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9/12
03:43
Iranian lawmaker says Tehran rejects unconditional talks with US, deeming them "futile."
Iranian lawmaker Ebrahim Azizi stated that Tehran would not negotiate with the United States without its conditions being met, calling such talks "futile" otherwise. This statement comes amid pushes by the US and the EU for unconditional negotiations, and growing speculation about a potential diplomatic re-engagement between Washington and Tehran.
03:22
BRICS summit begins in India; Iran-UAE dynamic key to joint statement
03:18
Elon Musk reposts tweet, Yale AI Association kicks off academic year with live Grok Bot demo at Yale University
The student group also announced a contest to build a useful app for Yale. Cursor brought the event to campus and offered attendees a free month of Cursor Pro.
03:10
India's Markets Regulator Proposes Overhaul of Closing Auction Session After Sharp Swings and Concentrated Derivatives Activity
03:00
TRX (TRON) recorded a trading volume of $9.79 million in the past hour, which is 9.7 times its 7-day average for the same period. It is currently trading at $0.3402.
02:39
Lookonchain Monitoring: A whale spent $85.42 million USDC to buy 1,075.6 BTC in the past 4 days, at an average price of $79,412.
02:32
UN officials warn Ukraine faces "most difficult winter" since full-scale Russian invasion.
Alexander De Croo, head of the United Nations Development Programme, told the BBC that Russia's "systematic" targeting of Ukraine's energy infrastructure could lead to a "humanitarian catastrophe" if power and water supplies are cut off, with winter temperatures potentially dropping to minus 20 degrees Celsius. Ukraine is currently "racing against time" to repair its power grid to ensure its citizens have electricity and water during the winter.
02:15
BRICS leaders gather in New Delhi to discuss strengthening local currency trade and alternative payment mechanisms amid Trump administration tariffs and sanctions.
Leaders including Chinese President Xi Jinping, Russian President Vladimir Putin, Indian Prime Minister Narendra Modi, and Iranian President Pezeshkian are attending the summit, which aims to counter pressures from the US's "America First" policy and seek deeper cooperation in trade, energy, and payments. The meeting will also explore reducing reliance on the US dollar and developing alternative cross-border payment systems.
01:29
Huawei rolls out AI-based tourism promotion service for Xi'an, leveraging its BoGuan large language model trained on regional history to generate content and itineraries
01:17
Bloomberg Survey: Traders' Personal Portfolio Adjustment Redline for 10-Year US Treasury Yields at 6.5% (Median)
A Bloomberg Markets Pulse survey on September 11 revealed that approximately one-fifth of traders surveyed would have their personal portfolio alarms triggered and be prompted to reduce equity holdings if the 10-year U.S. Treasury yield slightly exceeds 6%. The median response from 122 participants was 6.5%, with over half believing yields would need to rise to between 6% and 8.24% to necessitate a substantial adjustment to their positions. This contrasts sharply with the respondents' perceived threshold for a 10% drop in the S&P 500 (in the 5% to 5.75% range), suggesting individual investors have a higher tolerance for risk with their own capital.
01:05
First South Korean Container Ship Arrives at UK Port, Completing Half of Arctic Route
The Panstar Acro, the first South Korean container ship to traverse the Arctic Sea Route, arrived at Felixstowe Port in the UK on Saturday, marking the halfway point of its journey to assess the potential of this long-closed shipping lane connecting the eastern and western ends of Eurasia. According to South Korea's Ministry of Oceans and Fisheries, the vessel departed Busan on August 22 and reached the British port after 21 days.
00:35
Micron Technology announced it would issue bonuses of up to 68 months' salary to its employees in Taiwan, but the union rejected the offer and maintained its strike threat.
Micron Technology announced a FY2026 bonus for its employees in Taiwan, with payouts reaching up to 68 months of salary and a minimum cash compensation of NT$1.7 million (approximately US$53,800). However, the Taoyuan Union, representing about two-thirds of the employees, rejected the offer and maintained its strike threat, demanding 15% of operating profit be allocated for employee bonuses.

Micron stated that over 60,000 employees globally would receive FY2026 bonuses, marking the highest compensation package in its history. The union, however, indicated that no consensus had been reached in ongoing negotiations and would proceed with strike procedures if the company did not meet its demands. Micron employs approximately 15,000 people in Taiwan, which is one of its most critical production bases.
00:16
The U.S. has restricted air defense time slots for oil tankers passing through the Strait of Hormuz to two designated periods per day, following an increase in Iranian attacks.
9/11
22:46
North Korea fires ballistic missiles off its eastern coast, South Korea says
South Korea's Joint Chiefs of Staff detected several missiles launched from North Korea's eastern coastal area of Wonsan around 5:20 am on Saturday (local time), which flew about 250 kilometers (155 miles). South Korea is closely exchanging information on the launches with the United States and Japan. The launches occurred a day after South Korea concluded joint maritime drills with the US and Japan, which North Korea's defense minister had previously criticized, warning of "strong and reflective countermeasures."
22:34
Wall Street Insights Analysis: Structural Shift in JPY May Trigger Unwinding of Carry Trades, USD/JPY Fair Value Could Point to 130-140 Range
Wallstreetcn analysis indicates that the Japanese Yen is undergoing a structural shift, with the long-standing divergence between the narrowing 10-year US-Japan government bond yield spread and the USD/JPY exchange rate now correcting. TS Lombard believes that the core drivers are the Bank of Japan's accelerated tightening, increased political tolerance for Yen appreciation, and a reversal of Japanese capital outflows. Their fair value model points to a reasonable range of 130 to 140 for USD/JPY. Should the Yen's shift accelerate, the unwinding of large-scale carry trades could trigger a systemic increase in cross-asset volatility and push up bond yields in the US and Europe.
22:15
Lookonchain: Pump fun sold another 77,705 SOL ($7.88M) 6 hours ago
Lookonchain reported that Pump fun sold another 77,705 SOL, valued at approximately $7.88 million, about 6 hours ago. In total, the platform has sold 5,188,629 SOL, amounting to $842 million, at an average price of $162.3 per SOL.
22:00
VinFast Founder Pham Nhat Vuong Hands CEO Role to Son Pham Nhat Quan Anh Amid Expansion Push
21:51
Two "Influencer" AI Research Firms Merge: SemiAnalysis Acquires Citrini Research
SemiAnalysis has acquired thematic investment research firm Citrini Research, with the founders of both companies confirming the deal to Bloomberg on Friday (September 11). The merger aims to combine SemiAnalysis' deep technical research in the chip supply chain and AI hardware with Citrini's influence in public market investment analysis.

Citrini Research CEO James van Geelen will remain in his role temporarily, and Citrini will maintain a degree of operational independence. The report also noted that van Geelen plans to launch a new fund separately.
21:19
Analysts expect the Federal Reserve to raise interest rates by 25 basis points each in September, October, and December, for a total of three hikes, pushing the federal funds rate to 4.25%-4.5%.
Ian Lyngen, head of US rates strategy at BMO Capital Markets, expects the Federal Reserve to raise rates by 25 basis points this month, followed by additional hikes at the October and December meetings. These three hikes combined would push the federal funds rate target range back to 4.25% to 4.5%. Josh Hirt, senior US economist at Vanguard, also considers three rate hikes a "fairly reasonable starting point," but notes that the number of hikes could range from one to six.

Analysts also point out that the optimism behind the AI spending boom and the insurance industry's large holdings in private credit are two potential risk exposures in a high-interest rate environment. If the 10-year US Treasury yield reaches 5%, the market could face a new wave of selling pressure.
21:17
Canada Imposes Retaliatory Tariffs of 15-50% on $20 Billion US Imports, Testing Consumers' 'Buy Canadian' Commitment Amid Trade War Escalation
Canada has imposed a new round of retaliatory tariffs, ranging from 15% to 50%, on approximately $20 billion worth of US imports, including steel, aluminum, dairy, appliances, clothing, and cosmetics. This move follows the US tariffs that took effect on August 22, escalating the trade war between the two nations. While many Canadian shoppers have not yet noticed drastic price increases, economists warn that costs could indirectly reach consumers over time, with shelf prices expected to rise in the coming weeks. The tariffs are testing the strong 'buy Canadian' movement among consumers, who express willingness to pay more for local products but may reconsider if prices become extreme.
21:03
Goldman Sachs joins Wall Street consensus, expects the Federal Reserve to hike rates by 25 basis points at its September 16 meeting.
Goldman Sachs' Chief US Economist, David Mericle, stated in a September 11 research report that the firm has incorporated a 25 basis point rate hike by the Federal Reserve in September into its baseline forecast, a change from its previous prediction of no action. This shift is primarily driven by the higher-than-expected US August CPI data and the market having priced in an approximately 90% probability of a rate hike. Goldman Sachs believes the Federal Reserve will be reluctant to remain on hold to maintain its credibility. Following the release of the August CPI data, most major Wall Street investment banks, including JPMorgan Chase, Citi, and MUFG, have also adjusted their forecasts, forming a consensus for a "September rate hike," but significant divergences exist in their subsequent path predictions. TD Securities, for instance, expects a total of three rate hikes, while Citi anticipates that after a September hike, the Fed will remain on hold until June 2027.
21:03
U.S. Treasury: The deficit for the first 11 months of fiscal year 2026 reached $1.97 trillion, with net interest expenses exceeding $1 trillion for the first time, and long-term U.S. Treasury yields rising to multi-year highs.
Data released by the U.S. Treasury Department on Friday showed that the federal budget deficit reached $1.97 trillion in the first 11 months of fiscal year 2026 (through August), one of the highest levels on record. Net interest outlays during the same period accumulated to $1 trillion, surpassing this threshold for the first time and exceeding defense and all other major spending categories. In response, markets began pricing in a self-reinforcing debt spiral, with U.S. Treasury yields rising to multi-year highs this week. The 2-year yield briefly touched 4.66% on Friday, while the 10-year yield reached 4.98%. The average interest rate on marketable Treasury debt has risen to 3.48%. U.S. Treasury Secretary Scott Bessent has pledged to unveil a fiscal consolidation plan in the coming weeks or months.
20:41
Report: NVIDIA is reportedly in talks to invest up to $10 billion as a cornerstone investor in Anthropic's IPO, which is valued at $2 trillion.
Reuters, citing sources, reported that Anthropic is seeking NVIDIA as a cornerstone investor for its IPO, with NVIDIA considering an investment of up to $10 billion. The IPO could raise $100 billion, potentially valuing the company at $2 trillion, making it possibly the largest IPO in history. Anthropic had originally planned to release its prospectus as early as next week, but this is now expected to be delayed until late September.
20:14
Former senior US diplomat Zalmay Khalilzad reflects on America's decision-making failures in the Afghanistan and Iraq wars post-9/11.
Zalmay Khalilzad, former U.S. Ambassador to Afghanistan, Iraq, and the United Nations, stated in an interview with Al Jazeera that the United States made a series of spiraling decisions driven by fear and anger after 9/11. He pointed out that mistakes in Afghanistan policy included not negotiating with the Taliban, and that the Iraq War was based on faulty intelligence. He added that without 9/11, the U.S. might not have invaded Iraq.
20:05
Nick Timiraos updates Fed hike forecasts: HSBC changes its call, and JPM now expects two hikes in its revised forecast.
19:37
US stocks rebound on Friday, S&P 500 up 0.9% and Nasdaq 1%, as Brent crude falls 2.8% to $104.61
US stocks rebounded on Friday, regaining much of their weekly losses, as Brent crude oil prices eased 2.8% to settle at US$104.61 per barrel after nearing US$110 overnight. The S&P 500 climbed 0.9%, snapping a four-day losing streak, while the Dow Jones Industrial Average jumped 1% and the Nasdaq composite rose 1%. A US inflation report on Friday showed consumer prices were 3.4% higher last month than a year earlier, which was close to economists' expectations and helped calm the market. This data strengthened expectations among traders that the Federal Reserve will hike its main interest rate at its meeting next week. Federal Reserve Chairman Kevin Warsh has been adamant about not giving hints on interest rates, though he did calm some investor concerns in a late last month speech. President Donald Trump has been pushing for lower interest rates.
19:25
Larry Ellison to sell up to $7.5bn worth of Oracle stock
Oracle founder Larry Ellison will offload as many as 50mn shares. This comes as the company posted higher revenue from data centers but faces investor fears it is overcommitted to AI.
19:20
Lombard: GPIF's Repatriation into JGBs to Drive USD/JPY Below 150, Potentially Triggering Global Carry Trade Unwinds
Lombard Global Macro Research points out that the structural capital flow of Japan's Government Pension Investment Fund (GPIF), the world's largest pension fund, accelerating its return to domestic Japanese bonds, will push USD/JPY below 150 and towards its fair value range of 130-140. The firm warns that the risk of passive deleveraging in global carry trades has not been fully priced in by the market. Rising JPY volatility could force concentrated deleveraging of cross-asset carry positions, escalating a JPY rebound into a broader volatility event.
19:15
Yemen's Houthi rebels have taken full control of the Bab el-Mandeb Strait region. Saudi Arabia's East-West oil pipeline was preventatively shut down after an attack. On the 10th, the number of vessels passing through the Bab el-Mandeb Strait plummeted to six.
Yemen's Houthi rebels have taken full control of the Bab el-Mandeb Strait region, leading to the precautionary shutdown of Saudi Arabia's East-West oil pipeline after an attack. As a result, the number of vessels transiting the Bab el-Mandeb Strait plummeted from 30 on the previous day to 6 on September 10, indicating a severe impact of the Middle East geopolitical conflict on global shipping and oil supply.
19:10
Former NY Fed President William Dudley Recalls Being Stranded in Newfoundland During 9/11 FAA Ground Stop
Former New York Fed President William Dudley discussed his experience on a diverted flight during the FAA ground stop after the 9/11 attacks. Dudley said his plane, unable to land in the U.S., was sent to Saint John’s, Newfoundland, where passengers were kept for six days. He highlighted the generosity of Canadians who housed, fed, and clothed the stranded passengers, comparing the experience to the musical “Come From Away.” Dudley also reflected on the tragedy of Sept. 11, honoring first responders and noting the heroism and kindness that emerged despite the horror of the attacks.

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