Macro
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Western Securities Report: AI is approaching its "Windows Moment," optimistic about strategic allocation opportunities in the domestic hashrate chain and Hong Kong internet stocks.
In a strategy report released on August 9, Western Securities pointed out that AI is currently nearing the end of the command-line interface (CLI) era and is transitioning towards the graphical user i
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Meiji Yasuda Life Insurance Co. is closely watching an industrywide increase in policy cancellations as rising interest rates prompt customers to shift into other financial products, said it
Meiji Yasuda Life Insurance Co. is closely watching an industrywide increase in policy cancellations as rising interest rates prompt customers to shift into other financial products, said its Deputy P
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Fitch Ratings sees limited credit fallout from South Korea's stock rout, but notes it exposed vulnerabilities from market concentration and leveraged products.
Fitch Ratings sees limited credit fallout from South Korea's stock rout, but notes it exposed vulnerabilities from market concentration and leveraged products.
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Australian rare earth miner Sunrise Energy Metals surged as much as 29% after securing a $400 million conditional loan commitment from the U.S. Department of War, part of a nearly $1 billion
The U.S. Department of War's Office of Strategic Capital (OSC) announced the long-term debt financing to support the development of the world's first primary scandium mine at Sunrise's Syerston Projec
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Japanese government bond yields rose on expectations for faster Bank of Japan rate hikes after its last policy meeting summary signaled possible acceleration.
Japanese government bond yields rose on expectations for faster Bank of Japan rate hikes after its last policy meeting summary signaled possible acceleration.
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China's rare earth producers report hefty first-half profits despite geopolitical tensions
Chinese rare earth producers have reported or anticipate significant first-half profits. This comes as Beijing uses these strategically critical minerals as leverage in trade relations with Japan and
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Morgan Stanley: The Federal Reserve's $1.5 Trillion Balance Sheet Reduction Does Not Equal Monetary Tightening; Market Has Misinterpreted for Too Long
Morgan Stanley Chief Economist Seth Carpenter points out that the the Federal Reserve's balance sheet reduction has long been equated with monetary policy tightening by the market. However, the bank's
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Egypt Headline Inflation Quickens for the First Time Since March
Egypt's inflation rate accelerated for the first time since March, disrupting an easing streak that had lasted for much of the ongoing US-Iran war.
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Philippine Central Bank Keeps Rate Hike on Table Despite Weak GDP Growth
Philippine Central Bank Governor Eli Remolona stated the central bank is ready to tighten monetary policy further to guide inflation back to target, though less pressure exists after last quarter’s su
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Adnoc Gas is considering a new LNG export plant outside the Strait of Hormuz, a move to avoid the critical waterway largely shut during the Iran war.
Adnoc Gas is considering a new LNG export plant outside the Strait of Hormuz, a move to avoid the critical waterway largely shut during the Iran war.
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Bohl says Iran won't buckle to Donald Trump's pressure campaign
Bohl says Iran won't buckle to Donald Trump's pressure campaign
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GS E&C and LS Electric Partner on AI Data Center Power Systems
GS Engineering & Construction (GS E&C) announced it is teaming up with LS Electric to strengthen the power infrastructure for its artificial intelligence data center projects. Under a memorandum of un
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KAIST's new president, Bae Choong-sik, unveiled a vision to transform the university into an "AI-native" institution, integrating AI as a common language and general-purpose tool across all
Bae Choong-sik was inaugurated Monday as the 18th president of the Korea Advanced Institute of Science and Technology (KAIST). His vision includes AI-powered classrooms, autonomous laboratories, and r
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Copper prices hold at $14,000 as weak US interest rate outlook boosts metals market
Copper prices are currently trading in a narrow range after six consecutive weeks of gains. Tighter supply and easing concerns about U.S. interest rate hikes are jointly supporting metal prices.
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Bitcoin tops $65,000 on Monday, up nearly 3% over the week, ahead of US July inflation data due Wednesday
Bitcoin's rise follows a weak US jobs report last Friday, which eased concerns about the Federal Reserve needing to raise interest rates. Other major cryptocurrencies also saw gains, with Ether up alm
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Moscow is employing raids, pressure, and deception to enlist soldiers domestically for the war against Ukraine
Moscow is employing raids, pressure, and deception to enlist soldiers domestically for the war against Ukraine
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Indonesian Stocks Near Bull Market as Economic Worries Recede
Indonesian stocks advanced, putting the benchmark index once again near bull-market territory, as investor sentiment was buoyed by signs of a resilient economy and easing concerns over potential marke
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Goldman Sachs expects total US equity issuance to reach a record high of $700 billion in 2026, but believes demand will continue to outstrip supply, with the S&P 500 potentially surging to 8000 points.
John Flood, head of Americas equity execution services at Goldman Sachs, stated that despite widespread doubts in the market about whether record equity issuance can be absorbed, the firm expects tota
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Israel confirms death of Palestinian detainee Ihab Diab nearly two years late; family alleges torture, disputing health claims
The Palestinian Commission of Detainees and Ex-Detainees Affairs stated that Israel informed them on Sunday of the death of Ihab Mohammed Abdel Qader Diab, 36, who was detained on December 12, 2023, a
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JPMorgan Chase: SK Hynix's 15% stock price drop last week was an overreaction, maintain Overweight rating with a target price of KRW 2.75 million
JPMorgan Chase released a report on August 9, stating that SK Hynix's stock price fell by 15% last week, while the Kospi index fell by 5% and Samsung Electronics by 9% during the same period. This dec
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South Korea's LX Semicon begins shipping first automotive MCU to Hyundai, Kia
LX Semicon, South Korea's largest fabless chipmaker, has begun mass-producing its first automotive microcontroller unit (MCU), the LX61101, and started shipping it to Hyundai Motor and Kia. This marks
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Sony and TSMC to invest $6.3bn in advanced next-generation image sensor plant in Kumamoto, targeting 2029 production
Sony and TSMC to invest $6.3bn in advanced next-generation image sensor plant in Kumamoto, targeting 2029 production. The two companies reached a basic agreement in May to cooperate on the development
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High-frequency trading firms shun India's stock market closing auction due to SEBI short-selling hurdles
Bloomberg Markets reports that short-selling hurdles set by the Securities and Exchange Board of India (SEBI) are causing high-frequency trading firms (HFTs) to avoid the closing auction of Indian equ
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JPMorgan Chase raised its earnings forecast for Kioxia Japan but lowered its target price from JPY 155,000 to JPY 130,000, stating that the market needs to verify the effectiveness of long-term agreements.
JPMorgan Chase maintained its "Overweight" rating on Japanese memory chip manufacturer Kioxia in its latest research report. The bank raised its operating profit forecasts for Kioxia for FY2027 to FY2
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U.S. Deputy Secretary of State Landau: Stronger Japan alliance needed to deter China and North Korea
U.S. Deputy Secretary of State Christopher Landau stated on Saturday that the U.S. and Japan must continue to strengthen their alliance to deter China and North Korea, citing the two countries' advanc
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Binance founder CZ retweeted Jack's post about the Dessa AI voice model, suggesting it could benefit Giggle Academy due to current challenges in AI voice instruction.
Binance founder CZ retweeted Jack's post about the Dessa AI voice model, suggesting it could benefit Giggle Academy due to current challenges in AI voice instruction.
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Israel announced a full blockade of the West Bank after a shooting incident in Hebron killed two soldiers, with Prime Minister Netanyahu stating that a large-scale operation is being prepared.
Israel has declared a full blockade on the occupied West Bank following a shooting incident at a military checkpoint in Hebron that resulted in the deaths of two Israeli soldiers. Israeli Prime Minist
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Saudi-led coalition claims to have intercepted a Houthi ballistic missile over Riyadh, after destroying a drone in the Eastern Province.
A Saudi-led coalition spokesperson stated that air defense systems intercepted and destroyed a ballistic missile launched by Houthi rebels over the Saudi capital, Riyadh. This occurred after the Saudi
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China's mid-October prices for important means of production in the circulation sector: 22 types rose, 25 types fell.
According to monitoring by the National Bureau of Statistics, in mid-October 2026 compared with late September, among the market prices of 50 important means of production in 9 major categories in the
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Saudi Civil Defense: The danger in Riyadh and other areas has been averted.
Saudi Civil Defense announced that the danger in Riyadh and other areas has been cleared. Previously, the agency had issued an emergency warning for these three regions.
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Crypto exchange HTX has added Russia to its list of restricted jurisdictions, following similar moves by Bitget and MEXC.
According to Russian business media RBC, cryptocurrency exchange HTX has added Russia to its list of restricted jurisdictions in its user agreement. This restriction applies to individuals residing in
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Syrians protest Israeli incursions in areas near the Golan Heights
Syrians are protesting against the Israeli occupation of parts of the country's south near the Golan Heights. The Israeli army has bulldozed olive groves, set up checkpoints, and detained local reside
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Iran's Deputy UN Envoy: Iran has not abandoned or suspended its nuclear safeguards obligations, but U.S. aggression has altered the security conditions for their implementation.
Iran has not "abandoned or suspended" its nuclear safeguard obligations, but "U.S. aggression has changed the security conditions for the implementation of these obligations," according to Gholamhosse
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Saudi Civil Defense issues emergency warning for Riyadh, Najran, and Wadi Ad-Dawasir.
Saudi Civil Defense issues emergency warning for Riyadh, Najran, and Wadi Ad-Dawasir.
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IAEA Director General Grossi confirmed that most of the technical preparations for the Iran verification have been completed, and the agency is ready.
International Atomic Energy Agency (IAEA) Director General Rafael Grossi stated at the UN General Assembly in New York that the agency has completed most of the technical preparations required to veri
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U.S. Executive Resigns Over Allegations Russia Secretly Controls $25 Billion Alaska Natural Gas Project
US executive resigns over claims Russia secretly controls $25 billion Alaska LNG project. The former CEO of Polar Train LNG told the Financial Times that Russian gas giant Novatek funded and controlle
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OpenAI announces it will stop using real-time internet to train AI models, citing significant risks.
OpenAI announced on Friday that it will no longer use the live internet to train its frontier AI models, opting instead for cached copies and simulated versions, citing the models' unpredictability an
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Chinese brokerages are eyeing Southeast Asia as a springboard for overseas expansion, with Guotai Junan International and China Galaxy Securities already establishing operations in Vietnam and Malaysia.
Chinese brokerages are eyeing Southeast Asia as a crucial springboard for overseas expansion, according to the South China Morning Post. Guotai Junan International, for example, acquired a Vietnamese
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US OCC finalizes stablecoin rule, abolishing automatic 7-day redemption extension and defining timely redemption
The Office of the Comptroller of the Currency (OCC) has issued its final GENIUS Act rule on stablecoins, effective January 18, 2027. The rule eliminates a proposed automatic seven-day redemption exten
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Iranian President Pezeshkian will attend the Gas Exporting Countries Forum in Moscow next week and plans to meet with Putin.
Iranian President Pezeshkian will attend the Gas Exporting Countries Forum in Moscow next week and plans to meet with Putin.
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Yemen's armed forces claim air strikes on Houthi command center in Taiz, destroying two tanks
Yemen's armed forces, fighting for the internationally recognized government, claim to have carried out air strikes against Houthi forces at the abandoned Sofitel hotel in Taiz, according to military
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The Israeli military launched a security operation in the Hebron area, following the Prime Minister's order to blockade the West Bank.
The Israeli military announced it has launched a "targeted" security operation in the Hebron area in response to a shooting incident earlier in the day. The operation aims to identify and dismantle "t
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Palestinian News Agency: Israeli forces raided towns near Bethlehem and Salfit, and seized a civilian home.
Israeli forces raided several areas in the occupied West Bank, including the towns of Beit Fajjar and Tuqu in the Bethlehem Governorate, and Kafr ad-Dik in the Salfit Governorate, according to the off
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Nvidia CEO Jensen Huang plays with Microduck robots, driving over 20,000 preorders in a day
The Microduck robots, which are open-source devices produced by Pollen Robotics (a company acquired by Hugging Face, now part of Nvidia), were showcased by Huang at the GTC Berlin conference. They per
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The City of San Diego plans to withdraw from a municipal bond organization after the U.S. Securities and Exchange Commission expressed concerns about its oversight.
The City of San Diego plans to withdraw from a municipal bond organization after the U.S. Securities and Exchange Commission expressed concerns about its oversight.
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Israeli forces storm Hebron with approximately 20 military vehicles
Israeli forces have stormed the city of Hebron in the occupied West Bank with approximately 20 military vehicles. This action follows Israeli Prime Minister Benjamin Netanyahu's order for a full lockd
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Global investment-grade corporate bond spreads hit an 18-month high, as the AI funding boom impacts credit markets.
Global investment-grade corporate bond spreads surged to 129 basis points on Thursday, the widest level since May 2025, driven by multiple factors including technology companies borrowing heavily for
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Xi gathers China’s top cadres with focus on discipline
Chinese President Xi Jinping has convened a central committee meeting with top cadres, focusing on discipline. The meeting will be closely watched ahead of next year's party congress and the leader’s
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Bitcoin as a Bank Reserve Asset: Real-World Exploration and Controversy
As countries such as the United States, El Salvador, and the Czech Republic incorporate Bitcoin into their national reserves or explore its practical applications in various forms, the debate over whether banks should hold Bitcoin as a reserve asset is intensifying. Proponents argue that Bitcoin's scarcity, anti-inflationary properties, and low correlation with traditional assets make it an effective tool for diversifying risk. However, opponents, represented by the European Central Bank (ECB) and the Federal Reserve, emphasize its price volatility, regulatory uncertainty, and security risks, asserting that it does not yet meet the standards for a reserve asset. This article reviews major global case studies and both sides of the argument, exploring the practical possibilities and challenges of this proposition.
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MetalLB: Core Load Balancing Solution for Bare-Metal Kubernetes with Five Key Highlights
MetalLB is an open-source network load balancer specifically designed for bare-metal Kubernetes clusters, addressing the absence of a native LoadBalancer service type in non-cloud environments. The project is currently in Beta but is widely adopted and considered stable and reliable. This article will delve into MetalLB's definition, its current project status, and its five core highlights, including its unique bare-metal load balancing capabilities, Layer 2 and BGP operational modes, lightweight Kubernetes-native design, cost-effectiveness and flexibility, and dynamic IP address allocation and external advertisement features, revealing its critical role in private cloud and edge computing scenarios.
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Previous, Forecast, Actual: These three numbers in the economic calendar are the market's script.
The economic calendar doesn't predict market trends; it merely answers "when, which country, and what numbers will be released." What truly drives prices is the difference between the actual value and the forecast. This article uses two sets of real data to illustrate how to read previous values, forecasts, and actuals, clarifies three common pitfalls—importance ratings, time zones, and revised figures—and provides a replicable weekly scheduling method.
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From Event to Your Screen: The Four Hurdles a Financial News Alert Must Clear
By the time the news is seen, half the market move has already happened. The problem often lies not in judgment, but in the sequence of information arrival. A financial news flash, from event occurrence to reaching the reader, must pass through four checkpoints: source coverage, deduplication and compression, traceable origin, and multi-language synchronization. This article breaks down this chain and provides three questions for ordinary investors to filter out noise.
Macro
24H Trending
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Nomura: AI growth panic replaces inflation narrative, U.S. Treasuries regain hedging function; Thursday's 10-year U.S. Treasury yield plunged over 15 basis points, Nasdaq Composite plummeted 2.6%.
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IFO Concept Analysis: A New Paradigm for DeFi Fundraising and Its Representative Tokens
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What is Catcoin (CAT)? An Analysis of the Current State and Trading Channels for Multi-Version Memecoins
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Japan's core CPI for September rose to 2.1%, exceeding 2% for the first time this year; over 80% of economists expect the Bank of Japan (BOJ) to raise interest rates in December.
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Arkham (ARKM) Project Analysis: AI-Powered On-Chain Intelligence and De-Anonymization Platform
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Wallstreetcn: Indian Rupee hit by "risk-off + oil price" double whammy, USD/INR expected to open Friday trading between 94.84-94.88
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Financial Times: Escalating US-China trade tensions are forcing economies like Mexico to choose sides in trade policy.
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Is STARL Coin a Mainstream Cryptocurrency? Exploring Its Founders and Project Status
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Hong Kong Dollar Strong-Side Convertibility Undertaking Reappears: Analysis of Capital Logic and Beneficiary Paths for Hong Kong Stocks
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Chinese humanoid robots are accelerating their entry into the into the South Korean market, as Seoul heavily bets on physical AI.
Markets Today
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