Macro
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Japanese Health Minister: GPIF Still Examining Need for Asset Allocation Review
Japanese Health Minister Kenichiro Ueno stated on Tuesday that the Government Pension Investment Fund (GPIF) is still considering whether a review of its asset allocation is needed. The fund had decid
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NVIDIA-backed Firmus Reaches Compute Capacity Agreement with OpenAI, to Provide Services from Malaysian Data Centers with Total Contracted Capacity Exceeding 900 MW
NVIDIA-backed Firmus Reaches Compute Capacity Agreement with OpenAI, to Provide Services from Malaysian Data Centers with Total Contracted Capacity Exceeding 900 MW
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Russia attacks Kyiv, ending three-day truce during US envoy's visit
Ukrainian officials reported that Russia launched an airstrike on Kyiv early Tuesday, damaging two residential buildings. This attack followed the end of a three-day pause in strikes between the Russi
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Yemeni Forces Launch Counteroffensive Against Houthis, Vow to Retake Sanaa Amid Intensifying Clashes
Forces loyal to Yemen's internationally recognised government have launched counterattacks against Houthi rebels, with officials stating their aim is to recapture the capital, Sanaa, which the Iran-ba
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Goldman Sachs raised its Brent and WTI crude oil price forecasts by $5 each, expecting Middle East shipping disruptions to persist until 2027; adjusted its December 2026 Brent/WTI prices to $85/$80 per barrel, and its full-year 2027 prices to $80/$75 per barrel.
Goldman Sachs stated in its latest research report published on September 7 that despite raising its assumptions for the duration of shipping disruptions, the upward revision was relatively modest giv
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Goldman Sachs: Agricultural Price Hikes Are Far From Over, Trade Barriers Are the Real Risk Amplifier; BCOM Agriculture Spot Index Up 24% Year-over-Year
Goldman Sachs analysts noted in a September 7 report that agricultural commodity prices face significantly increased upside risks due to the triple threat of the Strait of Hormuz situation, the Black
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Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
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China's trade surplus was 119.1 billion yuan, in line with expectations of 119.1 billion yuan, compared to the previous value of 112.5 billion yuan.
Trade Balance: CNY 119.1 billion, expected CNY 119.1 billion, prior CNY 112.5 billion, in line with expectations Exports YoY: 25%, expected 25%, prior 23.9%, in line with expectations Imports YoY: 28.
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China's exports rose 25% year-on-year in August, while imports increased 28.2%, missing expectations. The trade surplus expanded to $119.09 billion.
China's exports (denominated in USD) rose 25% year-on-year in August, in line with expectations, while imports increased 28.2%, below economists' forecast of 30%, indicating continued weakness in dome
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India's Nifty 50 index has seen 25 consecutive trading days of subdued performance, marking its longest such streak this year.
India's Nifty 50 index has recorded subdued intraday volatility for 25 consecutive trading days, its longest streak this year. Meanwhile, the Asian tech stock market continues its rally.
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Binance Founder Changpeng Zhao: Initial Public Offerings (IPOs) Will Move On-Chain
Binance Founder Changpeng Zhao: Initial Public Offerings (IPOs) Will Move On-Chain
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Wheat prices rise as Russia's focus on Ukraine war intensifies Black Sea grain shipment disruption concerns.
Wheat prices saw their biggest gain in over a week, as market indications suggested Russia remains committed to continuing its war in Ukraine, fueling concerns about prolonged disruptions to Black Sea
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Asian Stock Markets Mixed as Investors Look to U.S. CPI Data
Asian stock markets were slightly subdued on Tuesday, lacking cues from New York due to Monday's Labor Day holiday. Investors are now looking to U.S. consumer inflation data, which is due Friday. Mean
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Global Markets' Summer Lull Ends, Volatility Mounts on Rate Hike Prospects, Fiscal Deficits, Middle East War
Global Markets' Summer Lull Ends, Volatility Mounts on Rate Hike Prospects, Fiscal Deficits, Middle East War
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Hong Kong Doubles Academic Visa Approvals Since 2020 to Attract Global Scholars
Nikkei Asia reported that Hong Kong is actively attracting global academics as Western countries intensify scrutiny of China. British physicist and Nobel laureate Andre Geim moved from the University
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Samsung SDS to expand partnerships with OpenAI, Anthropic to drive AI transformation
Samsung SDS Co., the information technology services arm of South Korea's Samsung Group, said Tuesday it will expand cooperation with major global artificial intelligence companies, including OpenAI a
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IAEA warns over Iran nuclear access as Western powers push for UN Security Council referral
The International Atomic Energy Agency (IAEA) warned on Monday that it remains unable to verify Iran’s nuclear material more than a year after losing access to key facilities, urging Tehran to restore
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The Information: AI Data Center Bargaining Power Shifts, Operators like CoreWeave Gain More Leverage, Chipmakers NVIDIA and AMD Enter to Provide Credit Guarantees
The bargaining power in AI data centers is shifting. According to a September 7 report by The Information, as cloud providers like Microsoft and Google rush to deploy NVIDIA servers, data center opera
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Panama Canal may further cut daily ship traffic to 29 due to strengthening El Niño-induced drought
The Panama Canal Authority warned on Monday that it may further reduce the daily ship transit limit to as low as 29 by February or March, from the current 34 (effective Sept 4) and 32 (effective Sept
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Australia NAB Business Confidence Index -8, expected -8, prior -6, in line with expectations
Australia NAB Business Confidence: -8, expected -8, prior -6, in line with expectations Release Time: 2026-09-08 01:30 UTC
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Ukraine's Chief Prosecutor, Ruslan Kravchenko, Resigns Amid Illegal Call Center Corruption Allegations
Ukraine's Chief Prosecutor, Ruslan Kravchenko, has resigned amid corruption allegations linked to illegal call centers in the country. This follows a search of his office by Ukrainian anti-corruption
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Japan's nominal wage growth in July hit a new high since 1997, further supporting the central bank's interest rate hike.
Japan's nominal wages rose by 4.7% year-on-year in July, marking the largest single-month increase since January 1997 and significantly exceeding market expectations. Concurrently, real wages increase
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Seoul shares open higher Tuesday, led by semiconductor stocks, with KOSPI up 0.78% at 7,049.90 amid revived AI hopes
Seoul shares opened higher Tuesday, led by gains in semiconductor stocks, amid revived hopes for artificial intelligence-related earnings momentum. The benchmark Korea Composite Stock Price Index (KOS
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Australia Westpac Consumer Confidence Change -5.2%, expected -3.6%, prior 6%, below expectations
Australia Westpac Consumer Confidence Change: -5.2%, Forecast -3.6%, Previous 6%, below expectations Release Time: 2026-09-08 00:30 UTC
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Kremlin states Russian diesel has started reaching global markets, expects positive impact but not full stabilization
Kremlin states Russian diesel has started reaching global markets, expects positive impact but not full stabilization
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Al Jazeera: Balkan Countries' Ties With Israel Shaped by Local Politics, Not United Stance
Al Jazeera reports that Balkan countries' relationships with Israel are driven by domestic calculations, transactional diplomacy, and unresolved identity politics, rather than a shared vision for the
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Spain to release 4.4 million barrels from strategic reserves in October, according to Energy Ministry official
Spain to release 4.4 million barrels from strategic reserves in October, according to Energy Ministry official
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CryptoSlate: Bitcoin's $80,000 buy wall may hide a liquidation trap, risking a drop to $78,000
CryptoSlate analysis suggests that while Bitcoin has a significant buy wall around $80,000, it could be a liquidation trap. This comes as September's CPI data exceeded forecasts, with headline inflati
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CoinShares anticipates slow initial inflows despite new Thai crypto ETF regulations taking effect on Friday.
CoinShares anticipates that initial inflows into Thailand's new Bitcoin and Ethereum ETFs will be modest, despite the new regulations taking effect on Friday, due to competition from existing investme
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US 10-YEAR TREASURY YIELDS EXTEND FALL, NOW DOWN 11 BPS AT 5.08%
US 10-YEAR TREASURY YIELDS EXTEND FALL, NOW DOWN 11 BPS AT 5.08%
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Chile and Bolivia Seek Diplomatic Reset Amid New Right-Wing Alignment
Chilean President José Antonio Kast is set to meet his Bolivian counterpart Rodrigo Paz in a rare state visit to La Paz on Friday. This meeting highlights how South America's new right-wing political
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Ukrainian officials stated that Ukraine attacked Russian oil refineries last night in response to Russian missile and drone strikes, which violated Donald Trump's "energy ceasefire."
Ukrainian officials stated that Ukraine attacked a Russian oil refinery last night. This action was in response to Russian missile and drone attacks, which violated the "energy ceasefire" previously a
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CNBC Analysis: $2 Trillion Deficit and 5% US Treasury Yields Pose Biggest Challenges to US Economy
CNBC analysis indicates that the U.S.'s $2 trillion fiscal deficit and government bond yields exceeding 5% are becoming the biggest challenges facing the American economy. High borrowing costs are pre
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Indian equities outperformed Asian peers on Thursday, marking their largest outperformance in over a year.
Indian equities outperformed their Asian peers on Thursday, marking their largest lead in over a year, as the unwinding of artificial intelligence (AI) trades prompted a rotation of funds into previou
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U.S. and Eurozone bond yields fell to multi-week lows as U.S. inflation shock receded.
U.S. and Eurozone bond yields fell to multi-week lows as U.S. inflation shock receded.
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China's Ministry of Commerce: Chinese rare earths will continue to flow to the EU regardless of whether the US trade agreement expires
China's Ministry of Commerce spokesperson He Yadong stated on Thursday that China intends to continue exporting rare earths to Europe, regardless of whether the trade agreement between the US and Beij
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Hong Kong ranks third globally as philanthropy hub, behind New York and Seoul, study finds
Hong Kong ranks third globally as philanthropy hub, behind New York and Seoul, study finds
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HKMA to re-open tender for 2-year RMB HKSAR institutional government bonds on Oct 22
The Hong Kong Monetary Authority (HKMA), representing the HKSAR Government, announced it will hold a tender for 2-year RMB institutional government bonds on Thursday, October 22, 2026, for settlement
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Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
Jeff Yan's Plan to Bring the Entire Financial Industry Onto Hyperliquid
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Korea Zinc's $7.4 billion Tennessee smelter project wins local backing, days after Trump's endorsement
Korea Zinc's planned $7.4 billion smelter project in Tennessee is gaining support from local officials, who highlight its potential for job creation and securing US critical mineral supplies. This loc
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Iraq devalues dinar by nearly 15% to 1,520 per dollar to ease cash crunch, PM takes responsibility
The Iraqi government, facing a financial crisis exacerbated by the US-Israeli war on Iran and Strait of Hormuz disruptions, devalued its currency on October 7. The Central Bank of Iraq set the new off
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Palestinian artists simultaneously held art exhibitions in Gaza and the West Bank, connecting the two regions through art.
Falasteen Collective, a cultural initiative launched in 2025 by Palestinian artists, filmmakers, and other cultural figures, held a three-day art exhibition titled "Anamel Falasteen" earlier this week
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Korean Air's Q3 revenue hit a record high of 5.04 trillion won.
Korean Air announced on Thursday that its third-quarter (July-September) revenue reached a record high of 5.04 trillion Korean won (approximately $3.8 billion), a 26% year-on-year increase, driven by
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HSBC plans to double its AI team in Hong Kong to 300 people, surpassing the size of its AI center in Singapore.
HSBC announced on Thursday its plan to double its team of artificial intelligence (AI) experts in Hong Kong from 150 to 300 over the next two to three years. This figure significantly exceeds the plan
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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."
The Office of the Comptroller of the Currency (OCC) released survey results on October 14, revealing that nine of the largest national banks under its supervision imposed restrictions on digital asset
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Ukraine to resume strikes on Russian refineries after 'energy ceasefire' collapses
Ukrainian President Volodymyr Zelenskyy announced the resumption of attacks on Russian energy infrastructure, stating that Moscow failed to uphold its end of a proposed "energy ceasefire" deal brokere
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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.
The Korea Composite Stock Price Index (KOSPI) plunged 7.57% on October 15, closing at 5554.22 points, after briefly falling to around 5400 points during the session. Both the KOSPI and KOSDAQ markets
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Hyperliquid founder Yan seeks US regulatory clarity to shield its blockchain from direct exchange oversight.
Hyperliquid founder Yan seeks US regulatory clarity to shield its blockchain from direct exchange oversight.
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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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Hex founder Richard Heart arrested in Istanbul on Interpol Red Notice.
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Morocco's phosphate giant OCP SA seeks foreign investors as war-induced supply disruptions hit profits
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SK Hynix plunged over 8% on Thursday, impacted by concerns over Federal Reserve interest rate hikes and AI investment funding.
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GlobalFoundries plans two new chip fabs with up to $21 billion funding
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JPMorgan and Other Major Banks Cut Off MAGA Sellers and Democrat Groups
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AI app ArtCraft launches free alternatives to Adobe and Microsoft software, challenging Big Tech's economic model
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L2 Capital to Tokenize $500M Pre-IPO AI Shares with Newton
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AI infrastructure companies Corweave fell 14.9% and Nebius fell 9.7%, making them the biggest decliners in the Nasdaq 100 index.
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The DXY is up 0.7% intraday, currently at 102.898.
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The S&P 500 Banks Index fell to its lowest level in over four months, down 1.3% on the day.
Markets Today
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