News · Vietstock

04/11: What to read before the stock market opens?

The digest reviews notable domestic and international financial and economic news from the past 24 hours. The Fed held rates steady in October 2026 even though inflation has not cooled, and Chair Kevin Warsh did not give a specific reason. On the 03/11 session, foreign and proprietary investors together net sold over 630 billion VND. The State Bank of Vietnam approved Vietcombank's charter capital increase by 5,431 billion VND, while PNJ reported a 700 billion VND unsecured loan from its chairman at 10% per year. Petrolimex's Q3 2026 net profit doubled year on year, whereas Novaland's nine-month after-tax profit reached nearly 2.9 thousand billion VND but its operating cash flow was negative at 5.4 thousand billion VND.

Summary written by Upside AI from the original article. Read the source for full details.

Original headline: 04/11: Đọc gì trước giờ giao dịch chứng khoán?

Read the original on Vietstock ↗

Keywords

Fedinterest ratesinflationforeign investorsbanksKevin Warsh

Open a keyword to see other news on the same topic.

Related tickers and likely impact

VNINDEX

• Neutral

Relevance: low

MarketVietnam stocks
Close on 11/03/20261,699.62
Change that session-0.65%
VNINDEX price, forecasts and signals →

Impact is scored by AI from the headline and may be wrong. It is not investment advice.

Related news

  • ConnectOne Bank CEO : what Kevin Warsh quieter Fed can teach CEOs about communicating uncertainty

    In this Fortune column, the ConnectOne Bank CEO argues that leaders often feel pressure to give answers they don't yet have, and that clarity, meaning explaining what you are watching, what would change your mind, and how you will respond, matters more than certainty. He points to Federal Reserve Chair Kevin Warsh's move away from detailed forward guidance toward sharing the Fed's framework and the facts as it sees them, rather than forecasting rate decisions. Drawing on ConnectOne's growth from a de novo community bank founded in 2005 to nearly $15 billion in assets, through the 2008 financial crisis, the pandemic and rate swings, he says leaders should explain how they will adapt rather than predict outcomes. He advises CEOs to give employees, clients and shareholders a clear picture of where the company stands without overloading them with every scenario. The key message is that leaders should keep moving and explain their response as conditions change, since certainty is rarely available.

    fortune.com·FedKevin Warshinterest rates
  • Expert: Most stocks are at their cheapest valuations in five years, but it's not yet easy to "make money"

    ACBS expects the market to trade sideways within 1,700-1,900 in the remaining months of the year, with valuations below the recent five-year average. Vietnam was upgraded to FTSE Russell's secondary emerging market status, yet foreign investors are still net sellers, given Vietnam's modest weight in the index and the Fed's 0.25% rate hike in September. High interest rates are weighing on profits across many sectors; banking, which accounts for over 30% of market capitalization, posted weaker Q3 2026 results than Q2, though still up year on year. Ms. Đỗ Minh Trang says banking, oil and gas, insurance, power generation and ports still offer potential if selected carefully, while the real estate outlook is not positive.

    CafeF·VNINDEXforeign investorsbanks
  • Fed Chair Kevin Warsh Just Drove a Dagger Through Wall Street's AI-Driven Rally With 6 Blunt Words

    Fed Chair Kevin Warsh said interest rates affect almost everything, AI stocks included, after the Fed held rates steady on Oct. 28 amid inflation above its 2% target for 67 consecutive months. According to the CME Group's FedWatch Tool, markets put a 72% chance on a 25-basis-point hike in December. Large cloud providers are partly financing their AI data center build-outs with debt, so higher borrowing costs could slow expansion and force a re-rating of what the article calls the second-priciest stock market in history. With U.S. debt at $40.1 trillion, each percentage point in average borrowing costs equals roughly $401 billion in annual interest, and the article warns that rising long-term Treasury yields could pose a major risk to AI stocks.

    Yahoo Finance·▼ NVDA▼ SPY▲ DXY▼ QQQFedKevin Warshinterest rates
  • 2 Words From Fed Chair Kevin Warsh Are Echoing Through Wall Street and Unnerving Investors

    Fed Chair Kevin Warsh and the FOMC kept interest rates unchanged at 3.75%-4.00% at the October meeting, as inflation has run above the 2% target for 67 months. Warsh noted progress since the quarter-point hike in September but repeated the goal of a 'timely return' of inflation to 2%, which the author reads as a sign that more aggressive tightening could follow. According to the CME FedWatch Tool, there is a 75% chance of a quarter-point hike at the Dec. 9 meeting and a 46% probability of at least 75 basis points of hikes by mid-September 2027. The author argues that such tightening could hurt a stock market already at a historically high valuation, with the S&P 500's Shiller P/E topping 40 for only the third time in 156 years. Slower AI infrastructure spending from higher borrowing costs could also quickly weigh on growth.

    Yahoo Finance·▼ QQQ▼ SPYFedKevin Warshinterest rates
  • Kevin Warsh Offered a Warning on Inflation. Here's What History Says Is Coming Next.

    The Fed held rates steady at its October 29, 2026 meeting after earlier hikes, and Chair Kevin Warsh said inflation has run above target for close to 6 years and that the Fed will deliver price stability. Citing CME Group's FedWatch, the article puts the probability of another hike at the December 2026 meeting at 70.9%, and 79% for January. It compares past cycles: Volcker's hikes to 20% in 1979–1981 triggered a recession and a more than 20% fall in the S&P 500, Greenspan's 1994–1995 hikes led to a soft landing, and Powell's 2022–2023 hikes cut inflation from over 9% to below 3% while the S&P 500 entered a bear market in 2022. The author sees Powell's cycle as most similar, though inflation is lower now and stock valuations are higher. The article lists possible responses: prepare for several scenarios, be cautious with rate-sensitive stocks with stretched valuations, and focus on high-quality companies, especially dividend payers.

    Yahoo Finance·▲ DXY▼ XAU/USD• QQQ• SPYKevin WarshFedinflation
  • 4 Words From Fed Chair Kevin Warsh Should Have Wall Street and Investors Quaking in Their Boots

    The Fed held interest rates steady at the FOMC meeting on Oct. 28, but Chair Kevin Warsh said the central bank is 'working on' price stability as inflation remains above the 2% target. The article reads his remarks as implying further rate hikes, consistent with an ongoing tightening cycle. CME's FedWatch Tool puts a 65% probability that rates rise by at least 75 basis points, to 4.50%-4.75%, by Sept. 15, 2027. The article links inflation to tariffs, the Iran war and the AI build-out, noting that import prices for computer and electronic products rose 7.4% in the first 6 months of 2026.

    Yahoo Finance·▲ DXY▼ SPYFedKevin Warshinterest rates

Related markets

Vietnam stocks →

Latest news

  • Republicans Suffer Heavy Defeat: Could the Diesel Oil Deal Already Be in Ruins While Trump Is Still in Office?

    Financial Times sources say two of three Russian diesel tankers bound for the U.S. have diverted, raising doubts about the U.S.-Russia diesel deal. After the midterms, bipartisan lawmakers opposed lifting sanctions, Representative Gregory Meeks introduced a bill to block corrupt oil deals with Russia, and New Jersey Governor Mikie Sherrill warned that docking Russian tankers violates federal law. A third tanker is due in New York this weekend but could also divert. Yet U.S. fuel supplies have fallen below 100 million barrels, the lowest in over two decades, and Russian supply could ease price pressure; even if the bill passes, the President could veto it, and two-thirds of votes would be needed to override. Bloomberg, citing a source close to the Kremlin, says Russia could win more concessions, while The Conversation notes Trump, in office until 2028, retains broad foreign-policy powers.

    CafeF·oil pricessanctionsRussia
  • Jim Cramer's top 10 things to watch in the stock market Thursday

    Cramer's Thursday list notes Dow futures rising and Nasdaq futures falling after a midterm-driven rally, following Wednesday's Nasdaq gain of nearly 1.5% and 3% jump in the Dow, even as key tech stocks fell on worries about the data center buildout. Qualcomm fell 10% on a weak forecast and Arm 7% after its post-earnings decline, while Snap dropped 11% after daily users fell year over year. HP named former GSK chief Emma Walmsley as CEO, and Citi raised its Stanley Black & Decker price target to $140 from $107. Cardinal Health beat expectations and raised its full-year profit outlook, and McDonald's rose 6.5% after earnings with several price target hikes, while Dutch Bros fell more than 11% on light comps, slowing traffic and a trimmed full-year outlook.

    CNBC·Jim CramerearningsDow Jones
  • Barkin sees interest rate hikes ahead, but at a gradual pace

    Richmond Fed President Thomas Barkin said Thursday that the central bank will need to raise interest rates further, though he is unsure by how much or at what pace. In a CNBC interview at the Richmond Fed's 2026 CFO Summit, he voiced concern over inflation, saying unemployment is near record lows while inflation is too high. He said a gradual pace still makes sense given the uncertainty, and called inflation the most important risk right now. The Fed's benchmark rate is held at 3.75%–4%, and markets price a better than 80% chance of a December hike, according to CME Group's FedWatch tool.

    CNBC·▲ DXY▼ XAU/USD▼ BTC/USDT▼ EUR/USDFedinterest ratesinflation
  • Silver prices today, Thursday, November 5, 2026: Silver prices lift following midterms

    December silver futures opened at $52.32 per ounce on Thursday, up 0.1% from Wednesday's close, and reached $52.98 by 9:25 a.m. ET. After the midterm elections, silver, gold and bitcoin rallied after a difficult 2026: gold futures jumped more than 3% Wednesday back above $4,000 an ounce, bitcoin rose nearly 4% back above $80,000, and silver gained about 5%. Even so, through Tuesday's close gold was about 26% below its Jan. 29 record, bitcoin 38% below its October 2025 peak, and silver 57% under its January high. Silver is down 1.7% over one week and 15% over one month, but up 10% from one year ago.

    Yahoo Finance·▲ XAU/USDsilvergoldbitcoin
  • Google Joins The Surge Of Tech Layoffs

    Buyouts are spreading from Microsoft to Oracle and now Google, and layoffs and buyouts across the biggest tech companies have topped 100,000 this year. Microsoft offered buyouts to 60,000 employees, while Oracle cut 21,000 people, about 13% of its staff. According to Reuters, Google has started “voluntary exit packages,” though it remains unclear whether they will stay voluntary. The author warns that if these firms are early signs, the US jobless rate could rise quickly: with a US workforce of 163 million people per the BLS, losing 1.6 million jobs would raise the jobless rate by 1%.

    Yahoo Finance·▼ GOOGLGOOGLemploymentunemployment
  • Democratic sweep puts crypto on defensive in Washington

    Democrats' sweep of Congress is likely to reset the political calculus for crypto, pushing the Clarity Act to the back burner and setting up a more adversarial approach in Washington. Critics such as Sen. Sherrod Brown returning to the Senate, and Sen. Elizabeth Warren keeping influence over financial policy, mean the new Congress may focus on scrutinizing President Trump's personal crypto dealings. TD Cowen's Jaret Seiberg said Clarity is unlikely to advance over the next two years. The crypto industry spent more than $200 million on the midterms, and according to Stand With Crypto, 19 pro-crypto candidates won Senate races versus eight anti-crypto candidates, while 228 pro-crypto House candidates were elected versus 106.

    CNBC·▼ BTC/USDT▼ ETH/USDTcryptoregulationDemocratic Party

All news →

Get the briefing on Telegram or Zalo

Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.