Macro
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Google DeepMind Appoints Koray Kavukcuoglu as Senior Vice President, Replacing Demis Hassabis to Lead AI Division, to Accelerate Catch-up with OpenAI and Anthropic
Koray Kavukcuoglu, previously CTO of Google DeepMind and Chief AI Architect at Google, will now report directly to Google CEO Sundar Pichai. He will be responsible for Gemini model development, fronti
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Bank of Japan Research Paper Finds Linkages in Firm Spending Behavior Through Supply Chains
The Bank of Japan published a research paper empirically analyzing the linkages of firm spending behavior along supply chains in Japan's manufacturing sector. The findings indicate that capital invest
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BoJ Research: Japan's Auto Supply Chains Are Exceptionally Long, Bottlenecks Can Significantly Dampen Production
A Bank of Japan research paper found that Japan's manufacturing supply chains, especially in the auto sector, are exceptionally long and large-scale. Firms at the center of these chains exert a greate
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Standard Chartered COO: AI Boosts Banking Productivity, Creates New Skills Demand; India Remains Key Growth Hub
Standard Chartered COO: AI Boosts Banking Productivity, Creates New Skills Demand; India Remains Key Growth Hub
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US Senator JD Vance asked Ukraine to halt strikes on tankers using Russia's Novorossiysk port, as Washington is alarmed by Kyiv's campaign on vessels collecting Kazakh oil.
US Senator JD Vance asked Ukraine to halt strikes on tankers using Russia's Novorossiysk port, as Washington is alarmed by Kyiv's campaign on vessels collecting Kazakh oil.
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Financial Times: Hackers allegedly linked to China launch unprecedented "autonomous" AI cyberattack on Taiwan
Reports indicate that in this attack, AI agents simultaneously conducted reconnaissance and intrusion, demonstrating a new phase in cyber warfare.
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Boston Fed President Susan Collins says poorer Americans are struggling to make ends meet, and she would back a September interest rate rise if inflation remains hot.
Boston Fed President Susan Collins says poorer Americans are struggling to make ends meet, and she would back a September interest rate rise if inflation remains hot.
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JPMorgan Chase has raised its target for Singaporean equities, projecting the Straits Times Index could climb to 7,000 points within the next 12 months, implying a 22% upside, driven by strong economic growth and narrowing valuation gaps.
JPMorgan Chase has raised its target for Singaporean equities, projecting the Straits Times Index could climb to 7,000 points within the next 12 months, implying a 22% upside, driven by strong economi
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SK Hynix and Samsung extend gains after report Temasek to invest
SK Hynix and Samsung extend gains after report Temasek to invest
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Deutsche Bank strategists warn: The market is pricing in a "non-existent perfect combination," simultaneously betting on strong growth, limited rate hikes, and controllable oil prices, leaving almost no room for error regarding policy, inflation, and geopolitical situations.
In his latest report, Deutsche Bank macro strategist Henry Allen points out that the current market is simultaneously betting on strong economic growth, limited interest rate hikes by the Federal Rese
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AI agents' 'alarming' hacking skills are driving a surge in cybersecurity spending, with Gartner projecting a 12.5% increase to $240 billion in 2026
AI agents' 'alarming' hacking skills are driving a surge in cybersecurity spending, with Gartner projecting a 12.5% increase to $240 billion in 2026. Recent incidents, including OpenAI and Anthropic m
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South Korea's 30-Year Government Bond Yield Hits Record High
South Korea's 30-year government bond yield climbed to a record, as elevated energy prices and weaker demand from life insurers intensified pressure on the debt market, driven by oil price concerns an
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Musk: SpaceX's AI Revenue Expected to Surpass All Other Businesses Next Month, AI to Account for 99% of Company Value Within Five Years
Elon Musk stated in an internal all-hands meeting at SpaceX that AI business revenue is expected to surpass all other SpaceX business revenues in approximately September (next month), and significantl
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US Democratic leader Chuck Schumer demanded a full explanation of a secret operation to extract Donald Trump from Turkey, which aimed to protect Donald Trump from an alleged Iranian assassination threat
US Democratic leader Chuck Schumer demanded a full explanation of a secret operation to extract Donald Trump from Turkey, which aimed to protect Donald Trump from an alleged Iranian assassination thre
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Yen Traders Boost Options Activity Ahead of US Inflation Data Amid Directional Uncertainty
Yen traders are ramping up options market activity ahead of key US inflation data, turning to derivatives for flexibility amid a lack of consensus on the currency’s direction.
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Bespoke and HSBC analysts warn that gold is technically overbought after an approximately 8% gain in August, and a less-than-dovish US July CPI data tonight could trigger profit-taking.
Bespoke Investment Group pointed out that gold prices closed above one standard deviation from their 50-day moving average for the first time since March 10, entering overbought territory. Historical
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Bank of Japan: Japan's M2 money stock grew 2.2% year-on-year in July, M3 grew 1.4%
The Bank of Japan announced that the M2 money stock in July increased by 2.2% from a year earlier, while the M3 money stock rose by 1.4% year-on-year. Broadly-defined liquidity (L) saw a 4.4% year-on-
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Singapore Exchange (SGX) is exploring single-stock ETFs and strengthening market partnerships.
The move aims to bolster its position as Southeast Asia’s key multi-asset exchange by offering a broader suite of exchange-traded funds and stepping up collaborations across markets.
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Chinese AI model Moonshot's controversial Kimi K3 is reportedly rattling Silicon Valley and Washington, impacting the global AI race.
Chinese AI model Moonshot's controversial Kimi K3 is reportedly rattling Silicon Valley and Washington, impacting the global AI race.
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Bitcoin remains stuck in $62,000-$66,000 range as ETF inflows offset selling, with Wednesday's U.S. inflation report seen as next potential catalyst
Bitcoin has extended a five-week standstill, with steady demand from exchange-traded funds being offset by selling from miners and corporate holders. Trading volumes have fallen to their lowest levels
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CFTC orders prediction market operator Kalshi to continue operating in New York State after the state filed a lawsuit seeking to block its services
The U.S. Commodity Futures Trading Commission (CFTC) announced that it has used its "emergency powers" to order prediction market operator Kalshi to continue operating in New York State. This follows
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Panama Canal fees hit record high due to El Niño and Iran war
The Panama Canal has seen its transit fees reach a record high, primarily driven by the El Niño weather phenomenon, which has caused falling water levels. This could lead to a limitation of transit sl
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Trump: Medicaid will no longer fund gender transition surgeries and hormones for minors
Trump: Medicaid will no longer fund gender transition surgeries and hormones for minors
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Iran is preparing for worsening economic hardship to withstand pressure from Donald Trump, the Wall Street Journal reported
Iran is preparing for worsening economic hardship to withstand pressure from Donald Trump, the Wall Street Journal reported
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U.S. WTI crude oil futures rose over $2/barrel to $101.62 due to escalating Middle East tensions.
U.S. WTI crude oil futures rose over $2/barrel to $101.62 due to escalating Middle East tensions.
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SpaceX is in talks to connect to 80,000 base stations, while the three major US telecom stocks all fell over 4% in pre-market trading.
SpaceX is reportedly in talks with cellular infrastructure companies to enter the U.S. mobile communications market, leveraging existing satellite networks and ground station resources, Reuters report
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Israeli Prime Minister Benjamin Netanyahu announced that the army is prepared for a "large-scale operation" in the occupied West Bank.
Israeli Prime Minister Benjamin Netanyahu announced on Friday during a visit to Hebron that the Israeli army would implement an "offensive model successfully implemented in refugee camps" in the occup
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Family offices are becoming more selective about real estate investments due to rising interest rates, favoring assets with high discounts and strong pricing power.
Family offices are becoming more selective about real estate investments due to rising interest rates, favoring assets with high discounts and strong pricing power. Chief Investment Officers indicate
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Two Palestinians were killed and several others injured in an Israeli drone strike on the Al-Nasr neighborhood in western Gaza City, Al Jazeera reported, citing medical sources.
Two Palestinians were killed and several others injured in an Israeli drone strike on the Al-Nasr neighborhood in western Gaza City, Al Jazeera reported, citing medical sources.
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Commander-in-Chief of the Iranian Armed Forces: Mines have been deployed in the Strait of Hormuz, warning that enemy vessels will be struck if they enter.
Commander-in-Chief of the Army of the Islamic Republic of Iran, Hatami, revealed that the Iranian military has deployed naval mines and various automated control systems in the area east of the Strait
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Iran issues ultimatum to Middle Eastern countries: Stop supporting the US or be designated "hostile states" if US-Iran conflict reignites.
Maleki, a member of the Iranian Parliament's National Security and Foreign Policy Committee, stated that Iran has issued an ultimatum to countries in the Middle East, demanding that they cease all sup
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Wallstreetcn: Luxeed plans to accelerate its overseas expansion starting in 2027, with export models not featuring Huawei's intelligent driving and cockpit solutions.
According to sources familiar with the matter, as reported by Wall Street Insights, Chinese automotive brand Luxeed (jointly developed by Chery and Huawei) plans to accelerate its overseas market expa
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Al Jazeera Analysis: Since the US-Israeli attacks on Iran in February, the US-Iran conflict landscape has dramatically shifted, with the Strait of Hormuz becoming the central focus.
According to an Al Jazeera analysis, the positions of Washington and Tehran have shifted significantly since the first US and Israeli attacks on Iran in February this year. Iran stated that seven oil
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Saudi Arabia's security situation casts doubt on its ability to host the 2027 AFC Asian Cup, with Japan Football Association President Tsuneyasu Miyamoto stating it would be difficult to proceed as planned.
Japan Football Association President Tsuneyasu Miyamoto warned that Saudi Arabia's ongoing security situation, due to escalating attacks by Yemen's Houthi rebels, has led to the cancellation or postpo
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Israel's Channel 14 reported that a soldier from the Israeli army's rescue unit was killed in Friday's shooting in Hebron. Al Jazeera Arabic identified the soldier as a staff sergeant from the "Ari 775" battalion of the rescue unit.
Israel's Channel 14 reported that a soldier from the Israeli army's rescue unit was killed in Friday's shooting in Hebron. Al Jazeera Arabic identified the soldier as a staff sergeant from the "Ari 77
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Barclays, Fidera seek payout from bankrupt UAE firm
Barclays Plc and London-based hedge fund Fidera Ltd are among dozens of creditors seeking to recover money owed by Dubai’s United Arab Emirates Exchange Center LLC, a collapsed remittance provider wit
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After the Saudi-led coalition intercepted a missile targeting Riyadh, Houthi media reported nine airstrikes on Saada and Hodeidah in Yemen.
After the Saudi-led coalition intercepted a missile targeting Riyadh, Houthi media reported nine airstrikes on Saada and Hodeidah in Yemen.
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According to Maariv, a senior Israeli military officer stated that the Israeli army paid a "heavy price" in an operation in Hebron.
According to Maariv, a senior Israeli military officer stated that the Israeli army paid a "heavy price" in an operation in Hebron.
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The Jerusalem Governorate Media Office reported that Sheikh Khaled Abu Jumaa, a preacher at the Al-Aqsa Mosque, was arrested by Israeli forces after leading Friday prayers.
The Jerusalem Governorate Media Office reported that Sheikh Khaled Abu Jumaa, a preacher at the Al-Aqsa Mosque, was arrested by Israeli forces after leading Friday prayers.
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SLB stated that despite disruptions from the Iran war, its Middle East oilfield operations have gradually recovered and are expected to grow.
SLB stated that despite disruptions from the Iran war, its Middle East oilfield operations have gradually recovered and are expected to grow.
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BASF raises takeover bid for German chemical rival Evonik to over €11 billion
BASF raises takeover bid for German chemical rival Evonik to over €11 billion
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Ukraine accuses Washington of deliberately slowing down Starlink speeds, stating it remains restricted.
Ukraine accuses Washington of deliberately slowing down Starlink speeds, stating it remains restricted.
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UBS: Gold May Retest $4,000/oz, But Strong Dip Buying Will Establish Bottom Support
UBS expects gold prices could retest the $4,000/oz mark, but believes strong dip-buying demand will establish a bottom for gold. Despite rising US real yields and a stronger dollar, central bank purch
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Austria expels several Russian diplomats, accusing them of espionage.
Austria's move signals Vienna is stepping up its crackdown on Russian espionage after years of a lenient approach to Moscow's spy activities, a policy that had previously drawn criticism from Ukraine
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Major US bank stocks including JPMorgan and Morgan Stanley lost $22.8 billion in market value after reports of customers giving AI access to accounts
Major US banks, including JPMorgan, Morgan Stanley, Wells Fargo, Citi, and Bank of America, collectively lost $22.8 billion in market capitalization yesterday. This followed reports from Axios that ba
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Former Peace Now head says Israeli PM Netanyahu will use Hebron shooting to push propaganda and take strong action
Yariv Oppenheimer, Project Director at the Geneva Institute and former head of Peace Now, stated that he expects Netanyahu and his cabinet to leverage the attack on Israeli soldiers to push more propa
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Polling firm Wedgewood admits to fabricating election surveys, prediction market platform Kalshi faces data fraud vulnerability
Polling firm Wedgewood admitted on October 20 to fabricating most of its election surveys. Its results were previously included by data aggregator VoteHub, which also served as a data source for some
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CoinDesk analysis suggests Bitcoin may have decoupled from historical midterm election cycle bottom pattern
CoinDesk analysis suggests Bitcoin may have decoupled from historical midterm election cycle bottom pattern. Historically, Bitcoin bear-market lows have followed U.S. midterm elections, but this year'
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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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Middle East Tensions Escalate: Houthis Claim Multiple Attacks on Saudi Arabia, Brent Oil Surpasses $112, Iran Claims to Have Struck Oil Tanker in Strait of Hormuz
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AI Companies and French Sovereign Debt Face Stress Test: CoreWeave CDS Spreads Exceed 1,000 Basis Points, France's 10-Year Government Bond Yield Breaks 5% for the First Time Since 2002, Moody's to Review France's Rating
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Tesla and NVIDIA Invest KRW 3.7 Trillion in Samsung Electro-Mechanics, Securing AI Chip Substrate Production Capacity
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Arbitrage trades in European government bonds have triggered successive liquidations, leading to nearly a hundred London traders exiting the market, with the French 10-year government bond yield surpassing 5%.
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The 10-year U.S. Treasury yield fell by approximately 11 basis points from its previous close, now at 5.04%.
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An Israeli court ordered the release of nine settlers suspected of attacking journalists and diplomats in the West Bank, as UN Secretary-General Guterres described the situation there as "out of control."
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The 30-year U.S. Treasury yield is down approximately 9 basis points from its previous close, currently at 5.35%.
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Rising U.S. Treasury yields are diminishing the appeal of biotechnology stocks, prompting investors to exercise caution. These stocks are often perceived as high-risk "all-or-nothing" bets, heavily reliant on the success of breakthrough medical solutions.
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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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Chainlink (LINK) Price Dynamics, Whale Accumulation, and Oracle Infrastructure Progress
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