Macro
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Fed source Nick Timiraos: U.S. August wage growth slowed to 3.1%, the lowest in the current cycle; private sector aggregate weekly payrolls index rose 4.3% year-over-year.
Fed insider Nick Timiraos cited data indicating that U.S. wage growth over the past 12 months slowed to 3.1% in August, marking a new low for the current cycle. Specifically, wage growth for private s
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US Sanctions Small Turkish Investment Bank Over Iran Links
The United States sanctioned Golden Global Investment Bank, a relatively small Turkish firm, after Treasury Secretary Scott Bessent vowed to further isolate Iran’s economy amid the ongoing war by goin
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A newly developed font is making it more difficult for large language models (LLMs) to process information.
A newly developed font is making it more difficult for large language models (LLMs) to process information.
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U.S. National Sheriffs' Association Shifts Stance on Digital Asset Market Clarity Act From Opposition to Neutral
The National Sheriffs' Association (NSA) reversed its opposition to the Digital Asset Market Clarity Act on Thursday, informing Senate leadership it was changing its position to neutral due to the leg
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U.S. stocks opened lower on Friday, with the Dow falling 0.4%, as a strong August jobs report reignited rate hike expectations; Lululemon plunged after its earnings report, and Tesla's stock declined.
Following the opening of U.S. stock markets on Friday, the Dow Jones Industrial Average fell 0.4%, and the S&P 500 also broadly declined. The market reacted to a stronger-than-expected August jobs rep
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Gabelli's Equity Income Fund Likes The Bank of New York Mellon (BNY), Citing Normalized Interest Rates and Global Income Growth in Q2 2026 Investor Letter
Gabelli's Equity Income Fund, in its second-quarter 2026 investor letter, highlighted The Bank of New York Mellon Corp. (BNY) as a global leader in financial services. The fund noted that BNY, which c
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Gabelli's Equity Income Fund remains bullish on Chevron (CVX), projecting its adjusted free cash flow to grow over 10% annually to $30 billion by 2030
In its second-quarter 2026 investor letter, Gabelli's Equity Income Fund highlighted Chevron Corp. (CVX), citing the company's completion of major capital investment cycles and its entry into a period
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CNBC Analysis: Trump-Era Policy Risks, High Government Borrowing, and AI-Driven Corporate Debt Are Pushing Up Long-Term US Treasury Yields
CNBC analysis suggests that lower US government bond yields may require a weaker economy, and Donald Trump's policies would not help address this. The article states that the 10-year US Treasury yield
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Trump demands Fed slash interest rates or he will cut off trade with countries with which the U.S. has trade deficits
President Donald Trump on Friday issued a sweeping ultimatum in a Truth Social post, reacting to a much-stronger-than-expected monthly jobs report. He urged the central bank and its chairman, Kevin Wa
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Pimco President Stracke stated that some complex debt products bear similarities to subprime mortgage-backed securities (MBS), with investors assuming disproportionate risk relative to reward.
Pimco President Stracke stated that some complex debt products bear similarities to subprime mortgage-backed securities (MBS), with investors assuming disproportionate risk relative to reward.
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BlackRock portfolio manager Rosenberg stated that a 25 basis point rate hike by the Federal Reserve would have little impact on risk assets.
Jeffrey Rosenberg, portfolio manager for BlackRock's Systematic Multi-Strategy Fund, told Bloomberg Television that a 25 basis point rate hike by the Federal Reserve would not pose a significant probl
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Al Jazeera: Yemen's Houthis advance towards "key strait," clashes with government forces leave at least 100 dead
Al Jazeera reports that at least 100 people have been killed since Thursday in intensified fighting between Iran-backed Houthi rebels and Yemeni government forces. The Houthis are advancing towards a
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Citi Says Senegal Debt Plan Exposes BOAD, AFC to Corporate Credit Risk
Citigroup Inc. stated that the West African Development Bank (BOAD), the African Export–Import Bank, the Africa Finance Corp., and Ecobank Transnational Inc. are most exposed to corporate credit risk
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Bitcoin Drops Below $80,000, Falling Nearly 3% to $79,197, as Strong US Jobs Data Revives Fed-Hike Bets
Bitcoin dropped nearly 3% to $79,197, abruptly reversing its latest push above $80,000, after stronger-than-expected US jobs data for August revived bets on a September Federal Reserve rate hike. Nonf
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2-year Treasury yield rises over 7 bps to 4.425%, highest since January 2025, after hot jobs report boosts Fed rate hike expectations to 58%
The 2-year Treasury note yield increased more than 7 basis points to 4.425% on Friday, reaching its highest level since January 2025. This surge followed a stronger-than-expected U.S. August jobs repo
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Wolfe Research Chief Economist Roth stated that inflation data, not employment data, will determine the Federal Reserve's next move.
Wolfe Research Chief Economist Stephanie Roth stated that the market's "hawkish reaction to the August US jobs report may be somewhat overdone."
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Italy extends diesel tax breaks until September 10 to protect consumers from price hikes
Italy will extend its diesel tax cut until September 10, an Italian official said. The move by Prime Minister Meloni's government aims to continue protecting consumers from rising diesel prices ahead
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EIA: New York Harbor gasoline crack spread has averaged about $1/gallon higher since May (vs. 2025 peak of 60 cents/gallon) due to tight global supplies, contributing to higher pump prices.
EIA: New York Harbor gasoline crack spread has averaged about $1/gallon higher since May (vs. 2025 peak of 60 cents/gallon) due to tight global supplies, contributing to higher pump prices.
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Fed insider Nick Timiraos: August jobs data clears the way for a September Fed rate hike, but inflation data remains key.
The Wall Street Journal reporter Nick Timiraos stated that while August inflation data may still dominate the Federal Reserve's decision to raise rates or hold steady in September, strong August emplo
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U.S. non-farm payrolls increased by 162,000 in August, significantly exceeding the expected 55,000, while the unemployment rate remained unchanged at 4.1%. Market expectations for a Federal Reserve rate hike in September have sharply increased.
U.S. non-farm payrolls increased by 162,000 in August, significantly exceeding the expected 55,000, while the unemployment rate remained unchanged at 4.1%. Market expectations for a Federal Reserve ra
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Saylor: US Added 162,000 Jobs, Yet 'Statistical Noise Has Turned Into Monetary Policy'
MicroStrategy Chairman Michael Saylor commented on the latest US payrolls report, noting that the addition of 162,000 jobs on a base of 159.1 million (0.10%) falls within the Bureau of Labor Statistic
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August Jobs Report Favors a Fed Rate Hike, Says New Century Advisors Chief Economist Sahm
Claudia Sahm, chief economist at New Century Advisors, commented on the US employment report for August, stating that it favors Federal Reserve officials who want to start hiking rates.
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US-China AI Race Reaches Egypt: Huawei Bids to Build AI Data Centers, US Prepares Counteroffer via Nvidia, AMD, Microsoft
Chinese tech giant Huawei has submitted a tender to build Egypt's AI data centers, offering to supply 1,408 Ascend 950 processors for AI model training and 600 Ascend 950 or 910B chips for two computi
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Smoke seen rising in central Kyiv after Russian drone attack, Reuters witnesses say
Smoke seen rising in central Kyiv after Russian drone attack, Reuters witnesses say
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A spokesperson for the Saudi-led coalition in Yemen stated that the coalition intercepted and destroyed a ballistic missile over Yanbu, Saudi Arabia, two cruise missiles over the Red Sea, and three drones over Riyadh and the southern region.
A spokesperson for the Saudi-led coalition in Yemen stated that the coalition intercepted and destroyed a ballistic missile over Yanbu, Saudi Arabia, two cruise missiles over the Red Sea, and three dr
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Qatar FM Calls for Israeli Withdrawal from Lebanon
Qatar’s prime minister and minister of foreign affairs reaffirmed his country’s support for Lebanon during a visit to Beirut, calling for Israel’s withdrawal amid continuous attacks in the country’s s
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Russia steps in to mediate Pakistan-Afghanistan tensions
Russia is attempting to mediate the ongoing conflict between Pakistan and Afghanistan, with its Interior Minister Vladimir Kolokoltsev meeting Pakistan's army chief on October 14, and Foreign Intellig
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Blue Origin plans $330M Florida expansion to ramp New Glenn launches
Blue Origin announced plans for a $330 million expansion of its Florida launch facilities, targeting multiple flights per week of its New Glenn rocket by the end of the decade. The expansion of its Ro
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Investors Prepare for Key Economic Data Monday That Will Determine Bank of Canada's Rate Path Later This Month
Investors Prepare for Key Economic Data Monday That Will Determine Bank of Canada's Rate Path Later This Month
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Saudi military expert predicts: Seizing Bayda Heights could lead to the fall of Sana'a
Saudi military expert Major General Mohammed Al-Harbi told Al Jazeera that the coalition's operations in Yemen have entered a new phase, focusing on simultaneously striking Houthi capabilities, energy
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The U.S. Department of Energy is soliciting proposals for an exchange of up to 17 million barrels of crude oil from the Strategic Petroleum Reserve (SPR).
The U.S. Department of Energy is soliciting proposals for an exchange of up to 17 million barrels of crude oil from the Strategic Petroleum Reserve (SPR).
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Anthropic has opened a line of communication with New York City Comptroller Mark Levine, following his letter earlier this week
Anthropic has opened a line of communication with New York City Comptroller Mark Levine, following his letter earlier this week
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DR Congo detained about 300 Chinese nationals working in its copper belt earlier this week as part of a crackdown on illegal mining, according to Bloomberg Markets.
DR Congo detained about 300 Chinese nationals working in its copper belt earlier this week as part of a crackdown on illegal mining, according to Bloomberg Markets.
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Hamas accuses the Director-General of the Peace Committee of "bias and complicity" regarding the entry of aid into Gaza.
Hamas accused the Director-General of the Peace Committee, Nickolay Mladenov, of adopting the Israeli government's narrative in the dispute over the entry of private sector goods into the Gaza Strip.
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US DNI Jay Clayton warns AI espionage is a 'reality,' amplifying cybersecurity risks for companies
U.S. Director of National Intelligence Jay Clayton stated on CNBC that both U.S. companies and the Trump administration must be wary of foreign espionage attempts in the race for AI dominance. Clayton
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Putin's Envoy Dmitriev: Russia, US Discuss Arctic and LNG Projects
Putin's Envoy Dmitriev: Russia, US Discuss Arctic and LNG Projects
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Yemeni forces advance into Marib’s al-Majzar district
Yemeni government forces have advanced into the al-Majzar district, in the north of the Marib governorate, after driving back Houthi forces on Friday, according to pro-government media reports.
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Math Professor Warns of AI Threat to Bitcoin
Micah Warren, an associate professor of mathematics at the University of Oregon and author of Bitcoin: A Game-Theoretic Analysis, applies game theory to explain why miner incentives and strong securit
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Deutsche Bank: Under the AI wave, companies must "adapt or die," and traditional investment rules may become obsolete.
Deutsche Bank Research reports that as AI capabilities continue to advance, companies will be forced to bifurcate into a "two-peak" landscape of "adopters" and "outsiders," with almost no middle groun
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Arbitrum Foundation Executive: Institutions Managing Approximately €800 Billion in Assets Are Focusing on the Real Yield of Crypto Tokens
Brendan Ma, Head of Investment Strategy at the Arbitrum Foundation, stated that he held closed-door meetings with representatives of institutions managing approximately 800 billion euros in assets to
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US 10Y Yield Rises 3.8BPS to 5.125%, 30Y Yield Rises 3.04BPS to 5.458%, and 2Y Yield Rises 1.45BPS to 4.766% After Economic Data; 2Y-10Y Spread at +35.7BPS
US 10Y Yield Rises 3.8BPS to 5.125%, 30Y Yield Rises 3.04BPS to 5.458%, and 2Y Yield Rises 1.45BPS to 4.766% After Economic Data; 2Y-10Y Spread at +35.7BPS
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Yemeni government forces repel two Houthi attacks in Taiz, inflicting heavy losses, according to government media
Yemeni government forces repel two Houthi attacks in Taiz, inflicting heavy losses, according to government media
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Morgan Stanley's Amy Oldenburg believes the "digital gold" investment case for Bitcoin is strong, but requires reduced association with technology risks.
Amy Oldenburg, Global Head of Fixed Income at Morgan Stanley Investment Management, stated that the investment case for Bitcoin as "digital gold" is "quite strong," but she wants to see Bitcoin's trad
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Federal Reserve Chairman Warsh: AI will "fundamentally change the implementation of monetary policy" by improving forecasting.
Former Federal Reserve Governor Kevin Warsh stated that artificial intelligence will "fundamentally change the conduct of monetary policy" by improving forecasting. He noted that the Federal Reserve c
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China Warns EU Not to Underestimate Ability to Fight on Trade
China warned the European Union not to underestimate Beijing’s determination to defend its interests, dismissing claims that the bloc’s pressure yielded concessions in recent automotive trade talks.
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U.S. industrial production rose 0.7% in September, beating expectations of 0.4%
U.S. industrial production rose 0.7% in September, beating expectations of 0.4%. Manufacturing output increased 0.3% (in line with forecasts), utilities rose 3.5%, and mining output was up 0.2%. Capac
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Israeli attacks have damaged over 22% of agricultural land in southern Lebanon, with olive groves particularly hard hit, threatening 38% of Lebanon's total olive oil production from the region.
Israeli attacks have damaged over 22% of agricultural land in southern Lebanon, with olive groves particularly hard hit, threatening 38% of Lebanon's total olive oil production from the region.
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EIA: U.S. Small-Scale Solar Power Generation Quadrupled Over Past Decade to 92,979 GWh
According to EIA estimates, electricity generation from small-scale or rooftop solar photovoltaic (PV) systems (with capacities less than 1 megawatt) in the United States has increased from 18,812 gig
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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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CoreWeave Credit Default Swaps Hit Distressed Levels Amid Investor Concerns Over AI Debt
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UKMTO Warns of "Severe" Threat to Shipping in Strait of Hormuz, Attacks "Highly Likely"
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AWS, Anthropic, OpenAI and Google are racing to deploy specialized AI engineers to help companies realize returns on their AI investments
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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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US embassy warns of potential attacks on Saudi airports, restricts staff travel and urges citizens to take extreme caution
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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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Jensen Huang Responds to AI Compute Investment Anxiety: Backs CoreWeave, Says Market Misreads Compute Demand
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