Macro
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WSJ's Nick Timiraos: Fed Independence at 'Interesting Moment' Amid Rate Hike Discussions
Wall Street Journal记者Nick Timiraos评论称,美联储的独立性正处于一个“有趣的时刻”,因为与去年围绕降息的讨论不同,现在的问题是是否加息。他指出,美联储理事库克(Cook)在最近的讲话中表示,如果通胀未能如预期取得进展,她对加息持开放态度。此外,新的美联储主席曾表示,美联储的独立性“取决于美联储自己”。
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The AI trade is back, primarily sustained by strong earnings, with hedge fund Situational Awareness' forced selling serving as a clearing event.
The AI trade is back, primarily sustained by strong earnings, with hedge fund Situational Awareness' forced selling serving as a clearing event.
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Research shows that retail out-of-stock is costly, and the era of AI shopping will further exacerbate losses.
A new study by Katana, which tracked 375 product brands across sales channels like Shopify and Amazon, found that stockouts (especially for bestsellers) result in losses far exceeding many companies'
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Citi raises Q3 2026 Brent crude oil forecast to $80 a barrel, citing slow US-Iran negotiations
Citi increased its Q3 2026 Brent crude outlook from $75 to $80 a barrel, attributing the adjustment to the protracted US-Iran negotiations. The bank maintains confidence that a deal will eventually be
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CoreWeave CEO Michael N. Intrator Sells $28.2 Million Worth of Company Stock
CoreWeave CEO Michael N. Intrator sold approximately 308,000 shares of company stock valued at $28.2 million on August 4, as disclosed in a recent SEC Form 4 filing. The transaction was a non-discreti
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Jim Cramer Says US Markets Will Regret Letting SK Hynix In
Jim Cramer expressed a mixed opinion on SK Hynix's entry into the US stock market, stating that US markets will "rue the day we let this Monster into our markets." He believes SK Hynix's shares are mo
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Donald Trump again threatens to fire Federal Reserve Governor Lisa Cook
This move comes after the Supreme Court ruled in June that Lisa Cook could remain in office while the related case was resolved.
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US Treasury Sparks Debate Over Auction Cutbacks to Temper Yields
The US Treasury has triggered debate this week regarding the long-held belief in the world's biggest bond market that government note and bond auctions would only continue to grow, by discussing poten
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India commits $8.8bn to deep-sea oil exploration to cut Mideast reliance
India commits $8.8bn to deep-sea oil exploration to cut Mideast reliance
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谷歌Q2业绩超预期,Meta因成本飙升EPS不及预期
谷歌第二季度业绩超出预期,其中云业务营收增长82%至247.7亿美元,运营利润率扩大至34%。然而,受AI资本支出激增影响,谷歌自由现金流转为负58.6亿美元。 Meta Platforms第二季度每股收益(EPS)为6.18美元,低于预期的7.2173美元,不及预期14%,结束了连续六个季度的业绩超预期。公司总成本飙升55%,导致运营利润率从43%降至31%。Meta预计全年资本支出在1300亿
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U.S. non-farm payrolls unexpectedly decreased by 23,000 in July. Coupled with the Japanese Finance Minister's warning of intervention, the USD/JPY pair once fell 1.1% to 156.68.
The U.S. Department of Labor announced on Friday that non-farm payrolls decreased by 23,000 in July, significantly lower than market expectations of an 80,000 increase, while June data was also revise
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Private-Equity Firms Turn to IPO Market for Exits
More private-equity firms are taking companies public, as sluggish dealmaking has made it hard to find buyers.
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Iran's Parliament is reviewing a bill to permanently ban US, Israeli and other hostile vessels from the Strait of Hormuz
The move comes amidst conflicting signals from Washington and Tehran, with US President Trump claiming a final deal is 'close' while Iranian officials seek to escalate the blockade. The bill is report
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Reform UK Chair Calls for Probe into SBF-Linked Donation
Reform UK Chair Calls for Probe into SBF-Linked Donation
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Bank of America still expects the Fed to raise rates by 75 basis points this year, starting in September, despite weaker July jobs data showing payrolls fell 23,000.
Bank of America still expects the Fed to raise rates by 75 basis points this year, starting in September, despite weaker July jobs data showing payrolls fell 23,000. The bank noted that prior months'
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Amazon's AI chip Trainium 2 faces replacement just 20 months after its launch, raising concerns about the return on its $220 billion AI investment
According to Business Insider, Amazon plans to replace its Trainium 2 systems with Trainium 3 servers at its data center in Indiana, even though Trainium 2 chips only became fully available in Decembe
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Elon Musk states AI requires more power than the U.S. grid can handle, citing states slowing data center construction
Tesla CEO Elon Musk argues that artificial intelligence's power demand exceeds the capacity of the U.S. power grid. He points to New York and Texas slowing the construction of AI data centers due to h
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China Diplomat Says Trump Tariffs 'Tortuous' to Soybean Trade, Disrupting Flow Between World's Two Largest Economies
A Chinese diplomat said Friday that former US President Donald Trump’s trade war with China created a “tortuous experience” that disrupted the flow of soybeans between the world’s two largest economie
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Donald Trump表示,将就上诉法院阻止白宫军事中心建设的裁决立即上诉至美国最高法院
Donald Trump表示,将就上诉法院阻止白宫军事中心建设的裁决立即上诉至美国最高法院。他称,两名奥巴马和拜登任命的上诉法院法官投票反对这一“国家安全急需的军事中心”。Trump援引法官Neomi Rao的异议指出,地区法院没有管辖权,且平衡压倒性地有利于政府的安全利益。他强调,该项目包括防空洞、医院设施、绝密军事设施以及防导弹和防无人机结构,对美国国家安全和军事行动至关重要。军事和特勤局也认
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High-yield bond retail funds see $2.76B inflow, mainly via ETFs, driven by Middle East de-escalation rhetoric
According to Morningstar, the $2.76 billion inflow to high-yield retail funds between July 30 and August 5 was primarily channeled through fast-money ETFs, which accounted for $2.37 billion. This mark
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Microsoft CEO Nadella: Own AI Chips Drive Up to 40% Efficiency Gains, Boosting Cloud Business
Microsoft CEO Satya Nadella stated that running MAI models on the company's custom AI chips yields up to 40% better performance per watt. This efficiency gain is expected to lead to lower operating co
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OpenAI Slows Release of Astra Model Citing Cyber Capabilities, Axios Reports
OpenAI Slows Release of Astra Model Citing Cyber Capabilities, Axios Reports
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Japan's GPIF Posts Record $153 Billion Gain in Q2, Driven by AI-Fueled Stock Surge
Japan's Government Pension Investment Fund (GPIF) recorded a quarterly record 24.09 trillion yen ($153 billion) in gains for the three months through June. This achievement reflects an 8.2% return on
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Vanguard Information Technology ETF (VGT) gained 11% over four trading sessions, fueled by its significant holdings in Nvidia, Microsoft, Micron, and Broadcom.
The ETF's performance, which ended on August 4, coincided with the Nasdaq Composite's 8.8% recovery from a correction. An analysis suggests VGT remains a strong buy due to the earnings growth of its k
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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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Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
Palm Oil Climbs to About 20-Month High on Rising Biofuel Demand and El Niño Production Risks
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LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
LG CNS deploys four-legged security robot at Seoul's Tower Palace, marking its first residential AI platform deployment
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Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
Chinese Refiners Snap Up Iraqi Oil as More Supplies Exit Hormuz, Underscoring Resilience of Region's Exports
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China's AI Boom Shifts Investor Focus to Star 50 Index
Investors are increasingly looking to China's Star 50 index to track the country's hottest companies, moving away from traditional stock indexes.
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Vistra executive Pamela Chung says Hong Kong sees opportune time for advancing IPO connect scheme, which would allow mainland investors access to IPOs
The scheme is expected to enable better price discovery and expand the investor capital pool to better match the city’s large IPO pipeline.
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Russian missile strike on Kyiv kills 3 and wounds 20, collapsing a residential building
Russia launched a large ballistic missile attack on the Ukrainian capital, Kyiv, killing at least three people and wounding 20 others, with 14 of the wounded hospitalized. The strike caused a nine-sto
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India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
India's New Listings Sparkle: BSE Mainboard Gauge Climbs 16% This Year to a Record, a Promising Sign for IPO-Bound NSE
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Chinese government bond yields remain low, defying global surge and boosting their diversification appeal, strategists say
Chinese government bond yields have edged down in recent months, contrasting with the multi-decade highs seen in the U.S., Japan, and U.K. benchmarks. Strategists from Invesco, UBS GWM, and Saxo attri
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RBI Governor Malhotra Says Net Short Dollar Position 'Very Manageable'
Reserve Bank of India Governor Sanjay Malhotra stated that the central bank's net short forward-dollar position remains "very manageable," citing earlier liquidity swaps and recent measures to bolster
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<p>Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump</p>
Democratic Lawmakers Urge Fed's Warsh to Disclose Conversations With President Donald Trump
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India's Market Regulator Bans JPMorgan Unit from Capital Market Over Alleged Manipulation in New Share Price Discovery System
India's market regulator has banned a Mauritius-based unit of JPMorgan Chase & Co. from its capital market over alleged manipulative trading in the nation's newly introduced auction-based system for s
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JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
JPMorgan Chase strategists warn that U.S. Treasury bond buybacks could backfire due to a lack of credibility, potentially pushing up term premiums and yields in the long run.
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Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
Investors See 10-Year Treasury Yields at 5% Hurting EM Asia Debt
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Nearly 270,000 Israelis left the country in three years, sparking expert warnings of an 'emigration tsunami' reshaping Israel's future.
A Tel Aviv University study, drawing on Central Bureau of Statistics data, found that approximately 270,000 Israelis have emigrated over the past three years. Experts warn this exodus, driven by polit
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Trump proposed reviving the Keystone XL pipeline
The proposal comes as the bilateral relationship between the US and Canada has significantly soured since the project was first put forward two decades ago.
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Japan's 20-year bond auction on Thursday to test demand as global yields surge
Japan's 20-year bond auction on Thursday to test demand as global yields surge
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Donald Trump announces "most crushing economic operation ever taken against any country" targeting Iran, warns allies providing lifeline will face "tremendous economic consequences"
In a statement on Truth Social, Trump declared this would be "Economic Warfare and Isolation on an unprecedented scale," asserting Iran's military and currency are in ruins, and reiterated that "Iran
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Democratic Sen. Gallego Says Congress Can Still Pass Clarity Act Crypto Bill Despite Ethics Talks Stall
Democratic Senator Ruben Gallego stated that Congress can still "land this plane" on the Clarity Act crypto bill, even as concerns grow over an unfinished ethics deal.
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Australia 'outraged' by Israel's decision not to prosecute over aid worker's killing, to summon ambassador
Australia's Foreign Minister Penny Wong expressed "outrage" over Israel's decision not to prosecute those responsible for the death of Australian aid worker Zomi Frankcom, who was killed in a Gaza air
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OpenAI introduces 'Private Safety Processing' to monitor misuse without retaining customer data, aiming to surpass Anthropic's 30-day data retention policy
OpenAI is previewing a new service to select customers that uses an automated system to watch for potential abuse while simultaneously retaining none of the customer's data. This move is seen as a dir
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Macro
24H Trending
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What is CTK coin? CertiK project token and its investment value analysis
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What is iEthereum (IETH)? Its Market Status and Risk Analysis
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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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Micron Technology's market cap recently crossed $1 trillion, but its forward P/E ratio is about 7 times next year's earnings estimate, significantly lower than Nvidia's 18 times。
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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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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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PRANA Coin: Staking Equity Certificate of Nirvana Protocol and Its Market Status
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MVL Mobility Ecosystem and Kleros Dispute Resolution: New Explorations in Blockchain Applications
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South Korean Deputy PM Koo Yun-cheol Pitches Manufacturing and AI Edge to US Investors, Pledging Financial Market Reforms
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Future Trends and Challenges in Global Bitcoin Exchange Regulation
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