Macro
-
U.S. Treasury Undersecretary Erin Browne Says Rising Japanese Yields Are Impacting U.S. Markets
U.S. Treasury Undersecretary for International Affairs Erin Browne told Nikkei in an exclusive interview on Tuesday that rising Japanese long-term interest rates are spilling over to impact U.S. marke
-
New Jersey becomes first state to ask Supreme Court to weigh in on prediction markets after appeals courts issued conflicting rulings on their sports products
New Jersey becomes first state to ask Supreme Court to weigh in on prediction markets after appeals courts issued conflicting rulings on their sports products
-
White House says barrels from Venezuela deal could hit U.S. reserves in November
White House says barrels from Venezuela deal could hit U.S. reserves in November
-
Financial Stability Board (FSB) warns AI cyber risk is the global financial system's most immediate concern, ahead of sovereign debt and private credit risks
The Financial Stability Board (FSB), which coordinates national financial authorities across 24 countries, highlighted that frontier AI models can discover vulnerabilities, generate exploits, and exec
-
US-Iran Conflict Escalates, Intensifying Global Bond Sell-off
US-Iran Conflict Escalates, Intensifying Global Bond Sell-off
-
Pangram's CEO warns internet is 'dangerously close' to 'dead internet theory'
The CEO stated that AI-generated text and images are now making their way into job applications, product reviews, and even insurance claims, creating a trust problem for platforms and users alike as t
-
U.S. Trump administration sides with OpenAI on training LLMs on copyrighted material
The U.S. government, through the Trump administration, has filed a 20-page brief in defense of OpenAI's unlicensed use of copyrighted material to train its large language models (LLMs) in a lawsuit br
-
CrowdStrike (CRWD) reports record Q2 2027 net new ARR of $333 million, up 51% YoY, and raises FY27 growth guidance by 630 bps to 34%, driven by AI security demand.
CrowdStrike (CRWD) reports record Q2 2027 net new ARR of $333 million, up 51% YoY, and raises FY27 growth guidance by 630 bps to 34%, driven by AI security demand.
-
Cisco (CSCO) Receives 'Buy' Rating and $134 Price Target, Driven by $9.3 Billion Hyperscale AI Orders and 40% Q4 Networking Order Growth
Cisco (CSCO) has secured $9.3 billion in hyperscale AI orders for FY2026, with management guiding for $7.5 billion in AI infrastructure revenue in FY2027. The company reported Q4 FY2026 revenue of $17
-
The Trade Desk (TTD) Stock Rallied 5.2% on Wednesday After Reports of Amazon's Ad Practices Drawing Government Scrutiny and Lawsuit
Shares of The Trade Desk surged as much as 5.2% on Wednesday, with the catalyst being reports that 22 states joined the Federal Trade Commission (FTC) in filing a lawsuit against Amazon. The FTC alleg
-
Google has released two new AI models, Gemini 3.8 Flash and Gemini 3.8 Flash Cyber, just three weeks after the previous generation. These models feature upgraded programming and reasoning capabilities, and introduce an automated cybersecurity remediation model.
Google announced the launch of two new models, Gemini 3.8 Flash and Gemini 3.8 Flash Cyber, on Wednesday, September 2, US ET, just three weeks after the release of the previous generation, Gemini 3.7
-
Marubeni President Masayuki Omoto stated that the company should emulate Berkshire Hathaway's strategy, focusing on long-term demand rather than chasing chip trends.
Marubeni President Masayuki Omoto stated that the company should emulate Berkshire Hathaway's strategy, focusing on long-term demand rather than chasing chip trends.
-
Snowflake fell 4% in pre-market trading, while Datadog dropped 6%. Analysts suggest the sell-off in software stocks is due to profit-taking by traders.
Yahoo Finance reported that Snowflake fell 4% ahead of its earnings release, Datadog dropped 6% without specific news, and Cloudflare also declined 4%. This suggests traders are taking profits from cr
-
President Trump suggests renaming the Strait of Hormuz to "TRUMP STRAIT," stating it would be "hotter" under U.S. control
President Donald J. Trump posted on Truth Social, proposing to rename the Strait of Hormuz to "TRUMP STRAIT" now that it is "under U.S.A. control." He added that, like America itself, the strait would
-
CZ Binance says some "hot money" is flowing back from AI to crypto, adding that the money industry is not going away and will still be needed by humans and AI.
CZ Binance says some "hot money" is flowing back from AI to crypto, adding that the money industry is not going away and will still be needed by humans and AI.
-
NVIDIA Provides Up to $105 Billion Residual Value Guarantee to OpenAI to Secure Chip Orders; Wall Street Expresses Skepticism Over Circular Financing Structure
According to Yahoo Finance analysis, NVIDIA and OpenAI have deepened their cooperation, with NVIDIA providing residual value guarantees of up to $105 billion for OpenAI's data center infrastructure to
-
U.S. Democratic Senators Demand Details on Capital One's AML Review of Trump Accounts
U.S. Democratic Senator Maggie Hassan has sent a letter to Capital One CEO Richard Fairbank, requesting details regarding the anti-money laundering review that led to the closure of accounts belonging
-
Yardeni Research views September stock weakness as a buying opportunity ahead of year-end rally, citing normalizing bond yields and resilient U.S. economic data.
Yardeni Research believes September's reputation as the weakest month for stocks could create an attractive buying opportunity, anticipating a year-end rally. The firm acknowledges concerns over risin
-
Iran's currency drops to a record low of over 2.2 million rials to the U.S. dollar, according to tracking websites
Iran's currency drops to a record low of over 2.2 million rials to the U.S. dollar, according to tracking websites
-
U.S. President highlights recovery efforts, noting 48.4 million Americans suffer from addiction
The President issued a message for National Recovery Month, celebrating over 23 million Americans who have found a path to recovery and renewing commitment to supporting those still struggling. The ad
-
Circle K Owner Alimentation Couche-Tard Reports Record Fuel Sales But Warns Inflation, Fuel Costs Curb Consumer Spending; Shares Drop Most in Over 5 Months
Circle K Owner Alimentation Couche-Tard Reports Record Fuel Sales But Warns Inflation, Fuel Costs Curb Consumer Spending; Shares Drop Most in Over 5 Months
-
Lutnick says Anthropic is 'back on the right side' with Trump administration, Axios reports
Lutnick says Anthropic is 'back on the right side' with Trump administration, Axios reports
-
Affirm shares rose 6% to $73.82 after Bank of America raised its price target to $104; Sezzle and PayPal gained 4% and 3% respectively.
Shares of installment lender Affirm surged 6% on Wednesday after Bank of America raised its price target from $93 to $104, maintaining a "Buy" rating. Meanwhile, Sezzle shares rose 4% and PayPal gaine
-
Israeli Prime Minister Netanyahu stated in Gaza that Israel does not intend to withdraw its forces from Gaza.
Israeli Prime Minister Netanyahu stated in Gaza that Israel does not intend to withdraw its forces from Gaza.
-
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
-
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
-
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
-
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
-
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.
-
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
-
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
-
Trump: EPA Policy Rollbacks Could Save Consumers $310 Billion
Trump: EPA Policy Rollbacks Could Save Consumers $310 Billion
-
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.
-
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
-
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.
-
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
-
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
-
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
-
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.
-
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.
-
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
-
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.
-
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
-
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
-
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
-
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.
-
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
-
China’s Gold Imports Top 1,000 Tons on Strong Investment Demand
China’s Gold Imports Top 1,000 Tons on Strong Investment Demand
-
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.
-
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
-
1
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
-
2
Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
-
3
JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
-
4
Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
-
5
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+
-
6
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.
-
7
Binance Stock Trading Platform Adds 25 New Stocks
-
8
Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
-
9
Seoul stocks rise 1.65% on chip gains despite Middle East tensions
-
10
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."
Markets Today
Recommended Reading


