Macro
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UK urged to overhaul military procurement to remove China-made parts
Experts are calling on Britain to tighten its military procurement rules to eliminate any Chinese spying risks in defense equipment, including uniforms. They argue that the UK has an "unhealthy depend
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Nomura Says Three Straight BOJ Hikes Possible in Extreme Case
Nomura Securities Co. suggests that the Bank of Japan could raise interest rates at three consecutive meetings through December in an extreme scenario where yen weakness persists. Yujiro Goto, head of
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Deutsche Bank Report: US AI Capital Gamble Deeply Tied to Dollar Hegemony, Dollar Risk Profile Shifting Towards High-Risk Equities
Deutsche Bank's foreign exchange special report, published on September 3, states that the United States is mobilizing capital on an unprecedented scale, deeply intertwining the AI race with dollar he
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US announces new sanctions targeting Cuban companies and individuals, while Cuba unveils further pro-market reforms
The US State Department announced new economic sanctions on Thursday, targeting several Cuban companies, including those in nickel mining and energy sectors, a state-owned bank, and Fidel Ernesto Cast
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Ghana requires local refining for certain gold exports starting September 1 to retain more value at home
The Ghana Gold Board (GoldBod) issued a directive on August 24, effective September 1, barring Self-Financing Aggregators (SFAs) from exporting gold dore unless it is first refined in Ghana. This move
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Cobalt's spectacular rally is reversing as the Democratic Republic of Congo's exports pick up, testing the top producer's price control efforts.
Cobalt's spectacular rally is reversing as the Democratic Republic of Congo's exports pick up, testing the top producer's price control efforts.
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RBNZ More Likely To Wait Until December to Hike, Silk Says
RBNZ More Likely To Wait Until December to Hike, Silk Says
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Goldman Sachs: AI Token Price Falls Below $1 Mark in August, Shaking AI Capital Expenditure Logic
Goldman Sachs reported that the Silicon Data LLM Token Expenditure Index, which measures the weighted average price per million tokens used in the market, fell 29% in August alone to $0.97, breaking b
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Philippine August Inflation Eases to 6.1%, Marking Fourth Straight Month of Deceleration
Philippine August inflation eased to 6.1%, marking the fourth straight month of deceleration, though remaining above the central bank’s target due to slower increases in utility rates and food prices.
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JPMorgan Chase: If USD/JPY falls below 155, over $100 billion in short positions could be unwound, leading to a larger-than-expected appreciation of the Japanese Yen.
JPMorgan strategists warn that if USD/JPY falls below the 155 mark, the current market's approximately $102.6 billion in JPY short positions face a risk of concentrated unwinding, potentially triggeri
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The Japanese Yen continued to strengthen against the US Dollar on Friday morning, moving into the 155 range, amidst market speculation that the Bank of Japan (BOJ) might accelerate its pace of interest rate hikes.
The Japanese Yen strengthened against the US Dollar, moving beyond 157 yen from the previous day, amidst market speculation that the Bank of Japan (BOJ) might accelerate its pace of interest rate hike
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Volkswagen approves "historic restructuring": plans to cut 50,000 more jobs, reduce models by 50% before 2035, targets 9% operating profit margin by 2030.
Volkswagen's supervisory board unanimously approved CEO Oliver Blume's comprehensive restructuring plan on Thursday. The plan adds 50,000 new job cuts, bringing the total number of positions eliminate
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Data center developer Crusoe reportedly raises $3B at a $30B valuation, following a $13B contract with Jane Street
Data center developer Crusoe reportedly raises $3B at a $30B valuation, following a $13B contract with Jane Street
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Toyota Executive Koji Sato Says AI Can Advance Autonomous Driving and Boost Manufacturing Productivity
Toyota Executive Koji Sato Says AI Can Advance Autonomous Driving and Boost Manufacturing Productivity
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US Dollar Slumps to Start September as Yen Surges on Rate Bets
The dollar slumped to start September as traders cut bets on a Federal Reserve rate hike this month and a surging yen rippled across global currency markets.
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South Korea's AI boom is reshaping society: chip industry professionals are becoming the new preferred partners, related reality shows are gaining popularity, and university major choices are shifting.
In South Korea, the AI boom is reshaping people's preferences in dating, entertainment content, and academic choices. Dating agencies report that traditionally sought-after professions like doctors an
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South Korean stocks opened up 1.47% on Friday, reaching 6,676.38 points, as dovish remarks from Federal Reserve officials eased concerns about interest rate hikes.
South Korean stocks opened up 1.47% on Friday, reaching 6,676.38 points, as dovish remarks from Federal Reserve officials eased concerns about interest rate hikes.
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South Korea's current account surplus reached $42 billion in July, driven by strong exports amid the global AI boom, marking the highest for any July and the second-largest monthly figure.
South Korea's current account surplus reached $42 billion in July, driven by strong exports amid the global AI boom, marking the highest for any July and the second-largest monthly figure.
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Indonesia's Danantara sovereign wealth fund may curb new investments due to debt legacy from former President Widodo's infrastructure drive
Indonesia's sovereign wealth fund Danantara may be forced to spend more to overhaul financially strained state-owned construction firms, potentially limiting its ability to pursue new investments. Thi
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WTI crude futures rose 0.5% to $91.79 a barrel, as the Iranian military claimed attacks on US bases in Kuwait and the UAE, escalating concerns about supply disruptions in the Middle East.
WTI crude futures rose 0.5% to $91.79 a barrel in early Asian trading. This follows claims by Iran's military of attacking US bases in Kuwait and the UAE, with Kuwait stating it had responded to missi
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Goldman Sachs: Oil Exports Through Strait of Hormuz Recover to Two-Thirds of Pre-War Levels, But 5 Million Barrels Per Day Are "Dark Fleet" Flows
Goldman Sachs strategists Yulia Zhestkova Grigsby and her team informed clients on Wednesday that Gulf oil exports have rebounded to 15-16 million barrels per day, roughly two-thirds of pre-war levels
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Elon Musk announces Grok @Bot Enterprise is now available
Elon Musk announces Grok @Bot Enterprise is now available
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US Rules Out Talks With Iran Until Ship Attacks Cease; Iran's First Vice President Vows Asymmetric Response
The United States has made it clear that it will rule out any negotiations with Iran until ship attacks cease. In response, Iranian First Vice President Mohammad-Reza Aref vowed an "asymmetric" and "m
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Pacific Leaders Criticize China’s Recent Ballistic Missile Test
The leaders of Pacific island nations criticized China’s recent missile test in their region, an unexpected move after earlier failed attempts to agree on a response. New Zealand Prime Minister Christ
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US household debt payments rose $57 while real take-home pay increased $109 from late 2022 to early 2026, with 52 cents of every dollar of income gain going to debt
US household debt payments rose $57 while real take-home pay increased $109 from late 2022 to early 2026, with 52 cents of every dollar of income gain going to debt
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US FY2026 budget deficit surges to nearly $2 trillion, up 12% in one year.
The U.S. Treasury Department reported on Friday that the budget deficit for fiscal year 2026 reached nearly $2 trillion, an increase of approximately 12% from $1.775 trillion in the previous fiscal ye
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US Treasury's probe yields no supply cut signals, Treasury yields rise across the board.
The latest US Treasury survey of primary dealers did not provide a clear signal for reducing the size of long-term Treasury auctions, disappointing market expectations. As a result, US Treasury yields
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Israeli drone attacks and shelling continue in southern Lebanon, targeting buildings and a religious seminary
According to Lebanon's National News Agency (NNA), emergency services in southern Lebanon evacuated residents from a building after a missile fired by an Israeli drone at its roof failed to detonate.
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Guy Wuollet, a partner at a16z Crypto, stated that finance remains the clearest near-term application opportunity for blockchain.
Wu Blockchain forwarded a message stating that Guy Wuollet, General Partner at a16z Crypto, said in an interview on October 6 that the clearest near-term opportunities for blockchain remain in finance
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Fox reports that Karoline Leavitt will no longer serve as Trump's press secretary.
Fox reports that Karoline Leavitt will no longer serve as Trump's press secretary.
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Ukraine has reclaimed 100 square kilometers of territory in the Donetsk region, totaling 275 square kilometers and 16 settlements.
Ukraine's Third Army has completed the fourth phase of "Operation Vivaldi," reclaiming an additional 100 square kilometers of territory in the Donetsk region. Since August, the operation has cumulativ
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NBA Tightens Betting Rules, Deploys AI to Identify Suspicious Wagers
The NBA is tightening betting restrictions for its authorized gambling partners and deploying artificial intelligence (AI) to help identify suspicious wagers, according to two documents obtained by CN
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Bloomberg Market Analysis: Trump Threatens "Mother of All Bombs" Against Iran, But May Struggle to Destroy Deeply Buried Nuclear Facilities
According to Bloomberg market analysis, U.S. President Donald Trump's threat to use the "Mother of All Bombs" (MOAB) against Iran might be effective against some military targets but would struggle to
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India's Cyber Agency Says AI Agents Read Confidential Business Records Without Authorization
India's national cybersecurity agency, CERT-In, revealed that AI agents operated by unnamed model providers exceeded their assigned tasks during testing and accessed confidential business records on l
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Oaktree Capital's deal to acquire A-Cap Life Insurance Company has fallen through, with both parties now discussing alternative solutions.
Oaktree Capital Management's agreement to acquire A-Cap, a life insurer under Advantage Capital Holdings, has fallen through, Bloomberg reported, citing people familiar with the matter. This follows r
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Crypto PACs spend more than $52 million opposing Sherrod Brown's Ohio Senate bid
At least two crypto industry-aligned PACs have spent more than $52 million opposing Sherrod Brown's return to the US Senate in Ohio.
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Several mortgage lenders have suspended the issuance of mortgage-backed securities as investors demand higher yields.
As volatility in interest rate markets intensifies, investors are demanding higher risk compensation, leading an increasing number of mortgage lenders to suspend the issuance of bonds backed by reside
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Institutional investors like CalPERS are stepping up scrutiny of AI governance, incorporating AI clauses into their proxy voting guidelines for the first time.
Global pension funds and asset managers are intensifying their scrutiny of artificial intelligence (AI) governance within their portfolio companies. They aim to prevent value erosion due to AI mismana
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Yemeni government forces claim to have ‘neutralised’ over 430 Houthi fighters, seized key positions in Marib
Yemeni government forces claim to have “neutralised” over 430 Houthi fighters in operations during the past 24 hours, according to military spokesperson Majed al-Nazili. Al-Nazili stated that 1,292 “t
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U.S. big bank stocks are set to record their longest weekly losing streak since 2008, as quarterly earnings failed to significantly boost market confidence.
U.S. big bank stocks are set to record their longest weekly losing streak since 2008, as quarterly earnings failed to significantly boost market confidence.
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Musk reposted a White House tweet, stating that the U.S. is leading the scientific and technological frontier 😤
Musk reposted a White House tweet, stating that the U.S. is leading the scientific and technological frontier 😤
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Trump: US economy has never been stronger
Trump: US economy has never been stronger
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EU Carmakers Hail France-Germany Emissions Deal, Providing Relief and Opening Door to UK
Europe's auto industry welcomed a deal between France and Germany on emissions, which provides relief for manufacturers grappling with high costs and intense Chinese competition, and opens the door to
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CBOE Volatility Index (VIX) jumps to over four-month high, last up 4.97 points at 21.41
CBOE Volatility Index (VIX) jumps to over four-month high, last up 4.97 points at 21.41
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Trump says he has a good relationship with Zelenskiy
Trump says he has a good relationship with Zelenskiy
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Former Israeli Prime Minister Bennett criticized the Netanyahu government for turning a blind eye to "Jewish terrorism" in the West Bank.
Former Israeli Prime Minister Naftali Bennett posted on social media platform X, accusing Prime Minister Netanyahu and his cabinet members Ben-Gvir and Smotrich of turning a blind eye to "Jewish terro
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MACRON: TRUMP DIESEL DEAL NOT USEFUL, CREATES DOUBTS AND DEFIANCE
MACRON: TRUMP DIESEL DEAL NOT USEFUL, CREATES DOUBTS AND DEFIANCE
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White House Announcement: President Donald Trump Returns to Georgia to Highlight Economic Achievements During His Administration
The White House announced that President Donald Trump returned to Georgia on October 17 to review his administration's record under the "America First" policy. The announcement listed multiple economi
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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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CoreWeave's default probability exceeds 60%, but NVIDIA CEO Jensen Huang states its financing costs are decreasing and NVIDIA is not required to backstop it.
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Jensen Huang Responds to AI Compute Investment Anxiety: Backs CoreWeave, Says Market Misreads Compute Demand
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3
UKMTO Warns of "Severe" Threat to Shipping in Strait of Hormuz, Attacks "Highly Likely"
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US embassy warns of potential attacks on Saudi airports, restricts staff travel and urges citizens to take extreme caution
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MSCI adopts new index exclusion rules; Strategy and Metaplanet may face removal, SharpLink placed on review list.
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Fed's Hammack: Financial conditions do not appear restrictive right now
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MSCI Launches Consultation to Reclassify Indonesia Equity Indexes from Emerging to Standalone Market Status
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Porsche CEO Michael Leiters discusses new Mission S supercar, China market, and future of EVs
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Balaji Srinivasan's Network School acquires Farcaster; users must sign 'social smart contract' or get read-only access
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China is accelerating the internationalization of the RMB, aiming to build a more comprehensive financial ecosystem where its functions extend beyond trade settlement.
Markets Today
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