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Macro
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Most inflation forecasters expect July core CPI to round down to 0.2%
Nick Timiraos, a Federal Reserve correspondent, noted that given recent Fedspeak, the core PCE inflation measure in the next few months could be important in determining whether policymakers maintain
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Ukrainian soldiers prepare long-range deep-strike drones at a secret launch site in eastern Ukraine
Ukrainian soldiers prepare long-range deep-strike drones at a secret launch site in eastern Ukraine
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Donald Trump endorses Congressman Gary Palmer for re-election in Alabama's 6th Congressional District ahead of August 11th Election Day
Donald Trump endorses Congressman Gary Palmer for re-election in Alabama's 6th Congressional District ahead of August 11th Election Day
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Donald Trump Endorses Congressman Brad Finstad for Re-Election in Minnesota's 1st Congressional District
Former U.S. President Donald Trump announced his "Complete and Total Endorsement" for Brad Finstad, a fourth-generation family farmer and member of the House Agriculture Committee. Trump praised Finst
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Donald Trump endorses Congressman Pete Stauber for re-election in Minnesota’s 8th Congressional District ahead of the August 11th election.
Donald Trump, via Truth Social, announced his "Complete and Total Endorsement" for Pete Stauber, highlighting Stauber's support for law enforcement, military, and veterans, and his efforts to grow the
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OpenAI’s head of ethics Chloé Bakalar leaves start-up less than one year after joining
Her departure is one of several high-profile exits at the group in recent weeks as safety concerns mount.
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US SEC Alleges Investment Adviser Adit Ventures and Co-founder Eric Munson Misled Investors with False Claims and Millions in Undisclosed Fees for Pre-IPO Shares of Companies Like SpaceX and
US SEC Alleges Investment Adviser Adit Ventures and Co-founder Eric Munson Misled Investors with False Claims and Millions in Undisclosed Fees for Pre-IPO Shares of Companies Like SpaceX and Klarna
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Trump Media Group (TMTG) expands into nuclear fusion and plans to charge high fees for social media posts amid ongoing losses
Trump Media Group (TMTG) expands into nuclear fusion and plans to charge high fees for social media posts amid ongoing losses
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Anthropic cancels planned 50% price increase for Claude Sonnet 5, permanently locking in initial low prices: Input Tokens at $2 per million, Output Tokens at $10 per million.
Anthropic announced on Monday that it will permanently maintain the initial pricing of Claude Sonnet 5, canceling the plan to increase input token prices to $3 per million and output token prices to $
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Morgan Stanley to Facilitate $1.5 Trillion in U.S. Innovation Infrastructure Initiative
Morgan Stanley announced it will facilitate $1.5 trillion in capital raising, financing, and related investment activity over the next decade. This initiative aims to support clients in building and s
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Explosions reported in Ukrainian capital Kyiv, according to Reuters witnesses
Explosions reported in Ukrainian capital Kyiv, according to Reuters witnesses
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The White House celebrates National Shooting Sports Month, highlighting updated regulations by DOJ and ATF to reduce burdens on gun owners and expanded access to public lands for shooting.
The Presidential message emphasizes the proud tradition of recreational shooting and hunting, and the exercise of Second Amendment rights. It notes that the Department of Justice (DOJ) and the Bureau
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Trump says his relationship with Netanyahu is "very good" despite Israeli PM's rejection of US-led Gaza peace plan
US President Donald Trump stated on Monday that his relationship with Israeli Prime Minister Benjamin Netanyahu remains "very good," even after Netanyahu explicitly rejected a US-led 15-point peace pl
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Cleveland Fed President Hamack: Inflation will not fall back on its own; current interest rates are not restrictive enough, and multiple rate hikes may be needed.
Cleveland Federal Reserve President Beth Hamack said on Monday that multiple interest rate hikes may be needed to bring inflation down to the Federal Reserve's 2% target, but she did not want to preju
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AI Stock Heavy ETF Risks Spreading to Broader Equity Market
Bloomberg reports that a growing share of equity leverage is riding on the same AI names, many of which have seen historic swings, causing risks to spread to the broader equity market.
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Mercatus Center高级研究员Hoenig表示，美联储正采取观望态度，即将公布的通胀数据将是其未来政策的关键决定因素
Mercatus Center高级研究员Thomas Hoenig表示，美联储目前正维持谨慎的观望态度，等待即将公布的通胀报告，包括消费者物价指数（CPI）和生产者物价指数（PPI）数据。他强调，这些数据对于制定未来的政策决策至关重要。
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Gautam Adani Wins Dismissal of US Securities Fraud Charges
The decision ends a blockbuster case that had threatened the expansion of the Indian billionaire’s giant conglomerate.
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Trump spoke to Federal Reserve's Warsh a couple days ago
Trump spoke to Federal Reserve's Warsh a couple days ago
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Donald Trump said the US had swept the entire strait for mines
Donald Trump said the US had swept the entire strait for mines
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Trump says US still has ability to escalate (with Iran)
Trump says US still has ability to escalate (with Iran)
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Meta's latest model advances Zuckerberg's vision for personal AI assistants
Meta's latest model advances Zuckerberg's vision for personal AI assistants
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Iran's Foreign Ministry warns U.S. sanctions are undermining diplomacy, stating further sanctions could reduce chances of a negotiated resolution
Iran's Foreign Ministry criticized Washington’s economic sanctions, arguing they reflect a failure to pursue diplomacy. Tehran stated that decades of pressure have failed to force Iran into submission
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Bernard Haykel: Iran Doing Good Job of Rattling Trump, Cannot Keep Sole Control of Strait of Hormuz
Princeton Professor Bernard Haykel stated that the Iranian government is succeeding at "rattling" President Trump, who needs to be much cooler in negotiations. Haykel added that Iran cannot maintain s
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Trump: Administration Recognizing Childhood Vaccine Recommendations For Only 11 Core Vaccinations
Trump: Administration Recognizing Childhood Vaccine Recommendations For Only 11 Core Vaccinations
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Meta is launching its AI-powered "vibe-code" game app Pocket in the US market, following testing in Brazil.
This experimental app allows users to generate small interactive games via AI prompts, which can then be shared, saved, or remixed. This move is Meta's latest effort to mainstream AI creation tools, f
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New poll shows 64% of Americans believe Donald Trump family's crypto investments are inappropriate
A new poll of 1,166 Americans shows a clear partisan divide in public opinion on the matter, with most Republicans believing it is appropriate for Donald Trump and his family to invest in cryptocurren
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Veteran bond investor Scott Colbert warns that corporate bond prices are too high, the risk-reward is no longer reasonable, and investors should not be overly greedy.
Scott Colbert, head of fixed income at Commerce Bank, said that while he expects the economy to accelerate in the coming months, corporate debt has become too expensive, with an extremely low toleranc
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Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
Bitcoin price reaches new multimonth highs above $72,500 as US issues ‘Economic D-Day’ threat to Iran
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Jim Cramer Calls Micron, Western Digital, and Two Other Memory Chip Stocks "Indispensable," Says Investors "Can't Miss" Them as AI Demand Soars
The financial commentator pointed out that AI is driving storage chip stocks to soar, quoting Elon Musk's view that "memory has become the bottleneck." Cramer believes that although the storage chip m
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Billionaire David Tepper's Appaloosa Management Increased Holdings in Amazon, Meta, Google, and NVIDIA Stocks in Q2
Billionaire investor David Tepper's Appaloosa Management aggressively increased its holdings in "Magnificent Seven" stocks such as Amazon, Meta Platforms, Google, and NVIDIA during the second quarter.
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Meta significantly lags behind Google, Microsoft, and Amazon in AI market capitalization, while private AI competitor Anthropic's valuation may be approaching Meta's.
Meta is reportedly underperforming other tech giants in the AI market. The company's current market capitalization is approximately $1.39 trillion, significantly lower than Google ($4.19 trillion), Mi
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CoinDesk Analysis: Banks are putting deposits on-chain through a permissioned system, with JPMorgan Chase launching JPMD to meet privacy and compliance requirements
CoinDesk analysis indicates that banks are putting deposits on-chain, but are choosing permissioned systems over open ones to meet privacy and compliance requirements. For example, JPMorgan Chase has
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The Federal Reserve announced the termination of its enforcement action against Deutsche Bank AG and its U.S. operations.
The Federal Reserve announced on August 20 that it had terminated, on August 13, the consent cease and desist order against Deutsche Bank AG, DB USA Corporation, and Deutsche Bank’s New York branch th
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Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
Federal Reserve Board Issues Prohibition Orders Against Former Regions Bank and United Community Bank Employees for Misappropriating Customer Funds
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BNP Paribas' Guneet Dhingra Warns US Treasury's Unpredictable Debt Strategy Risks Higher Borrowing Costs, Citing a 'K-Shaped Bond Market'
Guneet Dhingra, Head of US Rates Strategy at BNP Paribas, stated that the lack of predictability in the US Treasury’s debt management strategy could ultimately lead to increased borrowing costs, drawi
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Madison Large Cap Fund highlights Keysight Technologies (KEYS) in Q2 2026 letter, noting 31% revenue growth to $1.72 billion driven by AI use cases
In its second-quarter 2026 investor letter, Madison Large Cap Fund stated that Keysight Technologies, Inc. (KEYS) reported strong quarterly results and an even better outlook. The company's revenue gr
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Madison Investments: Google parent Alphabet's Q2 results were strong, with search revenue growing by double digits and cloud revenue up over 60%
Madison Investments noted in its Q2 2026 investor letter that Google parent company Alphabet (GOOG) was a major contributor to its performance, driven by strong results in its search and cloud busines
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Egypt maintains interest rates for fourth consecutive time as Iran war sees no end
Egypt maintains interest rates for fourth consecutive time as Iran war sees no end
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Madison Large Cap Fund: Intercontinental Exchange (ICE) Delivers Strong Performance, Misidentified by Market as an "AI Loser"
In its Q2 2026 investor letter, the Madison Large Cap Fund stated that Intercontinental Exchange (ICE), as an operator of leading financial exchanges and ancillary data products, delivered strong resu
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Survey Finds 56% of UK and Irish Payroll Professionals Use AI, With 24% Planning to Adopt
A survey by BrightPay, based on data from 296 industry practitioners, revealed that 56% of payroll specialists in the UK and Ireland occasionally use AI solutions, while an additional 24% intend to ad
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Societe Generale strategist Albert Edwards: Conditions are ripe for a market "accident," but soaring bond yields themselves won't trigger it.
Edwards, known for his pessimistic views, pointed out that rising bond yields make stock investors more vulnerable to bad news, such as a decline in overly optimistic sentiment about profits.
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On the eve of the US midterm elections, the controversy surrounding AI data centers has become a focal point for both parties, with the Governor of Pennsylvania signing an executive order for stringent development standards.
As the US midterm elections approach, the controversy surrounding AI data centers is becoming a bipartisan concern. Pennsylvania Governor Josh Shapiro signed an executive order on Tuesday, setting str
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ETF Market Sees Over $1 Trillion Inflows in 2026, On Track for 'Triple Crown' With Record Launches and Trading Volume
ETF Market Sees Over $1 Trillion Inflows in 2026, On Track for 'Triple Crown' With Record Launches and Trading Volume
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Chainlink's McCormick: AI Agents and Robots to Drive Blockchain Transactions
Chainlink Chief Strategy Officer Johann McCormick expects a multi-chain future as artificial intelligence (AI) lowers the cost of creating new blockchain networks, increasing the need for interoperabi
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Donald Trump announced that James Braid, Director of White House Legislative Affairs, will depart in September.
Donald Trump posted on Truth Social that James Braid, Director of Legislative Affairs for the White House, will be leaving in September. Donald Trump praised James Braid's achievements in Congress, in
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San Francisco Federal Reserve President Daly stated that the Federal Reserve's policy is in a good state.
She responded to the recent bond sell-off and suggested that the U.S. Treasury market is signaling that monetary policy is in a good place.
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Bitdeer signs $400M AI cloud computing deal for Malaysia facility, expects revenue by early 2027 and aims for 350MW capacity by 2028
Bitdeer signs $400M AI cloud computing deal for Malaysia facility, expects revenue by early 2027 and aims for 350MW capacity by 2028
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BNP Paribas Asset Management manager Huynh: U.S. Treasury buyback plan will fuel risk-taking
BNP Paribas Asset Management manager Huynh: U.S. Treasury buyback plan will fuel risk-taking
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Macro
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