Macro
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India Short-Tenor Bond Yields Climb After Central Bank Announces Early Closure of Special Dollar Deposit Window for Overseas Residents a Month Earlier Than Scheduled
India Short-Tenor Bond Yields Climb After Central Bank Announces Early Closure of Special Dollar Deposit Window for Overseas Residents a Month Earlier Than Scheduled
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Chinese hedge funds cut Nvidia holdings by 72% and US hyperscalers in Q2, rotating into AI supply chain hardware makers like Micron and SanDisk
Chinese hedge funds cut Nvidia holdings by 72% and US hyperscalers in Q2, rotating into AI supply chain hardware makers like Micron and SanDisk
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The new AI super-rich are reshaping the market for jets, yachts and cars, using Bitcoin for purchases and preferring premium water over champagne.
The new AI super-rich are reshaping the market for jets, yachts and cars, using Bitcoin for purchases and preferring premium water over champagne.
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Goldman Sachs says market bets on Federal Reserve rate hikes are still too aggressive given cooling inflation in the world's largest economy
Goldman Sachs says market bets on Federal Reserve rate hikes are still too aggressive given cooling inflation in the world's largest economy
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Chainalysis sues US government over $95 million ICE contract awarded to rival TRM Labs
Blockchain analytics firm Chainalysis has filed a sealed complaint against the US government, challenging the Immigration and Customs Enforcement (ICE) agency's decision to award a $95 million sole-so
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Driven by Donald Trump's tariff expectations, LME copper futures rose for seven consecutive weeks, gaining 1.47% to $14,368, nearing historical highs, while spot premiums reached their largest since 2021 at $478.
Driven by expectations of Donald Trump government tariff policies, a large volume of copper metal continues to flow into the United States, leading to tighter supply in other global markets. Three-mon
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Japan's 10-year bond yield climbs to 2.93%, highest since 1996, on BOJ hike bets and fiscal concerns; 30-year yield also rises to 4.06%
Japan's 10-year bond yield climbs to 2.93%, highest since 1996, on BOJ hike bets and fiscal concerns; 30-year yield also rises to 4.06%
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Thailand's Q2 GDP growth slows to 1.9% from 2.8% in previous quarter, weighed by higher energy prices and Middle East conflict disrupting travel.
Thailand's Q2 GDP growth slows to 1.9% from 2.8% in previous quarter, weighed by higher energy prices and Middle East conflict disrupting travel.
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JPMorgan Chase raised Zhipu's target price to HKD 1,800 and MiniMax's target price to HKD 260, stating that Zhipu's GLM-5.3 upgrade and DeepSeek's price increase are reshaping China's AI landscape.
JPMorgan Chase noted in its research report on August 16 that the release of Zhipu GLM-5.3 and DeepSeek's API price increase effective August 17 are changing the competitive landscape of China's AI mo
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BTIG warns of systemic correction risk for U.S. stocks in August-October, advises investors to reduce risk exposure
BTIG Chief Technical Market Strategist Krinsky noted in his latest report that the US stock market is entering the seasonally dangerous window of August to October in a midterm election year, characte
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Japanese Rakuten Group will partner with German AI defense drone startup Helsing to provide AI attack drones to the Japan Self-Defense Forces.
Japan's Rakuten Group will collaborate with German AI defense technology startup Helsing to provide AI attack drones to the Japan Self-Defense Forces. It is reported that the cooperation between the t
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Foreign capital is injecting liquidity into China's real estate market, with global asset manager PAG providing new funds to Wanda Plazas in June and July.
Foreign funds are reportedly injecting liquidity into China's real estate sector through a series of transactions involving shopping malls, warehousing, and logistics companies. Global asset manager P
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Sri Lanka's inflation is expected to slow to the central bank's 5% target level in the second half of this year, said Central Bank Governor Nandalal Weerasinghe.
Sri Lanka's inflation is expected to slow to the central bank's 5% target level in the second half of this year, said Central Bank Governor Nandalal Weerasinghe.
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Taipei-based think tank DSET warns of potential 'China shock' in robotics as Beijing pursues 'whole of nation' effort to dominate next-gen advanced robotics and physical AI.
DSET states this push is similar to China's strategy in EVs and drones, despite the country currently lagging in cutting-edge chips, sensors, and precision machine tools.
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Donald Trump announces former hostage Kevin Rideout is returning to the U.S., marking the 110th American liberated since his second presidential inauguration
Donald Trump announces former hostage Kevin Rideout is returning to the U.S., marking the 110th American liberated since his second presidential inauguration
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Japan's Q2 GDP annualized growth was 1.1%, falling short of market expectations of 2%.
Japan's economy grew at an annualized rate of 1.1% in the second quarter, falling short of market expectations of 2%. This follows a 2.1% growth in the first quarter. The lower-than-expected growth wa
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PwC: Hong Kong tax reforms for treasury centres will attract multinationals and mainland firms
Hong Kong government's plan to increase tax incentives for corporate treasury centres will be attractive to multinational and mainland firms, according to tax experts at PwC. The government is solicit
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Thai Baht Rally May Fade as Central Bank Likely to Maintain Dovish Stance, Analysts Say
Analysts suggest the nascent rally in the Thai baht could be short-lived, as the central bank is expected to maintain a dovish policy stance to support an economy impacted by elevated oil prices.
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US Energy Secretary says Middle East oil flows have rebounded to 15 million bpd, but ship tracking data shows Strait of Hormuz exports are only half that number.
U.S. Energy Secretary Chris Wright stated this week that oil exports from the Middle East have rebounded to 15 million barrels per day, even exceeding the pre-war average of 20 million barrels per day
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13F Filings Show: David Tepper Increases NVIDIA Stake, Dan Loeb Liquidates, George Soros Buys Puts to Hedge Existing Positions
The latest 13F filings (holdings as of June 30, 2026, submitted on August 14) show that David Tepper of Appaloosa LP increased his holdings in NVIDIA (NVDA) by 53,500 shares to 1,525,000 shares, while
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Gold Steady Near $4,400 as Traders Weigh US Data and Rate Path
Gold Steady Near $4,400 as Traders Weigh US Data and Rate Path
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Several large Wall Street hedge funds increased their holdings in TSMC (TSM) by over 600,000 shares in the second quarter, while divesting more than 240,000 shares of Broadcom (AVGO).
According to the latest Q2 13F filings, major hedge funds such as David Tepper's Appaloosa, Dan Loeb's Third Point, and Stanley Druckenmiller's Duquesne Family Office significantly adjusted their semi
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Analysis indicates Micron Technology's market cap is $1.1 trillion, with its stock price down 23% from its 52-week high, but given cyclical risks, it is currently more advisable to "hold" rather than "buy."
Micron Technology's stock is currently trading at approximately $972, down about 23% from its 52-week high, resulting in a market capitalization loss of over $300 billion. Despite the company's third-
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U.S. stock futures little changed as investors ponder the Fed’s next move
U.S. stock futures little changed as investors ponder the Fed’s next move
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Moderna's stock doubles on promising cancer-vaccine results
The vaccine candidate, developed with Merck, is an mRNA therapy paired with the cancer drug Keytruda. It helped melanoma patients live longer in a late-stage trial, marking the first Phase 3 data for
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Centrifuge integrates Symbiotic liquidity network across $1.6B in Janus Henderson and NYLIM funds, offering immediate USDC liquidity to eligible holders.
Centrifuge integrates Symbiotic liquidity network across $1.6B in Janus Henderson and NYLIM funds, offering immediate USDC liquidity to eligible holders.
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Ed Yardeni Sees Interest Rates 'Back to Normal' at 4%-5%
Edward Yardeni, president of Yardeni Research, explained that he views interest rates at this level as "a healthy sign of a healthy economy."
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Europe's Bond Sales Rebound at Record Pace, Jolting Market Out of Summer Lull
Europe's bond sales are roaring back from the summer lull at the fastest pace on record, resuming the breakneck pace of borrowing seen globally throughout the year.
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Analysis suggests that among the two newly listed small modular reactor (SMR) companies, Oklo holds more investment value than X-Energy due to its slightly faster project progress.
Oklo (NYSE: OKLO) went public in May 2024 through a SPAC merger, while X-Energy (NASDAQ: XE) listed in April this year. Both companies are dedicated to developing next-generation nuclear energy techno
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Amazon management stated that its AWS AI business has an annual revenue run rate exceeding $25 billion, growing by a triple-digit percentage year-over-year.
The data was disclosed in Amazon's earnings report on July 30. Additionally, Amazon's custom chip business has reached the same scale.
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Ukraine anti-corruption team raids home of top Zelenskyy aide
The searches come hours after the ousted defence minister launched a blistering attack on the wartime president.
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JPMorgan Chase's August Analyst Focus List recommends 5 high-dividend stocks, with Annaly Capital Management (NLY) yielding 12.60%.
JPMorgan Chase's August Analyst Focus List highlighted five stocks with dividend yields ranging from 3% to nearly 13% that combine passive income with strong total return potential. Among them, Annaly
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India approves incentive scheme to promote piped natural gas connections as Iran war drives up LPG costs
The Indian government has approved a "Scheme to Incentivize Domestic Piped Natural Gas Connectivity" aimed at increasing the supply of cooking gas to households. This move comes as the Iran war has di
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Bitwise CIO Matt Hougan believes investors may be underestimating future blockchain transaction activity by 10 to 100 times, driven by tokenized markets and AI agents.
Hougan, in a note outlining common investor mistakes, argued that moving traditional assets on-chain and introducing AI agents could significantly increase transactions. He cited the potential for 24/
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U.S. Social Security Full Retirement Age is 67 for those born 1960 or later, not 65
For individuals born in 1960 or later, the full retirement age for U.S. Social Security benefits is 67, not 65. Claiming benefits at 65 is considered an early claim, which results in a reduced monthly
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Latin American digital banking platform Nu Holdings added 4 million new customers in the second quarter, bringing the total to 139 million, and net profit exceeded $1 billion for the first time.
Nu Holdings reported second-quarter revenue of $5.9 billion, a 39% increase year-over-year (FX neutral), with net income growing 49% to nearly $1.1 billion. As of June 30, its non-performing loan rati
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US Social Security Differentiates Tribal Casino Wages from Gaming Distributions for Benefits Calculation
For US tribal casino employees, wages reported on a W-2 form are considered earned income and count towards the retirement earnings test, potentially affecting early retirement benefits. However, per-
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Retail Investors Remain Bullish on AI, But Add Downside Protection
Retail investors are not entirely giving up on the artificial intelligence trade, but they are becoming more selective and adding downside protection as markets head into the fall. According to data f
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U.S. Stock Futures Flat Amid Retail Industry Earnings and Ahead of Fed Meeting Minutes
U.S. stock futures are muted as investors focus on retailer earnings and the upcoming minutes from the Federal Reserve's July meeting. Meanwhile, the global bond rout has abated, with the 30-year U.S.
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Reuters/Ipsos poll finds 69% of Americans believe Trump's business interests influence his decisions, with 63% deeming his family's crypto profits inappropriate.
Reuters/Ipsos poll finds 69% of Americans believe Trump's business interests influence his decisions, with 63% deeming his family's crypto profits inappropriate.
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US Mortgage Demand Stalled Last Week as 30-Year Fixed Rates Remained Unchanged at 6.77%, But Rates Have Started to Rise Again This Week
Total mortgage application volume was essentially flat, down 0.4% from the previous week. Applications to refinance a home loan rose 2% for the week, while applications to purchase a home fell 2%. Mor
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Saudi Arabia offers full oil supplies to at least three European buyers, easing regional supply concerns
Saudi Aramco has notified at least three European refiners that it will supply full contractual crude volumes next month. The move eases concerns about crude supply in the region following earlier dis
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Nebius Group's Q2 AI cloud contracts saw estimated payback period shorten to ~1 year 10 months, down from a historical 2-3 years
The improvement in the payback period for Nebius Group's (NASDAQ: NBIS) AI cloud contracts, combined with higher contract values averaging over $1 billion each for four major Q2 deals and customer pre
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SkyBridge Capital创始人Scaramucci指出,比特币10万美元是“OG卖家”的关键卖出点,并看好AI与区块链的融合
Anthony Scaramucci在怀俄明区块链研讨会上表示,去年许多持有比特币10-15年的“OG卖家”将10万美元视为一个“神奇数字”并选择出售,这增加了市场的抛售压力。他还预计未来AI代理进行交易时,很可能通过区块链进行,预示着AI与区块链的融合。SALT首席执行官John Darsie补充说,比特币持有者基础的变化(老用户出售,机构和家族办公室增持)是其成熟过程的一部分,有助于降低波动性
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Al Jazeera's commentary points out that the White White House envoy finds it difficult to sway Israeli Prime Minister Netanyahu, as his political survival is closely tied to the state of the war.
Commentators believe that any agreement to end the Israeli conflict could cause political damage to Netanyahu, making him inclined to prolong negotiations. This follows US Middle East envoy Kushner's
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U.S. seeks to close loophole allowing Chinese AI firms to access Nvidia's advanced GB300 chip power via overseas cloud data centers, with lawmakers weighing new legislation
U.S. seeks to close loophole allowing Chinese AI firms to access Nvidia's advanced GB300 chip power via overseas cloud data centers, with lawmakers weighing new legislation
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Deutsche Bank's Uller: Stock markets can withstand rate hike shock
Maximilian Uleer of Deutsche Bank says equity markets are not seriously threatened by higher bond yields.
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JPMorgan Chase: Tesla Optimus Humanoid Robot Production Line Being Installed, Commercial Sales to Public as Early as H2 2027
JPMorgan Chase recently published a report after surveying Tesla's Fremont factory, stating that the design for Tesla's Optimus humanoid robot Gen 3 has been finalized, the supply chain is largely loc
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Macro
24H Trending
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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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PARAM Coin Analysis: How Does Param Labs Build a Web3 Gaming Ecosystem?
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OVO Coin Analysis: NFT Platform Role, Market Performance, and Future Metaverse Vision
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COOK Token Issuance Analysis: Supply Situation Under Different Project Backgrounds
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Cypherpunk launches Zcash mining fleet, controlling 18% of network hashrate, with $33.3M Winklevoss Capital backing to target 5% ZEC supply.
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Kraken's Krak Card Launches in the US, Offering Up to 2% Back in USD or Bitcoin, Supporting Spending in Over 600 Currencies
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Zcash (ZEC) Issuance and Circulation Analysis: Max Supply, Halving Mechanism, and Current Status
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TRCL Coin (Treecle) Project Analysis and Market Status
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