Macro
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Pimco Expects Elevated Term Premium, Says Bonds Are Attractive
Pimco Expects Elevated Term Premium, Says Bonds Are Attractive
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Bank of Japan Report: Japanese Financial Institutions Expanding GenAI Use, Need Enhanced Risk Management
The Bank of Japan (BOJ) released an annex to its Financial System Report, detailing the expanding use of generative AI (GenAI) by Japanese financial institutions, from administrative tasks to core ope
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Citigroup partners with Axis Bank to offer financing to non-resident Indians investing in the bank's foreign currency deposits
Citigroup partners with Axis Bank to offer financing to non-resident Indians investing in the bank's foreign currency deposits
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Goldman Sachs: Hedge funds abruptly turned to net selling US stocks last week at the fastest pace since "Tariff Day," with net leverage falling to a one-year low of 48.3%
A new report from Goldman Sachs indicates that hedge funds reversed their continuous buying trend since late July last week, net selling US equities at the fastest pace since "Tariff Day," leading to
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China's Ulanqab City Transforms from Traditional Animal Husbandry to Becoming an Energy Supplier for China's AI Computing.
This city, once famous for its livestock industry, now sees wind turbines coexist with livestock, powering China's AI computation amid the global artificial intelligence boom.
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Hedge funds increase dollar short bets, awaiting details of US Treasury Secretary Scott Bessent's fiscal plan to address high borrowing costs
Hedge funds increase dollar short bets, awaiting details of US Treasury Secretary Scott Bessent's fiscal plan to address high borrowing costs
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Samsung Electronics shares tumbled as much as 7.1% on Monday, as its shareholder return plan, which focused on cash dividends rather than share buybacks, failed to meet market expectations, dragging down Japanese and Korean stock markets.
Samsung Electronics announced last Friday its plan to return up to 110 trillion Korean won (approximately $80 billion) to investors this year, with 30 trillion won to be distributed as cash dividends
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Mid-August 2026 China's Market Prices of Important Means of Production in the Circulation Field: 33 types increased, 14 types decreased, and 3 types remained unchanged.
Mid-August 2026 China's Market Prices of Important Means of Production in the Circulation Field: 33 types increased, 14 types decreased, and 3 types remained unchanged.
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India's $10 Billion Equity Rush Puts August on Track for Record
India's equity capital market is heading for its best month on record, driven by ample domestic liquidity that continues to fuel demand for new shares, even as the broader stock market remains lacklus
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Wall Street is counting on Nvidia's upcoming earnings to sustain the AI rally, with its results potentially sending shock waves through the tech sector and broader stock market.
Wall Street is counting on Nvidia's upcoming earnings to sustain the AI rally, with its results potentially sending shock waves through the tech sector and broader stock market.
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Shein’s Purchase of Everlane Faces US National Security Review
US authorities are conducting a national security review of Shein Global Holdings Ltd.’s purchase of American clothing retailer Everlane after Shein sought approval for the deal, adding to a growing l
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The Federal Reserve's Neel Kashkari says US Treasury market is functioning well, plays down concerns about rising yields
Minneapolis Fed President Neel Kashkari downplayed concerns about rising US government bond yields, stating that markets are functioning well. This followed an announcement by US Treasury Secretary Sc
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Central Asia Power Outage Puts Deeper Grid, Data Center Plans Under Scrutiny
A recent power outage, which Kyrgyzstan identified as originating from its Toktogul hydropower plant, affected four countries in the region, prompting scrutiny of Central Asia's plans to boost energy
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Novo Nordisk Establishes Strategic Collaboration with Amazon AWS to Accelerate Drug Discovery and Modernize Operations with AI and Cloud Technologies
The agreement establishes Amazon AWS as Novo Nordisk's preferred cloud provider and strategic AI partner. The two companies have also established a joint innovation center in London, where AWS enginee
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The global diesel crisis is intensifying, with prices in Europe soaring by 70% and US crack spreads reaching new highs. This situation is expected to persist for several months, potentially even longer than the conflict in the Middle East.
The global diesel supply crunch is worsening, and the crisis could persist for months even if the conflict in the Middle East ends. Currently, European diesel prices have surged 70% above pre-war leve
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US consumers can now deduct car loan interest, but only if the vehicle's final assembly occurred in the US.
The deduction applies to new cars financed with a secured auto loan for personal use, provided the loan originated within Congress's specified window. Foreign-badged cars assembled in the US qualify,
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UK Prime Minister Burnham to pledge support for long-range missile construction in Ukraine, shrugging off warnings from Russia
UK Prime Minister Burnham to pledge support for long-range missile construction in Ukraine, shrugging off warnings from Russia
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Analysts say the New Taiwan dollar's August rebound is fragile, and its sustainability is questionable.
Analysts say the New Taiwan dollar's August rebound is fragile, and its sustainability is questionable.
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AQR Capital Management became the world's largest hedge fund with over $140 billion in assets, thanks to its aggressive tax avoidance strategy of "manufacturing losses," but the U.S. Treasury Department has issued a warning, and Charles Schwab and Fidelity are restricting related accounts.
AQR Capital Management, through its "Flex strategy," utilizes shorting and leverage to generate tax-deductible losses for clients while the portfolio still appreciates in value. For example, a $100 mi
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Sales of the first homes in Hong Kong's Northern Metropolis have started slowly, with buyers unwilling to pay for properties in the remote tech hub, highlighting obstacles to its plan to create a new economic engine.
Sales of the first homes in Hong Kong's Northern Metropolis have started slowly, with buyers unwilling to pay for properties in the remote tech hub, highlighting obstacles to its plan to create a new
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British Prime Minister Andy Burnham arrives in Ukraine for his debut foreign trip, aiming to reaffirm diplomatic and military support for Kyiv
Burnham will meet Ukrainian President Volodymyr Zelenskyy and co-chair a meeting of Kyiv’s allies alongside German Chancellor Friedrich Merz and French President Emmanuel Macron, who will join by vide
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Hong Kong homebuyers snapped up all 180 units of China Resources Land's The Sterling project on Saturday, generating nearly HK$1.6 billion (US$204 million) amid strong value-focused demand.
Hong Kong homebuyers snapped up all 180 units of China Resources Land's The Sterling project on Saturday, generating nearly HK$1.6 billion (US$204 million) amid strong value-focused demand.
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Elon Musk reposted a post expressing alarm over the dramatic decline in U.S. birth rates, warning of an aging population and questioning the future meaning of AI-driven abundance.
Elon Musk reposted a post expressing alarm over the dramatic decline in U.S. birth rates, warning of an aging population and questioning the future meaning of AI-driven abundance.
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Families use annual "Crummey letter" to keep irrevocable trust contributions tax-free, leveraging $19,000 gift-tax exclusion in 2026
The one-page notice, typically mailed every December, converts contributions to irrevocable trusts into "present-interest gifts" by granting beneficiaries a temporary withdrawal right. This allows don
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The APEC Finance Ministers' Meeting concluded in Hong Kong, reaching a consensus on strengthening macroeconomic coordination and unleashing the potential of AI.
Chinese Finance Minister Lan Fo'an announced that the 2026 APEC Finance Ministers' Meeting concluded in Hong Kong with "tangible results," issuing a joint statement and a policy statement on financing
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Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
Nscale founder Josh Payne reassured employees that despite AI market volatility, demand for its data center services is "insatiable."
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UK inflation jumps to 3.5% in September, highest in a year
U.K. inflation rose by a hotter-than-expected 3.5% in the 12 months to September, driven by surging motor fuel costs, cementing rate hike expectations. This marks a continuation of the upward trend, f
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China's tax authorities clarify offshore trust tax policy, accepting reasonable explanations, with a 90-day grace period expiring on Thursday.
Chinese tax authorities stated they would accept reasonable explanations when implementing new rules on offshore trust income, providing some certainty to taxpayers after a successful appeal by an exe
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Key Mideast Oil Benchmark Hits 3-Month Low on Resilient Exports
A key benchmark for Middle East crude fell to its lowest in nearly three months, an indication of the resilience of the region’s exports despite intensifying Iranian attacks on shipping.
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Rights group documents 109 Houthi violations in Yemen’s Taiz, 8 dead
The Yemeni Network for Rights and Freedoms reported 109 violations by Houthi forces in Taiz governorate over the past 48 hours, resulting in eight civilian deaths and 26 injuries. The group stated tha
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Nomura, JPMorgan bullish on Korean chips despite Kospi swings, betting on AI-driven memory boom
Brokerages are doubling down on Korean chip stocks like Samsung Electronics and SK hynix, despite the benchmark Kospi index plunging 7.57% on Thursday, triggering a marketwide trading halt. Sentiment
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Indian Rupee Rises to Six-Week High Against Dollar, Boosted by Jio Platforms IPO Inflows
Indian Rupee Rises to Six-Week High Against Dollar, Boosted by Jio Platforms IPO Inflows
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Ripple Backs SEC's Crypto Regulation Proposal, Urges Shift from Enforcement-Driven Approach
Ripple has officially endorsed the U.S. Securities and Exchange Commission's (SEC) proposed 'Regulation Crypto Assets', calling on the regulator to abandon its controversial enforcement-driven approac
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Japan's trade deficit reached 2.81 trillion yen in the first half of the fiscal year, due to high oil prices and the obstruction of the Strait of Hormuz.
Japan's trade deficit reached 2.81 trillion yen (approximately $17.8 billion) in the first half of the fiscal year (April-September) ending September, according to government data. This was primarily
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OpenAI says its AI agents disabled own safeguards during two internal coding tasks, with one falsely denying it
In a report published on Tuesday, the ChatGPT creator revealed that its AI agents turned off or weakened misalignment monitoring systems during two internal coding tasks. Specifically, a GPT-6.1 Sol a
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Al Jazeera's analysis indicates that mainstream Israeli political parties align with the far-right on key bills affecting Palestinians, signaling an overall rightward shift in Israel's political spectrum.
Al Jazeera analyzed the 10 most influential votes in the Israeli Knesset between July 2024 and March 2026, revealing a general rightward shift in Israel's political spectrum, with previously fringe po
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LG Chem aims for 2029 clinical trials of personalized mRNA cancer vaccine, leveraging AI for drug discovery
LG Chem aims for 2029 clinical trials of personalized mRNA cancer vaccine, leveraging AI for drug discovery
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South Korean defense startup Quantum Aero targets global market with sovereign AI platform
South Korean defense startup Quantum Aero is aiming for the global market with its autonomous flight technology and sovereign AI platform, following its designation as a 2026 Hi-Seoul company. The Hi-
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Study: Chinese AI Powers Nearly Half of New Korean Models, Led by Alibaba's Qwen
A new study by private think tank Rockbridge Network Korea, authored by Hanyang University business professor Choi Seong-jin, reveals that nearly half of the artificial intelligence models released by
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Israeli settlers set fire to Palestinian agricultural land in the West Bank town of Burqa on Wednesday, burning down part of it, the Palestinian news agency Wafa reported.
Israeli settlers set fire to Palestinian agricultural land in the West Bank town of Burqa on Wednesday, burning down part of it, the Palestinian news agency Wafa reported.
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Brazil's Lula, Bolsonaro seek to disqualify rivals ahead of runoff, involving Meta
Brazil's presidential candidates Luiz Inacio Lula da Silva and Flavio Bolsonaro are seeking to disqualify each other ahead of the October 25 runoff election. Bolsonaro's camp filed a request with the
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Belgian Government Facing Push to Sell 5.7% BNP Paribas Stake
Belgian Government Facing Push to Sell 5.7% BNP Paribas Stake
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Jio Platforms, a subsidiary of India's Reliance Industries, has launched a record-breaking $3.2 billion IPO, drawing attention to Chairman Ambani's tech transformation.
The listing is India's largest, coming as Reliance's core oil business faces volatility and Chairman Mukesh Ambani plans for his three children to succeed him.
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U.S. Secretary of State Marco Rubio visits India's Reliance refinery, discusses refining Venezuelan crude to diversify energy supplies and advance potential $300B U.S. refinery deal
U.S. Secretary of State Marco Rubio visits India's Reliance refinery to discuss refining Venezuelan crude, diversify energy supplies, and advance potential $300B U.S. refinery deal. Rubio stated that
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The Italian government has approved a package of security measures, including deploying an additional 500 soldiers to Milan and imposing penalties of up to five years in prison and a €20,000 fine for violent protesters, in response to cost-of-living protests.
The Italian government has approved a package of security measures, including deploying an additional 500 soldiers to Milan and imposing penalties of up to five years in prison and a €20,000 fine for
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Wheat Futures Hit 11-Week Low as Risk Premiums Ease on Ukraine Talks
Wheat futures fell to their lowest level since August 5, as traders reduced risk premiums after U.S. President Donald Trump increased pressure on Ukraine to reach a peace agreement with Russia.
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ECB official Philip R. Lane: Enhance the EUREP international liquidity tool to support monetary policy transmission in the Euro area.
Philip R. Lane, Member of the Executive Board of the European Central Bank, stated that the ECB has enhanced its international liquidity tool, the Eurosystem Repo Facility for central banks (EUREP), t
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Allspring Says Indonesia’s Top Stocks Face Outsized Selling Risk Due to Potential MSCI Downgrade
Allspring Says Indonesia’s Top Stocks Face Outsized Selling Risk Due to Potential MSCI Downgrade
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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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HSBC CEO warns not all data centers are good bets amid AI boom
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Chinese Carmakers Accelerate European Production Plans to Bypass EU Tariffs and Import Quotas on EVs
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Private credit firm Tikehau is reportedly seeking strategic investors to fuel growth.
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Denmark's financial regulator stated that the country's economic growth is expected to slow as the pharmaceutical boom led by Novo Nordisk loses momentum.
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U.S. Secretary of State Rubio visited India's Reliance refinery to discuss increasing the refining of Venezuelan crude oil, aiming to balance sanctions against Russia with oil price stability.
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Montage Technology expects Q3 net profit to increase by 153.6%~174.7% year-on-year, reaching 1.2 billion to 1.3 billion yuan.
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CATL and Huawei Qiankun signed an intelligent energy replenishment agreement to jointly explore unmanned energy replenishment scenarios.
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Rubio Says Trump 'Frustrated' at Accusations He Harming Ukraine
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Wallstreetcn: Hedge Fund Leverage Hits Five-Year Low, Tech Stocks See Largest Net Sell-Off in History
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Bloomberg Strategist Simon White: The signal for a peak in US equities is not in the bond market, but in Asian chip export data.
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