To The Moon

News and my thoughts from the past week (05Oct2026) The fuel cluster (📷 1–4): 1. 📷 Diesel will “not return to normal for a year.” Energy executives in the Dallas Fed survey expect high fuel costs to persist — with pump signs already showing diesel above US$8/gallon in places and petrol above US$6. This is no longer a spike; it is being budgeted as a condition. - Financial Times Diesel above US$8/gallon at the pump (FT, via Benson) 2. 📷 China’s refiners suspend October fuel exports; PetroChina cancels cargoes. The world’s swing supplier of refined products is keeping its fuel at home. - Reuters, 1 October China refiners suspend October fuel exports (Reuters, via Benson) 3. 📷 India’s MRPL cancels three export tenders (diesel, jet fuel, reformate) after a refinery fire. - hydrocarbonprocessin

Market Outlook of S&P500 (05Oct2026) Technicals as of Friday 2 October close, pulled via Yahoo Finance data: · Close: 7,722.72 — 1.2% below the 52-week high of 7,816.70, and +12.6% year to date · Moving averages: price above the MA50 (7,658) and MA200 (7,226); MA50 above MA200 — the trend structure is intact · MACD: 10.98, marginally below signal 11.12 — momentum has stalled at the highs, though the histogram is improving (−0.14 from −3.02) · RSI(14): 54.8 — neutral · Chaikin Money Flow (20): −0.053 — has slipped negative; money trickling out at the highs · Stochastic: %K 78.3 above %D 62.9 — recovering · Overall ten-rule gauge: 7 buy / 3 sell — still constructive, but last week’s clean sweep is gone: MACD cross, money flow and 20-day momentum have all turned. The CNN Fear & Greed

Economic Calendar (05Oct2026) Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [Investing.c

Economic Calendar (05Oct2026) caption...Economic calendar for the week (source: Investing.com) After last week’s triple-feature (RBA, PCE, payrolls), this week is deliberately quiet — which makes each item carry more weight, and leaves the tape more exposed to headlines than to data. China is on Golden Week holiday Monday to Wednesday, thinning Asia liquidity. 1. FOMC minutes (Wednesday 7 October, 2:00 pm ET). The one genuine event of the week: the record of the meeting that delivered the first rate rise in three years (to 3.75–4.00%). After Friday’s soft payrolls (+29K — see below), the minutes tell us how much of the decision was inflation-fighting conviction versus insurance. Watch the language on oil pass-through and on how many participants wanted to signal another rise in October. [I

News and my thoughts from the past week (28Sep2026) Benson's selected items (drafted from his inputs, his fact-check notes applied): 1. Weather and natural disasters across Asia. Typhoon Dujuan swept Japan's Kanto region around 21–23 September, bringing record rainfall, landslides and flooding with a rising death toll, and another storm was intensifying near Okinawa by week's end. Vietnam is still recovering from heavy rain and flooding across its northern and north-central provinces from mid-September, with homes inundated and crops damaged. In Thailand, all 50 Bangkok districts were declared disaster areas after severe rainfall, school closures and disruption to government travel — continued rain raises the risk of worse. In the Pacific, Hurricane Polo is real but its near-term threat is

Market Outlook of S&P500 (28Sep2026) Technicals as of Friday 25 September close, pulled via Yahoo Finance data: S&P 500 intraday, Friday 25 September (via Benson) ·       Close: 7,743.41 — just 0.94% below the 52-week high of 7,816.70, and +12.9% year to date ·       Moving averages: price above the MA50 (7,636) and MA200 (7,205); MA50 above MA200 — the uptrend is intact on every timeframe we track ·       MACD: 18.83 versus signal 10.74, with the histogram ticking up (8.09 from 6.34) — momentum re-accelerating after a flat patch ·       RSI(14): 56.7 — constructive, not stretched ·       Chaikin Money Flow (20): +0.032 — modest but p

Preview of the week starting 28Sep2026 - Payrolls, PCE and a coin-flip in Sydney Economic Calendar (28Sep2026) Economic calendar for the week (source: Investing.com, via Benson) A genuinely live week: two US prints that can move the rates path, one central-bank decision that is too close to call, and China going quiet for Golden Week from Thursday. 1. The RBA decides — and the market has not made up its mind (Tuesday 29 September, 2:30 pm AEST). The cash rate sits at 4.35%. Pricing is roughly 55/45 between a 25 bp rise to 4.60% and a hold; NAB expects the rise this week, ANZ, CBA and Westpac lean to November. The awkward part: August CPI lands on Wednesday, after the vote, so the board decides with July's 3.5% headline (3.6% trimmed mean) as its freshest read. Whichever way it goes, the st

Preview of the week starting 28Sep2026 - Payrolls, PCE and a coin-flip in Sydney Economic Calendar (28Sep2026) Economic calendar for the week (source: Investing.com, via Benson) A genuinely live week: two US prints that can move the rates path, one central-bank decision that is too close to call, and China going quiet for Golden Week from Thursday. 1. The RBA decides — and the market has not made up its mind (Tuesday 29 September, 2:30 pm AEST). The cash rate sits at 4.35%. Pricing is roughly 55/45 between a 25 bp rise to 4.60% and a hold; NAB expects the rise this week, ANZ, CBA and Westpac lean to November. The awkward part: August CPI lands on Wednesday, after the vote, so the board decides with July's 3.5% headline (3.6% trimmed mean) as its freshest read. Whichever way it goes, the st

Pukka Solutions Business Excellence | Agent Maestro | APAC Advisory Let us learn, connect and craft value together. THROUGH MY ASIAN LENS — WEEKLY MARKET BRIEF Week of 21 September 2026 · Compiled by Kimi (Moonshot AI) · Reviewed by Claude & Grok · Benson Kong writes the Muse SGX Centre 1, Shenton Way, Singapore · Photo © Benson Kong After the Fed’s First Hike in Three Years: PMI Reality Check & Costco’s Consumer Test Economic Calendar — Week of 21 September 2026 The hike is behind us. Markets now price the next one. This week gives us the first real data. On Wednesday 16 September the Federal Reserve raised the federal funds target by 25 basis points to 3.75%–4.00% — unanimous 12–0, the first hike in three years. Chair Warsh: “The plain fact is that inflation is too high and has b

My Investing Muse (14Sep2026) Layoffs, closures and Delinquencies US job openings revised down by 177,000 in June, the 3rd straight downward revision - X user Kalshi Finance There is an employment recession in the US Information sector. The Information industry shed -23,000 jobs in August, bringing employment down to 2.75 million, its lowest since the 2020 pandemic. The Information sector includes software publishing, data processing and computing infrastructure, web search, telecom, broadcasting, publishing, and other information services. Excluding 2020, this is the lowest reading since April 2015. Since the November 2022 peak, Information employment has contracted -270,000, or -12%. By comparison, during the 2008 Financial Crisis and its aftermath, employment in this industry also fell