Macro
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China and Egypt sign agreement for third phase of Suez Canal industrial zone, with existing investments of $4bn
During Chinese President Xi Jinping's visit, China and Egypt signed an agreement to launch the third phase of the Egyptian-Chinese industrial zone at the Suez Canal. Officials state the zone already h
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China's Xi urges new Middle East security framework during rare Egypt visit, opposing external interference amid US-Israel war on Iran
Chinese President Xi Jinping, during his first visit to Cairo in a decade, called on Middle East countries to oppose external influence and consider reshaping the region’s security order. His remarks
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Financial Times Analysis: US Treasury's actual intervention in JPY in July may have been only around $500 million, significantly lower than market expectations.
The Financial Times' Alphaville column analyzed that the U.S. Treasury's intervention in the Japanese Yen exchange rate in July this year might have been significantly smaller than the market's previo
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Jensen Huang urged countries to accelerate AI infrastructure development at the G20 Technology Summit, warning that over-regulation would lead to lagging behind. NVIDIA will invest nearly a trillion dollars in the United States this year, with its stock rising over 4% during Wednesday's trading session.
NVIDIA CEO Jensen Huang stated at the G20 Technology Summit on Wednesday that NVIDIA will invest nearly $1 trillion in U.S. infrastructure this year, citing the country's regulatory environment and en
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New York Fed President John Williams said he is more open to interest-rate hikes, questioning if current monetary policy is sufficient to bring inflation to target.
New York Fed President John Williams, a leading advocate of the central bank’s “hold and wait” strategy on interest rates, stated in a television appearance Wednesday that there is “no clear science”
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The Wall Street Journal Analysis: Bond Market Not Only Focused on Government Borrowing, But Also Concerned About Weak Economic Growth
The Wall Street Journal analyzes that despite many governments appearing more fiscally prudent than the United States, aging populations and sluggish economic growth mean the global debt problem remai
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Artisan Global Opportunities Strategy Highlights STMicroelectronics (STM) in Q2 2026 Letter, Betting on AI Infrastructure Growth and Improving Analog Semiconductor Cycle
Artisan Global Opportunities Strategy Highlights STMicroelectronics (STM) in Q2 2026 Letter, Betting on AI Infrastructure Growth and Improving Analog Semiconductor Cycle
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Artisan Global Opportunities Fund Highlights TSMC (TSM) as Key Contributor, Citing AI-Driven Demand and Strong Profit Cycle
In its Q2 2026 investor letter, Artisan Global Opportunities Fund noted Taiwan Semiconductor Manufacturing Company Limited (TSM) as a significant contributor to its performance. The fund cited TSM's g
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Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
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Artisan Partners increased its stake in Corning (GLW) in Q2 2026, optimistic about its growth potential driven by AI infrastructure demand.
Investment management firm Artisan Partners disclosed in its Q2 2026 investor letter that it has added Corning Incorporated (NYSE:GLW) as a new holding. The fund believes that as AI infrastructure spe
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The United States and Venezuela announced an oil agreement that will give Washington broad control over a portion of Venezuela's oil production.
The United States and Venezuela announced an oil agreement that will give Washington broad control over a portion of Venezuela's oil production.
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Middle East Conflict Escalates: Iran's Revolutionary Guard Attacks U.S. Base, Causing "Multiple American Casualties," U.S. Retaliates by Targeting Iran's "Mine-Laying Capability"
Iran's Islamic Revolutionary Guard Corps (IRGC) announced on September 2 that, in retaliation for previous US attacks, it launched a joint missile and drone strike on the US military's Ali Al Salem Ai
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The Japanese Yen appreciated by as much as 1.2% against the US Dollar on Wednesday, reaching 158.22, as the market remained on high alert for intervention.
Bank of Japan (BOJ) hawkish board member Hajime Takata hinted that significant and even consecutive interest rate hikes are not out of the question, providing fundamental support for the Japanese Yen.
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Japan's Mitsubishi Heavy and NEC to collaborate on defense drones and AI command and control systems
Japan's Mitsubishi Heavy Industries and technology group NEC announced Wednesday they will collaborate on homegrown defense drones and artificial intelligence-powered command and control systems.
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AI Security Startup HiddenLayer Raises $100M Series B Led by Delta-v Capital, with Participation from Morgan Stanley and Microsoft's M12
HiddenLayer, an AI security startup, has raised $100M in Series B funding led by Delta-v Capital, with participation from Ten Eleven Ventures, Morgan Stanley, Microsoft's M12, Booz Allen Hamilton, and
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IMPAX Asset Management says the U.S. Treasury may undertake "larger and more frequent" long-dated debt buybacks.
IMPAX Asset Management says the U.S. Treasury may undertake "larger and more frequent" long-dated debt buybacks.
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IMPAX Asset Management anticipates increased volatility in the U.S. Treasury market around the release of inflation and employment data.
IMPAX Asset Management anticipates increased volatility in the U.S. Treasury market around the release of inflation and employment data.
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IMPAX Asset Management says the Federal Reserve's September decision is a "real coin toss."
IMPAX Asset Management says the Federal Reserve's September decision is a "real coin toss."
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Last week, Federal Reserve Chairman Warsh outlined his interpretation of key U.S. economic data points at the Jackson Hole conference, offering new insights into policymaking.
Federal Reserve Chairman Kevin Warsh delivered a keynote speech last week in Jackson Hole, Wyoming, detailing some of the key data points he uses to assess the U.S. economy, offering markets new insig
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Personal finance expert Dave Ramsey warns: The popular mortgage assumption "trick" on TikTok is a scam that will "leave you with nothing."
Dave Ramsey, a renowned personal finance expert, stated that the "trick" circulating on TikTok, which aims to allow homebuyers to secretly take over someone else's low-interest mortgage without inform
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BlackRock Strategist: Amazon, Google, Microsoft's Nearly $600 Billion Investment Shows AI Boom Still in "Massive Construction" Phase One
BlackRock's global chief investment strategist, Wei Li, stated on Monday that despite tech giants like Amazon, Google, and Microsoft planning to collectively invest nearly $600 billion in capital expe
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Trump announces completion of "finest Ballroom/Military complex" in D.C., calls it a "$400 million gift to America"
Trump announces completion of "finest Ballroom/Military complex" in D.C., calls it a "$400 million gift to America"
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Google defeats US bid to force ad tech sale, judge rejects breakup of advertising exchange
A judge in Virginia on Wednesday rejected the U.S. Department of Justice's bid to force Alphabet's Google to sell its online advertising exchange, AdX. This ruling marks the second significant symboli
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NVIDIA and Equinix Deepen AI Inference Partnership, Launching Equinix Inference Exchange
NVIDIA and digital infrastructure company Equinix have expanded their partnership to target the next phase of AI spending on inference, launching the Equinix Inference Exchange. This distributed AI in
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Brent crude rose to $102, poised to end a four-day losing streak.
Brent crude oil prices rose to around $102, poised to end a four-day losing streak. The increase is partly attributed to uncertainties surrounding crude oil flows in the Middle East and potential dipl
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J.P. Morgan Says Macro Backdrop Might Weigh on Tuesday's $69 Billion Two-Year U.S. Treasury Auction, Making Concessions Necessary
J.P. Morgan Says Macro Backdrop Might Weigh on Tuesday's $69 Billion Two-Year U.S. Treasury Auction, Making Concessions Necessary
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Australian 40-year economic outlook recognizes 'AI revolution', omits crypto
The Australian Treasury's 40-year economic outlook names AI among five major transitions expected to reshape the economy, but omits cryptocurrency. Coinbase stated the report overlooks the digital fin
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G7 Calls on Iran to Stop Arming Yemen's Houthis, Says Attacks on Saudi Arabia Threaten Global Energy Security
G7 foreign ministers stated in a joint communiqué that Iran must "end its arming and support of the Houthis in Yemen" and condemned Houthi attacks on Saudi Arabia "in the strongest terms." The G7 note
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LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
LG and Microsoft deepen AI collaboration, covering data centers, workplaces, and physical AI; two LG subsidiaries join NVIDIA AI Factory supplier program on the same day.
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Binance Responds to US Prosecutors' Investigation into Iran-Related Transactions: "Zero Tolerance" for Sanctions Violations, Will Fully Cooperate with Law Enforcement
In response to reports that U.S. prosecutors are investigating whether Binance allowed transactions related to Iran, Binance stated that the company has a "zero-tolerance policy" for sanctions violati
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European Central Bank (ECB) Chief Economist Philip R. Lane expects energy shocks to persist longer, with inflation potentially higher and more prolonged, targeting mid-2027.
Philip R. Lane, Chief Economist of the European Central Bank (ECB), stated in an interview with Le Temps that after a second wave of energy price increases, the energy shock is expected to last longer
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Trump: EPA Policy Rollbacks Could Save Consumers $310 Billion
Trump: EPA Policy Rollbacks Could Save Consumers $310 Billion
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Donald Trump retweeted a post stating that Americans' financial situations are improving and poverty levels are significantly declining.
Donald Trump retweeted a post stating that Americans' financial situations are improving and poverty levels are significantly declining.
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Arthur Hayes: AI Bubble Burst May Lead Governments to Print Money, Benefiting Bitcoin
Wu Blockchain has reposted BitMEX co-founder Arthur Hayes' latest article, "Safety First," in which Hayes suggests that the slowdown in AGI (Artificial General Intelligence) development by U.S. AI lab
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FT: Yen carry trade faces risks as Japan's central bank tightens monetary policy
The Financial Times reports that investors who leveraged the yen for higher yields may be forced into a sell-off of those positions as Japan's central bank tightens monetary policy.
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Samsung C&T to invest up to $100 million in Kairos Power partnership for next-gen SMRs
Samsung C&T has agreed to invest up to $100 million to partner with Kairos Power to strengthen its foothold in the US next-generation small modular reactor sector, looking to expand its presence in th
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Chip designer Mr. Bubble: AI hashrate bottlenecks have shifted to advanced packaging, interconnect latency, and memory hierarchies; Moore's Law economics are broken.
Senior chip designer Mr. Bubble stated in a podcast interview that the true bottleneck for AI computing infrastructure is no longer the chips themselves, but rather more fundamental issues such as pac
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German Chancellor Merz’s woes cast doubt over EU’s €2tn budget deal, as his party's poor regional election results hobble his authority in Brussels
German Chancellor Merz’s woes cast doubt over EU’s €2tn budget deal, as his party's poor regional election results hobble his authority in Brussels
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FT: Germany's economic recovery is underway, but political risks remain
The Financial Times notes that frugal Germany appears to have the fiscal headroom to spend its way out of the current economic impasse.
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Polymarket starts European lobbying blitz to win over financial watchdogs
The US prediction markets platform is seeking to be regulated as a financial services firm rather than under a patchwork of gambling legislation.
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South Korea's Daewoo E&C Expands Global Energy Business, Covering Nuclear Power, LNG, and Infrastructure Projects
South Korea's Daewoo E&C is expanding its global energy business to include nuclear power, LNG, and infrastructure projects, targeting markets in Europe, the Middle East, and emerging Asia. The compan
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Labour Mulls Fiscal Rule Exemption to Boost UK Building Projects
Britain’s new Labour government has been considering a proposal from Keir Starmer’s time in office, by which borrowing for building projects would be excluded from the fiscal rules.
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Hanwha Aerospace invests $2.2b in US ammunition hub
Hanwha Aerospace's US subsidiary, Hanwha Defense USA, held an opening ceremony for its local office on Tuesday at Pine Bluff Arsenal in Arkansas, marking the first step toward developing the ammunitio
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UN expert Ben Saul says US strikes on alleged drug boats, killing 223 people in 68 attacks over past year, may be 'crimes against humanity'
In a report published on Monday, UN Special Rapporteur on human rights and counterterrorism Ben Saul concluded that US attacks on suspected drug trafficking vessels in the Caribbean Sea and Pacific Oc
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20 countries and EU propose global oversight body to manage AI dangers
Germany, South Africa, Canada, Australia, the UAE and Singapore are among the signatories to a joint statement issued on Monday, calling for international cooperation to ensure AI remains under human
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China's BOE Technology to raise large LCD panel prices from Q4, impacting Samsung and LG ahead of holiday TV push
The Chinese display giant cited higher procurement and supply costs caused by fluctuations in raw-material prices and shifts in global supply.
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Coinbase CEO Brian Armstrong: USDC rewards are legally distinct from bank interest, derived from short-term U.S. Treasuries, and criticizes major banks for restricting competition.
Armstrong, in a September 19 interview with MoneyRehabPodcast, clarified that Coinbase does not issue stablecoins or engage in fractional-reserve lending, with stablecoin issuers maintaining full rese
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China’s Gold Imports Top 1,000 Tons on Strong Investment Demand
China’s Gold Imports Top 1,000 Tons on Strong Investment Demand
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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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BofA Estimates: AI Infrastructure May Require $1.2 Trillion in External Financing Over Next 5 Years, With Over $300 Billion in Annual Incremental Debt Supply
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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Binance Stock Trading Platform Adds 25 New Stocks
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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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