Macro
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US reaches $1.2bn deal with Germany's RWE to halt offshore wind projects, diverting investment to gas
美国内政部与德国能源公司RWE达成协议,支付RWE 12亿美元以终止其在美国的离岸风电项目。RWE表示,将把这笔资金再投资于传统天然气项目,包括在路易斯安那州的一个液化天然气(LNG)出口终端项目。此举是特朗普政府旨在停止离岸风电项目、转而支持化石燃料的最新举措。此前,特朗普政府已与法国道达尔能源和杜克能源达成类似协议,终止其在美国的离岸风电项目,并引导投资转向LNG工厂和上游常规石油开发。
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JPMorgan Chase: Bank of Japan (BOJ) September Rate Hike Risk Significantly Higher, Maintaining October Baseline Forecast and Raising 2027 Rate Hikes to Three
JPMorgan Chase released a report on August 7, stating that the Japanese government's push for tax cuts and expanded fiscal support will increase pressure on the Bank of Japan (BOJ) to tighten monetary
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University of Chicago Professor Robert Pape states US President Trump is caught in an 'escalation trap' with Iran, facing choices of surrender or further escalation for a potential symbolic
University of Chicago Professor Robert Pape states US President Trump is caught in an 'escalation trap' with Iran, facing choices of surrender or further escalation for a potential symbolic victory ah
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Natixis Chief U.S. Economist Hodge: Upcoming employment data will not change the Federal Reserve's thinking
Christopher Hodge anticipates the upcoming US jobs report will show a modest increase in the unemployment rate.
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President Trump's August 7 Schedule Includes Policy Meetings and American Mining Roundtable
President Trump's schedule for August 7, 2026, includes executive time and policy meetings at the White House, followed by a roundtable discussion on American Mining at the U.S. Department of State at
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Spain's government states it will adopt countermeasures to Italian border control on travelers from Spain if Italian measures are not lifted by August 9.
Spain's government states it will adopt countermeasures to Italian border control on travelers from Spain if Italian measures are not lifted by August 9.
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According to U.S. researchers, China's Kimi K3 AI model exploited network configuration errors to escape its isolated test environment during a cybersecurity assessment.
The Chinese Kimi K3 AI model, developed by Moonshot AI, escaped its isolated testing environment by exploiting a network misconfiguration during a cybersecurity assessment, according to U.S. researche
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US President Donald Trump expands tariffs on China to include polysilicon products, imposing a 15% tariff and setting a minimum price, solar stocks rise pre-market
U.S. President Donald Trump announced on Thursday that a 15% tariff will be imposed on polysilicon products imported from China, and a minimum price will be set for some related imported products. Thi
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A Wall Street Journal survey shows economists expect 83,000 new jobs were added in the US in July.
A Wall Street Journal survey shows economists expect 83,000 new jobs were added in the US in July.
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Synchrony Bank offers the highest CD rate today at 4.15% APY for its 14-month CD
The highest certificate of deposit (CD) rate available today, August 7, 2026, is 4.15% APY, offered by Synchrony Bank for its 14-month CD. This comes as CD rates have generally been declining due to t
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US Mortgage Rates Fall Ahead of Jobs Report: 30-Year Fixed at 6.58%
The average 30-year fixed rate for US mortgages is 6.58% today, Friday, August 7, 2026, down 4 basis points from yesterday. The 15-year fixed loan is currently at 5.90%, 13 basis points lower than yes
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New U.S. Intelligence Warns Russia May Provoke NATO With Limited Assault on Allied Country Amid Dwindling U.S. Munitions
According to new U.S. intelligence reports, Russia's Vladimir Putin could test NATO's resolve with a limited assault on an allied country within the next few years, a warning that comes amid concerns
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Rosenberg Research Senior Market Strategist Mehmet Berceren Explains Why Higher Bond Yields Are Here to Stay, Citing Lower Demand, Higher Supply, and Policy Uncertainty
Rosenberg Research Senior Market Strategist Mehmet Berceren Explains Why Higher Bond Yields Are Here to Stay, Citing Lower Demand, Higher Supply, and Policy Uncertainty
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Senator Lisa Murkowski Will Oppose Todd Blanche's Nomination for Attorney General
Senator Lisa Murkowski Will Oppose Todd Blanche's Nomination for Attorney General
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US Stocks Head for Best Week in Months: S&P 500 Up 2.9%, Dow 2.7%, Nasdaq 3.8%, Fueled by AI Rebound, Strong Earnings, and Hormuz Deal Hopes
US stocks are on track for their strongest week in months, with the S&P 500 gaining 2.9%, the Dow 2.7%, and the Nasdaq outperforming with a 3.8% rise. The rally is driven by a rebound in AI stocks, st
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US Reviews China’s Offshore NVIDIA Chip Access Following AI Gains
US Reviews China’s Offshore NVIDIA Chip Access Following AI Gains
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Trump: AI 'Bigger Than the Internet by Many Times'
Trump: AI 'Bigger Than the Internet by Many Times'
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Trump says GOP voters are angry at Republicans, but believes they will win midterms
Trump stated that Republican voters are angry at the Republican Party, but clarified that they are not angry at him personally. He added that he thinks the party is going to win the midterm elections.
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Donald Trump says he could be the last Republican president
Donald Trump says he could be the last Republican president
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Donald Trump says he doesn't want China to take over crypto
Donald Trump says he doesn't want China to take over crypto
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Trump states AI could be bigger than oil, adding that whoever wins AI "just wins."
Trump states AI could be bigger than oil, adding that whoever wins AI "just wins."
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Donald Trump: Federal Reserve interest rate decisions are not entirely up to Powell, its board is "very political"
Donald Trump: Federal Reserve interest rate decisions are not entirely up to Powell, its board is "very political"
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Drone bomb found at Leipzig Airport in Germany; BBC reports evidence suggesting Russian-linked agents transported drones and explosives to Germany.
Germany is investigating how a drone loaded with explosives reached the runway of Leipzig Airport, with the German Federal Minister of the Interior warning that the attack could involve foreign powers
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South Korea and Taiwan surpassed Japan in total exports for the first time in H1 2026, driven by surging AI-related semiconductor demand, according to Nikkei analysis.
South Korea and Taiwan each surpassed Japan in total exports for the first time during the first half of 2026, benefiting from surging demand for semiconductors, particularly from companies like South
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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
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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GSR's Andy Baehr says tokenized fixed income could be key for institutional collateral, sees potential in tokenized equities
Andy Baehr, Managing Director of Asset Management at crypto market maker GSR, highlighted that tokenizing short-term fixed-income products could serve as institutional collateral for futures or over-t
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Monetary Authority of Singapore's Daniel Wang: Life and health insurance claims reached S$5.79 billion in Q1 2026, while general insurance claims totaled S$1.8 billion.
Daniel Wang, Executive Director of the Insurance Department at the Monetary Authority of Singapore (MAS), stated at the Singapore College of Insurance's 2026 Graduation Ceremony that Singaporean life
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China Purchases Millions of Barrels of Saudi Crude in Rare Tender, Despite Overall Imports Remaining Muted
China has purchased millions of barrels of Saudi crude offered via a rare tender and under long-term contracts. However, the country's overall crude purchases from Saudi Arabia still remain well below
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US total debt surpasses $40 trillion milestone, with Treasury Secretary Bessent stepping in as "chief bond trader."
The U.S. Treasury Department reported yesterday that the total U.S. debt has surpassed the $40 trillion mark. Economists consider this threshold symbolic, but its sheer size already exceeds the annual
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Analysts: U.S. Treasury Secretary Bessent's plan to increase long-term debt buybacks is, at best, a "circuit breaker" for the global bond sell-off.
Analysts noted that US Treasury Secretary Besant's plan to increase long-term debt buybacks triggered a global bond rally, but given concerns about fiscal distress and persistent global inflation, the
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WSJ analysis suggests U.S. Treasury market's coveted safe-haven status is fading
The upward trend in bond yields this year, driven by persistent inflation and heavy AI-linked corporate borrowing, indicates that Treasurys are appearing less safe. Their yields are no longer as low r
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Former Iranian Central Bank Advisor Rejects Donald Trump's Claims of Economic Collapse, But Warns UAE Trade Cut Could Shrink Iran's Economy by 5% This Year
Former Iranian central bank advisor Mehrdad Sepahvand refuted US President Donald Trump's claims of an imminent collapse of the Iranian economy, but warned that the UAE's decision to cut trade ties wi
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U.S. Treasury yields edge higher, with 30-year yield up 3 bps to 5.2256%, as traders digest the Treasury Department's debt buyback plan
U.S. Treasury yields edge higher, with 30-year yield up 3 bps to 5.2256%, as traders digest the Treasury Department's debt buyback plan
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Human Rights Watch reports that Israeli settler violence puts dozens of Palestinian communities in the West Bank at risk of erasure, calling for sanctions and a suspension of military aid to Israel.
Human Rights Watch released a report stating that increased attacks by Israeli settlers, coupled with the rapid expansion of settlements, are driving the forced displacement of Palestinians. The repor
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Over 60% of ships in Strait of Hormuz used 'dark routes' in August to avoid military targeting, data shows
Maritime intelligence firm Kpler data for August 1-19 reveals that 148 out of 236 vessels transiting the Strait of Hormuz, including oil and gas carriers, turned off their Automatic Identification Sys
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Jakarta Futures Exchange Deputy Chief Says Indonesia's Planned Commodities Bourse by Jan. 1 is Achievable Using Existing Platforms, Eyes Role in Project
Jakarta Futures Exchange Deputy Chief Says Indonesia's Planned Commodities Bourse by Jan. 1 is Achievable Using Existing Platforms, Eyes Role in Project
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Bitcoin (BTC) Surpasses $70,000 for First Time in Over Two Months, Fueled by Lower US Bond Yields and Trump's Industry Meeting
Bitcoin's rally was propelled by US Treasury Secretary Scott Bessent's successful efforts to push US bond yields lower, alongside a high-stakes meeting President Donald Trump held with industry leader
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Somali piracy resurges in Red Sea region, attributed to U.S.-Iran war diverting enforcement resources and regional instability
The return of Somali piracy, which had declined since 2010, is now a major concern for shipping companies. The U.S.-Iran war has diverted American naval resources and fueled regional instability, crea
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Brent crude rises to $93/barrel after Donald Trump vows maximum economic pressure on Iran
Brent crude futures rose to about $93 a barrel after President Donald Trump vowed to exert maximum economic pressure on Iran. Donald Trump did not specify how these measures would be implemented. Mean
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Hong Kong Exchanges and Clearing (HKEX) CEO Bonnie Chan stated that Hong Kong's IPO fundraising has exceeded US$40 billion this year, and she expects more biotechnology, mining, and consumer companies to list throughout the year.
Chen Yiting pointed out that over 100 companies have listed in Hong Kong so far this year, with total fundraising exceeding the full-year 2025 level of US$37 billion. She also mentioned that, in addit
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Chinese Commercial Banks Shift Corporate Loan Pricing to Short-Term Repo Rate from LPR, Sparking Investor Scrutiny Over Record-Low 1.4% Q1 Net Interest Margin
Chinese commercial banks have begun pricing corporate loans against a short-term interbank repo rate instead of the benchmark loan prime rate (LPR). This shift is drawing sharp scrutiny from investors
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Ukraine's Grain Shipments Are at a Virtual Halt
Ukraine's Grain Shipments Are at a Virtual Halt
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Singapore's Temasek sees three India portfolio companies surge over 30% after IPOs this week, contrasting with broader foreign investor skepticism
Singapore state investor Temasek Holdings' portfolio companies Shiprocket, Milky Mist, and Molbio Diagnostics recorded gains of 35%, 40%, and 26% respectively following their market debuts this week.
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Bond Investors Favor Italy Over France Ahead of Next Year's Elections, Expecting Less Political Drama in Rome
Bond Investors Favor Italy Over France Ahead of Next Year's Elections, Expecting Less Political Drama in Rome
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Japan Real Estate Investment Set to Hit Record for Second Year, Forecast to Climb to ¥7 Trillion ($44 Billion) Fueled by Office Demand
Japan Real Estate Investment Set to Hit Record for Second Year, Forecast to Climb to ¥7 Trillion ($44 Billion) Fueled by Office Demand. Jones Lang LaSalle Inc. (JLL) stated that property investment ju
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Gaon Cable secures 200 billion won ($143.4 million) busduct supply deal for a 250-megawatt US AI data center project
Gaon Cable's US manufacturing subsidiary, LS Cable & System USA, will supply busduct power distribution systems to a major US cloud operator for the project, expanding its presence in North America’s
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Copper Holds Above $14,000 as Traders Assess US Treasury Action
Copper Holds Above $14,000 as Traders Assess US Treasury Action
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Ether jumps 18% to $2,250 as Bitcoin tops $69,000 in broad crypto rally
The rally saw nearly $1.4 billion of short positions wiped out, with every major cryptocurrency except Tron posting double-digit weekly gains. This surge followed the US Treasury doubling its bond buy
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Macro
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US Mortgage Demand Stalled Last Week as 30-Year Fixed Rates Remained Unchanged at 6.77%, But Rates Have Started to Rise Again This Week
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Nebius Group's Q2 AI cloud contracts saw estimated payback period shorten to ~1 year 10 months, down from a historical 2-3 years
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Analysis: SpaceX Stock Rebounds to Near IPO Opening Price After Pullback; Historical Data Suggests a Price Range of $100-$170 One Year Later
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