Macro
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The UN expects the African economy to grow by 4.0% in 2026.
The UN expects the African economy to grow by 4.0% in 2026.
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India's Exports Face Little Risk From Tougher US Sanctions on Iran
Stricter US sanctions on Iran are unlikely to significantly impact India's exports, as the bilateral trade between the two nations is primarily limited to pharmaceuticals and agricultural commodities,
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U.S. Cash Home Sales Share Falls to 26% in July, Down from 31% Last Year, as Market Cools
The share of all-cash home sales in the U.S. housing market declined to 26% in July, down from 31% in July 2025, according to the National Association of Realtors. For the first four months of this ye
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Venture capitalist Chamath Palihapitiya warns of three "killers" facing the AI boom, with Anthropic's $2 trillion IPO potentially bearing the brunt.
Venture capitalist Chamath Palihapitiya points out that AI infrastructure financing is facing three major pressures: First, political backlash, with Texas, Pennsylvania, and New York recently pausing
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Anthropic is expected to inform investors that its total addressable market exceeds $30 trillion.
Artificial intelligence company Anthropic is expected to tell investors that its total addressable market (TAM) exceeds $30 trillion. Previously, SpaceX had identified a TAM of $28.5 trillion, calling
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Orbis Investment Management, in its Q2 investor letter, noted that insurance brokerage firm Brown & Brown (BRO) was mistakenly perceived by the market as a victim of the AI shock.
Orbis Global Equity Strategy, under Orbis Investment Management, stated in its Q2 2026 investor letter that AI's impact on Brown & Brown's (BRO) core commercial and professional insurance businesses i
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Lowe's (LOW) lowered its full-year sales and comparable sales outlook, but its Q2 adjusted EPS exceeded expectations, with the stock rising 2.0% on August 19.
The company's management lowered its full-year sales forecast to $92 billion, expecting comparable sales to remain largely flat. Lowe's total sales for the second quarter increased by 8.3% to $25.96 b
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JPMorgan Chase likened the U.S. Treasury's over $4 billion bond buyback program to "paying off a mortgage with a credit card," after the national debt reached $40 trillion.
U.S. Treasury Secretary Scott Bessent unveiled the plan late last week, aiming to improve market conditions by repurchasing higher-yielding long-term bonds and issuing short-term bonds. James Sullivan
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Palantir's (PLTR) Maven smart system has officially become a "program of record" for the U.S. Pentagon, with a potential budget of $2.3 billion over the next five years.
The AI-powered military platform is primarily used to identify and analyze battlefield data and support AI-assisted targeting. This designation will facilitate the promotion and use of the Maven syste
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Analysis indicates Adobe is undervalued, receives a "buy" rating and a target price of $310, with AI-first ARR tripling year-over-year.
Yahoo Finance analysis indicates that Adobe (Nasdaq: ADBE) is currently undervalued, with a forward P/E ratio of 10x, significantly lower than peers Autodesk's 19x and Salesforce's 23x. Despite Adobe'
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Donald Trump reposted S&P Global's statement that 'US Business Is Booming'.
Donald Trump reposted S&P Global's statement that 'US Business Is Booming'.
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Donald Trump Retweets Wayne Root Claiming "US Business Is Booming," Accuses Media of "Gaslighting" the US Economy
Donald Trump retweeted a Wayne Root tweet from his friend and financial advisor Kip Herriage (VRAinsider), which stated that American business is booming, with large-cap stocks, profits, and earnings
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Donald Trump: US Must Use AI to Defend Critical Infrastructure
Donald Trump: US Must Use AI to Defend Critical Infrastructure
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Caterpillar (CAT) stock surged 96% between August 2025 and August 2026, after its order backlog reached a record high, driven primarily by AI-related data center demand.
Caterpillar (CAT) stock surged 96% between August 2025 and August 2026, following record order backlogs driven primarily by AI-related data center demand. The company reported a $5 billion organic bac
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Oman and Iran propose phased framework for safe navigation in Strait of Hormuz, including temporary joint shipping corridor and mine-clearing operation
Oman and Iran discussed a phased framework to restore safe navigation through the Strait of Hormuz, according to Oman’s Foreign Ministry. The proposal includes a temporary joint shipping corridor and
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Boss of Trump Jr-backed start-up donated to Republicans after winning US contract
The Financial Times reported that companies connected to the investment firm of the US president’s son have benefited from lucrative government business deals.
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Japan's Terra Drone lands Self-Defense Forces order for interceptor drones, with deliveries starting as early as September
The startup will deliver its B1 interceptor drones to Japan's Maritime Self-Defense Force.
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Billionaire Bill Ackman's Pershing Square holds 10.5% of its $19.5 billion portfolio in Amazon, betting on AI-driven AWS growth and strong retail.
Ackman believes Amazon Web Services (AWS) is benefiting significantly from the broad adoption of AI, with revenue growth exceeding 30% so far in 2026. Amazon plans to increase annual capital expenditu
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Boeing Lands $131 Billion F-15 Fighter Jet Contract
Boeing Lands $131 Billion F-15 Fighter Jet Contract
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MarketWatch analysis suggests Meta Platforms (META) stock could rally 50% due to an overlooked AI factor
The analysis points to an ongoing shortage of compute capacity, which could provide Meta with the opportunity to sell its excess AI compute for a significant premium, potentially boosting its stock pr
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A J.P. Morgan analyst says Nvidia's commentary on its competitiveness, business agreements, and memory on Wednesday will be key for the stock.
A J.P. Morgan analyst says Nvidia's commentary on its competitiveness, business agreements, and memory on Wednesday will be key for the stock.
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Federal Reserve's Collins: Supports current decision to hold interest rates steady, but needs to see more progress on inflation returning to the 2% target.
Boston Federal Reserve President Susan Collins said she supports keeping interest rates steady for now, but only if inflation makes more progress toward returning to the Federal Reserve's 2% target.
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Trump says he is considering renaming Lake Ontario to Lake America amid escalating trade war with Canada
Trump made the statement on his Truth Social platform on Tuesday, citing the US's expectation of not doing much business with Ontario any longer. This follows the Trump administration enacting 50% tar
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Morgan Stanley: Google's AI Chip Business is Booming, But Gemini 4 is More Crucial for Google's Stock Revaluation
Morgan Stanley: Google's AI Chip Business is Booming, But Gemini 4 is More Crucial for Google's Stock Revaluation
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Iranian President Pezeshkian: US sanctions have severely impacted Iran's economy, calls for Muslim unity centered around Saudi Arabia.
Iranian President Masoud Pezeshkian stated in an exclusive interview with Al Jazeera that US sanctions have severely impacted Iran's economy, and noted that US and Israeli attacks have led to the deat
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Otter.ai raises $320 million from General Catalyst’s Customer Value Fund
The meeting note-taking tool will use the funds for enterprise growth, go-to-market strategy, international expansion, and product innovation. General Catalyst’s Customer Value Fund (CVF) provides cap
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The UK will deploy fighter jets to assist its ally Saudi Arabia in defending against Houthi attacks, following multiple strikes on the kingdom.
The UK will deploy fighter jets to assist its ally Saudi Arabia in defending against Houthi attacks, following multiple strikes on the kingdom.
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Qatar says it continues to mediate US-Iran talks, as Iran proposes a peace plan including reopening the Strait of Hormuz.
Majed al-Ansari, spokesperson for Qatar's Ministry of Foreign Affairs, stated that Qatar is continuing to mediate negotiations between Washington and Tehran to end the US-Israeli war against Iran, and
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Zelenskyy will hold talks on the Russia-Ukraine war with US envoy Witkoff and European leaders in Oslo, Norway, on Tuesday.
Ukrainian President Volodymyr Zelenskyy is scheduled to meet with U.S. envoy Steve Witkoff, the Norwegian Prime Minister, and the Finnish Prime Minister in Oslo, Norway, on Tuesday, aiming to end the
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Goldman Sachs Warns Investor Risk Appetite Collapsing, Indicator Turns Negative for First Time Since April to Lowest Since Early Iran War
Goldman Sachs' risk-appetite indicator has turned negative for the first time since April, reaching its lowest level since the early stages of the the Iran war. Investors are reportedly selling AI sto
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U.S. Oil Surges Above $107, Brent Crude Hits Five-Month High Amid Mideast Tensions
U.S. West Texas Intermediate (WTI) crude oil futures jumped 4.2% to around $107.50 per barrel, while global benchmark Brent crude futures rose 1.9% to $111.42 per barrel, marking their highest price s
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Codelco Sets European Copper Premium at Record $350 a Ton
Codelco Sets European Copper Premium at Record $350 a Ton
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Polls indicate that Israeli Gen Z voters significantly favor far-right parties, potentially having a crucial impact on next week's general election results.
With the Israeli elections approaching next week, polls indicate a significant shift among the country's Gen Z voters towards far-right parties. Over 16% of first-time voters plan to support far-right
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Researcher: Gulf States and Iran's Relationship "Fraught with Suspicion" Since 1979
Dr. Sultan Al-Khulaifi, a senior researcher at the Center for Conflict and Humanitarian Studies, stated that relations between Gulf countries and Iran have been "fraught with suspicion" since the 1979
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HSBC CEO warns not all data centers are good bets amid AI boom
HSBC CEO Georges Elhedery stated that while AI is a transformative technology, investors must be selective when investing in data centers, emphasizing the need to scrutinize the quality of tenancy agr
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Private credit firm Tikehau is reportedly seeking strategic investors to fuel growth.
Private credit firm Tikehau is reportedly seeking strategic investors to fuel growth.
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Rubio Says Trump 'Frustrated' at Accusations He Harming Ukraine
Rubio Says Trump 'Frustrated' at Accusations He Harming Ukraine
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South Korean Police Plan to Refer Major Bank Hacking Cases to New Serious Crimes Investigation Agency
The National Office of Investigation said Tuesday it had identified suspected violations of financial security laws, including the Electronic Financial Transactions Act, in addition to the Information
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Pakistan’s Army Chief Arrives in Tehran for Talks
Pakistan's army chief, Field Marshal Asim Munir, has arrived in Tehran with a delegation to meet senior Iranian officials. According to Iran's Tasnim news agency, Munir is expected to discuss diplomat
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HKMA will restructure two Deputy Chief Executive positions, with Howard Lee taking over the HK$4.46 trillion Exchange Fund.
The South China Morning Post reported, citing sources, that the Hong Kong Monetary Authority (HKMA), the city's de facto central bank, will restructure the roles of two deputy chief executives startin
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Goldman Sachs raises copper price forecast, expecting it to reach $14,700/ton by the end of 2026 and average $15,400/ton in 2027.
Goldman Sachs has raised its copper price forecast, expecting it to reach $14,700/ton by the end of 2026 and average $15,400/ton in 2027, up from previous estimates of $13,735 and $13,800. The bank pr
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Al Jazeera, citing medical sources, reported that an Israeli bombardment of the al-Zeytoun neighborhood in southeastern Gaza City killed one Palestinian.
Al Jazeera, citing medical sources, reported that an Israeli bombardment of the al-Zeytoun neighborhood in southeastern Gaza City killed one Palestinian.
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RUBIO: A CHINA, RUSSIA, US ARMS CONTROL DISCUSSION WOULD BE A POSITIVE THING FOR THE WORLD
RUBIO: A CHINA, RUSSIA, US ARMS CONTROL DISCUSSION WOULD BE A POSITIVE THING FOR THE WORLD
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Qatar's Ministry of Foreign Affairs Media Director stated that there is no "military solution" to the US-Iran conflict, calling for a swift and peaceful resolution without escalation.
Qatar's Ministry of Foreign Affairs Media Director stated that there is no "military solution" to the US-Iran conflict, calling for a swift and peaceful resolution without escalation.
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U.S. Senator Rubio: A batch of interceptors procured for Ukraine may not have been delivered yet.
U.S. Senator Rubio: A batch of interceptors procured for Ukraine may not have been delivered yet.
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Qatar calls for Israeli forces to withdraw from Lebanon.
The Director of the Media Office of the Qatari Ministry of Foreign Affairs stated that during his visit to Lebanon last week, the Foreign Minister met with Lebanese President, Prime Minister, and othe
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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.
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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Qatar's Ministry of Foreign Affairs: Iran must cease irresponsible attacks in the Strait of Hormuz, calls for a peaceful resolution to the US-Iran crisis.
Qatar's Ministry of Foreign Affairs, through its Media Director, stated that Iran must cease its irresponsible attacks in the Strait of Hormuz, which harm the region and its people. The ministry empha
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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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Blockchain Digital Currencies: Core Principles, Market Evolution, and Global Regulatory Overview
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Fitch flags US sovereign rating downgrade risk as FY2026 deficit hits $1.99 trillion, net interest expense breaks record at $1.05 trillion.
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US spot Bitcoin ETFs see $527M net inflows on Oct 19, led by BlackRock's IBIT
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BMO Capital Markets Appoints Rahim Bapoo to Lead Global Critical Minerals Strategy and Expand Florida Presence
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Nscale, backed by NVIDIA, is reportedly in talks with Anthropic for a $45 billion cloud computing deal.
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Saudi Arabia has postponed its major investor conference, originally scheduled for October 26, to 2027 due to escalating Houthi attacks.
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Advantage Partners is preparing to launch Japan's first large-scale forestry fund as early as this spring, aiming to consolidate forest resources and generate returns through timber, biomass, and carbon credits.
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JPMorgan Chase: KOSPI fell over 15% last week, with weakening corporate buyback support; tactically cautious but bullish medium-term.
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Economists expect bond yields to remain elevated for an extended period, alongside stronger economic growth and eventual inflation relief, according to a Wall Street Journal survey.
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Trump Administration to remove Chinese AI Deepseek from civilian government agency IT systems, barring purchase of Deepseek related products by government agencies.
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