Macro
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NATO member Romania scrambles F-16 jets to destroy drone near critical European gas project, accusing Russia of deployment
Romania's President Nicușor Dan accused Russia of deploying the marine drone, which was destroyed on Thursday near the Neptun Deep gas project in the Black Sea. Once developed, Neptun Deep is expected
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Venezuela's Oil Exports Capped by Aging Ports, Tankers Face Up to 30-Day Delays, Threatening US-Backed Expansion
Venezuela's aging oil terminals are limiting its export recovery, with tankers waiting up to 30 days to load due to equipment failures, power outages, and crude-quality problems. Despite rising produc
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Wolfe Research: S&P 500 Earnings Momentum Hits Historic Levels, with 69% of Q2 Revenue Beats and 64% of Q3 Guidance Exceeding Forecasts
Wolfe Research reports that S&P 500 earnings remain exceptionally strong. Of 465 companies reporting Q2 results, 69% beat revenue expectations. Additionally, 64% of firms issuing Q3 guidance exceeded
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WSJ: European Companies See Best Earnings Season in Years, Drawing Investor Interest
The Wall Street Journal reports that European companies have recorded their best earnings season in years, leading investors to increasingly notice the region's overlooked market value. For example, E
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Bloomberg MLIV: Dollar Depreciation Is Sustainable
Bloomberg MLIV analysts and investors on "Bloomberg: The Opening Trade" discussed key themes, with the view that dollar depreciation is sustainable.
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Independent writer Jasmine Sun highlights AI industry's misjudgment of public backlash against data centers
Sun notes that the AI industry, despite anxieties over job losses and rogue AI, was blindsided by the public's strong opposition to data center construction, a trend that was previously uncontroversia
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Podcast: AI Industry Misjudges Public Backlash, Underestimates Discontent Over Data Center Construction
Bloomberg's "Odd Lots" podcast points out that AI industry insiders have been concerned for years about issues such as AI potentially leading to job losses and human extinction, yet they have overlook
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ECB Survey: Eurozone Consumer Inflation Expectations for Next 12 Months Fall to 2.9% in July, Economic Growth Outlook Improves Slightly
The European Central Bank's (ECB) Consumer Expectations Survey for July 2026 revealed that median expectations for inflation over the next 12 months decreased to 2.9% from 3.0% in June. Similarly, inf
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T. Rowe Price fund manager says Nigerian stocks still attractive despite 64% rally
Johannes Loefstrand, a fund manager at T. Rowe Price Group who oversees about $300 million in frontier market assets, is “excited” about the prospects for Africa’s most populous nation. Nigeria’s NGX
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Goldman Sachs: Slower Inflation Is the Best Path to Lower US Government Bond Yields
Goldman Sachs: Slower Inflation Is the Best Path to Lower US Government Bond Yields
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Goldman Sachs Enters India's Government Equity Sale Market, Breaking Long-Standing Dominance of Local Financial Giants
Goldman Sachs Group is entering the Indian government's equity sale arena, a domain long exclusive to local financial giants. This marks Goldman Sachs' first underwriting of a government deal since 20
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South Korean stocks saw a net outflow of $22.9 billion in foreign capital in July, with British investors leading the sell-off, while U.S. funds continued to buy.
Foreign investors net sold 31.7 trillion won (approximately $22.9 billion) worth of listed stocks in July, marking the seventh consecutive month of net selling, according to data released by South Kor
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Hui Ka Yan, founder of China Evergrande, has been sentenced to life imprisonment by a Shenzhen court and fined 8.82 billion yuan (approximately 1.31 billion US dollars).
The ruling marks a symbolic end to the era of runaway growth in China's real estate sector.
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Goldman, JPMorgan Are Among Most Bullish on Europe
Goldman, JPMorgan Are Among Most Bullish on Europe
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Sfakianakis: Iran Misjudges US Willingness for Long War
Sfakianakis: Iran Misjudges US Willingness for Long War
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South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
South Korean Lawmakers Propose Expanding FIU Powers to Investigate Unregistered Crypto Firms and Refer Them Directly to Law Enforcement
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Iran's oil supply to Chinese refineries is rapidly depleting due to U.S. sanctions.
Bloomberg reported that Iranian oil available to Chinese buyers is rapidly depleting, indicating that the U.S. blockade of Iranian ports has effectively cut off Tehran's revenue.
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Goldman Sachs: Hedge Funds Underperformed S&P 500 in July, Worst in Over 20 Years
Goldman Sachs strategists stated that hedge funds underperformed the S&P 500 in July, marking their worst single-month performance in over two decades, primarily due to the fading momentum of AI. The
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Indonesia seeks expanded joint military exercises with China
Indonesian Defense Minister Sjafrie Sjamsoeddin called for broader and more intensive joint military exercises with China during a bilateral meeting with his Chinese counterpart, Adm. Dong Jun, in Jak
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Bloomberg: Asia's emerging market small-cap AI companies led gains this month, as investors shifted from chip giants to data center-related small-caps, with some surging as much as 90%.
Bloomberg reported that the rally in emerging market technology stocks is spreading to new companies, as investors shift their focus from chip manufacturing giants to smaller firms powering data cente
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Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
Ukraine seeks Elon Musk's help to use Starlink-equipped drones to strike Russian missile launchers up to 200km inside Russia
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Samsung Electronics' labor union plans to hold a rally in Seoul on Friday afternoon to protest the widening pay gap with its semiconductor division.
The union primarily represents employees in Samsung's consumer device business, with its members concentrated in the Device eXperience (DX) division. The rally takes place against a backdrop where an
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Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
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Australian bond futures positions near record high on hedging demand
Australian bond futures positions near record high on hedging demand
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Al Jazeera: Israel-Lebanon War Takes Heavy Toll on Individuals with Autism and ADHD
According to Al Jazeera, the war between Israel and Lebanon has severely impacted individuals with autism and ADHD, who typically rely on stable environments and structured routines. The conflict has
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Survey: Over 50% of managers find it harder to evaluate employees' work after AI adoption
A new survey commissioned by Monday.com and conducted by Nielsen across seven countries reveals that more than 50% of managers are finding it more difficult to evaluate employees' work after adopting
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Critical PHP Vulnerability Affects 70% of Global Websites; Patch Released Early Due to Details Leak
A company stated that a critical vulnerability exists in PHP, affecting up to 70% of websites globally, including WordPress and many government and e-commerce sites. Security researchers claim the vul
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Iranian Foreign Ministry spokesman Esmail Baghaei accused the United States of waging "selective wars" and then "playing the victim."
Iranian Foreign Ministry spokesman Esmail Baghaei accused the United States of escalating regional instability and global economic insecurity through military attacks on Iran. Baghaei posted on X that
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Cloudflare CTO: PHP-related updates are live.
Cloudflare CTO: PHP-related updates are live.
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UK, France Deploy Military Assets to Saudi Arabia Amid Houthi Attacks
The UK and France have deployed military assets to Saudi Arabia, deepening defense ties with the kingdom in response to escalating Houthi attacks. France began sending troops and air defense systems l
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Huawei's Enlight CEO Jin Yuzhi: Automotive intelligence sees three major changes, L3 autonomous driving standard to be implemented in 2027
At the 2026 World Intelligent Connected Vehicles Conference, Jin Yuzhi, Senior Vice President of Huawei and CEO of Qiankun (formerly known as "Intelligent Driving Business Unit"), stated that the latt
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Goldman Sachs, JPMorgan Chase, and Morgan Stanley have dominated the AI stock frenzy, generating $52 billion in equity trading revenue this year.
The three major Wall Street investment banks—Goldman Sachs, JPMorgan Chase, and Morgan Stanley—have collectively generated $52 billion in equity trading revenue year-to-date, capturing nearly 80% of t
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Finland, the Netherlands, and France have shut down or taken offline some government internet services/websites due to a PHP vulnerability.
Finland has shut down national internet services due to PHP vulnerabilities, while the Dutch National Cyber Security Centre has taken websites offline, and France has temporarily taken down provincial
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Two critical vulnerabilities, rated 9.2/10, have been exposed in PHP, threatening millions of websites. Cloudflare has reported early attacks, and EU officials are urging immediate patching.
Two critical vulnerabilities, rated 9.2/10, have been exposed in PHP, threatening millions of websites. Cloudflare has reported early attacks, and EU officials are urging immediate patching.
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Paris Police Renew Partial Curfew Wednesday Evening, AFP Reports
Paris Police Renew Partial Curfew Wednesday Evening, AFP Reports
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Kremlin: Putin is "in principle" ready to restart US-Russia-Ukraine peace talks in mid-November and willing to facilitate a diplomatic solution for Iran.
The Kremlin stated that Putin is, in principle, ready to resume US-Russia-Ukraine negotiations in mid-November, focusing on post-war security guarantees. Following talks with US envoy Steve Witkoff, M
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SkyAI's largest shareholder, Bastion Trading, criticizes the company's $201 million cash tender offer, calling for greater transparency and revised terms.
Bastion Trading, a major shareholder in SkyAI, criticized the company for proceeding with a $201 million cash tender offer without meeting its demands for improved terms and increased transparency. Ba
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Gaza Health Ministry Reports 74,494 Killed, 175,604 Wounded Since October 2023
The Gaza Health Ministry reported that 74,494 people have been killed and 175,604 wounded in Gaza since October 2023. Additionally, since the so-called ceasefire in October 2024, 1,534 Palestinians ha
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OpenAI expands ChatGPT Ads to 26 new countries, accelerating diversification push
OpenAI on Wednesday announced it will roll out ChatGPT Ads to 26 additional countries, its latest push to build out its nascent advertising unit. This expansion brings ChatGPT Ads to a total of 89 cou
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Former U.S. President Donald Trump praised the UK's North Sea oil drilling efforts, calling for "full speed ahead" and to "tear down the expensive and ridiculous windmills."
Former U.S. President Donald Trump praised the UK's North Sea oil drilling efforts, calling for "full speed ahead" and to "tear down the expensive and ridiculous windmills."
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Goldman Sachs: US Stock Buyback Blackout Period Ends, Trillions in Buying Power to Return
Goldman Sachs analysts note that as the quiet period for share buybacks lifts during the US stock earnings season, corporate buyback windows will rapidly reopen. Currently, only 12% of S&P 500 compani
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Israeli forces expand occupation zone in eastern Gaza Strip.
Israeli forces have further expanded their occupation zone in eastern Gaza under the cover of heavy artillery and intense shelling, according to local sources. The Israeli military has been expanding
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France's Macron makes surprise stop in Riyadh amid heightened Houthi attacks on Saudi Arabia
French President Emmanuel Macron has landed in the Saudi capital, Riyadh, in a surprise stop on his Gulf tour. This visit comes after weeks of intensified Houthi attacks on Saudi Arabia and marks Macr
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The Bank of Japan (BOJ) may officially declare it has achieved its 2% inflation target at next week's meeting, signaling an exit from its "anti-deflation mode."
According to Kyodo News, the Bank of Japan (BOJ) will hold its monetary policy meeting from October 29 to 30, where it will make an official judgment on whether the inflation rate has reached its long
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South Africa to Cut Fuel Levy for Two Months Starting November
South African Finance Minister Enoch Godongwana announced that the fuel levy will be cut for two months starting in November, providing a second round of temporary relief to motorists and commuters af
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Securitize, the tokenization platform behind funds from BlackRock, Apollo and KKR, will mint stablecoins directly with federally chartered Anchorage Digital Bank, bypassing intermediaries.
Securitize, the tokenization platform behind funds from BlackRock, Apollo and KKR, will mint stablecoins directly with federally chartered Anchorage Digital Bank, bypassing intermediaries.
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Vault12 warns SEC's proposed safe harbor for crypto tokens may not provide enough certainty for exchanges to list them
Crypto wallet backup firm Vault12, which raised $17.45 million in 2018 by selling its Vault Guardian Token (VGT), has submitted a comment letter to the U.S. Securities and Exchange Commission (SEC) ar
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South Africa raised its borrowing requirement for the current fiscal year by 54.2 billion rand ($3.3 billion), primarily to fund a domestic bond repurchase program aimed at smoothing redemptions.
South Africa raised its borrowing requirement for the current fiscal year by 54.2 billion rand ($3.3 billion), primarily to fund a domestic bond repurchase program aimed at smoothing redemptions.
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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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Oracle, Meta, and SpaceX credit default swaps (CDS) hit all-time highs, as the market anticipates a surge in AI-related bond issuance in Q4.
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Bain Survey: Chinese Consumers Prioritize Technology in Car Purchases, While Europeans and Americans Still Value Price; Western Automakers Face Dual Pressure
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Liu Jun, President of Industrial and Commercial Bank of China (ICBC): Commercial Banks Bear Heavier Financial and Legal Responsibilities Than Central Banks in AI Deployment
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Anthropic pitches AI safety bill that would require judge's permission to block models
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Anthropic reportedly faces a compute shortage as cloud giants view it as a competitor, plans November IPO.
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Media reports: Amazon Web Services (AWS) has billions of dollars worth of NVIDIA chips backlogged in its warehouses due to power shortages, leading to negative free cash flow.
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Hansoh Pharmaceutical inks up to $15B drug deal with Roche, China's innovative drug out-licensing hits $130B
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U.S. equity index futures rose, boosted by strong earnings reports from AI-related companies.
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King Charles III of the UK praised Oman's peaceful efforts in reopening the Strait of Hormuz.
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Multi-party talks between the US and Ukraine were held in Oslo, Norway, with the Finnish President stating "real progress has been made." Russia hopes to meet with the US envoy on the 21st.
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