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Retail, AI, and Oil: Three Markets Driving Today's Tape
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0:00lesson
Retail Sales Weakness — Discretionary Demand Stagnant
- Retail sales rose 0.2% MoM in June, weakest since January
- Energy slowdown from 18% oil drop offset by 4.8% pump price fall
- Control group flat, showing non-energy spending momentum loss
- CPI/PPI provided inflation relief but no stronger consumer demand
1:51TSMC· ticker
TSMC — AI CapEx Up 4 Billion, 40% Revenue Growth
- 2026 CapEx raised to $64B from $60B
- Revenue growth to exceed 40% in USD terms
- Management expects spending to rise for next 3 years
- AI hardware cycle remains strong with data centers and custom silicon
1:52Kospi· ticker
Kospi — 5% Drop, Leverage ETF Restrictions
- Kospi fell 5% seventh time this year, worst since post-COVID
- Regulators halt single stock leverage ETFs for Samsung, SK Hynix
- Minimum deposit for leverage ETFs triples to 30M won
- Overextended positions in AI ETFs face liquidation pressure
1:53Brent· ticker
Brent Crude — $85+ Amid Hormuz Conflict
- Brent stays above $85 despite CPI/PPI pullbacks
- Hormuz conflict keeps energy inside inflation narrative
- IEA warns of economic challenge if strait not reopened soon
- Energy names attract capital if conflict persists
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