Macro
-
BlackRock Sees Continued 'Positive Pricing' for Copper, Citing Higher Disruption Rates and Faster Demand Growth Than Supply
BlackRock Sees Continued 'Positive Pricing' for Copper, Citing Higher Disruption Rates and Faster Demand Growth Than Supply
-
South Korean Budget Office: Stablecoins Could Save Merchants Up To $3.8 Billion Annually
However, the office warned that the widespread adoption of stablecoins could diminish banks' role as credit intermediaries and potentially lead to unstable token pegs during large-scale redemptions.
-
PwC, Merck, and Hashgraph launch a new provenance system for tracking cocoa, with plans to expand
The firms state their system, which combines physical authentication, digital traceability, and enterprise process design, is unprecedented in supply chains, and cocoa is just the initial application.
-
Yahoo Finance Analysis: PepsiCo (PEP), TJX (TJX), and Nike (NKE) — Three Dividend Stocks Nearing 52-Week Lows
Yahoo Finance analysis indicates that shares of PepsiCo, TJX Companies, and Nike are currently approaching their 52-week lows. PepsiCo's stock has fallen over 6% in the past 12 months, with a dividend
-
Goldman Sachs strategist Lee Coppersmith's research report indicates that the core variable for the U.S. stock market's direction in the coming week will be AI catalysts, not inflation data, potentially driving a "right-tail" event.
Coppersmith believes that the launch of OpenAI's flagship new model, Astra, the Goldman Sachs Communacopia+ Technology Conference (where OpenAI will take the stage at 9:30 AM PT on Tuesday), and the c
-
A report shows that as of September 4, executives and directors at NVIDIA, Palantir, and Meta Platforms have net sold approximately $18.6 billion worth of company stock over the past five years, while insider buying has almost come to a halt during the same period.
A report shows that as of September 4, executives and directors at NVIDIA, Palantir, and Meta Platforms have net sold approximately $18.6 billion worth of company stock over the past five years, while
-
AI Is Disrupting Software Companies—but Not as Fast as Many Feared
Even as their shares got pummeled, companies like Salesforce have been showing financial strength, indicating that AI's disruption to the software sector is not as rapid as many investors had feared.
-
Hedge Fund Titan Chris Rokos Reportedly Leaving UK for Greece Amid Tax Changes
Chris Rokos, the founder of Rokos Capital Management, is reportedly set to leave the UK and switch his residency to Greece, according to people familiar with the arrangement. As part of the move, Roko
-
Goldman and Deutsche Bank Turn French Election Into Bond Trade
Wall Street is turning next year’s French election into a trade for investors, whichever way they expect the vote to go.
-
Japan Consortium Extends Perovskite Solar Cell Life by 50%, Achieving World's Highest Durability
A consortium comprising Toshiba, Shin-Etsu Chemical, and Niigata University has developed a perovskite solar cell that is 1.5 times more durable than existing alternatives, giving it the world's highe
-
AI Adoption Erodes Employee Judgment and Critical Thinking Skills, According to BCG Survey and MIT Study
A recent survey by Boston Consulting Group (BCG) found that half of 70 C-suite leaders are already observing a weakening of judgment and problem-solving skills within their organizations due to AI ado
-
U.S. stocks usually stumble after Fed hikes, but Japanese and European markets tend to climb, says Citi
Citigroup strategists, led by Beata Manthey, wrote in a note published Sunday that U.S. stocks usually underperform after the Federal Reserve's first interest-rate hike in a cycle, before advancing ov
-
Blue Owl plans publicly traded data center REIT, to be seeded with $6.5 billion of its own assets
Blue Owl Capital is considering launching a publicly traded data center Real Estate Investment Trust (REIT), which would initially be seeded with approximately $6.5 billion of the firm's own assets. T
-
Zhipu AI, a Hong Kong-Kong listed AI company, closed down 10.02% at HKD 916 on September 8, bringing its cumulative decline to over 20% since September 1.
Jefferies, in a report released on September 6, noted that Zhipu AI's rapid ARR (Annual Recurring Revenue) growth in August was driven by a concentrated release of new products and a low base effect.
-
Goldman Sachs raises oil price forecast, citing Strait of Hormuz hostilities, crude prices could reach $120/barrel.
Goldman Sachs analysts have shifted their oil price outlook from a downgrade to an upgrade within three months. The previous downgrade was due to a memorandum of understanding between the US and Iran,
-
Brent crude oil climbs toward $100 as the Strait of Hormuz remains constrained
Brent crude oil climbs toward $100 as the Strait of Hormuz remains constrained
-
South Korea's Hyosung Heavy Industries Expands U.S. Power Infrastructure Business to Meet Electricity Demand Growth from AI and Data Centers
South Korea's Hyosung Heavy Industries is expanding its power infrastructure business in the United States to meet the growing electricity demands of artificial intelligence (AI) and data centers. The
-
Xiaomi MiMo Desktop is now open for invitation-only testing, extending its large AI model capabilities to the desktop workbench. It supports autonomous browser control and generates interactive preview interfaces.
Xiaomi MiMo Desktop is now open for invitation-only testing, extending its large AI model capabilities to the desktop workbench. It supports autonomous browser control and generates interactive previe
-
Singapore MAS proposes Bill to impose TLAC requirements on systemically important FIs and align with FATF standards
Singapore MAS proposes Bill to impose TLAC requirements on systemically important FIs and align with FATF standards
-
Marathon Executive Richards: Stock Market Can Absorb 25 Basis Point Fed Rate Hike
Marathon Executive Richards: Stock Market Can Absorb 25 Basis Point Fed Rate Hike
-
The Kremlin spokesman stated that Russia's goal is not de-dollarization.
The Kremlin spokesman stated that Russia's goal is not de-dollarization.
-
US Treasury Yields Tick Higher, With 10-Year Up 2 Bps to 4.8063%, as Traders Await Economic Data and Rising Energy Costs Weigh
US Treasury Yields Tick Higher, With 10-Year Up 2 Bps to 4.8063%, as Traders Await Economic Data and Rising Energy Costs Weigh
-
Gaw Capital Secures $547 Million Loan for Regent Hong Kong Hotel
Gaw Capital Partners has secured a HK$4.29 billion ($547 million) loan backed by its Regent Hong Kong hotel. Lender commitments for the loan exceeded the target amount, which Bloomberg notes underscor
-
Houthi attacks on multiple Saudi energy facilities disrupt operations, Brent crude rises 1.65% intraday, nearing $100 mark.
Yemen's Houthi rebels launched attacks on September 8 against multiple cities in southern Saudi Arabia, including Abha, Khamis Mushait, Najran, and Jizan. These attacks resulted in fires at several en
-
CryptoQuant Analyst: Unexpected US Inflation Triggers Over $106 Million in Binance ETH Long Liquidations, Highest Single-Hour Total in Nearly Six Months
CryptoQuant analyst Darkfost_Coc stated that higher-than-expected US inflation data led to over $106 million in Ethereum long liquidations on Binance, the world's largest cryptocurrency exchange by tr
-
EBA Designates USDC as EU's First 'Significant E-Money Token' Under MiCA, to Take Over Direct Supervision of Reserves from Nov 12; Circle Proposes More Flexible Reserve Rules
EBA Designates USDC as EU's First 'Significant E-Money Token' Under MiCA, to Take Over Direct Supervision of Reserves from Nov 12; Circle Proposes More Flexible Reserve Rules
-
Japan's Finance Minister Satsuki Katayama: G20 finance ministers and central bank governors expressed concern over yield and forex volatility, reiterating the currency intervention agreement
Japanese Finance Minister Satsuki Katayama stated that Thursday's G20 Finance Ministers and Central Bank Governors meeting in Bangkok reaffirmed their agreement on currency intervention. Katayama also
-
HKMA announces “ART” Framework to promote responsible A.I. adoption in banking sector
The Hong Kong Monetary Authority (HKMA) announced today the “ART” Framework, standing for Accountability, Resilience, and Trust, to support the responsible adoption of artificial intelligence (A.I.) i
-
South Korea's KOSPI and KOSDAQ stock markets both plummeted over 8%, triggering circuit breakers. The Financial Services Commission held an emergency meeting to discuss stabilization measures and prepare to activate contingency plans.
South Korea's KOSPI and KOSDAQ stock markets both plummeted over 8%, triggering circuit breakers. The Financial Services Commission held an emergency meeting to discuss stabilization measures and prep
-
India's IDBI Bank shares fall 7% after government announces $5.5B stake sale to Canada's Fairfax
India's IDBI Bank shares fell more than 7% on Thursday after the Indian government announced the sale of a 60.7% majority stake in the state-owned bank to Canadian firm Fairfax Financial Holdings for
-
G20 Finance Ministers and Central Bank Governors meet in Thailand, Iran War Impact in Focus
G20 finance ministers and central bank governors met in Bangkok, Thailand, on Thursday, with the global economic outlook clouded by uncertainty due to the US-Israel war with Iran. The meeting, held co
-
BlackRock CEO Fink Warns: Halting Data Center Construction Will Lead to US Recession, Sounds Alarm on $40 Trillion National Debt
BlackRock CEO Larry Fink stated in a CNBC interview on Wednesday that a halt in data center construction in the U.S. would lead to a recession. He noted that the U.S. economy is heavily reliant on AI-
-
South Korean companies, including SK and Samsung C&T, are considering investing in Westinghouse Electric Company, a U.S. nuclear power company.
According to The Korea Herald, major South Korean conglomerates including SK Group, Samsung C&T, Hyundai Engineering & Construction, and Doosan Heavy Industries are considering multi-trillion won inve
-
U.S. Ambassador to India Sergio Gor called India a top partner, supporting deeper trade ties.
U.S. Ambassador to India, Sergio Gor, stated that India remains a trusted partner of the United States, and deepening trade and commercial ties is a top priority for the relationship between the two c
-
Li Lecheng, Secretary of the Anhui Provincial Party Committee, inspected CXMT, pledging support for the expansion of China's chip industry.
According to the South China Morning Post, Li Lecheng, Secretary of the Anhui Provincial Party Committee, inspected Changxin Memory Technologies (CXMT), a Chinese memory chip giant, on Wednesday (Octo
-
UK economy grew 0.1% in August, beating expectations
UK economy grew 0.1% in August, beating expectations
-
AI job displacement to curb Asia-Pacific office demand: CBRE
Property consultancy CBRE reported on Thursday that AI-driven job displacement is expected to trim five percentage points off office space demand growth in developed Asia-Pacific economies over the ne
-
Australians cut back on fuel purchases due to the Iran war pushing up oil prices, with diesel sales in August seeing their largest drop since 2022.
Australians cut back on fuel purchases as the war in Iran pushed up oil prices, with diesel sales in August seeing their largest drop since 2022, and gasoline sales also experiencing a further decline
-
FTSE 100 Set to Outperform as Global Tech Stocks Fall
FTSE 100 Set to Outperform as Global Tech Stocks Fall
-
Singapore's cybersecurity chief calls for continuous monitoring and closer cooperation after cyber intrusions targeting South Korean banks
Gwenda Fong, chief executive of Singapore's Cyber Security Agency, emphasized the need for organizations to move beyond a compliance-based mindset, especially as AI empowers hackers to exploit vulnera
-
Zelenskyy expresses caution over US-Russia energy deals, concerned about Washington's direct engagement with Moscow.
Ukrainian President Volodymyr Zelenskyy expressed clear caution in an interview with the Financial Times regarding Donald Trump's previous announcement of a deal with Russia, where Putin allegedly agr
-
Zelenskyy publicly accused Trump and Musk of restricting Starlink technology, as the rift between the parties continues to deepen.
Ukrainian President Volodymyr Zelenskyy has publicly accused Donald Trump and Elon Musk of restricting Ukraine's military access to SpaceX's Starlink satellite technology, further escalating tensions
-
U.S. spot Bitcoin ETFs recorded $261M net outflows on Oct 14, while Ethereum ETFs saw $130M net outflows, led by BlackRock's ETHA.
U.S. spot Bitcoin ETFs recorded $261M net outflows on Oct 14, while Ethereum ETFs saw $130M net outflows, led by BlackRock's ETHA.
-
South African state-owned power utility Eskom is adjusting its strategy, preparing to unbundle and relinquish its monopoly.
South African state utility Eskom is seeking to develop new revenue streams to counter the decline of its monopoly in power generation and transmission, and to prepare for its future unbundling.
-
Musk retweeted and commented that AI should not be allowed to lie or have contradictory axioms, otherwise it could lead to it "going insane and doing terrible things."
Musk reposted a tweet from @firesidealpha, commenting that the core lesson of "2001: A Space Odyssey" is that AI should not be allowed to lie, as HAL killed the crew to reconcile two contradictory com
-
Trump reiterates that South Korea will invest $50 billion in the Alaska LNG project, despite denials from the South Korean side.
Former U.S. President Donald Trump claimed again on Truth Social on Wednesday that South Korea has committed to investing $50 billion in a large liquefied natural gas project in Alaska. This follows S
-
Bloomberg Markets: European Leaders Lack Effective Tools to Mitigate Trump's War-Driven Energy Shock from Iran
EU leaders are looking for ways to alleviate soaring energy prices, but US President Donald Trump's war on Iran leaves them with limited options.
-
Donald Trump reposted a Wall Street Journal opinion piece titled, "U.S. Gross Output Points to an Economic Surge."
Donald Trump reposted a Wall Street Journal opinion piece headline suggesting that U.S. total output signals an economic surge.
-
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.
-
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.
-
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
-
1
Hex founder Richard Heart arrested in Istanbul on Interpol Red Notice.
-
2
Morocco's phosphate giant OCP SA seeks foreign investors as war-induced supply disruptions hit profits
-
3
China's A-share gaming sector surged on October 14, with FunPlus hitting a 20% daily limit. This was driven by an elevated policy positioning, stabilizing game license approvals, and the accelerating implementation of AI-driven cost reductions.
-
4
GlobalFoundries plans two new chip fabs with up to $21 billion funding
-
5
JPMorgan and Other Major Banks Cut Off MAGA Sellers and Democrat Groups
-
6
AI app ArtCraft launches free alternatives to Adobe and Microsoft software, challenging Big Tech's economic model
-
7
L2 Capital to Tokenize $500M Pre-IPO AI Shares with Newton
-
8
The S&P 500 Banks Index fell to its lowest level in over four months, down 1.3% on the day.
-
9
AI infrastructure companies Corweave fell 14.9% and Nebius fell 9.7%, making them the biggest decliners in the Nasdaq 100 index.
-
10
The DXY is up 0.7% intraday, currently at 102.898.
Markets Today
Recommended Reading



