Warsh is prioritizing the 2% PCE target over growth. Nine of 18 FOMC members see hikes in 2026. Forward guidance is dead.
NAB calling for a Sep hike to 4.60%. Housing values -0.7% national decline accelerating. AUD resilient on Gold/Commodity bid.
US Sunday strikes on tankers shattered the Islamabad Memorandum pause. Ballistic missiles targeting US forces in Jordan; civilian norms eroded.
PLA utilizing Ukraine-learned drone artillery tactics. US semiconductor export control enforcement intensifying (Apex Logistics probe).
| Symbol | Price (USD) | Day % | AUD Value | P&L % (vs Cost) |
|---|---|---|---|---|
| MU | $1,016.59 | +6.10% | A$11,262 | +46.9% |
| MSFT | $499.70 | -2.04% | A$20,760 | +20.8% |
| TSM | $428.91 | +2.85% | A$7,721 | +6.2% |
| META | $616.77 | +1.00% | A$15,374 | +0.9% |
| AVGO | $357.90 | +0.21% | A$5,452 | -16.2% |
| RDDT | $154.46 | -0.98% | A$14,759 | -5.0% |
| CBRS | $210.05 | +10.30% | A$5,527 | -30.2% |
| QQQU | $58.57 | -2.75% | A$9,165 | -49.8% |
| TSXU | $56.73 | +5.09% | A$864 | -89.9% |