Macro
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DeItaone quotes Fed's Paulson: If progress not made on inflation, the Fed will need to act
DeItaone quotes Fed's Paulson: If progress not made on inflation, the Fed will need to act
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Fed's Paulson: Monetary policy is in a 'complicated time,' inflation is 'too high' and needs to be brought down, Fed likely has the 'mildly restrictive' policy required.
Fed's Paulson: Monetary policy is in a 'complicated time,' inflation is 'too high' and needs to be brought down, Fed likely has the 'mildly restrictive' policy required.
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Analysis points out that NVIDIA's revenue advantage in AI chips is expanding, but AMD's stock price gain this year far exceeds NVIDIA's.
A Yahoo Finance analysis article points out that although NVIDIA continues to widen its lead over Advanced Micro Devices (AMD) in terms of revenue scale and growth trajectory in the artificial intelli
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Tax Experts: IRS Regulations on AI Disclosure in Tax Preparation Unclear, Sparking Industry Debate
The tax industry is debating whether tax professionals need to disclose to clients their use of AI in preparing tax returns. Although the IRS issued its first AI-related guidance in June, requiring ta
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DeItaone转发:法国兴业银行预计标普500指数将达8,000点,因美国企业盈利能力扩大且AI投资强劲,建议投资者“逢低买入”
法国兴业银行指出,美国企业盈利能力正超越大型科技股,持续支撑股市,目前86%的公司盈利超出预期,利润率创历史新高,2026年每股收益(EPS)预测已升至335美元。
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The U.S. trade deficit was $73.26 billion in June, higher than market expectations of $72.9 billion.
Data showed the trade deficit for May was revised to $77.65 billion. In June, exports were $314.73 billion, a month-over-month decrease of 0.9%; imports were $387.99 billion, a month-over-month decrea
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BNY Mellon announces it will add crypto staking services to its digital asset custody platform through a partnership with Galaxy.
The move aims to expand its services to institutional crypto investors but is still awaiting regulatory approval. Galaxy will provide staking infrastructure for BNY Mellon and assist in expanding its
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Third Point Management took a position in Flex (FLEX), stating that its CPI business spin-off has exponential growth potential in the AI data center sector.
The New York investment advisor said in its Q2 2026 investor letter that Flex plans to spin off its Cloud and Power Infrastructure (CPI) business into a separate publicly traded company. Third Point b
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Third Point Management highlights Block (XYZ) in Q2 2026 letter, sees new earnings phase driven by Cash App monetization and Square lending
The investment advisor believes Block, Inc. is transitioning to deeper monetization of its Cash App, which now has nearly 60 million monthly transacting actives. Third Point views Square Financial Ser
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Berkshire Hathaway stock hits 8-month high, analysts list it as "top long-term hold"
The analyst pointed out that Berkshire Hathaway held a substantial cash reserve of $397 billion at the end of Q2 2026, accounting for 59% of its investable assets. Furthermore, the company resumed sto
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Diamondback Energy CEO: Iran conflict caused largest oil supply shock, structurally raising oil price floor and complicating Fed rate cuts
Diamondback Energy CEO Kaes Van't Hof stated that the Iran conflict led to the largest oil supply shock in history, cutting global production by 13.6 million barrels per day and rapidly draining inven
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Jim Cramer warns AI industry's "circular financing" is out of control, says "I lived through 2000, I don't want to live through it again"
CNBC host Jim Cramer stated that the "circular financing" phenomenon in the AI sector is getting out of control, comparing it to the dot-com bubble of 2000. He pointed out that many companies rely on
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Raiffeisen Bank International Secures Control of Addiko Bank with 56.16% Stake, Surpassing 55% Threshold
Raiffeisen Bank International (RBI) has successfully gained control of Addiko Bank after its voluntary takeover offer received acceptances for 10,831,435 shares, representing 56.16% of the shares cove
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Philadelphia Fed President Paulson supported last week's decision to hold rates steady, keeping an open mind on future policy, and estimates underlying inflation at 2.4-2.8%.
Paulson outlined two potential paths for policy: one where inflation continues to decline, allowing the Fed to maintain current rates, and another where inflation progress stalls, suggesting policy ma
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China's MiniMax curbs overseas access to its new H3 AI video model in US, EU, UK, and South Korea over copyright disputes
Chinese artificial intelligence company MiniMax has open-sourced its new H3 video model but imposed licensing conditions on users in major overseas markets including the US, European Union, UK, and So
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South Korea's stock market, once a global hot spot, has now fallen into bear market territory, becoming a paradise for short sellers.
South Korea's benchmark stock index, which had soared, has reversed into bear market territory, leading to the liquidation of long positions and the establishment of new short positions.
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DeItaone reposted BESSENT's view: We are seeing the Federal Reserve's "detox"
DeItaone reposted BESSENT's view: We are seeing the Federal Reserve's "detox"
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Mark Zuckerberg explains Meta's compute strategy of selling and buying, as 2026 capex guidance rises to $130B-$145B
Meta CEO Mark Zuckerberg向投资者解释称,公司同时出售和购买计算能力,是为了在短期内通过现有计算能力实现盈利,同时为未来进行投资,因为他认为计算需求不会很快放缓。Meta已将2026年资本支出(capex)指导区间的下限从1250亿美元上调至1300亿美元,上限可能达到1450亿美元。公司正在美国各地建设27个数据中心。
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DeItaone quotes BESSENT: "Saw quite a few ships coming out of Hormuz even now"
DeItaone quotes BESSENT: "Saw quite a few ships coming out of Hormuz even now"
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DeItaone relays BESSENT's view from CNBC interview, saying Iran deal could be reached tomorrow to open Strait of Hormuz
DeItaone relays BESSENT's view from CNBC interview, saying Iran deal could be reached tomorrow to open Strait of Hormuz
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DeItaone转发了Bessent的观点:日本没有理由停止积累大量海外资产
DeItaone转发了Bessent的观点:日本没有理由停止积累大量海外资产
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EU Eyes Winter LNG Buys as Storage Hits Near Two-Decade Low After Iran War Drove Up Prices
The European Union is optimistic that winter liquefied natural gas imports will help offset inventories that are at their lowest level for this time of year in almost two decades, following the Iran w
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DeItaone转发Bessent观点:许多人认为人民币被低估
DeItaone转发Bessent观点:许多人认为人民币被低估
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DeItaone转发Bessent观点:若日元走弱,其他货币也将随之走弱
DeItaone转发Bessent观点:若日元走弱,其他货币也将随之走弱
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South Korea to launch 'Future Fund' with AI boom's 'windfall revenue'
South Korea's budget ministry announced Friday that it will launch the "Future Fund" to promote long-term economic growth. The fund will be financed by what the government calls "windfall revenue" fro
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China's National Bureau of Statistics: The total output of early rice nationwide in 2026 was 28.292 million tons, a year-on-year decrease of 0.8%.
According to data released by the National Bureau of Statistics, the national per-unit area yield of early rice in 2026 was 5963.4 kg/hectare, a decrease of 48.5 kg/hectare or 0.8% compared to 2025; t
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AI helps Southeast Asia-based scammers cut costs, leading to wider spread of cross-border crimes
The use of artificial intelligence is facilitating the spread of fraud and other cross-border crimes in Southeast Asia. US-driven clampdowns are prompting these fraud groups to relocate from countries
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South Korea's KOSPI index opened down 1.35% on Friday, then narrowed its losses to 0.31%, closing at 6,831.53 points, dragged down by a renewed rise in US Treasury yields and higher oil prices.
U.S. government bond yields resumed their rise on Thursday, reversing some of the previous day's declines, after the U.S. Treasury announced an expansion of bond buybacks.
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South Korea's Exports Jumped 56% in Early August, Driven by Strong Chip Shipments
South Korea's exports surged 56% from a year earlier over the first 20 days of August, reaching $55.2 billion, customs data showed. This marks the highest level for the 20-day period for any August, w
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South Korea's producer prices in July fell 0.4% for the first time in 11 months, due to lower oil prices.
South Korea's central bank data shows that the Producer Price Index in July fell by 0.4% month-on-month, the first monthly decline since August 2025. This was mainly driven by falling global crude oil
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Donald Trump vows 'economic D-Day' on Iran, threatens 'massive' economic consequences for countries doing business with it
US Treasury Secretary Scott Bessent stated that the United States will take action against any country deemed to be providing a lifeline to Iran, and will announce the specific mechanisms for new econ
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Changpeng Zhao: Supports tokenization on all blockchains, believes it's the best way for nations to raise funds and attract foreign direct investment
He pointed out that although tokenization brings about the problem of "fragmented liquidity," it is the fastest way to drive industry growth and can be partially solved by improving interoperability b
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Japan's headline inflation hit 1.9% in July, highest this year, driven by energy prices due to the Iran war
Core inflation, which excludes fresh food but includes energy, rose 1.8%, in line with expectations. Wholesale inflation also surged to 7.2% in July, with electricity charges being the largest contrib
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Yemeni government forces and Houthi rebels escalated clashes, with government forces launching 81 attacks within 24 hours, and Houthi rebels claiming to have attacked targets inside Saudi Arabia.
A Yemeni government military spokesman stated that over the past 24 hours, government forces launched 81 attacks on Houthi positions, resulting in the "elimination" of several Houthi fighters and fiel
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Elon Musk retweeted a post stating that if humanoid robots possess high dexterity and intelligence, everyone will have access to healthcare services surpassing those available to the wealthiest people on Earth, and human happiness will be significantly enhanced.
Elon Musk retweeted a post from cb_doge, which quoted Musk himself stating that highly dexterous and intelligent humanoid robots will enable everyone to receive better medical care than even the wealt
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OpenAI is gaining on Anthropic with US business users in Q3, though Anthropic still leads in market share as of July, new data indicates
Data from corporate credit card and expense management company Ramp shows OpenAI is growing faster among US businesses in Q3 to date, after losing the lead to Anthropic in May. As of July, Anthropic h
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Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
Foreign ownership of Japan stocks hit a new record for three consecutive years in fiscal 2025, exceeding one-third, driven by the AI boom and improved corporate governance.
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The White House released the "National Space Transportation Policy," aiming to ensure continued U.S. leadership in space and planning to support over 1,000 launches and reentries annually by 2030.
The policy identifies space access as a critical national and economic security interest and directs U.S. executive departments and agencies to take actions including optimizing launch and reentry inf
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Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
Former New York Fed President Bill Dudley Warns US Stocks Are in Bubble Territory
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UK life insurer Standard Life has reached an agreement with CVC, Goldman Sachs, and PGIM to invest over a trillion dollars in private market assets for UK pension funds.
London-based life insurer Standard Life announced on Thursday that it has reached an agreement with private equity firms CVC Capital Partners, Goldman Sachs, and PGIM, the asset management arm of Prud
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The United States imposed new sanctions on nine Cuban state-owned mining, metals, and construction companies and three leaders.
The Cuban Ministry of Construction and government-controlled import companies are among the sanctioned entities, according to a notice published Thursday on the U.S. Treasury Department website. U.S.
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Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
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Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
Moody’s Ratings Urges US Insurance Watchdog NAIC to Impose Tougher Treatment on Private Credit Ratings, Citing Concerns Overstated Quality and Rating Shopping
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Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
Federal Reserve Board approves National Westminster Bank Plc's application to establish a representative office in Stamford, Connecticut
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US Imposes New Sanctions on International Criminal Court (ICC) After It Sought Arrest Warrant for Israeli PM Netanyahu
The move has drawn condemnation from the United Nations and the European Union but was welcomed by Israel.
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US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
US Treasury Secretary Scott Bessent: Will expand buybacks of high-cost debt and announce new fiscal measures to address the highest borrowing costs in years
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Japan's global patent share in core AI fields shrinks from 25% to 8% over two decades, falling behind US and China
Japan now ranks fourth in patents for AI mechanisms and foundational technologies, with China, the U.S., and South Korea occupying the top three spots.
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MarketWatch analysis points out that historical data shows interest rates typically fall, rather than rise, when a bull market tops out, making the current question from market analysts about "how high interest rates need to rise to kill the bull market" misguided.
A MarketWatch article points out that many Wall Street analysts have recently focused on how high interest rates need to rise to end the bull market, but historical experience shows that interest rate
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Macro
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DeFi Sector Analysis: How Decentralized Finance Works and a Rundown of the Top Five Mainstream Tokens
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Ping An of China's H1 profit rises 36% to 92.6 billion yuan, boosted by China's stock market rally
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US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
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