Macro
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Analysis points out the divergence between pessimistic sentiment in U.S. stocks and strong fundamentals, with historical data suggesting this bodes well for the S&P 500 in the coming months.
Despite the S&P 500 index repeatedly hitting new historical highs and corporate earnings increasing by 32% year-over-year in Q2, investor anxiety continues to spread. Fund inflows into passive investm
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JPMorgan Chase Asset Management: The Federal Reserve is expected to continue raising interest rates until inflation cools, as core PCE remains above 3%
Kelsey Berro, a fixed income portfolio manager at JPMorgan Chase Asset Management, stated that despite recent signals of slowing inflation and market expectations of only a modest 0.2% month-over-mont
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SEC is poised to unveil major crypto plans as the Clarity Act stalls.
SEC is poised to unveil major crypto plans as the Clarity Act stalls.
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Carmignac Gestion基金经理Allier警告,食品通胀可能在未来6-12个月内冲击债券市场
Carmignac Gestion固定收益基金经理Marie-Anne Allier表示,尽管能源价格上涨和地缘政治紧张局势对债券市场的负面影响已大部分被市场消化,但食品通胀是一个尚未完全反映在债券价格中的迫在眉睫的风险。她指出,恶劣天气、俄罗斯与乌克兰冲突导致的粮食出口中断以及厄尔尼诺现象,可能在未来六到十二个月内引发新的食品价格供应冲击。
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Bloomberg Analysis Suggests Nvidia Cannot Solve Two Major Problems in AI Infrastructure Buildout: Scarcity and Profit Margins
Bloomberg Analysis Suggests Nvidia Cannot Solve Two Major Problems in AI Infrastructure Buildout: Scarcity and Profit Margins
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Canadian pension fund Omers achieved a 4.8% return in the first half of the year, generating C$6.9 billion (US$5 billion) in earnings, primarily driven by rising stock markets and a stronger U.S. dollar.
Canadian pension fund Omers achieved a 4.8% return in the first half of the year, generating C$6.9 billion (US$5 billion) in earnings, primarily driven by rising stock markets and a stronger U.S. doll
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Venezuela and Israel restore consular relations after Venezuela sought foreign policy adjustments following the US military's kidnapping of Maduro.
Venezuela and Israel have agreed to restore consular relations. This comes after Venezuela's interim president, Delcy Rodriguez, sought a major foreign policy realignment following the US military's k
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Israel's Tightened Blockade on Gaza Causes Prices to Soar, With Lighters and Fans Becoming the Backbone of Energy in the Strip
Israel's Tightened Blockade on Gaza Causes Prices to Soar, With Lighters and Fans Becoming the Backbone of Energy in the Strip
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Google Gemini App User Count Exceeds 1 Billion, Keeping Pace with OpenAI ChatGPT
Google CEO Sundar Pichai announced on X that the Gemini app has become one of the company's fastest-growing products, recently surpassing 1 billion monthly active users. This makes it the 14th Google
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Markets anticipate a modest increase in the U.S. July CPI month-over-month, with core CPI month-over-month projected at 0.2%.
The U.S. Bureau of Labor Statistics will release its July Consumer Price Index (CPI) report on Wednesday. The market generally expects the July overall CPI to increase by only 0.1% month-over-month, w
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Former US Envoy Morgan Ortagus Sees No Evidence US is on 'Back Heels' Against Iran
Morgan Ortagus, a former deputy presidential special envoy, stated she does not see proof for the narrative that the US is at a disadvantage in negotiations with Iran, adding that strategic patience f
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Yahoo Finance Analysis: Walmart (WMT) Doubles Down on Streaming Ad Business with Vibe.co Acquisition, Yet Stock Underperforms Peers Year-to-Date
Yahoo Finance analysis points out that Walmart completed the acquisition of Vibe.co, a self-serve streaming TV ad platform, on August 4th, aiming to convert its shopping data into advertising revenue.
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BioHarvest Sciences lowers 2026 revenue guidance to $37-40 million, expects new flavor agreements to generate $20-30 million in revenue in 2027-2028
BioHarvest Sciences announced a summary of its Q2 2026 earnings call, where the company revised its total revenue guidance for 2026 from the previous $42 million-$48 million down to $37 million-$40 mi
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White House: Violent crime continues to fall in major U.S. cities, with homicides down 17.2% year-over-year.
The White House released its mid-year crime report, stating that violent crime continues to decline in major U.S. cities. According to data from the Major Cities Chiefs Association, homicides in the n
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Deutsche Bank analysts believe that Elon Musk's SpaceX is on track to achieve its goal of $100 billion in annual recurring revenue by the end of 2026.
SpaceX's quarterly financial report, released on August 4, showed its revenue exceeded expectations, reaching $7.81 billion. The company's management stated during the earnings call that they anticipa
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QumulusAI Signs GPU-as-a-Service Agreement with DRW to Supply NVIDIA Blackwell B300 Clusters
New cloud infrastructure provider QumulusAI (NVIDIA) announced a GPU-as-a-service agreement with diversified global trading firm DRW to supply a dedicated NVIDIA Blackwell B300 cluster from its U.S. d
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Bicara Therapeutics ends Q2 2026 with $497 million in cash, extending runway into H1 2029, and reports Phase III FORTIFI-HN01 study is on track for substantial enrollment by year-end
Bicara Therapeutics Inc. announced it ended the second quarter of 2026 with $497 million in cash, providing a runway to fund operations into the first half of 2029. The company's pivotal Phase III FOR
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U.S. Energy Secretary: Oil flow through the Strait of Hormuz has recovered to nearly 9 million barrels per day, with total regional flow reaching 15 million barrels.
U.S. Energy Secretary Chris Wright stated that oil flow through the Strait of Hormuz is recovering, with nearly 9 million barrels of oil passing through the strait daily. He noted that the total oil f
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Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
Citadel Securities Says Systematic Buyers Prepare for a Reload on Levered Stock Bets After Massive Unwind
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FOMC members will be highly focused on Wednesday's July month-over-month inflation change to assess the feasibility of achieving the 2% inflation target without further policy tightening; the new Federal Reserve Chair has previously expressed disinterest in such high-frequency data-driven frameworks.
X platform commentator Nick Timiraos noted that more Federal Reserve Federal Open Market Committee (FOMC) members have indicated they will closely monitor the next few price level readings to determin
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US expects US-Iran war oil supply disruptions of 600,000 bpd to last through 2027, due to crimped Strait of Hormuz shipments
US expects US-Iran war oil supply disruptions of 600,000 bpd to last through 2027, due to crimped Strait of Hormuz shipments
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Elon Musk states memory supply is now AI's biggest bottleneck, with demand rising 200% annually against 20% production growth
SpaceX CEO Elon Musk noted during the company's Q2 conference call that the limiting factor in building out AI computing capacity is currently the supply of memory. He highlighted a significant imbala
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Well-known investor Michael Burry warns that Berkshire Hathaway is no longer an attractive investment, expressing concerns about a lack of patience among Buffett's successors.
Investor Michael Burry, known for accurately predicting the 2008 housing crash, stated in his August 10 "Cassandra Unchained" newsletter that his biggest concern for Berkshire Hathaway was that Warren
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Bloomberg, citing sources: Apple's major iPhone design upgrade plan for 2027 has not been canceled; a new glass-designed iPhone Pro has entered late-stage testing.
This refutes earlier reports from Jefferies analysts that Apple had canceled plans for an "all-glass iPhone," which had put pressure on Apple's stock price. According to sources, Apple still plans to
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U.S. Treasury yields pull back from multi-decade highs, with the 10-year note yield falling 2 basis points to 4.686% ahead of FOMC minutes
The 2-year Treasury note yield fell over 2 basis points to 4.154%, while the longer-dated 30-year Treasury bond yield fell over 1 basis point to 5.272% after notching a new 19-year high on Tuesday. Th
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Egypt's bond risk premium has fallen to its lowest level since 2014.
The decline is attributed to record foreign-currency reserves and a vote of confidence from the International Monetary Fund, signaling an easing of the nation's decade-long debt distress.
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Indian corporate profit growth hits three-year high despite "US-Israel war on Iran" impact
India's top 500 companies recorded their strongest earnings growth in three years in the quarter ending June. Robust domestic demand and inventory stockpiling offset the impact of soaring energy price
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European Central Bank (ECB) President Lagarde: Europe's post-war growth model is disintegrating, facing challenges such as trade protectionism, rising energy costs, and geopolitical tensions
European Central Bank (ECB) President Christine Lagarde stated at the World Economic Forum that Europe's post-war growth model is facing disintegration, with its three pillars—expanding global trade,
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UK Inflation Accelerates as Energy Bills Surge
UK Inflation Accelerates as Energy Bills Surge
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Abu Dhabi National Oil Co. (Adnoc) plans to trim crude shipments to Asian customers in August and September, which is already pushing up the price of its flagship Murban oil grade.
Abu Dhabi National Oil Co. (Adnoc) plans to trim crude shipments to Asian customers in August and September, which is already pushing up the price of its flagship Murban oil grade.
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Goldman Sachs research finds AI is starting to weigh on developed economies' labor markets, with call center employment significantly below trend and entry-level workers most affected.
The investment bank's report, published Wednesday, indicates that industries with greater AI exposure have seen slower job opening growth since the second half of 2022, particularly in Germany, Austra
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BTIG analysts warn: U.S. stock market structurally fractured, faces full sell-off once "music stops"
BTIG's Chief Market Technician, Jonathan Krinsky, noted in a report published on Wednesday that the U.S. stock market is experiencing an unprecedented structural divergence, with price movements and m
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South Korean Deputy PM Koo Yun-cheol Pitches Manufacturing and AI Edge to US Investors, Pledging Financial Market Reforms
Deputy Prime Minister and Finance Minister Koo Yun-cheol outlined Korea's growth strategy to US business leaders in Seoul on Wednesday, highlighting opportunities for deeper investment and artificial
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Bank of America survey shows Indian equities replace Indonesia as Asia's least favorite, with the worst performance globally this year.
Bank of America survey shows Indian equities replace Indonesia as Asia's least favorite, with the worst performance globally this year.
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Ethiopia's Currency Sinks as Central Bank Burns Through Dollars
Ethiopia's currency is sinking as its central bank is burning through dollars in an unsuccessful bid to stem the selloff.
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South Korea's government bond yield curve is the steepest since 2021, with the long-short spread reaching a near five-year high.
The spread between South Korea's 3-year and 10-year government bond yields has widened to its highest level in nearly five years. This is primarily due to a global sell-off in long-term securities and
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South Korea's FSC announces its 7th Financial Hub Policy Plan for 2026-2028, aiming to boost financial innovation, infrastructure, capital markets, and provide hub support.
South Korea's FSC announces its 7th Financial Hub Policy Plan for 2026-2028, aiming to boost financial innovation, infrastructure, capital markets, and provide hub support. The plan includes promoting
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UK FTSE 100 index futures weakened due to a global stock market decline.
UK FTSE 100 index futures weakened due to a global stock market decline.
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Lebanon approves extradition of former Syrian general Adel Issa to Syria for war crimes trial, signaling end to its safe haven status for ex-regime officials
A top Lebanese prosecutor announced on Tuesday that Adel Issa, a former major general in Bashar al-Assad’s Syrian Army, would be extradited to Syria to face trial for alleged crimes committed during h
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Two Chinese-linked supertankers U-turn in Strait of Hormuz amid high shipping risks after Trump's hard line on Iran
The move comes as prospects for a normalization of traffic in the region are dimming.
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Samsung Electronics to invest 240 billion won ($171.6 million) in a new HVAC production line in Gwangju, with production set to begin in early 2028
Samsung Electronics to invest 240 billion won ($171.6 million) in a new HVAC production line in Gwangju, with production set to begin in early 2028
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Singapore's Monetary Authority (MAS) introduces new measures to enhance asset management competitiveness
The Monetary Authority of Singapore (MAS) announced a series of new measures aimed at strengthening its competitiveness as a leading asset management hub. These measures include: tax exemptions for in
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Hong Kong Exchange Posts Record Earnings, with Q2 Net Income Rising 21% to Beat Market Estimates, Driven by IPO and Trading Boom
Hong Kong Exchange Posts Record Earnings, with Q2 Net Income Rising 21% to Beat Market Estimates, Driven by IPO and Trading Boom
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FTSE Russell Defers Indonesia Stock Additions to Indexes Until December to Assess Market Reforms
FTSE Russell Defers Indonesia Stock Additions to Indexes Until December to Assess Market Reforms
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Financial Times analysis suggests Russia and Ukraine's attacks on each other's agricultural exports could trigger a global grain crisis
Financial Times analysis suggests Russia and Ukraine's attacks on each other's agricultural exports could trigger a global grain crisis
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HKEX Q2净利润同比增长21%至53.8亿港元,创历史新高并超市场预期
Hong Kong Exchanges and Clearing (HKEX) reported its second-quarter net profit soared 21% year-on-year to HK$5.38 billion (US$683.4 million), or HK$4.26 per share。这一业绩高于分析师预期的49.6亿港元,主要得益于首次公开募股(IPO)和
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Iran is considering targeting US military assets in Europe if Trump escalates war, according to insiders
Proposals to retaliate against US assets beyond the Middle East are being discussed as many in Tehran view renewed conflict as inevitable.
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South Korea cuts short joint military exercises with the U.S. after President Trump condemned them as "costly" and "hostile" toward North Korea
South Korea's Joint Chiefs of Staff announced the decision, days after President Donald Trump's remarks. The annual drills are set to conclude this Friday.
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Macro
24H Trending
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Alibaba-Backed Robot Maker LimX Confidentially Files for Hong Kong IPO, Reportedly Seeking Up to $300 Million
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Lookonchain: Bitcoin ETFs recorded a net inflow of 4,436 BTC (+$284.05M) on August 18; Ethereum ETFs saw a net inflow of 16,091 ETH (+$30.46M).
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Ethereum (ETH) Potential Analysis: A Deep Dive into its Long-Term Holding Value and Future Outlook
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INDY Coin (Indigo Protocol) Analysis: Project Value and Market Status
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Bank of America's August survey showed that fund managers' bullish sentiment towards gold has increased, with a net 16% believing gold is undervalued, reaching a new high since March 2023.
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Kraken Prop increases leverage to 10x for Bitcoin, Nasdaq 100, and S&P 500, halving margin requirements
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PARAM Coin Analysis: How Does Param Labs Build a Web3 Gaming Ecosystem?
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India Seeks WTO Consultations With US Over White House Tariffs on Quartz Products
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Syrian state media: Israeli forces carried out eight air strikes on an airbase in Syria’s Idlib, causing damage but no casualties
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OVO Coin Analysis: NFT Platform Role, Market Performance, and Future Metaverse Vision
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