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U.S. Treasury Secretary Bessenter: I have full confidence in Bank of Japan Governor Kazuo Ueda, who understands the market very well.

Japan's overtime pay rate rose 2.8% year-on-year in June, up from 2.9% in the previous month.

Japan's June labor cash income annual rate was 3.4%, below the expected 3.50% and the previous value was revised from 3.20% to 3.30%.

The Brazilian government issued a statement protesting the US decision to change the visa of the Brazilian ambassador.

On August 5th, AMD (AMD.O) shares fell nearly 9% in after-hours trading after its revenue outlook fell short of some investors' expectations. It's not uncommon for AMD's stock to decline even after reporting positive results. In recent years, even when the company exceeds Wall Street expectations, the market reaction to its earnings reports has often been negative. AMD expects third-quarter revenue of $13 billion, plus or minus $300 million. While analysts' average expectation is $12.5 billion, according to data compiled by Bloomberg, some Wall Street expectations are much higher than $13 billion. The market reaction suggests that the company needs to demonstrate faster growth to justify its valuation. The chipmaker's stock has more than doubled this year—far exceeding the broader market gain—as AMD has become a major challenger to Nvidia in the AI processor field. In a conference call, CEO Lisa Su told analysts that the company expects data center revenue to more than double by 2027. She also said that in the longer term, the company is on track to exceed its previous targets of 35% annual revenue growth and $20 per share earnings.

U.S. Treasury Secretary Bessant: With energy prices falling, we are no longer facing excessive depreciation of the yen, which will help reduce inflation and allow the yen to enter a virtuous cycle.

August 5th - According to US media reports on the 4th, the US government has revoked the visa of the Brazilian ambassador to the US in retaliation for Brazil's refusal last month to issue visas to two US State Department officials and its delay in accepting President Trump's nominee for ambassador to Brazil. The Associated Press, citing a State Department official, reported that this move was a reciprocal response to Brazil's actions. The US government had repeatedly delayed taking action, giving Brazilian President Lula room to maneuver, but Lula did not change his position. If Brazil takes appropriate action and accepts the US ambassador nominee, the US can quickly withdraw the measure.

The documents show that Berkshire Hathaway sold 182,980 shares of DeWitt stock at an average price of $199.55 per share, and still holds approximately 28.7 million shares of DeWitt stock.

August 5th - According to the Financial Times, the Trump administration has paid out approximately $100 billion in tariff refunds since the U.S. Supreme Court ruled that its use of emergency powers to impose tariffs on trading partners was invalid. U.S. Customs officials reported to a judge at the U.S. Court of International Trade on Tuesday that this amount represents 60% of the $165 billion collected under the president's "Liberation Day" tariffs.

Conflict Situation: 1. Russian Ministry of Defense: Another ship was attacked near Odessa. 2. The National Security Council of Ukraine warned that Russia is conducting large-scale attacks on the Chernihiv region using jet drones. 3. Russian Ministry of Defense: Russian armed forces continue to attack Ukrainian ports, ships, and port infrastructure used for the interests of the Ukrainian armed forces. Other Situations: 1. Turkey warned that the spillover effects of the Russia-Ukraine conflict threaten civilian shipping in the Black Sea. 2. According to The Times: The Ukrainian ambassador to the UK warned that NATO is a decade behind Russia on the battlefield. 3. According to sources and Reuters calculations, Russia's seaborne oil product exports fell 33% month-on-month in July. 4. Ukrainian President Zelensky: We need to pay more attention to cyber threats from Russia and counter Russian disinformation and its information warfare. 5. Ukrainian President Zelensky: Ukraine needs to complete all preparations as soon as possible to localize the production of air defense systems, missiles, and other additional weapons domestically.

AMD (AMD.O) CEO: We now expect data center revenue to more than double year-over-year in 2027.

Musk: SpaceX (SPCX.O) is now aiming to achieve $1 trillion in revenue by 2030, not 2031.

SpaceX (SPCX.O) CFO: Capital expenditures in the third and fourth quarters will be similar to those in the second quarter.

SpaceX (SPCX.O) CFO: Initial public offering and bond issuance improved the financial situation.

SpaceX (SPCX.O) COO: The second quarter was the best quarter in terms of new Starlink subscribers to date.

U.S. API distillate fuel inventories fell by 1.232 million barrels in the week ending July 31, compared with an expected decrease of 67,000 barrels and a previous decrease of 355,000 barrels.

U.S. API crude oil production for the week ending July 31 was down 112,000 barrels per day, compared to 93,000 barrels per day in the previous week.

U.S. refined product imports for the week ending July 31 were -206,000 barrels per day, compared to 297,000 barrels per day in the previous week.