Macro
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South Korea's Naver Cloud selected for government-backed cybersecurity AI model project
The Ministry of Science and ICT announced Thursday that a consortium led by Naver Cloud Corp. was chosen for a government project to develop an artificial intelligence foundation model specialized in
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China's upcoming export restrictions on critical minerals are attracting investment interest from Japan and Western countries in Malaysia's rare earth reserves.
Malaysia's rare earth reserves are attracting increased foreign investment as Japan and Western nations seek to diversify their supply chains, following China's plans to implement stricter export cont
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Bank of Japan to hold 'Meeting on Market Operations' on October 14, to discuss financial markets and JGB liquidity
The meeting will cover recent developments in financial markets, liquidity and functioning of JGB markets, and trends in the money market in Japan, including results of the Tokyo Money Market Survey (
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Venture Capitalists Pivot to 'AI-Proof' Assets Like Sports, Casinos, and Travel, Seeking Businesses Insulated from Rapid AI Development
Traditionally focused on moonshot technology bets, these investors are now exploring more analog pursuits such as sports teams, iconic real estate, and children’s toys, focusing on human experiences t
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Trump threatens more strikes on Iran, says US can hit 'anytime we want' as death toll rises to 18
US President Donald Trump on Wednesday threatened further attacks on Iran, warning that Washington could strike "anytime we want". This comes as the death toll from the latest US strikes, which includ
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Bank of America: Expects August Nonfarm Payrolls to Add Only 40,000 Jobs, Far Below Market Consensus; September Federal Reserve Rate Hike Hinges on CPI
Bank of America, in its latest report published on September 2, projected that August non-farm payrolls would increase by only 40,000 (35,000 in the private sector), significantly below market consens
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China S&P Global Services PMI 51.4, expected 50.6, previous 50.4
S&P Global Services PMI: 51.4, expected 50.6, previous 50.4 Release Time: 2026-09-03 01:45 UTC
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Pakistan Raises $3 Billion in Two-Part Junk Bond Sale
Pakistan secured the funds by leveraging investor interest, which grew after the country received credit rating upgrades in the past couple of months.
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Australia Trade Balance 1.92, forecast 1.4, prior 1.93
Trade Balance: 1.92, Expected 1.4, Previous 1.93 Release Time: 2026-09-03 01:30 UTC
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South Korean Intellectual Property Minister: South Korea is resetting its intellectual property strategy, shifting its focus from protection to revenue generation through transactions and commercialization.
South Korean Intellectual Property Minister: South Korea is resetting its intellectual property strategy, shifting its focus from protection to revenue generation through transactions and commercializ
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WSJ analysis: Four key forces are pressuring bond markets, with war being the primary driver
According to The Wall Street Journal's analysis, the recent climb in bond yields is being driven by four main forces. War is identified as the number one factor, alongside fiscal worries, the appointm
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Jefferies maintained a Buy rating on Tencent Holdings, with a target price of HK$750, implying 70% upside, calling its Harness business a "crown jewel."
Jefferies released a research report, characterizing Tencent's Harness business as the "crown jewel," maintaining a "buy" rating for Tencent Holdings (HK:0700) with a target price of HKD 750, implying
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US Treasury Secretary Scott Bessent criticized tech giants for "terrible" public relations regarding data center construction, fueling a nationwide backlash.
U.S. Treasury Secretary Scott Bessent on Wednesday publicly criticized tech giants at an event hosted by the Economic Club of Charlotte in North Carolina, accusing them of failing to effectively win p
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Donald Trump stated that a new round of strikes on Iran would not "last too long" and reiterated that the United States controls the situation in the Strait of Hormuz. Oil prices stabilized after a cumulative gain of approximately 9% over three days.
U.S. President Donald Trump stated on September 2nd local time that the new round of U.S. strikes against Iran would not "last long," reiterating that the U.S. has been and will continue to control th
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Australian regulators have demanded that ING Bank Australia increase its capital due to years of misreporting its liquidity position.
Australian regulators have demanded that ING Bank Australia increase its capital due to years of misreporting its liquidity position.
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Analysts Say Dollar Debasement Favors Singapore's Currency
Analysts say the Singapore dollar is tracking the US currency in an inverse direction more closely than any other in Asia, positioning it for stronger gains in the region if the “dollar debasement tra
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Bloomberg Analysis: Global Pension Funds and Insurers' High Dollar Exposure Lacks Hedging, Risks Steeper Dollar Declines
According to Bloomberg, a review of filings from pension funds and insurers worldwide shows that some of the biggest holders of US assets have insufficient protection against a weaker dollar. This lea
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Saudi Arabia's crude oil exports plummeted to approximately 3 million barrels per day in August, marking a nine-year low, amid threats in both the Red Sea and the Strait of Hormuz.
Bloomberg reported on September 2 that tanker tracking data from Vortexa and Kpler showed Saudi Arabia's observable crude oil exports in August were approximately 3 million barrels per day, the lowest
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CNBC Analysis: India's Economy Shows Robust Growth, Yet Key Equity Indices Underperform as Large-Cap Stocks Fail to Mirror Emerging Economic Activity
CNBC's "Inside India" segment analyzed that the Indian economy has consistently exceeded expectations over the past year, with a 7.8% growth in the June quarter, prompting institutions like Morgan Sta
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Japan is holding an auction for 30-year government bonds on Thursday. The 30-year yield has risen to 4.155%, nearing historical highs, while the 10-year yield has hit a 30-year high of 3%.
The auction was closely watched by the market amidst a surge in global long-term interest rates. Analysts warned that a weak outcome could send shockwaves across the globe. Market concerns about Prime
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South Korea's foreign reserves rose by a record $14.33 billion in August to $442.28 billion, marking the largest monthly gain since 1971.
South Korea's foreign reserves rose by a record $14.33 billion in August to $442.28 billion, marking the largest monthly gain since 1971.
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The Bank of Canada maintained its benchmark interest rate at 2.25% for the seventh consecutive time, warning of potential consequences from a trade war with the United States.
The Bank of Canada on Wednesday kept its benchmark interest rate unchanged at 2.25% for the seventh consecutive time but warned of potential consequences from the trade war with the United States.
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Broadcom CEO Hock Tan: Expects AI revenue to double consecutively over the next two years, reaching $230 billion in fiscal year 2028; custom chips to match GPU performance at half the cost.
After market close on Wednesday ET, Broadcom announced its net revenue for the third fiscal quarter of 2026 surged 86% year-over-year to $29.591 billion, with AI semiconductor revenue soaring 221% yea
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Japan's 30-year government bond auction on Thursday is set to test investor appetite and potentially exacerbate a debt sell-off, as a global rout pushes long-term yields to near two-decade highs.
Japan's 30-year government bond auction on Thursday is set to test investor appetite and potentially exacerbate a debt sell-off, as a global rout pushes long-term yields to near two-decade highs.
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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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RBNZ Warns Near-Term Inflation May Beat Estimates, Adding to Signs of Another Rate Hike as Soon as October
RBNZ Warns Near-Term Inflation May Beat Estimates, Adding to Signs of Another Rate Hike as Soon as October
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Canada says "significant progress" has been made in trade talks with India, with an agreement expected in the coming months.
Canadian Minister of International Trade, Maninder Sidhu, said on Tuesday that trade talks between Canada and India are "going very well," as the two countries seek to reach an agreement in the coming
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Taiwan's Taiex index rises to record intraday high of 48,601.53 on Tuesday, driven by tech stocks following Wall Street's AI rally
The gains were led by semiconductor giants, with shares of Taiwan chip manufacturing giant TSMC rising 0.40%, MediaTek gaining 7.88%, and Delta Electronics up 2.67%. Taiwan's equity market is heavily
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SemiAnalysis's report dissects the underlying architecture of AI large model inference, identifying four stages: prefill, midfill, decode attention, and decode expert. It highlights that memory bandwidth holds greater economic value than capacity.
Research firm SemiAnalysis released an in-depth technical report on September 22, systematically dissecting the underlying architecture of AI large model inference services. The report points out that
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Goldman Sachs Report: AI is Reshaping China's Entertainment Industry, Content Supply Approaches Infinity While Attention Remains Limited, Gaming Sector Shows Most Resilience
Goldman Sachs stated in its latest research report that AI is fundamentally reshaping the value chain and profit pools of China's entertainment industry. The core contradiction between an approaching
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Morgan Stanley: AI Architecture Upgrades Lead to a 50% Expansion in US Data Center Power Shortfall to 33GW, Rapid Power-On Solutions Become Core Value
Morgan Stanley's latest research report indicates that as rack-scale AI architectures rapidly proliferate, the power deficit facing U.S. data centers is far more severe than market expectations. The b
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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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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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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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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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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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