Trinity Securities, or TNITY, says the investment direction in August 2026 will continue to be driven by expectations for the US Federal Reserve's interest rates and the gradual release of earnings reports from listed companies worldwide. Investors must closely monitor signals from Fed officials, especially Chairman Kevin Warsh at the Jackson Hole meeting on August 27 to 29, which may signal monetary policy for the rest of the year. Key factors this week include the US ISM Manufacturing Index for July, SpaceX earnings on August 4, ADP private employment data on August 5, and Nonfarm Payrolls on August 7, which are crucial data the Fed uses to decide monetary policy. Domestically, investors await Thailand's July CPI on August 6 to assess inflation trends and Thai monetary policy. The investment strategy continues to emphasize closely tracking economic data and the Fed's stance, as these are key variables for global stock markets, bond yields, the dollar, and capital flows in emerging markets including the Thai stock market.
Trinity Watthana Public Company LimitedTNITY's outlook is driven by Fed rate expectations and economic data, affecting Thai market sentiment.
