅบๅธๅธๅบ โ ็พๅบๆถ็็ไปๅคๅนด้ซไฝๅ่ฝ
็พๅฝๅฝๅบๆถ็็ๅจๅๅ จ็บฟไธ่ท๏ผไปๅคๅนด้ซไฝๅ่ฝใ10ๅนดๆ็พๅบๆถ็็่ท1.4ไธชๅบ็นๆฅ4.766%๏ผๆญคๅๅจไธ็ไธญไธๅบฆ่งฆๅ4.818%็้ซไฝใ2ๅนดๆ็พๅบๆถ็็่ท3.09ไธชๅบ็นๆฅ4.338%๏ผ30ๅนดๆ็พๅบๆถ็็่ท0.95ไธชๅบ็นๆฅ5.249%ใ
ๆฌงๆดฒๅฝๅบๆถ็็ๅๆ ทๆฎ้ไธ่ท๏ผ
- ่ฑๅฝ10ๅนดๆๅฝๅบๆถ็็่ท9.6ไธชๅบ็นๆฅ5.134%
- ๆณๅฝ10ๅนดๆๅฝๅบๆถ็็่ท4.8ไธชๅบ็นๆฅ4.202%
- ๅพทๅฝ10ๅนดๆๅฝๅบๆถ็็่ท3.3ไธชๅบ็นๆฅ3.340%
- ๆๅคงๅฉ10ๅนดๆๅฝๅบๆถ็็่ท5ไธชๅบ็นๆฅ4.156%
07 ๅ ๅฏ่ดงๅธ โ ๆฏ็นๅธ็ช็ ด82000็พๅ ๏ผๅ5ๆไปฅๆฅๆฐ้ซ
ๆฏ็นๅธๅจๆฒๅ้ธฝๆดพ่จ่ฎบๆจๅจไธๅผบๅฟ็ช็ ด82000็พๅ ๏ผๅไปๅนด5ๆไปฅๆฅๆฐ้ซใBTCไบ9ๆ4ๆฅ่งฆๅๆฅๅ ้ซ็น82016.08็พๅ ๏ผไป็บฆ77200็พๅ ๆฏๆไฝไธๆถจ็บฆ4800็พๅ ๏ผ+6.2%๏ผใๆช่ณๅ็จฟ๏ผๆฏ็นๅธๆฅ81032็พๅ ๏ผ24ๅฐๆถๆถจๅน 4.08%๏ผๅธๅผ็บฆ1.627ไธไบฟ็พๅ ๏ผ24ๅฐๆถไบคๆ้ข่พพ413.1ไบฟ็พๅ ใ
ๆ ธๅฟ้ฉฑๅจๅ ็ด ๏ผ
ๆฒๅ่กจ็คบ่ฅ้่ๆ็ปญๆพ็ผ๏ผๅฐๆฏๆ9ๆ็ปดๆๅฉ็ไธๅใ9ๆๅ ๆฏ้ๅซๆฆ็ไป63.2%้่ณ็บฆ50%๏ผ็พๅบๆถ็็ไธ่ท๏ผ็พๅ
่ตฐๅผฑ๏ผ่กๅธๅๅคงๅฎๅๅๅ
จ้ขๅ ๅ
ฅ้ฃ้ฉๅๅฅฝ่กๆ
ใ็ฉบๅคดๅ่กฅใETF่ต้ๆตๅ
ฅไปฅๅๆบๆ้ๆฑ้็่ฟไธๆญฅๆพๅคงไบๆถจๅน
ใ
ไปฅๅคชๅๆถจ่ณ2510.15็พๅ ๏ผ24ๅฐๆถๆถจ็บฆ5%ใZcashไปฅ15%ๆถจๅน ้ข่ทๅฑฑๅฏจๅธใ
08 ๅฎ่งๆฐๆฎไธๆฟ็ญไบไปถ
็พ่ๅจ็ไบๆฒๅ้ธฝๆดพ่ฎฒ่ฏ๏ผ9ๆ3ๆฅ๏ผ
็พ่ๅจ็ไบๅ ้ๆฏๆๅผยทๆฒๅ่กจ็คบ๏ผโๅฆๆๆไปฌ็ปง็ปญๆ็2%็็ฎๆ ๅๅพ่ฟๅฑ๏ผ้ฃไนๆๆฟๆๆฏๆๅฐๆฟ็ญๅฉ็็ปดๆๅจๅฝๅๆฐดๅนณใไฝๅฆๆ้่ๆฐๆฎ่กจ็ฐๅผบๅฒ๏ผๆไผ่่ๅ ๆฏใโๆฒๅๅผบ่ฐ๏ผไป็ๅฉ็ๅณๅฎๅฐโๆทฑๅโไธๅจๅ ฌๅธ็8ๆCPIๆฐๆฎๅฝฑๅใ
CMEโ็พ่ๅจ่งๅฏโๅทฅๅ ทๆพ็คบ๏ผๆฒๅ่ฎฒ่ฏๅ๏ผ9ๆๅ ๆฏๆฆ็ไป63.2%้่ณ50%ใ
OpenAIๅๅธGPT-6ๅคงๆจกๅ
็งๆ้ขๅๆน้ข๏ผOpenAI็GPT-6ๅคงๆจกๅๅ ฌๅผไบฎ็ธ๏ผไธบAIไบงไธๆไพไบๆฐ็ไธๆถจๅจๅใ
็พๅฝ้ๅๅฐฑไธๆฐๆฎ๏ผ9ๆ4ๆฅ๏ผ
็ปๆตๅญฆๅฎถ้ข่ฎก็พๅฝ8ๆๆฐๅข้ๅๅฐฑไธไบบๆฐไธบ5.5ไธไบบ๏ผๅฐๅคงไฝ็ฌฆๅไปๅนดไปฅๆฅ็พๅฝๅฐฑไธๅข้ฟ็ๅนณๅๆฐดๅนณใ้ๅๆฐๆฎๅ ฌๅธๅ๏ผ็พๅบๆถ็็่ตฐ้ซ๏ผ10ๅนดๆ็พๅบๆถ็็ไธๆถจ3.02ไธชๅบ็นๆฅ4.792%ใๅธๅบๅฐๅฏๅๅ ณๆณจ่ฏฅๆฐๆฎๅฏน9ๆ็พ่ๅจๅฉ็ๅณ็ญ็ๆ็ปๅฝฑๅใ
09 ๆ็ฅๅปบ่ฎฎ
็พๅฝ่กๅธ
- ๅฝๅ๏ผ ๆ ๆฎ500 7747.71็น๏ผ+1.06%๏ผ๏ผ้ๆ53686.11็น๏ผ+1.18%๏ผ๏ผ็บณๆ26584.06็น๏ผ+1.40%๏ผ
- ๅฑๆ๏ผ ๆฒๅ้ธฝๆดพ่จ่ฎบๆจๅจๅ ๆฏ้ขๆๅคงๅน ้ๆธฉ๏ผ้ฃ้ฉๅๅฅฝๆพ่ๅๅใๅ ณๆณจๅจไบ้ๅๆฐๆฎๅฏน9ๆๅฉ็ๅณ่ฎฎ็ๆ็ปๅฝฑๅใ
- ๅ ณ้ฎๆฐดๅนณ๏ผ ๆ ๆฎ500ๆฏๆไฝ7600๏ผ้ปๅไฝ7800ใ
ๆฌงๆดฒ่กๅธ
- ๅฝๅ๏ผ STOXX 600 649.10็น๏ผ+0.49%๏ผ๏ผDAX 26003.32็น๏ผ+0.63%๏ผ
- ๅฑๆ๏ผ ๅบๅธๅธๅบๆๅฎ็ผ่งฃไธบ่กๅธๆไพๆฏๆ๏ผไฝ้ซๆฒนไปทๅ้่ๆ ๅฟงไปๆฏไธป่ฆ้ฃ้ฉใ
ไบๆดฒๅธๅบ
- ๆฅๆฌ๏ผ ๆฅ็ป225 +1.26%๏ผๅๅ จ็้ฃ้ฉๅๅฅฝๅๅๆจๅจ
- ้ฆๆธฏ๏ผ ๆ็ๆๆฐ +1.74%๏ผๅฝไผๆๆฐ +2.02%้ขๆถจไบๅคช
- ไธญๅฝ๏ผ ไธ่ฏๆๆฐ -0.30%๏ผA่กๆไธบไบๆดฒไธป่ฆๅธๅบไธญๅฏไธๆถ่ท็
็ณๆฒน
- ๅฝๅ๏ผ ๅธไผฆ็น95.92็พๅ /ๆกถ๏ผ+0.3%๏ผ๏ผWTI 91.67็พๅ /ๆกถ๏ผ+0.73%๏ผ
- ๅฐ็ผๆฟๆฒป้ฃ้ฉ๏ผ ็พไผๅฒ็ชๆ็ปญ๏ผๆฒนไปทไปๅค้ซไฝ
- ๅ ณ้ฎๆฐดๅนณ๏ผ ๅธไผฆ็นๆฏๆไฝ93็พๅ ๏ผ้ปๅไฝ98็พๅ
้ป้ไธ่ดต้ๅฑ
- ๅฝๅ๏ผ ็ฐ่ดง้ป้4472.28็พๅ /็ๅธ๏ผ+2.07%๏ผ๏ผCOMEX้ป้4520.30็พๅ /็ๅธ๏ผ+2.39%๏ผ
- ้ฉฑๅจๅ ็ด ๏ผ ็พๅ ่ตฐๅผฑใๅ ๆฏ้ขๆ้ๆธฉ
- ๅ ณ้ฎๆฐดๅนณ๏ผ ้ป้้ปๅไฝ4500็พๅ ๏ผๆฏๆไฝ4400็พๅ
ๆฏ็นๅธไธๅ ๅฏ่ดงๅธ
- BTC๏ผ ็บฆ81000-82000็พๅ ๏ผๆฅๅ ้ซ็น82016.08็พๅ
- ้ฉฑๅจๅ ็ด ๏ผ ็พ่ๅจๅ ๆฏๆฆ็้ชค้ใ็พๅ ่ตฐๅผฑใ็ฉบๅคดๅ่กฅ
- ๅ ณ้ฎๆฐดๅนณ๏ผ ๆฏๆไฝ80000็พๅ ๏ผ้ปๅไฝ83000็พๅ
ๅบๅธๅธๅบ
- 10ๅนดๆ็พๅบๆถ็็๏ผ 4.766%๏ผ-1.4ไธชๅบ็น๏ผ
- 2ๅนดๆ็พๅบๆถ็็๏ผ 4.338%๏ผ-3.09ไธชๅบ็น๏ผ
- ๅฑๆ๏ผ ๅ ๆฏ้ขๆ้ๆธฉๆจๅจๆถ็็ไปๅคๅนด้ซไฝๅ่ฝ
้ฃ้ฉ็ฎก็
- ๅฐ็ผๆฟๆฒป๏ผ ็พไผๅฒ็ชๆ็ปญ๏ผ้ๅฐๆจๅ นๆตทๅณก้ฃ้ฉไปๅญ
- ็พ่ๅจๆฟ็ญ๏ผ 9ๆๅ ๆฏๆฆ็้่ณ50%๏ผไฝ้ๅๆฐๆฎๅไธๅจCPIๆฐๆฎๅฐๆ็ปๅณๅฎๆนๅ
- ้่้ฃ้ฉ๏ผ ๆฒนไปท้ซไผไปๆฏ้่ๅๅ็ไธป่ฆๆฅๆบ
- ๅ ณ้ฎๆฐๆฎ๏ผ ๅจไบ้ๅๅฐฑไธๆฅๅๆฏไธไธไธช้่ฆๅฌๅๅ
Joe Rogers & Aristotle AI
้ซ็บงๅฎ่ง็ญ็ฅๅธ
2026ๅนด9ๆ4ๆฅ
ยฉ 2026 Bernd Pulch ๆกฃๆก / ๅฎๅ จ้ๅใๆ็ซไบๅ ฌๅ 2000ๅนดใ
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