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9/12
05:24
Wall Street economists have raised their forecasts for the US August Core PCE after the latest CPI data release. Currently, predictions are generally above 0.20%, with Goldman Sachs expecting 0.26%, Bank of America and Mizuho forecasting 0.30% or higher, and TD Securities projecting 0.32%.
05:10
BRICS members have agreed on a joint declaration condemning unilateral war by any country, four sources told Reuters, though the statement is unlikely to name specific nations. The agreement follows efforts to bridge divisions between Iran and the UAE over the Gulf conflict, with BRICS leaders expected to formally approve the declaration today.
04:57
Voters are weighing issues such as migration, crime, and the economy, with the potential for the far-right Sweden Democrats to enter government for the first time.
04:57
The ministry stated on Saturday that these strikes targeted industrial facilities across Ukraine, including Zaporizhstal and Interpipe Steel complexes. The attacks followed Ukrainian drone launches on industrial facilities in Russia's Samara region.
04:53
Iranian President Masoud Pezeshkian, during his first visit to India, stated that Iran would not succumb to the United States and Israel, emphasizing that Iran has successfully resisted the aggression of both countries. He made these remarks while addressing Indian religious leaders in New Delhi on the eve of the BRICS summit. On Friday, Pezeshkian also met with Indian Prime Minister Narendra Modi, who expressed concern over the safety of seafarers and called for the resolution of Middle East conflicts through dialogue and diplomacy to ensure freedom of navigation and commerce. Since the escalation of the US-Iran conflict on February 28, the transport of oil and other goods through the Strait of Hormuz has significantly slowed, leading to a surge in global crude oil prices.
04:01
Hong Kong-based quantitative trader Ryan Lei now delegates much of his investment research to artificial intelligence. For a recent bet tied to a major technology initial public offering, Lei used Futu’s AI agents to collect data on similar listings over the past decade and analyze their post-debut performances, which informed his short position.
03:43
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.
03:18
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.
02:32
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
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.
01:17
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
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 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.
9/11
22:46
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
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 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.
21:51
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
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.

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