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Panmure Liberum strategist Joachim Klement argues alarming bond yields may drop sooner than investors think, as cyclical forces are set to overwhelm debt sustainability fears.
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Previous: Putin said on Thursday there was still a "chance for peace" with Ukraine, but NATO Secretary-General Rutte warned that Russia was becoming "increasingly reckless."
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Next: Counterpoint Research data shows that Samsung Electronics significantly narrowed the gap with SK Hynix in HBM chip market share in the second quarter.
24H Trending
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Apple's market capitalization has surpassed $5 trillion for the first time, with analysts divided on the prospects of its "light AI" strategy.
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US spot Bitcoin ETFs see $527M net inflows on Oct 19, led by BlackRock's IBIT
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Wall Street giants collectively "extinguish the fire" for CoreWeave, with Barclays, Goldman Sachs, and JPMorgan Chase all believing that market concerns about the AI capital expenditure cycle are overblown.
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The Iran conflict has prompted global buyers to seek alternative oil supplies, driving a surge in investment and production among oil-producing nations in the Americas.
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【Financial Times】Analysis: The UK government's days are numbered, and Labour's plans to expand the state's role are at odds with an unstable fiscal backdrop.
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APEC Finance Ministers' Meeting highlights Hong Kong's 'super connector' role, say experts
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Debt, AI, and Ukraine dominated IMF-World Bank meetings in Bangkok; China's role receded
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HSBC CEO warns not all data centers are good bets amid AI boom
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Denmark's financial regulator stated that the country's economic growth is expected to slow as the pharmaceutical boom led by Novo Nordisk loses momentum.
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Private credit firm Tikehau is reportedly seeking strategic investors to fuel growth.
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