Macro
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U.S. credit card balances have risen to $1.26 trillion, with analysis suggesting that high-income earners are voluntarily taking on debt, while low-income earners are either forced to or unable to borrow, highlighting a K-shaped economic divergence.
New York Fed data shows that US credit card balances have increased from $1.21 trillion to $1.26 trillion since Q2 2025. Experian data also indicates a slight rise in the average consumer credit card
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Japan's NEC open to acquisitions in physical AI, aerospace and defense manufacturing
Japan's NEC open to acquisitions in physical AI, aerospace and defense manufacturing
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US EIA Gasoline Inventories Change -1.17M, forecast -1.9M, previous -2.54M
EIA Gasoline Inventories Change: -1.17, Forecast -1.9, Previous -2.54 Release Time: 2026-09-02 14:30 UTC
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Japan Activation Capital, founded by former Carlyle Group partner Hiroyuki Otsuka, is pushing companies to take risks and has invested in seven Tokyo-listed firms.
Japan Activation Capital, founded by former Carlyle Group partner Hiroyuki Otsuka, is pushing companies to take risks and has invested in seven Tokyo-listed firms.
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CNBC Analysis: Private Equity Funds Underperform S&P 500 Over Past Three and Five Years, But Maintain Long-Term Advantage
CNBC analysis points out that, according to a report released in August, as of March this year, private equity funds' annualized returns over the past three and five years were 7.4% and 9.3% respectiv
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Apax Partners is raising approximately €1 billion ($1.2 billion) in debt financing to support its acquisition of two business units from packaging company Gerresheimer AG.
Apax Partners is raising approximately €1 billion ($1.2 billion) in debt financing to support its acquisition of two business units from packaging company Gerresheimer AG.
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India's imports of Russia's ESPO crude from the Far East surged to 16% of its total crude imports in the first seven months of 2026, driven by China's market exit and the closure of the Strait of Hormuz.
India increased its purchases of Russian Far East ESPO crude oil in the first seven months of this year, with its share of exports rising from 12% to 16%, Kommersant reported, citing an Argus report.
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Google CEO Pichai's promised Gemini 3.5 Pro AI model remains undelivered, contributing to Alphabet shares falling nearly 6% this month
Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) shares closed at $335.02 on September 1, down 5.93% over the past month, as CEO Sundar Pichai's promised flagship AI model, Gemini 3.5 Pro, has yet to be released.
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US Energy Secretary Wright Says China Won’t Have Claims to Venezuelan Oil Revenue
US Energy Secretary Chris Wright stated that China won’t have any debt claims to the revenue from new production, as private companies are on the cusp of signing a series of deals that will put Venezu
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Over 50% of Berkshire Hathaway's successor Greg Abel's investment portfolio is concentrated in three stocks: Apple, American Express, and Google.
According to Yahoo Finance, Berkshire Hathaway CEO Greg Abel's investment portfolio shows that over 50% of his equity investments are concentrated in three stocks: Apple (approximately 22% of his equi
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Adobe acquires Indian AI marketing intelligence startup Rilo
Adobe has acquired India-based marketing intelligence startup Rilo, marking its second acquisition from India after Rephrase.ai in 2023. The deal involves licensing and team acquisition, though terms
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OPEC+ expected to keep oil output policy unchanged for October at Sunday's meeting
According to Reuters sources, OPEC+ is expected to keep its oil production policy unchanged for October at the meeting held on Sunday. The group is completing the rollback of a 1.65 million barrel-per
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U.S. factory orders rose 0.9% in July, beating expectations for a 0.6% increase and rebounding from June’s decline.
Orders excluding transportation climbed 0.6%, while orders excluding defense jumped 1.0%. Durable goods orders were confirmed at +1.1%, and nondurable goods orders increased 0.7%. However, computers a
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U.S. Factory Orders MoM 0.9%, expected 0.6%, previous -0.3%
Factory Orders MoM: 0.9%, Expected 0.6%, Prior -0.3% Release Time: 2026-09-02 14:00 UTC
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Iran Border Guards Seize Vessel with 382,000 Litres Smuggled Fuel in Northern Gulf, Detain 11 Foreign Suspects - Iranian State Media
Iran Border Guards Seize Vessel with 382,000 Litres Smuggled Fuel in Northern Gulf, Detain 11 Foreign Suspects - Iranian State Media
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Putin warns Armenia that joining EU could disrupt trade with Moscow
Russian President Vladimir Putin warned Armenian Prime Minister Nikol Pashinyan on Tuesday that Yerevan's bid to join the European Union could disrupt trade with Moscow, as relations between the two c
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The EU imposes new traceability requirements on Brazilian beef exports, threatening its high-value market.
The EU imposes new traceability requirements on Brazilian beef exports, threatening its high-value market.
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Canada: Bank of Canada (BoC) Interest Rate Decision 2.25%, expected 2.25%, prior 2.25%.
Bank of Canada Interest Rate Decision: 2.25%, Expected 2.25%, Previous 2.25% Release Time: 2026-09-02 13:45 UTC
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Sands Capital Select Growth Fund highlights Lam Research (LRCX) in Q2 2026 letter, citing 24% Q1 revenue growth and Q2 guidance beat; LRCX shares up 196.91% YoY despite 5.60% monthly drop.
Sands Capital Select Growth Fund highlights Lam Research (LRCX) in Q2 2026 letter, citing 24% Q1 revenue growth and Q2 guidance beat; LRCX shares up 196.91% YoY despite 5.60% monthly drop.
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The Bank of Canada maintained its key interest rate at 2.25%, in line with market expectations.
The Bank of Canada maintained its key interest rate at 2.25%, in line with market expectations.
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Analysts: Lam Research Raises 2026 Wafer Fab Equipment Spending Outlook to $150 Billion Range, Projects Q3 Revenue of $8.1 Billion
Analysts noted that chip equipment manufacturer Lam Research raised its 2026 wafer fab equipment spending outlook to the $150 billion range, up from its previous expectation of $140 billion. The compa
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Sands Capital: Spotify's Stock Drop Reflects Investment in AI Product Cycle, Revenue Expected to Grow by Double Digits Until 2030
Sands Capital noted in its Q2 2026 investor letter that the decline in Spotify Technology S.A. (NYSE:SPOT) shares was due to increased short-term operating expenses, which reflects investment in futur
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Billionaire-led funds held stakes in Viatris (VTRS) and BioCryst (BCRX) at the end of Q2
A total of 23 billionaire-led funds held stakes in Viatris (NASDAQ: VTRS) at the end of the second quarter, while 22 funds held stakes in BioCryst (NASDAQ: BCRX). Viatris's Q2 revenue rose about 4.9%
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Broadcom (AVGO) Q3 Earnings Preview: Prediction Markets See 98% Chance of Beat, Focus on AI Customers and Google Competition
Broadcom Inc. (AVGO) is set to report fiscal third-quarter earnings after the bell Wednesday. Prediction market Polymarket prices a 98% chance that Broadcom will beat quarterly earnings expectations.
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Eurozone S&P Global Composite PMI 53.1, expected 51.7, previous 52, above expectations
S&P Global Composite PMI: 53.1, Forecast 51.7, Previous 52, Above Expectations Release Time: 2026-09-23 08:00 UTC
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Zelenskyy stated that Ukraine is ready for an "energy ceasefire" with Russia, calling on Donald Trump to organize trilateral talks with Putin.
Ukrainian President Volodymyr Zelenskyy stated that Ukraine is prepared for an "energy ceasefire" with Russia if Russia ceases its attacks on critical infrastructure. He also called on former U.S. Pre
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Eurozone S&P Global Services PMI 53, expected 51.5, prior 51.6, above expectations
S&P Global Services PMI: 53, expected 51.5, prior 51.6, above expectations Release Time: 2026-09-23 08:00 UTC
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Eurozone S&P Global Manufacturing PMI 52.7, expected 52.6, prior 52.7, above expectations.
S&P Global Manufacturing PMI: 52.7, expected 52.6, prior 52.7, above expectations Release Time: 2026-09-23 08:00 UTC
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Nomura Experts' Talk: 1.6T optical module DSPs face a structural supply shortage, expected to ease in the second half of 2027.
Nomura's expert call summary on AI infrastructure service providers, held on September 22, indicates a structural supply gap for 1.6T optical module Digital Signal Processors (DSPs). This is primarily
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Donald Trump and Xi Jinping will meet on Thursday, with AI safety and chip restrictions as core topics, but analysts do not expect either side to slow down the pace of AI development.
US President Donald Trump and Chinese President Xi Jinping are set to meet on Thursday, with AI safety and chip restrictions expected to be key topics. This follows discussions over the weekend betwee
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Pakistan has reached a procurement agreement with Powerus, a U.S. drone company backed by Donald Trump's son, which has previously sold technology to India.
Powerus announced on September 17 that it had received a "limited purchase order" from Pakistan's Ministry of Defence and signed a memorandum of understanding with senior Pakistani defense officials.
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South Korea's National Tax Service Commissioner called on Mexico to provide tax support for Korean companies operating there.
South Korea's National Tax Service (NTS) announced on Wednesday that its Commissioner, Lim Kwang-hyun, called on the Mexican government to provide tax support for Korean companies operating in the cou
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India's Shapoorji Pallonji Group seeks additional funding to meet 35 billion rupee ($365 million) debt payment.
India's Shapoorji Pallonji Group, the second-largest shareholder in Tata Sons Pvt., is reportedly seeking additional funding to address an upcoming debt payment of 35 billion rupees (approximately $36
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Germany S&P Global Manufacturing PMI 53.8, expected 54, prior 54.3, below expectations
S&P Global Manufacturing PMI: 53.8, expected 54, previous 54.3, below expectations Release Time: 2026-09-23 07:30 UTC
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Germany S&P Global Composite PMI 53.8, expected 51.8, prior 51.8, above expectations
S&P Global Composite PMI: 53.8, expected 51.8, previous 51.8, above expectations Release Time: 2026-09-23 07:30 UTC
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Germany S&P Global Services PMI 52.9, expected 50, prior 49.7, above expectations
S&P Global Services PMI: 52.9, expected 50, previous 49.7, above expectations Release Time: 2026-09-23 07:30 UTC
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France S&P Global Composite PMI 51.2, expected 48.7, prior 48.5, above expectations
S&P Global Composite PMI: 51.2, expected 48.7, prior 48.5, above expectations Release Time: 2026-09-23 07:15 UTC
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Euro Hits Two-Month Low Against Dollar as Options Traders Bet on Further Weakness After Fed Rate Hike
The euro fell to its lowest in nearly two months versus the dollar, as options traders stepped up bets on further weakness following the Federal Reserve’s latest interest-rate increase.
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The CEO of Ghana International Bank stated that the bank plans to expand into the US market to capitalize on growing US interest in critical mineral projects in Africa.
Ian Greenstreet, the new CEO of Ghana International Bank, stated that the bank aims to expand its operations into the United States in response to growing American interest in African projects, partic
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Waymo plans to launch robotaxi services in Singapore in 2028, marking its first Southeast Asian market entry
The U.S.-based autonomous vehicle operator will join a competitive mobility market in Singapore, which is currently dominated by local players such as Grab and ComfortDelGro.
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Barclays Report: AI Replacement Wave Overestimated, Only 20% of Core Workplace Skills Highly Replicable, but Amplification Effect Has Spread
Barclays released a research report on September 22, stating that AI's impact on the labor market is much milder than the market narrative suggests, yet more profound. The report indicates that core w
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Musk reposted a tweet discussing the Optimus robot and the future vision where "money may no longer matter."
Musk retweeted a post from @cb_doge, which quoted his remarks during an interview with CCTV. In the interview, Musk compared the Optimus robot to C-3PO and R2-D2 from Star Wars, envisioning a future w
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Foxconn-led Taiwanese tech firms plan multibillion-dollar AI, EV hub in Poland
The project, centered around AI servers and EV parts, aims to boost strategic resilience for Taipei, Warsaw, and the EU, while accelerating industrial development in the European Union and bolstering
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Finnish Counter-Drone Company Sensofusion Seeks €300 Million in Helsinki IPO
Finnish counter-drone company Sensofusion Plc plans to raise about €300 million ($343 million) in an initial public offering in Helsinki to accelerate growth amid rising demand for drone detection and
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Iran floats conditions for Hormuz reopening, including ending naval blockade and asset release; Trump expects deal after November midterms
Iran has communicated its conditions for ending the seven-month war and restoring traffic through the Strait of Hormuz, which include a halt to U.S. "acts of aggression," an end to the naval blockade
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Report: US Treasury Secretary emerges as frontrunner for Trump's AI czar role
The report indicates that US President Donald Trump had previously appointed David Sacks as his AI and crypto czar. However, Sacks stepped down from the position earlier this year after reaching his s
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The Philippines plans to issue new retail treasury bonds to expand its base of individual debt investors.
The Philippines is reportedly seeking to broaden its base of individual debt investors by issuing new retail treasury bonds, according to sources familiar with the matter. This issuance coincides with
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BlackRock White Paper: Blockchain Is Evolving from a Speculative Tool into a Decentralized Value Settlement Network for AI Agents
Global asset manager BlackRock has released a research whitepaper on artificial intelligence (AI) and digital assets, stating that the AI agent economy urgently requires a machine-native financial set
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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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Goldman Sachs analysts say Turkish investors are primarily moving funds withdrawn during the redemption crisis into Lira deposits.
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Russia launched a massive attack on Ukraine, killing at least 3 people and cutting power to nearly 100,000 residents in the Chernihiv region.
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LIC reportedly leads bidding in NSE's $2.4 billion India IPO
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Jefferies: Meta AI agent Muse goes viral, AI PCB market size expected to reach $73 billion by 2030, ABF substrate to reach $30 billion.
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Bitcoin ETF flows fluctuate, price breaks $85,000: What does the second half of the bull run hold?
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Solstice CEO says crypto's wild boom-and-bust cycles are fading due to deeper liquidity and institutional participation
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Bitcoin pushed above $87,000 to an intraday high, with $90,000 in sight, after closing the week of Sept. 20 at $81,178, its first weekly settlement above the 50-week moving average since November 2025
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Houthi rebels are reportedly vying for control of Yemen's Kahboub mountains to solidify their grip on areas near Red Sea shipping lanes, following reports that Donald Trump temporarily halted airstrikes against the Houthis.
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TRON Ecosystem Liquidity Mining Guide: Earning Potential and Risks
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Lookonchain: A Bitcoin OG wallet moved 600 BTC ($51.28M) after over 14 years of inactivity
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