Macro
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Apollo Chief Economist Torsten Slok warns that whether AI successfully brings disinflation or fails and triggers risk aversion, U.S. Treasury yields will decline by 2027.
In his latest report on August 31, Torsten Slok pointed out that if AI commercialization succeeds, trillions of dollars in revenue for tech companies will generate a large-scale deflationary effect, p
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Salesforce CEO states that AI is disrupting the subscription billing model used in the software industry for over two decades, and the company will shift to charging based on usage or business outcomes.
Salesforce CEO Marc Benioff revealed last week on an investor call that the company is allowing enterprise clients to choose their payment model for its AI product, Agentforce, including customized co
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The Sudden Unraveling of Wall Street’s Momentum Trade
The "self-fulfilling prophecy" of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
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The Wall Street Journal: High-end credit card holders are finding it increasingly difficult for their cards to be worth the value, as rising annual fees exacerbate the "cat and mouse game" between credit card companies and customers over rewards.
The Wall Street Journal: High-end credit card holders are finding it increasingly difficult for their cards to be worth the value, as rising annual fees exacerbate the "cat and mouse game" between cre
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South Korean and U.S. energy officials discussed strengthening energy cooperation in Seoul on Monday to ensure stable supply chains and power supply.
South Korean and U.S. energy officials discussed strengthening energy cooperation in Seoul on Monday to ensure stable supply chains and power supply.
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Morgan Stanley predicts the Federal Reserve's balance sheet reduction could exceed $1.5 trillion next year, suggesting that market pricing for rate hikes following Kevin Warsh's speech might be overlooking the impact of quantitative tightening.
Seth Carpenter, Morgan Stanley's Chief Global Economist, noted in his latest report that after Federal Reserve Chairman Warsh reiterated his commitment to bringing inflation back to 2% at Jackson Hole
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Financial Times Analysis: G7 nations have incurred an additional $16 billion in sovereign debt financing costs since the start of the US-Iran conflict in February, with the United States bearing the largest share.
According to an August 30 report by the Financial Times, an analysis of government bond issuance data shows that G7 nations have locked in approximately an additional $16 billion in sovereign debt fin
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The Nikkei 225 fell 2.2% to 64,930.03 points, dragged down by chip stocks, as comments from Federal Reserve Chairman Kevin Warsh on Friday increased the prospect of a US interest rate hike.
Chip-related stocks led the decline, with Advantest falling 7.8%, SoftBank Group down 4.2%, and Tokyo Electron dropping 3.8%. Meanwhile, the USD/JPY rose to 160.00. Investors are closely monitoring th
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US Treasury Secretary Scott Bessent stated that the yen's movement is "under control" and expects the Bank of Japan (BOJ) to "do the right thing."
The Japanese Yen (JPY) fell to 160.11 against the US Dollar (USD) on Monday, once again breaching the market-watched 160 level. US Treasury Secretary Scott Bessent stated in an interview on Sunday tha
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Gold steadies after tumbling over 3% on Friday as former Fed Governor Warsh's remarks spur rate-hike bets
Gold prices stabilized after falling more than 3% on Friday. This came as former US Federal Reserve Governor Kevin Warsh's pledge to fight inflation boosted expectations that the US central bank will
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South Korea's Industrial Output Flat in July, Retail Sales Declined, While Facility Investment Advanced
South Korea's Industrial Output Flat in July, Retail Sales Declined, While Facility Investment Advanced
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Taiwan's Top Regulator Peng Jin-lung Aims to Reduce Insurers' US Dollar Dependence
Peng Jin-lung, who leads Taiwan’s powerful financial regulator, is targeting a decades-old investment model used by the island’s life insurance firms, which represent one of the largest pools of insur
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Bloomberg Analysis: Donald Trump's Economic War on Iran Tests China-Russia Security Bloc
Bloomberg analysis indicates that U.S. President Donald Trump's escalating economic pressure on Iran is testing the limits of the expanding security organization that Chinese President Xi Jinping and
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Analysis: NEOS S&P 500 High Income ETF (SPYI)'s 12% distribution is primarily a return of capital, with deferred tax liabilities that can be eliminated through a cost basis adjustment upon inheritance.
Yahoo Finance analysis indicates that approximately 96% of SPYI's 12% distribution yield constitutes a return of capital, rather than taxable income, which reduces investors' cost basis. According to
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Citibank: Chinese Mainland Enterprises Actively Hedge Risks Amidst US-China Trade Friction, Driving Steady Growth in Revenue from Their North America-China Business Corridor
Despite escalating US-China trade tensions, mainland Chinese companies are not exiting the US market. Instead, they are heavily relying on global institutions to navigate financial friction and comple
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Oil surges above $90 after US military strikes Iranian rocket launchers in Strait of Hormuz
Brent crude for November delivery rose above $90 a barrel, while West Texas Intermediate was near $86. A US Central Command spokesperson stated that the US military struck Iranian rocket launchers on
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SanDisk and Kioxia to invest over $31 billion in NAND expansion in Japan, backed by $91 billion in contracted demand; SanDisk shares surged 525% YTD
SanDisk (NASDAQ:SNDK) and its Japanese partner Kioxia announced they will invest over $31 billion in Japan over six years to expand NAND flash capacity for the AI era, including $11.3 billion for a ne
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Berkshire Hathaway's new CEO, Greg Abel, continues to hold Coca-Cola shares, which generate $848 million in annual dividend income for Berkshire.
Berkshire Hathaway's new CEO, Greg Abel, continues to hold Coca-Cola shares, a long-favored stock of Warren Buffett. Berkshire currently owns approximately 400 million shares of Coca-Cola, valued at n
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WSJ Column Warns S&P 500's Record Options Volume, Rising Margin Debt Echo 1907 Crash Signals
A Wall Street Journal column argues that the current trading frenzy, marked by high leverage and speculative trading, closely resembles the market conditions leading up to the Panic of 1907. The S&P 5
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Australian Dollar's Top Forecasters Say Two-Month Rally Likely Over, Warning Central Bank Rate Hike Bets Have Gone Too Far
Australian Dollar's Top Forecasters Say Two-Month Rally Likely Over, Warning Central Bank Rate Hike Bets Have Gone Too Far
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Japan’s NYK CEO Says Company Exploring Alternative Routes Amid Middle East Conflict
Japan’s NYK CEO Says Company Exploring Alternative Routes Amid Middle East Conflict
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World Central Kitchen founder José Andrés renews call for independent investigation into Israeli strikes that killed seven aid workers in Gaza in April 2024
World Central Kitchen founder José Andrés renews call for independent investigation into Israeli strikes that killed seven aid workers in Gaza in April 2024
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Nuclear energy company X-Energy joins the "Project Prometheus" led by NVIDIA, Amazon, and others, to accelerate reactor design using AI.
X-Energy, which went public in April this year, became a founding member of Project Prometheus in July, a project led by Idaho National Laboratory, NVIDIA, and Amazon. The project received $60 million
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Yahoo Finance analysis: Tesla's biggest near-term risk is cash flow pressure from Cybercab/robotaxi and Optimus robot investments, with analysts projecting outflows from 2026-2028.
The analysis highlights that Tesla's aggressive upfront spending on these projects, which CEO Elon Musk believes are its biggest value-creation drivers, could lead to cash bleeding if they don't gener
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French President Macron Delivers National Address Following Riots and Looting
French President Emmanuel Macron addressed the nation in a televised speech. This followed emergency meetings with senior government officials regarding riots across France, where masked groups set fi
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Egyptian Foreign Minister speaks with Saudi counterpart, discusses regional developments and importance of de-escalation.
Egyptian Foreign Minister Badr Abdelatty posted on social media that he had a phone call with Saudi Foreign Minister Faisal bin Farhan Al Saud, during which they discussed "ongoing regional developmen
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Ethiopian forces launched drone strikes against Eritrean troops in the Tigray region, raising concerns about an escalation of the regional conflict.
Ethiopian forces launched drone strikes against Eritrean troops in the Tigray region, raising concerns about an escalation of the regional conflict.
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Russia's Lavrov urges US-Iran de-escalation via Islamabad memorandum, backs Palestinian statehood
Russian Foreign Minister Sergey Lavrov, speaking at a meeting with the Gulf Cooperation Council ministers in Bahrain, called for respecting existing agreements to end regional conflicts. He specifical
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GCC ministerial council rejects Iranian justifications for attacks, demands immediate cessation and return to pre-February 2026 Strait of Hormuz conditions
The Ministerial Council of the Gulf Cooperation Council (GCC), following its meeting in Bahrain on October 18, condemned Iranian attacks against GCC states and Jordan, categorically rejecting all clai
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Financial Times Analysis: Donald Trump's "Make America Cheap Again" Efforts Fail, Voters Blame His Policies for Rising Energy Prices
Financial Times Analysis: Donald Trump's "Make America Cheap Again" Efforts Fail, Voters Blame His Policies for Rising Energy Prices
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The GCC Ministerial Meeting condemned the Houthi attacks on Saudi Arabia, emphasizing that any aggression would be considered a direct aggression against all member states.
The Ministerial Meeting of the Gulf Cooperation Council (GCC) strongly condemned the Houthi attacks on Saudi Arabia, emphasizing the "full solidarity" of member states with Saudi Arabia and their supp
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Musk: SpaceX's Starship project currently has no competitors, and even the future plans of its rivals are lagging behind.
Musk: SpaceX's Starship project currently has no competitors, and even the future plans of its rivals are lagging behind.
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Trump endorses Netanyahu as 'Strong, Brave, and Brilliant' ahead of Israeli elections
Former U.S. President Donald Trump, in a social media post on Sunday, gave his “Complete and Total Endorsement” to Israeli Prime Minister Benjamin Netanyahu, calling him a “Strong, Brave, and Brillian
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Taiwan Expels 16 Chinese Vessels, Accusing Them of "Hybrid Warfare" and Attempting to Change Status Quo
Taiwan's Coast Guard Administration (CGA) stated on Sunday that it had expelled 16 Chinese coast guard, research, and fishing vessels suspected of simultaneously engaging in "maritime harassment" oper
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MapQuest Adds Layer Showing Surveillance Camera Locations
MapQuest's app now features an optional "Surveillance Layer" map layer that plots known automatic license plate readers from Flock Safety and other vendors like Motorola Solutions’ Vigilant and Genete
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U.S. Ambassador Andrew P. Puzder warned Europe that restricting spectrum access for non-EU companies like Starlink would invite "devastating" retaliation.
U.S. Ambassador Andrew P. Puzder warned Europe that restricting spectrum access for non-EU companies like Starlink would invite "devastating" retaliation.
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Trump says Iran has been “systematically destroyed” militarily and financially, warns of finishing the job if they don't change ways
Former US President Donald Trump claimed in a social media post that Iran has been “systematically destroyed, both Militarily and Financially.” He added that “unless they change their ways, rapidly, w
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Latvia Parliament Passes Crypto Tax Overhaul, Eyes 2027 Crypto Tax Payments
Latvia's parliament passed legislation on October 15 to tax crypto withdrawals exceeding deposits, rather than individual trades. The new law also introduces a one-time declaration process for past ta
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Saudi civil defense authorities reported that an unknown projectile attack on Najran city in the country's southwest injured six people and damaged three houses and three cars.
Saudi civil defense authorities reported that an unknown projectile attack on Najran city in the country's southwest injured six people and damaged three houses and three cars.
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Violent protests erupted for the sixth consecutive day in Albania's capital, Tirana, as Prime Minister Rama refused to resign.
Violent protests erupted for the sixth consecutive day in Albania's capital, Tirana, as Prime Minister Edi Rama refused to resign. Police used rubber bullets, water cannons, and tear gas to suppress h
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Banque du Caire Seeks to Raise Up to $454 Million in Egypt IPO
Egypt's state-held Banque du Caire is looking to raise as much as 24.25 billion Egyptian pounds ($454 million) via the sale of a 30% stake in what would be the North African country’s largest initial
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U.S. spot Bitcoin ETFs have seen nearly $1 billion in outflows in two weeks, with net outflows of approximately $615 million since October.
According to Decrypt and SoSoValue data, US spot Bitcoin ETFs saw a net outflow of $228.6 million this week, following an outflow of $681.1 million the previous week, totaling approximately $910 milli
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According to the Lebanese National News Agency, the Israeli army is shelling the Bint Jbeil region in southern Lebanon.
Israeli forces are shelling the Bint Jbeil area in southern Lebanon, the Lebanese National News Agency reported. The Bint Jbeil area has been frequently attacked by Israel since March, despite Lebanon
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Trump's Latin America allies deepen ties with Washington lenders
Latin America’s rightward, market-friendly shift is reshaping its relationship with Donald Trump’s Washington, including new flows of money from multilateral lenders historically criticized in the reg
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US Treasury Secretary Bessent Warns Zelensky: "Be Very Careful" About Claims of "US Restricting Starlink"
U.S. Treasury Secretary Scott Bessent warned Ukrainian President Volodymyr Zelenskyy to be "very careful" in public statements regarding claims of U.S. restrictions on Starlink satellite internet serv
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Options traders are bracing for a potential surge in the VIX, driven by AI concerns and escalating inflation, with some investors betting that sharp volatility in tech stocks will spread to the broader market.
Options traders are bracing for a potential surge in the VIX, driven by AI concerns and escalating inflation, with some investors betting that sharp volatility in tech stocks will spread to the broade
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SCMP: Asian Companies Find AI Agents Fail to Deliver on Automation Promises, Instead Increasing Management Burden
AI agents (digital workers) were initially promised to automate and free humans from tedious corporate tasks, according to the South China Morning Post's business section. However, Asian companies hav
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Stablecoin Payments Jump 45% to $482 Billion This Year, Driven by Visa, Mastercard, and Stripe Integrating Crypto with Cash
Stablecoin payments reached $482 billion in the first nine months of 2026, marking a 45% increase from a year earlier, according to blockchain analytics firm Allium. This surge contrasts with the stab
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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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A New York Times investigation alleges that a U.S. embassy aide blocked a report on the deaths of nine Americans in the West Bank, possibly to protect Israeli interests.
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IMX Token: Analysis of the ImmutableX Ecosystem, Token Value, and Long-Term Development Potential
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Ledger confirms hardware wallet tampering by reseller CryptoBilis, estimates $102M stolen from 324 wallets
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NVIDIA RTX Spark Laptops Launch Globally, Featuring Blackwell RTX Graphics, Starting at $2,399
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Galxe (G) Token Analysis: From Web3 Credential Network to Gravity L1 Mainnet
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French Foreign Minister Jean-Noel Barrot calls on Israel to arrest settlers who assaulted French mayor Bernard Baudoux in the occupied West Bank on Saturday.
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Israeli drone strikes in the Gaza Strip have killed 6 Palestinians, bringing the number of child fatalities to over 340 in the year since the ceasefire.
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Main Profit Models and Sustainability Analysis for DeFi Protocol Developers
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Verge (XVG) Privacy Coin: Current Status and Long-Term Value Analysis
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OKX Perpetual Contract Trading Mechanism and Operation Guide
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