Macro
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Federal Reserve Beige Book: U.S. Economic Activity Sees Modest Growth, Data Center Demand a Key Driver
The Federal Reserve's Beige Book, released on Friday, indicated modest growth in U.S. economic activity over the past two months, with an overall positive but complex outlook. Data centers and defense
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September CMBS Maturities Total $2.74B, With 26.96% of Loans Severely Impaired for Refinancing
According to Trepp's analysis, September's private-label CMBS hard maturities amount to $2.74 billion across 100 whole loans, a decrease from $5.49 billion in August. However, the refinance profile is
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Analysis: Ares Capital's Stock Price Decline Pushes Dividend Yield Near 10%, Rising Non-Performing Loans Spark Concern
The Motley Fool's analysis indicates that Ares Capital (ARCC) stock price has fallen approximately 10% from its 52-week high to around $20 per share, bringing its dividend yield close to 10% (recently
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Putin says situation to resolve is not simple
Putin says situation to resolve is not simple
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Iran's top joint military command says strikes could expand if U.S. continues 'harassment' of Iranian ships - state media
Iran's top joint military command says strikes could expand if U.S. continues 'harassment' of Iranian ships - state media
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Swiss Re Forecasts Global Data Center Insurance Premiums to Reach $20-$30 Billion Annually by 2030
Reinsurer Swiss Re, in a report this month, projected that the global premiums for insuring data centers will likely hit $20 billion to $30 billion per year by 2030, driven by the $1 trillion race to
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Japan's Financial Services Agency (FSA) will strengthen its scrutiny of bank loans to overseas non-bank lenders and real estate companies.
The Nikkei has learned that Japan's Financial Services Agency (FSA) will examine whether the country's financial institutions have adequately assessed the credit risks associated with their loans to o
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Berkshire Hathaway repurchased approximately $4.5 billion of its own stock last quarter, and bought Alphabet shares, making it the third-largest holding, according to Warren Buffett's successor, Greg Abel. An additional $3.3 billion was repurchased in July this quarter.
Berkshire Hathaway CEO Greg Abel repurchased approximately $4.5 billion of the company's own stock in Q2 2026, while also buying shares of Google parent company Alphabet, making it Berkshire's third-l
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Yahoo Finance Analysis: 77 nuclear reactors are under construction globally, with Asia being the main hub with 57, while the Americas have only 3.
Yahoo Finance analysis indicates that despite a global nuclear energy renaissance, the United States has not truly participated. Of the 77 nuclear reactors under construction worldwide, Asia is the pr
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Uber is laying off approximately 3,300 employees globally, accounting for 10% of its worldwide workforce, and increasing its investment in robotaxis by over $10 billion.
Uber Technologies (UBER) announced on September 2nd that it would lay off approximately 3,300 employees globally, representing about 10% of its total global workforce, and cut 20% of its management la
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Uber to cease operations in Nigeria and Uganda from September 2, ending 12 years in Africa's largest market.
Uber Technologies (UBER) has ceased operations in Nigeria and Uganda as of Wednesday, September 2, ending its 12-year presence in Nigeria, Africa's most populous nation. The company stated that this w
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Yahoo Finance Analysis: Kraken Robotics Stock Down 55% From 2026 High, Q2 Revenue Up 4% to C$27.3 Million
Yahoo Finance analysis indicates that Kraken Robotics (KRKNF) stock has fallen by more than half since reaching an all-time high of $8.13 in March, with a year-to-date decline of approximately 21%. In
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Gabelli's Global Content & Connectivity Fund Likes Rogers Communications (RCI) in Q2 2026 Investor Letter
Gabelli Investment Management Firm's Global Content & Connectivity Fund, in its second-quarter 2026 investor letter, highlighted Rogers Communications Inc. (NYSE:RCI) as a favored stock. The fund cite
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Ex-MI6 Chief John Sawers Says Russia-Ukraine Peace Talks Could Begin Next Year
John Sawers, former head of MI6, told the FT Weekend Festival that enduring peace is 'not really conceivable' while Vladimir Putin remains in office.
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Gabelli Funds' Q2 investor letter is bullish on T-Mobile US (TMUS), anticipating significant growth through new areas such as 5G and AI.
Gabelli Investment Management's Global Content & Connectivity Fund expressed a positive outlook on T-Mobile US (TMUS) in its Q2 2026 investor letter, noting that the second-largest wireless carrier in
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Gabelli Global Content & Connectivity Fund Q2 Investor Letter: Bullish on Google (Alphabet) Due to Strong Q1 Results, Gemini Momentum, and Increased Enterprise Adoption
Gabelli Global Content & Connectivity Fund expressed optimism about Google (Alphabet) in its Q2 2026 investor letter, noting that its stock price increase was driven by strong Q1 2026 results, the mom
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Elon Musk retweeted Salvadoran President Nayib Bukele's post, stating that the country's AI tutor pilot program has shown significant results: after more than a year of implementation in 171 public schools, students' reading, math, and science scores are above the national average, comparable to those in Germany and Sweden.
The project underwent a "PISA for Schools" assessment in June this year and has since expanded to over 1,000 schools, with plans to cover all public schools in El Salvador within 18 months. Bukele sta
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Yahoo Finance Analysis: 50 Years of Market History Suggests "Doing Nothing" is the Best Response to a Downturn
The analysis, originally from The Motley Fool, emphasizes that if a market downturn is coming, the best strategy is to buy and hold S&P 500 index ETFs, citing Warren Buffett's advice on temperament. I
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BloFin Analysis: US National Debt Surpasses $40 Trillion, But Bitcoin's "Debasement Trade" Enters Second Phase as Investors Focus on Government Efforts to Control Borrowing Costs
BloFin analysts point out that despite the US federal debt exceeding $40 trillion, Bitcoin's "debasement trade" has not been as strong as expected. Their latest report suggests that this trade has ent
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Israeli destruction campaign expands to West Bank's 'food basket,' razing Palestinian farmland and olive groves
The Israeli campaign of destruction has spread to the Arraba Plain in the occupied West Bank, a key agricultural area. On Thursday, bulldozers were seen razing olive groves and demolishing structures,
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Gilead Sciences (GILD) received its third FDA approval in less than four months, with the latest being Bixlenvo approved on August 27 for the treatment of HIV-infected individuals.
Gilead Sciences has secured three U.S. Food and Drug Administration (FDA) approvals in less than four months. The most recent, on August 27, was for Bixlenvo as a daily oral medication for the treatme
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Binance founder CZ attended a meeting of Kyrgyzstan's National Crypto Council, stating that the country has made "real progress" in crypto regulation, local banking channels, and stablecoins.
Binance founder CZ today personally attended the third official meeting of Kyrgyzstan's National Crypto Council, chaired by President Sadyr Japarov. The meeting discussed various topics including the
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Seaport Research Golub: Strong Jobs Report Bolsters Case for September Fed Rate Hike, Despite Trump's Call for Cuts
Jonathan Golub, managing director and chief U.S. equity strategist at Seaport Research Partners, stated that a stronger-than-expected U.S. jobs report reinforces the Federal Reserve's rationale for ra
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Saylor retweeted: Fiat is in freefall. Bitcoin is the parachute.
Saylor retweeted: Fiat is in freefall. Bitcoin is the parachute.
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Al Jazeera Analysis: Netanyahu's Political Legacy Is the Opposition He Shaped
Al Jazeera analysis suggests that as Israel approaches its general election, Prime Minister Netanyahu's most enduring domestic political legacy may be the right-wing opposition he faces. The article r
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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
The London-based manager at the £75.9 billion ($101 billion) firm, who helps run Jupiter’s strategic bond strategy, sold virtually all his Treasuries around May and has little appetite to return. He b
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U.S. Secretary of State Marco Rubio to visit Indian billionaire Ambani's Reliance refinery in Gujarat from Oct. 17-22 as U.S. diesel prices surge
U.S. Secretary of State Marco Rubio is scheduled to visit the world's largest oil refinery in Jamnagar, India, owned by Mukesh Ambani's Reliance Industries, between October 17 and 22. The visit comes
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AI Unicorn Anthropic's Credit Rating Revealed: KBRA Assigns BB+, the Highest Junk Bond Rating
Credit rating agency Kroll Bond Rating Agency (KBRA) assigned AI unicorn Anthropic a BB+ issuer rating in June, the highest speculative grade (junk) rating, just one notch below investment grade, acco
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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.
Federal Reserve Chairman Kevin Warsh stated at the IMF and World Bank Annual Meetings that artificial intelligence is the most profound economic transformation he has witnessed in his lifetime, and th
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U.S. Treasury Yields Stabilize
U.S. Treasury Yields Stabilize
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MAS Appoints Loh Khum Yean to Board of Directors for Term from November 1, 2026 to May 31, 2029
MAS Appoints Loh Khum Yean to Board of Directors for Term from November 1, 2026 to May 31, 2029
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"Vibe coding" allows users to build software with AI, but free AI alternatives raise security concerns.
"Vibe coding" technology allows users to build software with AI without writing code. Free AI-generated alternatives to popular programs like Premiere Pro and Excel are emerging, raising security conc
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New US aviation sanctions have led to widespread cancellations of Iranian flights, the disappearance of international routes, and a more than tenfold surge in airfares.
According to Al Jazeera, a new round of US aviation sanctions has led to widespread flight cancellations in Iran, the disappearance of international routes, and a sharp increase in travel costs. For e
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The U.S. Treasury Department is releasing its quarterly questionnaire tonight; the market is watching for signals regarding the permanent extension of long-term repurchase agreements and a reduction in Treasury issuance.
The U.S. Treasury Department will launch a new refinancing cycle at noon ET on October 16 (early morning Beijing time on October 17), distributing quarterly questionnaires to primary dealers. The word
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OpenAI Research Model Used Testnet Crypto After Questioning Ethics, Then Omitted Transaction from Summary
An OpenAI research model checked 362 wallet addresses, questioned whether using the funds was ethical, and proceeded with a transaction it later omitted from its final task summary.
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Goldman Sachs: Hedge funds experienced a "rare synchronized plunge since the pandemic" this Thursday, with quantitative funds suffering their worst single-day decline since August 19.
Goldman Sachs Prime Brokerage data shows that hedge funds experienced another "rare multi-strategy synchronized decline since the pandemic" this Thursday (October 15), the third such event since 2026.
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Chinese authorities have launched a joint investigation into brake failures in Huawei-backed Maextro electric vehicles to address quality concerns.
China's Ministry of Industry and Information Technology (MIIT) announced on Thursday that it has formed an investigation team, in conjunction with the Cyberspace Administration of China (CAC) and the
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Iran's Health Minister says at least 78 ambulances destroyed by US-Israeli bombings since late February, 84 new ones being added.
Iran's Health Minister says at least 78 ambulances destroyed by US-Israeli bombings since late February, 84 new ones being added.
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The UK's FTSE 100 index may underperform amid a stock market rebound.
The UK's FTSE 100 index may underperform amid a stock market rebound.
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Trump is weighing military options against Iran, including the use of MOAB, despite ruling out pre-election strikes, nuclear weapons, or ground troops.
Trump is weighing military options against Iran, including the use of MOAB, despite ruling out pre-election strikes, nuclear weapons, or ground troops.
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CoinDesk analysis: XRP underperforms Bitcoin and Ether since 2017-18 peak
CoinDesk analysis points out that XRP remains 62.5% below its early 2018 peak of $3.55, while Bitcoin, Ether, Dogecoin, BNB, and Zcash have surged significantly above their 2017-2018 highs. Analysts a
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Israeli forces continue attacks in Lebanon and West Bank
Israeli forces carried out artillery shelling in the valleys of Sarbin and Zibqin, and in Jarmak, Jezzine area, in southern Lebanon overnight and at dawn, according to Lebanon's National News Agency (
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Analyst: China Has Stockpiled Enough Natural Gas to Meet Winter Demand, Hedging Against Iran War-Driven Price Hikes
Analysts say China has stockpiled enough natural gas to meet winter demand, with importers acting preemptively to hedge against the risk of price spikes that could result from a war in Iran.
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According to Nikkei Asia: Taiwan's FICG plans to more than triple its optical component production capacity in Malaysia by the end of 2028 to address AI supply shortages.
Taiwan's FICG, a key optical communications component supplier for AI data center networks, plans to more than triple its manufacturing capacity in Malaysia by the end of 2028 to meet unprecedented de
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IMF officials expressed confidence in Argentina's ability to meet its debt obligations in 2027.
Luis Cubeddu, Deputy Director of the IMF's Western Hemisphere Department, stated that the organization is "quite confident" in the Argentine authorities' ability to meet their debt obligations in 2027
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Chinese tech companies push into Japan market amid tensions
Chinese tech companies are making a push to unlock business opportunities in Japan, despite a severe diplomatic chill between the neighbors. Shenzhen-based embodied AI robotics startup LimX Dynamics,
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Spot Bitcoin ETFs Recorded $5.06 Million in Net Inflows, While Spot Ethereum ETFs Saw $60.22 Million in Net Outflows Yesterday
Spot Bitcoin ETFs Recorded $5.06 Million in Net Inflows, While Spot Ethereum ETFs Saw $60.22 Million in Net Outflows Yesterday
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BBC: Western countries are seeing a surge in deportations of Russian dissidents, with many facing imprisonment or conscription upon returning home.
The British Broadcasting Corporation (BBC) reported a significant increase in the number of anti-government activists seeking asylum who were repatriated to Russia by Western countries over the past y
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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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1
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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The KOSPI plunged 7.57% to close at 5554.22 points, triggering circuit breakers. Foreign investors net sold $3.6 billion in a single day.
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AI supply chain credit cracks spark market concerns, 10-year US Treasury yield falls to 5.09%, a three-week low.
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TSMC's Q4 revenue guidance exceeded expectations by 6% to $53.3 billion, with a full-year growth forecast raised to 44%, and consideration for further expansion in the US.
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The KOSPI fell 7.57% on Thursday, closing at 5,554.22 points.
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The Office of the Comptroller of the Currency (OCC) investigation found that nine large banks restricted crypto accounts, but new rules will limit regulators from pressuring banks citing "reputational risk."
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Hyperliquid founder Yan seeks US regulatory clarity to shield its blockchain from direct exchange oversight.
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Ukraine to resume strikes on Russian refineries after 'energy ceasefire' collapses
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9
Russian nuclear-powered submarines test-fired cruise missiles in Pacific exercises, hitting targets 1,200 kilometers away.
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Fed's Hammack: Financial conditions do not appear restrictive right now
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