WS #1177

The dominant signal in this window is further clarification from the Reserve Bank of Australia (RBA) Governor Bullock, with multiple Reuters-sourced messages reinforcing the hawkish stance while adding nuance. Governor Bullock explicitly stated that today's hike does not indicate the forward path, emphasizing the board's active debate and alertness to Middle East risks, with a willingness to change track if necessary. This corroborates earlier signals of a split decision and geopolitical concerns, potentially impacting AUD and global risk sentiment. Concurrently, a significant development emerges with Elon Musk announcing Tesla's Terafab chip plant launch in 7 days, targeting 200 billion units annually, which could disrupt semiconductor markets and boost TSLA. In technology, NVIDIA continues to show momentum with EXL integrating its GPU technologies for faster AI deployments and WeRide expanding NVIDIA-powered robotaxis in Southeast Asia, supporting NVDA's bullish trend. U.S.-China trade relations see a potential positive signal with Nikkei reporting both countries studying a new 'Board of Trade' mechanism, which could ease trade tensions and benefit sectors like technology. Other items, such as real estate transactions and cryptocurrency chatter, are noise with limited immediate market impact.