Macro
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Deutsche Bank Report: Submarine Cables and Communication Satellites at the Core of Geopolitical Competition, Tech Giants Dominate Investment, Satellite Market Could Reach $70 Billion by 2030
A recent report from Deutsche Bank Research highlights that submarine cables and communication satellite networks, which carry over 99% of global intercontinental data traffic, have evolved from publi
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The Wall Street Journal Analysis: US Treasury Yields Climb to Multi-Year Highs as War-Driven Inflation, Fiscal Deficits, a Shift in Federal Reserve Chair Policy, and the AI Funding Boom Exert Four-Fold Pressure
The Wall Street Journal Analysis: US Treasury Yields Climb to Multi-Year Highs as War-Driven Inflation, Fiscal Deficits, a Shift in Federal Reserve Chair Policy, and the AI Funding Boom Exert Four-Fol
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China's August RatingDog Services PMI rose to 51.4, with employment growing for the fourth consecutive month, marking the longest streak since 2023.
Data jointly released by S&P Global and RatingDog showed that China's services business activity index rose to 51.4 in August from 50.4 in July, ending its previous slowdown in growth. Employment in t
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Vietnam's Trade Deficit Narrows to $113 Million, Inflation at 4.9%
Vietnam recorded a trade deficit for the ninth consecutive month, as factories continue to import machinery and materials to expand production, aiming to achieve the country's double-digit growth targ
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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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The Financial Times commented that the current turmoil portends the potential impact of an AI bubble burst on financial markets, likening it to a "rehearsal for an AI reckoning."
The Financial Times commented that the current turmoil portends the potential impact of an AI bubble burst on financial markets, likening it to a "rehearsal for an AI reckoning."
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Vietnamese Prime Minister Le Minh Hung has set a GDP growth target of at least 10% for 2027, with inflation expected to remain around 4.5%.
Vietnamese Prime Minister Le Minh Hung has set a GDP growth target of at least 10% for 2027, with inflation expected to remain around 4.5%.
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Anthropic Reportedly Lobbied US Congress Secretly to Set High Thresholds for Government Intervention in AI Safety Legislation
Anthropic is reportedly lobbying the U.S. Congress in secret to advance an AI safety bill it primarily drafted, which sets an extremely high bar for federal government intervention in frontier AI mode
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Trump waives several Russia sanctions from new US law, citing national interests
US President Donald Trump has used his presidential authority to block numerous sanctions on Russia that were recently passed by the US Congress, stating in an executive order on Friday night that it
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Canada condemns Houthi attack on Aden's Maashiq Palace, calls for de-escalation
Canada has condemned the Houthi strikes on Maashiq Palace in Yemen’s southern city of Aden, which killed five people and wounded others. The Canadian embassy in Saudi Arabia expressed condolences to t
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Google's Willow quantum chip reduces quantum computing error rates by approximately 40 times, posing a greater quantum cracking threat to Bitcoin.
Google announced that its Willow quantum chip has reduced the error rate by approximately 40 times when preparing the special states required for quantum computing, thereby alleviating one of the hard
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Nikkei Asia: Southeast Asian nations face pressure to choose sides in the US-China AI competition, potentially impacting regional security and business activities.
Nikkei Asia reports that Southeast Asian nations are facing pressure to choose sides as the competition between the United States and China intensifies in the field of artificial intelligence. Many co
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S. Korea, US Hold First Finance, Monetary '2+2' Meeting to Boost Coordination
South Korea and the United States held their first "two-plus-two" meeting of finance and monetary policymakers in Bangkok on Friday, on the sidelines of a G20 ministerial gathering. The meeting, invol
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Foreign banks such as Deutsche Bank, HSBC, and Standard Chartered are reducing their branch networks in China due to low returns, shifting their focus to wealth management and digitalization.
Foreign banks such as Deutsche Bank, HSBC, and Standard Chartered are reducing their branch networks in China due to low returns, shifting their focus to wealth management and digitalization.
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U.S. Ambassador to South Korea Philip Goldberg emphasized the contribution of South Korean investment to the U.S. economy and job creation, expressing a desire to expand economic cooperation between the two countries.
U.S. Ambassador to South Korea Philip Goldberg emphasized the contribution of South Korean investment to the U.S. economy and job creation, expressing a desire to expand economic cooperation between t
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Trump highlights Hyundai Transys' nearly $560 million investment pledge in Georgia at campaign rally
Trump highlights Hyundai Transys' nearly $560 million investment pledge in Georgia at campaign rally
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U.S. Senator McCormick praised Hanwha Group's investment in the Philadelphia Naval Shipyard, stating that it is revitalizing the American shipbuilding industry and transferring advanced technology.
U.S. Senator McCormick praised Hanwha Group's investment in the Philadelphia Naval Shipyard, stating that it is revitalizing the American shipbuilding industry and transferring advanced technology.
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UNICEF: Over 340 Children Have Died in Gaza Since October 2025 "Ceasefire"
Ricardo Pires, a spokesperson for UNICEF, stated that Israeli attacks on Gaza have resulted in the deaths of over 340 children and injuries to hundreds since the "ceasefire" agreement took effect in O
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Wall Street: JPMorgan's "Democrat Factor" surges 20%, as market expectations for a Democratic sweep of both chambers of Congress rise, with crypto-related assets listed as shorting targets.
JPMorgan Chase's "Democrat Factor" has risen by approximately 20% since August, significantly outperforming the S&P 500's 2.6% gain over the same period, reflecting Wall Street's growing expectation o
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US Congresswoman Rosa DeLauro demands accountability after Israeli settlers attacked Washington Post photographer Heidi Levine and Palestinian villagers in occupied West Bank
US Congresswoman Rosa DeLauro has called for accountability after Israeli settlers attacked Washington Post photographer Heidi Levine and Palestinian villagers in the occupied West Bank on Friday. DeL
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White House: The U.S. President implemented the "Senator Lindsey Graham Sanctioning Russia and Iran Act," imposing a 500% tariff on Russian goods and a 100% tariff on countries purchasing Russian oil and gas or assisting in sanctions evasion, while exempting some sanctions.
The White House announced that the U.S. President has implemented the Lindsey Graham Sanction Russia and Iran Act. Under this act, the U.S. will impose a 500% ad valorem tariff on goods from the Russi
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Anthropic Offers Double-Digit Yield to Blackstone in Latest Chip Funding Round
AI lab Anthropic offered Blackstone a double-digit yield in its latest chip funding round, the Financial Times reported. However, high borrowing costs are complicating its goal of achieving an investm
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The Indian Rupee gained 2% in a single week, its largest rise in seven months, but the trade deficit expanded to $30.21 billion in September, and the central bank has already utilized about half of its intervention funds.
The Indian Rupee gained approximately 2% this week, closing at 84.96 per US dollar on Friday, marking its largest weekly increase in seven months. This follows measures by the Reserve Bank of India (R
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Yemeni government forces claim nearly 380 Houthi militants killed or wounded in Taiz clashes.
Yemeni government forces claim 168 Houthi militants were killed and 210 injured in ground clashes and airstrikes in Taiz province, totaling 378 casualties, according to a statement from the Taiz Axis
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Spanish Prime Minister Sanchez stated that the war in Iran has cost Europe over 100 billion euros.
Spanish Prime Minister Pedro Sánchez stated that the war in Iran has cost Europe over €100 billion (approximately $112 billion), with ordinary citizens bearing the economic burden. He posted on X with
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Italian Defence Minister Crosetto: Trump's Ukraine support restrictions "completely wrong"
Italian Defence Minister Guido Crosetto told the BBC that US President Donald Trump's move to limit Ukraine's access to satellite systems and intelligence is a "complete mistake, a major mistake" that
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Anthropic Claude Mythos 5 achieves a major breakthrough in quantum circuit design, reducing the number of gates for elliptic curve operations by 17 times.
Anthropic released research on October 16, demonstrating that its Claude Mythos 5, aided by an automated evaluation system, optimized eight quantum circuit design tasks spanning quantum chemistry, opt
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Federal Reserve Chairman Warsh declined to offer guidance on the outlook for the October interest rate meeting, and the 10-year US Treasury yield rose to 5.097%.
Federal Reserve Chairman Warsh declined to offer any guidance on the outlook for the October interest rate meeting at the IMF event in Bangkok, leaving markets without clear policy direction. Long-end
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The Nasdaq Composite fell approximately 4.5% this week, marking its largest weekly decline since the week of June 26.
U.S. stocks fell across the board on Friday, with the tech sector bearing the brunt. The Nasdaq Composite Index dropped approximately 4.5% for the week, marking its largest weekly decline since the we
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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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AI Data Center Debt Crisis Worsens: Australia's Firmus Withdraws A$44 Billion IPO, CoreWeave Bond Yields Near 15%
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Basic Attention Token (BAT): Current Status and Future Development Prospects Analysis
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AI Unicorn Anthropic's Credit Rating Revealed: KBRA Assigns BB+, the Highest Junk Bond Rating
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Jupiter Asset Management's Harry Richards Shuns US Treasuries, Sold Holdings Around May, Sees Better Opportunities in UK and New Zealand Bonds
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Federal Reserve Chairman Warsh: AI is the most profound economic transformation of my lifetime; the October and December FOMC meetings are crucial.
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What is TOP AI Network (TOP)? Analysis of its Technology, Applications, and Market Prospects
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What is CCE Coin? Analysis of Homonymous Projects and Risk Boundaries
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Musk retweeted a SpaceX post stating that the Falcon 9 rocket had launched USSF-481 into orbit from California's Launch Complex 4E.
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Ethereum: Decentralized Platform, Ether, and Core Application Analysis
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HBAR: Founder, Technical Features, and Recent Ecosystem Developments
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