Macro
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War-fueled diesel squeeze to worsen this winter as demand rises, Bloomberg reports.
War-fueled diesel squeeze to worsen this winter as demand rises, Bloomberg reports.
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Russian missile attack near Kyiv kills at least three, including one child
The attack occurred in the early hours of Saturday, with missiles striking eastern districts of Kyiv and witnesses reporting loud explosions. Falling debris damaged apartment buildings and cars, and a
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Amazon AWS is facing a CPU shortage, as the popularization of AI Agents has led to a surge in hashrate demand, requiring internal engineers to wait several days to obtain resources.
According to tech media The Information on August 7, Amazon Web Services (AWS) executives convened an engineering meeting in May this year, demanding that they do everything possible to save hashrate
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Saudi Intelligence Chief Meets Iraqi PM, Renews Riyadh Visit Invitation
Saudi intelligence chief Khalid bin Ali Al Humaidan met Iraqi Prime Minister Ali al-Zaidi in Baghdad, renewing an invitation for al-Zaidi to visit Riyadh. The meeting aimed to resolve strained ties af
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NVIDIA plans to invest up to $3 billion in Blackstone-backed power developer Lancium to secure power resources for AI data centers
NVIDIA plans to invest up to $3 billion in Blackstone-backed power developer Lancium to secure power resources for AI data centers
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XRP Ledger proposes new amendments, including "Confidential Transfers" for institutional privacy on over $530M tokenized assets
The proposed amendments, part of XRPL version 3.3.0 released this week, aim to allow institutions to encrypt token balances and transfer amounts for Multi-Purpose Tokens (MPT). While accounts and toke
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Analysis: US July non-farm payrolls unexpectedly decreased by 23,000, coupled with oil price fluctuations, driving gold to its best weekly performance in seven months.
This week, the gold market was supported by two macroeconomic forces. On Friday, the U.S. July non-farm payrolls report showed an unexpected decrease of 23,000 jobs, significantly lower than the marke
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At least six Palestinians, including paramedics, were injured in an Israeli raid on the West Bank.
Six Palestinians, including two paramedics, were injured in a series of attacks by Israeli forces and settlers in the Nablus and Bethlehem areas of the West Bank, according to Palestinian authorities.
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US SEC Drops Insider-Trading Suit Against Executive Pardoned by Trump
US SEC Drops Insider-Trading Suit Against Executive Pardoned by Trump
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Japan's inflation rate dips 0.1 percentage point after CPI revision, extending streak of undershooting BOJ's 2% target to six months
Japan's inflation rate dips 0.1 percentage point after CPI revision, extending streak of undershooting BOJ's 2% target to six months
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U.S. Stocks Notch Fresh Record After Jobs Report Eases Rate-Hike Fears, With S&P 500 and Nasdaq Capping Best Week Since April
U.S. Stocks Notch Fresh Record After Jobs Report Eases Rate-Hike Fears, With S&P 500 and Nasdaq Capping Best Week Since April
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NVIDIA's Market Cap Sees Largest Weekly Gain in Over a Year, Musk Calls Its Vera Rubin Chip Architecture "The Best"
NVIDIA (Nvidia) shares rose on Friday, notching their best weekly performance in over a year, following significant endorsement for its AI chips and continued strong hyperscale data center spending. S
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Software Stocks Experience Wild Swings Amid 'SaaSpocalypse' Debate Over AI Impact
This week, software stocks saw significant volatility as investors weighed the impact of artificial intelligence. HubSpot and Datadog each plunged 19% after their earnings reports, with Datadog noting
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Bloomberg economists expect the US core CPI year-over-year growth to slow to 2% in July, a new low since March 2021, supporting the Federal Reserve's decision to keep interest rates unchanged in September.
Bloomberg economists, including Anna Wong, noted in their latest weekly outlook report that market expectations for a September rate hike by the Federal Reserve have cooled following the unexpectedly
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Meredith Whitney says U.S. credit card balances are growing in line with inflation.
Meredith Whitney, CEO of Meredith Whitney Advisory Group, said in an interview with Bloomberg that U.S. consumers' credit card balances are growing in line with inflation. She also discussed the curre
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Palantir Stock Records Best Week Since 2024
Palantir Technologies Inc.'s shares have experienced their best weekly performance since 2024. This rebound is attributed to booming demand for the company's artificial intelligence solutions, which i
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The US Senate passed a bill on sanctions against Russia, aimed at punishing Russian oil purchasers and sanctioning Russian leaders.
The bill passed with bipartisan support, 86 votes to 11, and has now been sent to the House of Representatives. The bill, titled the "Lindsey O. Graham Sanctioning Russia and Iran Act of 2026," would
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New York Fed: US consumers' one-year inflation expectation for July slightly decreased to 3.6%, unemployment expectation rose
The New York Fed's Survey of Consumer Expectations, released on Friday, showed that U.S. consumers' inflation expectations for the year ahead slightly decreased from 3.7% in June to 3.6%. However, inf
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U.S. Treasury sanctions two crypto exchanges, Shelbit and Aban Tether, for allegedly helping Iran move money and fund IRGC
The U.S. Treasury Department's Office of Foreign Assets Control (OFAC) announced sanctions against Shelbit Exchange and Iran-based Aban Tether, along with associated individuals and companies. The Tre
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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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Venezuela's Oil Exports Capped by Aging Ports, Tankers Face Up to 30-Day Delays, Threatening US-Backed Expansion
Venezuela's aging oil terminals are limiting its export recovery, with tankers waiting up to 30 days to load due to equipment failures, power outages, and crude-quality problems. Despite rising produc
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Wolfe Research: S&P 500 Earnings Momentum Hits Historic Levels, with 69% of Q2 Revenue Beats and 64% of Q3 Guidance Exceeding Forecasts
Wolfe Research reports that S&P 500 earnings remain exceptionally strong. Of 465 companies reporting Q2 results, 69% beat revenue expectations. Additionally, 64% of firms issuing Q3 guidance exceeded
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WSJ: European Companies See Best Earnings Season in Years, Drawing Investor Interest
The Wall Street Journal reports that European companies have recorded their best earnings season in years, leading investors to increasingly notice the region's overlooked market value. For example, E
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Bloomberg MLIV: Dollar Depreciation Is Sustainable
Bloomberg MLIV analysts and investors on "Bloomberg: The Opening Trade" discussed key themes, with the view that dollar depreciation is sustainable.
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Independent writer Jasmine Sun highlights AI industry's misjudgment of public backlash against data centers
Sun notes that the AI industry, despite anxieties over job losses and rogue AI, was blindsided by the public's strong opposition to data center construction, a trend that was previously uncontroversia
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Podcast: AI Industry Misjudges Public Backlash, Underestimates Discontent Over Data Center Construction
Bloomberg's "Odd Lots" podcast points out that AI industry insiders have been concerned for years about issues such as AI potentially leading to job losses and human extinction, yet they have overlook
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ECB Survey: Eurozone Consumer Inflation Expectations for Next 12 Months Fall to 2.9% in July, Economic Growth Outlook Improves Slightly
The European Central Bank's (ECB) Consumer Expectations Survey for July 2026 revealed that median expectations for inflation over the next 12 months decreased to 2.9% from 3.0% in June. Similarly, inf
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T. Rowe Price fund manager says Nigerian stocks still attractive despite 64% rally
Johannes Loefstrand, a fund manager at T. Rowe Price Group who oversees about $300 million in frontier market assets, is “excited” about the prospects for Africa’s most populous nation. Nigeria’s NGX
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Goldman Sachs: Slower Inflation Is the Best Path to Lower US Government Bond Yields
Goldman Sachs: Slower Inflation Is the Best Path to Lower US Government Bond Yields
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Goldman Sachs Enters India's Government Equity Sale Market, Breaking Long-Standing Dominance of Local Financial Giants
Goldman Sachs Group is entering the Indian government's equity sale arena, a domain long exclusive to local financial giants. This marks Goldman Sachs' first underwriting of a government deal since 20
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South Korean stocks saw a net outflow of $22.9 billion in foreign capital in July, with British investors leading the sell-off, while U.S. funds continued to buy.
Foreign investors net sold 31.7 trillion won (approximately $22.9 billion) worth of listed stocks in July, marking the seventh consecutive month of net selling, according to data released by South Kor
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Hui Ka Yan, founder of China Evergrande, has been sentenced to life imprisonment by a Shenzhen court and fined 8.82 billion yuan (approximately 1.31 billion US dollars).
The ruling marks a symbolic end to the era of runaway growth in China's real estate sector.
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Goldman, JPMorgan Are Among Most Bullish on Europe
Goldman, JPMorgan Are Among Most Bullish on Europe
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Sfakianakis: Iran Misjudges US Willingness for Long War
Sfakianakis: Iran Misjudges US Willingness for Long War
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South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
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Iran's oil supply to Chinese refineries is rapidly depleting due to U.S. sanctions.
Bloomberg reported that Iranian oil available to Chinese buyers is rapidly depleting, indicating that the U.S. blockade of Iranian ports has effectively cut off Tehran's revenue.
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Goldman Sachs: Hedge Funds Underperformed S&P 500 in July, Worst in Over 20 Years
Goldman Sachs strategists stated that hedge funds underperformed the S&P 500 in July, marking their worst single-month performance in over two decades, primarily due to the fading momentum of AI. The
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Indonesia seeks expanded joint military exercises with China
Indonesian Defense Minister Sjafrie Sjamsoeddin called for broader and more intensive joint military exercises with China during a bilateral meeting with his Chinese counterpart, Adm. Dong Jun, in Jak
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Bloomberg: Asia's emerging market small-cap AI companies led gains this month, as investors shifted from chip giants to data center-related small-caps, with some surging as much as 90%.
Bloomberg reported that the rally in emerging market technology stocks is spreading to new companies, as investors shift their focus from chip manufacturing giants to smaller firms powering data cente
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Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
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Samsung Electronics' labor union plans to hold a rally in Seoul on Friday afternoon to protest the widening pay gap with its semiconductor division.
The union primarily represents employees in Samsung's consumer device business, with its members concentrated in the Device eXperience (DX) division. The rally takes place against a backdrop where an
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Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
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Australian bond futures positions near record high on hedging demand
Australian bond futures positions near record high on hedging demand
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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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Macro
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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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TAO (Bittensor) recorded a trading volume of $2.3 million in the past hour (14.7 times its 7-day average for the same period), currently trading at $212.000.
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