Macro
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The U.S. Department of Defense has selected Commerce Secretary Lutnick to review the Pentagon's transactions with Cerberus-affiliated companies.
The U.S. Department of Defense has selected Commerce Secretary Howard Lutnick to review all Pentagon transactions with companies related to Cerberus Capital Management, according to a U.S. official.
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Former Trump administration trade advisor Navarro warned that if the Federal Reserve raises interest rates now, it would hit critical sectors of the U.S. economy that most need to prosper, such as manufacturing and real estate. He expressed hope that Federal Reserve Chairman Warsh would stop "those clowns'" impulse to raise rates.
Peter Navarro, former trade advisor to the Trump administration, stated in a conversation with Steve Bannon that if the Federal Reserve were to raise interest rates rashly now, it would strike at the
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Wall Street Risk Complex Defies Rate Threat After Jobs Blowout, Global Bond Selloff Proves No Wrecking Ball
Wall Street Risk Complex Defies Rate Threat After Jobs Blowout, Global Bond Selloff Proves No Wrecking Ball
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Ketaki Sharma, CEO of Algorithm Research, stated that inflation is the primary factor in assessing the bond market and the Federal Reserve's next moves.
Ketaki Sharma, CEO of Algorithm Research, stated that inflation is the primary factor in assessing the bond market and the Federal Reserve's next moves.
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Israeli Airstrike Kills Two in Southern Lebanon
Lebanon's Ministry of Public Health announced that an Israeli airstrike on the southern Lebanese town of Kfar Reman on Friday resulted in two deaths. Lebanon's National News Agency reported that the a
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Nikkei Survey: Japan's AI Data Center Capacity to Quadruple by 2033, Investments to Reach $60 Billion
A Nikkei survey shows that this plan will make Japan a top player in the global AI data center field, following the United States and China. Among them, NTT aims to achieve 2 gigawatts of data center
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Anthropic close to awarding Morgan Stanley and Goldman top roles in $2tn IPO, with paperwork expected as soon as next week
Anthropic close to awarding Morgan Stanley and Goldman top roles in $2tn IPO, with paperwork expected as soon as next week
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BlackRock, a former champion of ESG, now backs corporate proposals to reincorporate in Texas.
BlackRock, a former champion of ESG, now backs corporate proposals to reincorporate in Texas.
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Canada's employment unexpectedly fell by 41,700 in August, significantly missing expectations. The Canadian dollar is under pressure and has declined, with market expectations for a Bank of Canada rate hike rapidly cooling.
Canada's employment fell by 41,700 in August, the first decline since April this year, far below the market expectation of a 15,000 increase, Statistics Canada reported on Friday. The unemployment rat
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Emerging market currency indices have risen for 10 consecutive weeks, marking their longest winning streak since 2007, with the rally unbroken even by strong US non-farm payroll data.
The MSCI Emerging Markets Currency Index rose 0.4% on Friday, accumulating a 0.7% gain for the week, marking its 10th consecutive week of increases, the longest winning streak for the index since 2007
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White House Issues Executive Order Directing Multi-Agency Review of Policies to Support American Ranchers
The U.S. President signed an executive order on September 5 aimed at supporting American ranchers, addressing the nation's cattle herd being at a 75-year low while beef consumption has grown by nearly
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President Trump signed an executive order aimed at promoting fair competition in the U.S. livestock market and expanding market access for meat producers.
The executive order aims to support U.S. producers in selling meat across state lines while maintaining food safety standards and avoiding monopolistic practices in the meatpacking industry. The order
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US CFTC Nasdaq 100 Speculative Net Positions 26k, prior 10k
CFTC Nasdaq 100 Speculative Net Positions: 26,000, Previous 10,000 CFTC Gold Speculative Net Positions: 228,000, Previous 243,000 CFTC Crude Oil Speculative Net Positions: 130,000, Previous 123,000 CF
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FinCEN reports $13B in crypto scams targeting US residents are tied to non-US operations, largely run by Southeast Asian transnational criminal organizations
FinCEN reports $13B in crypto scams targeting US residents are tied to non-US operations, largely run by Southeast Asian transnational criminal organizations
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Brazil's Supreme Court is embroiled in a scandal of mutual accusations among judges, with the Chief Justice set to investigate the allegations.
Brazil's Supreme Court is considering opening an investigation into two judges who have accused each other of misconduct. Chief Justice Edson Fachin said on Friday that the Attorney General would be g
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Donald Trump reiterated his call for interest rate cuts after a strong jobs report, while third-party analysis suggests the Iran war should be stopped and tariffs revoked.
Following the strong jobs report, Donald Trump reiterated his stance on pushing for lower interest rates. Liz Pancotti, Vice President of Policy, Advocacy, and Research at the progressive advocacy org
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Elon Musk retweeted that the Tesla Cybercab project is hiring AI engineers.
Elon Musk reposted a tweet from Pduan, stating that a group of talented and dedicated engineers made the Cybercab project a reality. The project is currently recruiting AI engineers across various dom
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Elon Musk retweeted @cb_doge's post stating that Avelo Airlines announced 50% of its long-haul fleet is now equipped with Starlink, less than six months after the first aircraft entered service, with plans to complete the entire long-haul fleet by the end of this year.
Elon Musk retweeted @cb_doge's post stating that Avelo Airlines announced 50% of its long-haul fleet is now equipped with Starlink, less than six months after the first aircraft entered service, with
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Venture firm Betaworks profits from Hugging Face deal, with its stake potentially valued at $650 million.
The Wall Street Journal reported that venture capital firm Betaworks invested $150,000 in Hugging Face in 2016, when Hugging Face was developing a chatbot for teenagers. Today, Betaworks' stake in the
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President Trump says his administration is working to bring Hyperliquid into the U.S. in a fully compliant and legal fashion
President Trump stated that his administration is working to bring the decentralized exchange Hyperliquid, known for its perpetual futures contracts, into the United States. This follows his remarks l
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U.S. Treasury Secretary Scott Bessent warned that another bank could be sanctioned next week, stating that "weekly sanctions will become the norm."
U.S. Treasury Secretary Scott Bessent warned in an interview on September 4, Eastern Time, that "another bank may be sanctioned next week," adding that the Treasury Department could roll out new secon
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US stocks fall and yields jump after blowout jobs report, with White House economic adviser Chris Phelan to discuss labor market, inflation and rates.
The strong jobs report has rekindled expectations for a Federal Reserve rate hike. Separately, Anthropic is nearing a mega IPO, OpenAI has unveiled its latest model, Morgan Stanley is cracking down on
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Cramer attributes the market's resilience to young 21-year-old investors on Robinhood, as HOOD shares surge 33% monthly and platform assets reach $369 billion.
CNBC host Jim Cramer stated on September 3 that the influx of young investors into Robinhood is the main reason why the US stock market has not collapsed yet. Robinhood (Nasdaq: HOOD) shares have rise
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Yahoo Finance analysis suggests Microsoft's stock may struggle to replicate CEO Satya Nadella's 30% annualized growth rate, despite delivering over 10x returns since 2014
Since Satya Nadella took over as CEO in February 2014, Microsoft's stock has delivered a dividend-adjusted total return of roughly 1,570%, equating to a compound annual growth rate of 29.7%. However,
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Senegal Plans to Cut Next Year's Budget Deficit Below IMF Forecast
Senegal plans to cut its budget deficit next year to below the International Monetary Fund's forecast, as it seeks to restructure its debt and secure a new financing program from the IMF.
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Qatar's Prime Minister Sheikh Mohammed stated that Qatar will continue to support Lebanon.
Qatar's Prime Minister, Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani, stated that his visit to Lebanon today is a sign of Qatar's continued support for the Lebanese Republic. Speaking in Beirut
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Anthropic Co-founder Jack Clark Calls for 'Common Sense Standards' in AI Regulation at IMF-World Bank Meetings
Anthropic Co-founder and Head of Policy Jack Clark stated on Friday at the IMF and World Bank annual meetings in Bangkok that countries producing artificial intelligence need "common sense standards"
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Financial Times: Republicans Turn Against Trump's Tariff Policies Due to Midterm Election Pressure
The Financial Times reported that Donald Trump's trade war has become a liability for Republicans in key midterm elections, prompting Republicans to turn against Trump's tariff policies.
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Google Quantum AI has reduced quantum error rates by approximately 40 times on the Willow chip, but Bitcoin's cryptographic security remains far from being breached.
Google Quantum AI, in a new paper, stated that its Willow chip has reduced a critical class of quantum error rates by approximately 40 times. This technology, by filtering rather than using dedicated
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Qatar Energy to set up a massive solar plant in Lebanon, says Qatar PM
Qatar’s Prime Minister Sheikh Mohammed bin Abdulrahman bin Jassim Al Thani announced that Qatar Energy plans to establish a “massive” solar plant in Lebanon, a country grappling with severe energy cri
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Trump Says U.S. Is Negotiating With Russia, China on "Denuclearization"
Donald Trump stated in a Newsmax interview on Thursday that the United States is negotiating with Russia and China on nuclear disarmament. He noted that the US and Russia each possess over 4,000 nucle
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Qatar University Professor Zaccara: Saudi Arabia Hopes to Avoid Another Protracted War
Luciano Zaccara, an associate professor of Gulf politics at Qatar University, stated that the Houthis are employing various strategies, including attempting to control territory and resisting governme
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Zelenskiy Says European Allies Have Enough Patriot Missiles for Ukraine to Live Through Winter
Zelenskiy Says European Allies Have Enough Patriot Missiles for Ukraine to Live Through Winter
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Traders are spending millions to secure copper
This is driven by the threat of Trump tariffs, which is fueling huge demand for the red metal, according to Bloomberg Markets.
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Nigerian Exchange CEO Expects Dangote's Record IPO to Spur New Listings Next Year
Nigerian Exchange CEO Expects Dangote's Record IPO to Spur New Listings Next Year
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Iranian President Pezeshkian says Iran 'will not give in to force' from US, denies nuclear weapons pursuit
Iranian President Masoud Pezeshkian met with Georgian Prime Minister Irakli Kobakhidze in Yerevan, Armenia. Addressing US sanctions, Pezeshkian stated the measures are “beyond humanitarian frameworks
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Zelenskyy: There is no discussion to substitute Starlink
Zelenskyy: There is no discussion to substitute Starlink
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Anthropic has been assigned a BB+ credit rating by KBRA, as Wall Street raises $60 billion for its AI chips.
AI company Anthropic has received a BB+ credit rating from KBRA, just one notch below investment grade. This follows a previous $35 billion chip financing deal for the company. Currently, Wall Street
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Zelenskiy says Ukraine expects additional F-16s by end of year
Zelenskiy says Ukraine expects additional F-16s by end of year
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Cantor Fitzgerald reiterated its "Overweight" rating and $176 price target for CoreWeave, stating that the recent sell-off presents a buying opportunity.
Cantor Fitzgerald reiterated its "Overweight" rating and $176 price target for CoreWeave, stating that the recent sell-off presents an attractive buying opportunity. Despite a debt yield of 15%, analy
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British Columbia's ruling party incites anti-American sentiment while still relying on the U.S. to finance its deficit.
British Columbia's (BC) ruling party is stoking anti-American sentiment ahead of next week's election, urging residents to avoid traveling to the United States. However, this boycott does not appear t
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Morgan Stanley has raised its total AI computing investment forecast for 2027 to $1.58 trillion, incorporating leased capital expenditures.
Morgan Stanley has raised its total AI computing investment forecast for 2027 to $1.58 trillion, incorporating leased capital expenditures.
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BofA's Hartnett team advises "still favoring safety," as US Treasuries see their longest inflow streak since August 2024.
Bank of America strategists led by Michael Hartnett stated that they "remain risk-off" in the coming weeks, citing rising real yields, the price action of AI and bank stocks, and potential market vola
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Germany's Upper House approves further release of oil stocks following G7 agreement
Germany's Upper House approves further release of oil stocks following G7 agreement
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Poland scrambles fighter jets as Russia strikes western Ukraine, Bulgaria requests NATO reinforcement
Poland scrambled its fighter jets on Friday after Russian overnight attacks hit western Ukraine, close to the Polish border. The attacks cut electricity to 370,000 people in Ukraine's Volyn region and
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NVIDIA CEO Jensen Huang announced an investment of $1.16 billion in five UK startups.
NVIDIA CEO Jensen Huang announced Wednesday evening in London that the company will invest $1.16 billion in five UK startups to deepen its influence in the AI sector. These companies include biotech f
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BofA's Hartnett: Investors to shun risk in coming weeks due to Federal Reserve rate hikes, midterm elections, and AI trade volatility.
BofA's Hartnett: Investors to shun risk in coming weeks due to Federal Reserve rate hikes, midterm elections, and AI trade volatility.
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IMF Warns AI Investment Bust Could Cut Global Economic Growth by Up to 1.3 Pct Points in 2028 Under Downside Scenario
The International Monetary Fund (IMF) warns that an AI investment bust could reduce global economic growth by up to 1.3 percentage points in 2028, according to a downside scenario, not its baseline fo
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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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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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UKMTO Warns of "Severe" Threat to Shipping in Strait of Hormuz, Attacks "Highly Likely"
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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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Porsche CEO Michael Leiters discusses new Mission S supercar, China market, and future of EVs
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MSCI Launches Consultation to Reclassify Indonesia Equity Indexes from Emerging to Standalone Market Status
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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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