【Morning Report】Did the FRB make a mistake?! Attention on whether to make a significant interest rate cut in September. Discussion of mask's xAI and profit distribution with tesla.

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[MW] Support for rate cuts in September, with a view to significant rate cuts in the future = FRB board member
Christopher Waller, a member of the Federal Reserve Board (FRB), expressed the view in his speech on the 6th that 'the time to start lowering interest rates has come, but it should be done cautiously.' He also added that the timing for a significant additional rate cut may be coming, but emphasized that it would be limited to cases where the data necessitates such a move.
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New York Fed President Williams is prepared to start the rate cut process.

Mixed expectations in the US interest rate futures market for the size of the September rate cut.
Following the release of August US employment statistics, there are differing views among futures traders on whether the Federal Reserve Board (FRB) will take a significant 0.5 point rate cut this month. According to CME Group's 'FedWatch Tool', the probability of a 0.5 point rate cut, as priced in by the interest rate futures market, has increased to 51% from 40% the previous day.

The stock market is shaking with persistent concerns that the FRB may have made a mistake.
FRB is preparing for the long-awaited rate cut next week.
The problem is that there are concerns that the monetary easing was too slow. "I think the Fed delayed the interest rate cut, but if Chairman Powell can avoid a recession, many mistakes may be forgiven. However, it is still unknown at this point whether that is possible," commented Ivan Martchev, an investment strategist at Navellier & Associates.
Attention is shifting to this week's inflation data, especially the consumer price index for August. This could be the final determining factor. It is an important data point, and despite investors having waited a long time for a rate cut, significant moves by the Fed could actually cause anxiety.

Discussion on Elon Musk's xAI and profit distribution with Tesla
It has been revealed that xAI, the artificial intelligence (AI) startup of American businessman Elon Musk, has discussed a deal to provide technology and resources to the electric vehicle (EV) giant Tesla in exchange for a share of its profits. This is another example of the deepening ties between Musk-led companies. $Tesla (TSLA.US)$Expansion of export control rules on certain ASML equipment

The Dutch government has announced the expansion of export control rules for certain semiconductor manufacturing equipment that Dutch companies export outside the European Union (EU). Exporters will be required to obtain permission from the Dutch government, rather than the US government, when exporting.
Determination of whether financial estimates for gold, silver, futures, and individual stocks are accurate $ASML Holding (ASML.US)$The statistic of the range of sell orders and news for individual stocks such as Rambus, Lear, and Allegro Microsystems Inc.

The SOX Index continues to decline significantly, with Broadcom and Coherent falling.
The Philadelphia Semiconductor Stock Index (SOX) fell sharply on the 6th. In particular, $Broadcom (AVGO.US)$fell more than 10%. $Coherent (COHR.US)$Wolf Speed, Allegro Microsystems, ASML Holding, Rambus, Marvel Technology, and other companies also declined, leading to a broad decline.