Macro
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Blackstone to Sell Up To $1.25 Billion Stake in India’s Knowledge Realty Trust Next Week
Blackstone Inc. is offering to sell a stake worth as much as $1.25 billion in India’s Knowledge Realty Trust next week via an offer for sale, marking its largest such transaction this year.
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Baron Capital's Baron Financials ETF stated in its Q2 2026 investor letter that CME Group (CME) stock declined due to slowing trading activity, competition from crypto derivatives, and the impending departure of its CEO, but believes the sell-off is overdone and continues to hold the stock.
Baron Financials ETF attributes the decline in CME Group (CME) stock to a slowdown in trading activity, reflecting a high base effect from last year's tariff uncertainty and reduced market volatility
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Nvidia is acting as a matchmaker to connect GPU buyers with data center operators in the Nordics, aiming to accelerate AI infrastructure deployment and address GPU deployment bottlenecks.
The company's CFO Colette Kress confirmed in June that Nvidia has engaged in such matchmaking, helping customers secure land, power, and shell infrastructure. The Nordics, particularly Oslo, Stockholm
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Google raises 2026 CAPEX forecast to a maximum of $205 billion, stock price falls 7% in response.
Google CEO Sundar Pichai stated that the increase in capital expenditure is to meet the growing demand for AI infrastructure and solutions. The market is concerned that the company's operating cash fl
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BOE MPC Member Mann Discusses Hawkish Policy, Inflation, and Central Bank Reaction Functions at Jackson Hole
Catherine Mann, a member of the Bank of England's Monetary Policy Committee, discussed central bank reaction functions and how to manage inflation caused by supply shocks during the Jackson Hole Econo
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The Federal Reserve Chairman Kevin Warsh did not directly mention the $40 trillion national debt or the historic deficit at the Jackson Hole meeting, only hinting that AI might help the economy out of its predicament.
Federal Reserve Chairman Warsh, in his inaugural address at the Jackson Hole conference last Friday, did not directly mention the U.S. national debt surpassing $40 trillion or the historic deficit iss
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Baron Financials ETF stated in its Q2 investor letter that Visa (V) rebounded due to strong results and an upward revision to its full-year guidance, with revenue growing 17% and EPS growing 20%.
Baron Financials ETF noted in its Q2 2026 investor letter that global payments network company Visa (V) contributed to the fund's performance during the quarter, with strong financial results helping
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Affirm stock surges 7% on strong Q4 earnings and Q1 outlook, CEO Max Levchin notes high gas prices are impacting U.S. shoppers
The buy now, pay later firm reported fiscal fourth-quarter revenue of $1.17 billion, beating the LSEG estimate of $1.11 billion. Affirm also expects fiscal first-quarter revenue of $1.19 billion to $1
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CBOE Volatility Index (VIX) hits two-week low, last down 0.28 points at 14.23
CBOE Volatility Index (VIX) hits two-week low, last down 0.28 points at 14.23
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Pimco's Clarida says every Fed meeting is now 'live,' prepared to hike if inflation doesn't ease
Richard Clarida, Pimco global economic adviser and a former Federal Reserve vice chairman, made the remarks after Fed Chairman Kevin Warsh's speech at the central bank's annual conference in Jackson H
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Citi Wealth CIO Kate Moore: "We Got What We Needed From This Speech"
Moore made the remarks from Jackson Hole, Wyoming, reacting to Fed Chair Kevin Warsh's debut speech at the symposium.
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Baron Capital's Baron Financials ETF stated in its Q2 investor letter that the decline in LPL Financial (LPLA) stock price was a temporary sentiment driven by AI-related cash management concerns, rather than a deterioration in fundamentals.
Baron Financials ETF noted that market concerns over AI-driven cash management potentially eroding LPL Financial's client sweep balances, and consequently impacting its interest income, have put press
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Russia's gasoline output fell to about 70% of domestic consumption at the end of August, sources say
Russia's gasoline output fell to about 70% of domestic consumption at the end of August, sources say
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Japan's Financial Services Agency will require executives of listed companies to make personal statements regarding compliance with securities reports.
The move aims to clarify executive responsibilities to curb recent accounting fraud cases at companies such as Nidec.
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Target (TGT) Q2 profit beats expectations, with nearly $1 billion from Donald Trump tariff refunds
Target reported earnings on August 20, achieving its second consecutive quarter of comparable sales growth and raising its full-year sales forecast to approximately 5% for the second time. However, th
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Baron Capital stated in its Q2 investor letter that Morgan Stanley benefited from AI capital raising, with Q1 performance exceeding expectations and a 15% dividend increase.
Baron Capital noted in its Q2 2026 investor letter that Morgan Stanley (MS) performed well due to strong execution in its franchise businesses, with Q1 results significantly exceeding expectations. Re
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Harvard Economist Ken Rogoff Calls US-Canada Trade War a 'Bar Fight' on Bloomberg Podcast
On the 'Everybody's Business' podcast, Harvard economist Ken Rogoff explained why he refers to the US-Canada trade war as a "bar fight" and discussed how President Trump's latest dispute with the US's
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Walmart (WMT) sales growth is slowing, while Home Depot (HD) is benefiting from DIY trends, indicating that U.S. consumer spending is becoming more cautious and selective.
Walmart's disappointing sales data and Home Depot's strong performance among budget-conscious DIY consumers suggest that the American middle-class consumer is becoming more frugal, Reuters reported. W
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A US bankruptcy court delayed Alphabet (Google)'s $10 million purchase of bankrupt Spirit Airlines' data to September 9, 2026, after a union objected
The flight attendants' union, Association of Flight Attendants-CWA, formally objected to the sale, citing privacy risks. The union argues that the data, which includes worker emails, chat messages, sp
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Fed Chair Warsh Says 'Accuracy in Economic Forecasting Is Still Just an Aspiration,' Explaining Disbelief in Forward Guidance at Jackson Hole
Fed Chair Warsh Says 'Accuracy in Economic Forecasting Is Still Just an Aspiration,' Explaining Disbelief in Forward Guidance at Jackson Hole
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Rising gold prices are fueling illegal mining and deforestation in Peru's Amazon region, making it one of South America's largest illicit economies.
Rising gold prices are fueling illegal mining and deforestation in Peru's Amazon region, making it one of South America's largest illicit economies.
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Analysis indicates a shift in market expectations for the Federal Reserve's 2026 interest rates, with CME FedWatch showing most traders anticipate a rate hike in October or December.
Previously, market expectations were for the Federal Reserve to cut interest rates in 2026, but due to factors such as tariffs, rising inflation, geopolitical conflicts, and an economic slowdown, curr
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Traders now see a September Fed rate hike more likely than a continued hold
Traders now see a September Fed rate hike more likely than a continued hold
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Markets sharply repriced September Fed decision after Kevin Warsh's Jackson Hole speech, with 25bp hike odds jumping from 30% to 49%
Markets sharply repriced September Fed decision after Kevin Warsh's Jackson Hole speech, with 25bp hike odds jumping from 30% to 49%
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Ex-detainee Evan Gershkovich says Russia wants something in return for Japan journalist
Wall Street Journal reporter Evan Gershkovich, who has been detained in Russia for about 16 months on espionage charges, said earlier this month that he expects Russia to hold a Hokkaido Shimbun repor
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India's HDFC Bank, ICICI Bank and Axis Bank Report Mixed Weekend Earnings
India's HDFC Bank, ICICI Bank and Axis Bank Report Mixed Weekend Earnings
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The Japanese government is seeking to allay market concerns about its fiscal policy by providing more information in English.
The Japanese government is seeking to allay market concerns about its fiscal policy by providing more information in English.
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South Korea's FSS Chief Pledges Stronger Cybersecurity After 100,000 Data Breaches
South Korea's Financial Supervisory Service (FSS) Governor Lee Chan-jin pledged on Monday to strengthen cybersecurity at local financial institutions. This commitment follows recent hacking incidents
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Japan PM Takaichi Strongly Denies Responsibility for Weak Yen, High Rates
Japanese Prime Minister Sanae Takaichi strongly denied the notion that she’s responsible for a weak yen and high interest rates.
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China's Real Estate Investment and Sales Continue to Decline in First Three Quarters
China's National Bureau of Statistics announced on October 19 that from January to September this year, national real estate development investment decreased by 20.6% year-on-year, and the sales value
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Indonesian Stocks Tumble to Lowest Since 2020 After MSCI Warning
Indonesian stocks extended their selloff, deepening their worst rout in almost 30 years, after MSCI Inc. warned that the country risks losing its emerging-market status, fueling fears of worsening for
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China's fixed-asset investment fell 7.2% year-on-year in January-September, while investment in intellectual property products rose 9.3%.
China's National Bureau of Statistics reported that from January to September, national fixed asset investment (excluding rural households) reached 33.4115 trillion yuan, a year-on-year decrease of 7.
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China's National Bureau of Statistics: GDP grew by 4.6% year-on-year in the first three quarters, and CPI rose by 0.9%.
China's National Bureau of Statistics announced today that preliminary calculations show the country's GDP reached 107,107.1 billion yuan in the first three quarters, a year-on-year increase of 4.6% a
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China's industrial value-added of enterprises above designated size increased by 5.5% year-on-year in September, accelerating by 0.3 percentage points from the previous month.
China's National Bureau of Statistics announced that in September 2026, the value added of industrial enterprises above designated size increased by 5.5% year-on-year, 0.3 percentage points faster tha
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China's National Bureau of Statistics: From January to September, national real estate development investment fell by 20.6% year-on-year, sales of new commercial housing dropped by 13.9%, and the area of pre-owned home transactions signed online increased by 10.7%.
China's National Bureau of Statistics: From January to September, national real estate development investment fell by 20.6% year-on-year, sales of new commercial housing dropped by 13.9%, and the area
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China's National Bureau of Statistics: Total retail sales of consumer goods increased by 1.1% year-on-year from January to September, with a single-month growth rate of 1.1% in September.
China's National Bureau of Statistics: In January-September, total retail sales of consumer goods increased by 1.1% year-on-year. Excluding automobiles, retail sales of consumer goods rose by 2.8%. In
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China's National Bureau of Statistics: In September, raw coal output of industrial enterprises above designated size fell by 6.8% year-on-year, while crude oil output increased by 2.2% year-on-year.
According to data from China's National Bureau of Statistics, in September, China's output of raw coal from industrial enterprises above designated size was 390 million tons, a year-on-year decrease o
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China's National Bureau of Statistics: In the first three quarters of 2026, the national per capita disposable income of residents increased by 4.4% in real terms, and per capita consumption expenditure increased by 2.7% in real terms.
China's National Bureau of Statistics reported that in the first three quarters of 2026, the national per capita disposable income of residents was 34,230 yuan, a nominal increase of 5.3% and a real i
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China's industrial capacity utilization rate for large-scale enterprises was 73.1% in Q3 2026.
According to data from the National Bureau of Statistics, China's industrial capacity utilization rate for enterprises above designated size in Q3 2026 was 73.1%, up 0.1 percentage points from Q2 but
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China's Q3 GDP narrowly beats forecasts
China's economy gained modest momentum in the third quarter, with strong exports buoying growth and narrowly beating forecasts. However, Beijing continues to grapple with sluggish domestic demand, lin
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China's economic growth quickens to 4.6% as exports surge, stimulus rolls out
China's economic growth quickens to 4.6% as exports surge, stimulus rolls out
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Reserve Bank of Australia (RBA) Assistant Governor Kent stated that the Australian labor market is loosening faster than the central bank expected.
Reserve Bank of Australia (RBA) Assistant Governor Kent stated that the Australian labor market is loosening faster than the central bank expected.
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The parameter scale of on-device models is rapidly expanding, with Qualcomm, vivo, and ModelBest successively launching or researching 30B-level MoE models.
Here is the English translation: According to Wall Street CN, the parameter scale of on-device mobile models is rapidly expanding. On September 22, Qualcomm, together with StepFun and others, fully de
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Taiwan and the Philippines are strengthening maritime cooperation in the face of increasing pressure from Chinese vessels.
Taiwan and the Philippines are taking steps to strengthen maritime cooperation after decades of estrangement, against a backdrop of increasing pressure from Chinese vessels.
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New Zealand's Trade Deficit With China Widened Through September on EV, Mobile Phone Imports
New Zealand's trade deficit with China widened in the 12 months through September amid a surge in imports of electric vehicles and mobile phones.
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Barclays: Global data center new capacity growth will slow from over 100% in 2026 to approximately 35% in 2027, affected by physical bottlenecks and financing pressure.
Barclays' latest research report indicates that the year-over-year growth rate of new data center capacity globally (excluding China) will sharply decline from over 100% in 2026 to approximately 35% i
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The Nikkei index fell 1.8% in early trading, dragged down by a sell-off in Wall Street technology stocks.
The Nikkei index fell 1.8% in early trading, dragged down by a sell-off in Wall Street technology stocks.
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CICC Research: China's interest rate cut expectations are strengthening, and the central bank may achieve rate cuts through a "policy rate anchor shift."
CICC Research reported that after China's National Day holiday in October, the interest rate cut expectations implied by the country's interest rate derivatives market rapidly strengthened, reaching l
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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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CCT Token (Carbon Credit Token) Status Analysis and Trading Channels
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Cryptocurrency Trading Platforms and Blockchain Technology Platforms Analysis
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A Review of Mainstream Cryptocurrency Exchanges and Their Features in 2026
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What is Chia Network (XCH)? Current Status and Technical Analysis
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USDT Trading Platforms: Singapore's Digital Currency Regulation and Key Platform Analysis
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MDF Token: Analysis of MatrixETF Decentralized Platform Governance Token and Market Outlook
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The Origin and Development of TRON (TRX): From ERC-20 to a Global Stablecoin Ecosystem
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AIRX Token Analysis: Aircoins Project Overview and Investment Risk Assessment
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AKITA INU (AKITA) Issue Price and Total Supply Analysis
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What is MMIT? A Deep Dive into MangoMan Intelligent Cryptocurrency
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