Macro
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Crest Nicholson Now Sees Full Year Loss Due to UK Housing Slump
Crest Nicholson Now Sees Full Year Loss Due to UK Housing Slump
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Bloomberg Markets Analysis: Investor Caution Over Summer Leads to Cleaner Equity Positioning, Paradoxically Increasing Risk of Chasing Rallies
Bloomberg Markets analysis suggests that investors' cautious summer stance has led to cleaner equity positioning, paradoxically increasing the risk of chasing upside. In this scenario, the real pain t
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ANZ Says Copper Could Hit Record Early Next Year Due to Tariff Concerns, Supply Challenges and Resilient Demand
ANZ Says Copper Could Hit Record Early Next Year Due to Tariff Concerns, Supply Challenges and Resilient Demand
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Korea Eximbank explores financing for Korean companies expanding into India's shipbuilding, steel, and critical minerals sectors
Korea Eximbank explores financing for Korean companies expanding into India's shipbuilding, steel, and critical minerals sectors
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Korea Electric Power Corporation (KEPCO) has requested Samsung Electronics and SK Hynix to prepay 25 trillion Korean Won in electricity fees to address a funding shortfall for grid expansion.
Korea Electric Power Corp. (KEPCO) has proposed to Samsung Electronics and SK Hynix that they prepay a combined 25 trillion Korean won (approximately $18.1 billion) in electricity bills to cover their
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Asian spot LNG prices surged to $25.908/mmBtu on Wednesday evening, reaching their highest level since December 2022, following an escalation of the situation in the Middle East.
Renewed tensions in the Middle East and the risk of supply disruptions in the Strait of Hormuz have sparked widespread market concern. According to traders, Asian spot LNG prices have risen by over 5%
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CVC Raises $10 Billion for Its Largest-Ever Secondaries Fund
CVC Capital Partners Plc raised $10 billion for its latest secondaries fund, the largest pool it has ever amassed for buying and selling private equity assets on the second-hand market.
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South Korea's FSC Temporarily Eases Network Separation Rule for More Financial Companies to Boost AI Cybersecurity
The Financial Services Commission (FSC) announced on September 3 that it is broadening the eligibility criteria for the second phase of easing the network separation rule. This expansion will include
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Solvay to more than double Taiwan chip chemical output by 2026 amid AI boom, CEO says
Solvay to more than double Taiwan chip chemical output by 2026 amid AI boom, CEO says
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WMO forecasts current El Nino almost 100% likely to persist through February 2027, bringing drought and elevated temperatures to much of Asia.
WMO forecasts current El Nino almost 100% likely to persist through February 2027, bringing drought and elevated temperatures to much of Asia.
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Musk reposted a tweet, revisiting his first demonstration of Cybercab in 2024.
Musk reposted a tweet, revisiting his first demonstration of Cybercab in 2024.
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Elon Musk reposted a tweet, reiterating his five visions for clean energy, AI, free speech, and humanity's multi-planetary survival.
Elon Musk retweeted a post from @marsrepublica, which satirically summarized Musk's five major visions: providing the world with clean energy, achieving abundance through AI and robotics, curing blind
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Elon Musk reposts Intel board member Lip-Bu Tan's tweet, stating Agentic AI is reshaping cybersecurity and highlighting Intel's and CrowdStrike's combined hardware and cloud-native security intelligence
Elon Musk reposts Intel board member Lip-Bu Tan's tweet, stating Agentic AI is reshaping cybersecurity and highlighting Intel's and CrowdStrike's combined hardware and cloud-native security intelligen
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Trump Considers More Tariffs on Chips
Trump Considers More Tariffs on Chips
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Amid global risks, younger Chinese investors are favoring physical gold bars over paper gold products, with one investor accumulating $29,700 worth
Amid global risks, younger Chinese investors are favoring physical gold bars over paper gold products, with one investor accumulating $29,700 worth
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Hyundai Mobis starts EV powertrain production in Slovakia, investing $184M for 280,000 annual PE systems
Hyundai Mobis starts EV powertrain production in Slovakia, investing $184M for 280,000 annual PE systems
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NGN/USD: Naira Set for Strongest Annual Gain Since 2018 Despite Elections
Nigeria’s currency is headed for its best performance in almost a decade, as analysts attribute rising dollar inflows from higher oil prices and remittances to insulating the naira from political risk
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ByteDance Secures $30 Billion Loan to Fuel AI Ambitions
ByteDance Secures $30 Billion Loan to Fuel AI Ambitions
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Korean government unveils sweeping public-sector overhaul, plans to merge state-run power, port, energy giants and split housing firm LH
The Public Institution Functional Reform Plan, announced on Thursday, aims to reduce the number of public entities by 109 through strategic restructuring and consolidation of overlapping functions.
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Vietnam's eight-month trade volume hits record $770 billion on AI boom-driven demand
Vietnam's statistics office announced Thursday that the country's exports and imports soared to a record $770 billion in the first eight months of the year, driven by artificial intelligence-driven de
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New Zealand Exporters Diversify Away From Top Buyer China Amid Slowing Demand, RBNZ Official Says
Reserve Bank of New Zealand Assistant Governor Karen Silk told CNBC on Thursday that New Zealand exporters are actively diverting shipments originally bound for China to other markets, as demand from
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Elon Musk reposted a tweet from @XFreeze, stating that SpaceX's Starlink satellites feature autonomous collision avoidance, planning maneuvers if collision probability exceeds 1 in 100,000, which is 10 times more conservative than the industry threshold.
Elon Musk reposted a tweet from @XFreeze, stating that SpaceX's Starlink satellites feature autonomous collision avoidance, planning maneuvers if collision probability exceeds 1 in 100,000, which is 1
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Barclays reports that the expansion of AI hashrate in the US is facing new bottlenecks: "permitting" issues such as community opposition and approval delays are now replacing chips and power as the core obstacles.
A Gallup poll in March indicated that 71% of U.S. respondents oppose the construction of data centers near their communities, a higher percentage than those opposing nuclear power plants, according to
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Asian Economies Accelerate Domestic Oil and Gas Storage Expansion After Strait of Hormuz Crisis, with Japan, India, South Korea, and China Unveiling Specific Plans
Asian economies are increasing their oil and gas storage capacity closer to home to reduce reliance on Middle East conflicts. Japan launched a $10 billion POWERR Asia initiative to help Southeast Asia
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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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Alibaba CEO Eddie Wu announced a target for Alibaba Cloud's global data center scale to exceed 20GW by 2032, with plans to train AI models with 5-10 trillion parameters. T-Head, a subsidiary, released its latest AI chip, Wujian V900, which boasts a 3x increase in hashrate.
Alibaba Group CEO Eddie Wu stated at the 2026 Hangzhou Apsara Conference that the company is betting on AI infrastructure with industrial revolution-level strategic ambition. He announced that Alibaba
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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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Binance Stock Trading Platform Adds 25 New Stocks
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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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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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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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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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