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Macro
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Seaport Research strategist Palfrey believes investors have underestimated the strong performance of Q2 earnings, with S&P 500 EPS growing by 55%.
Patrick Palfrey, Head of Portfolio Strategy at Seaport Research Partners, noted that S&P 500 earnings per share (EPS) grew by 55% in the second quarter, or 35% when excluding unrealized gains. He beli
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Bitcoin traders reduced bullish bets ahead of US inflation data, with Bitcoin pulling back from $80,000 to $78,000.
AI trading terminal OrderX data shows that as Bitcoin retreated from $80,000 to approximately $78,000, bullish option skew continued to soften, and traders are reducing their long exposure. The US is
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US CPI Report to Guide Fed Decision on Rates; Officials Prepared to Raise Rates if Inflation Doesn't Improve Soon
Federal Reserve officials have signaled they are prepared to raise interest rates if inflation does not improve soon, though they acknowledge their main policy tool may do little to restrain some of t
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Bank of America: AI disruption bar is high, equity markets can withstand more severe bond shocks
Bank of America analysts argue that equity markets are capable of withstanding more severe bond market shocks than those seen so far in 2026. They suggest that volatility may currently be a better ind
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Rogo, a Wall Street-favored AI startup, secures approximately $30 million in strategic investment to deploy AI agents in wealth management.
Rogo Technologies has secured a new strategic investment round of approximately $30 million. The company, whose AI agents are currently utilized by major investment banks such as JPMorgan Chase and Ba
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Iran Orders Temporary Suspension of 10% Freight Charge on Foreign Vessels Carrying Energy Products to or From Iran
Iran Orders Temporary Suspension of 10% Freight Charge on Foreign Vessels Carrying Energy Products to or From Iran
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US Treasury Secretary Bessent's bond-buyback plan appears ineffective as yields flirt with multiyear highs, hurting stocks for a second day Wednesday.
US Treasury Secretary Bessent's bond-buyback plan appears ineffective as yields flirt with multiyear highs, hurting stocks for a second day Wednesday.
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U.S. government bond yields broadly rose on Thursday, with the 10-year yield hitting a new high of 4.8589% since November 2023, as investors awaited wholesale inflation data.
U.S. government bond yields generally rose on Thursday, with the 10-year Treasury yield climbing over 2 basis points to 4.8589%, reaching its highest level since November 2023. The 2-year yield rose 1
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The Hong Kong Monetary Authority (HKMA), Hong Kong Exchanges and Clearing Limited (HKEX), Dubai Financial Services Authority (DFSA), and Nasdaq Dubai have established a strategic working group to deepen cooperation between the financial markets of Hong Kong and Dubai.
The Hong Kong Monetary Authority (HKMA), Hong Kong Exchanges and Clearing Limited (HKEX), Dubai Financial Services Authority (DFSA), and Nasdaq Dubai jointly announced the establishment of the working
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PSP Plans to Increase Canadian Investments to C$100 Billion in Coming Years
The CEO of PSP Investments (Public Sector Pension Investment Board) stated that the organization plans to increase its investments in Canada by approximately one-third to C$100 billion (approximately
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Intesa Sanpaolo Investors Back Share Issue to Finance €35.4 Billion Monte Paschi Bid
Intesa Sanpaolo SpA shareholders approved the issuance of new shares to finance the €35.4 billion ($41.2 billion) takeover bid for Banca Monte dei Paschi di Siena SpA. This move brings Intesa Sanpaolo
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Houthi forces have seized control of Mocha, a city on Yemen's Red Sea coast, altering the balance of power over the Bab el-Mandeb Strait. Brent crude oil rose over 1% to $102.4/barrel.
Houthi forces have seized control of Mocha, a city on Yemen's Red Sea coast, altering the balance of power over the Bab el-Mandeb Strait. Brent crude oil rose over 1% to $102.4/barrel.
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Vietnamese President To Lam visited Moscow on September 9, where he and Russian President Vladimir Putin agreed to deepen energy cooperation, including in nuclear power and oil and gas.
According to the Vietnam News Agency, this marks the first state visit by a Vietnamese President to Russia since 1991, with both sides also emphasizing cooperation in defense and trade.
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Korean Financial Firms Shift Anthropic IPO Strategy After SpaceX Experience
Korean asset managers and brokerages are taking a cautious approach to AI vanguard Anthropic's upcoming IPO, planning to buy shares on the open market after listing, rather than trying to secure alloc
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Law firm Latham & Watkins buys Nvidia servers to set up in-house AI systems, customising open-weight models as an alternative to OpenAI and Anthropic
Law firm Latham & Watkins buys Nvidia servers to set up in-house AI systems, customising open-weight models as an alternative to OpenAI and Anthropic
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India Small-Cap Funds Pull Record Inflows in August, Defying Broader Market Weakness
Indian equity funds investing in small-cap stocks drew record inflows in August, as investors favored smaller companies whose months-long rally has defied broader weakness in the nation’s equities.
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Fire on foreign-flagged cargo ship in eastern China causes 'significant casualties'
A fire broke out on a foreign-flagged cargo ship docked at a shipyard in Qingdao, eastern China, at 11:15 local time (03:15 GMT), resulting in significant casualties. President Xi Jinping has called f
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Al Jazeera: Israeli checkpoints in the West Bank stifle Palestinian economy, costing approximately $765,000 daily
Al Jazeera reported that since the Gaza war began in October 2023, the number of Israeli military checkpoints in the West Bank has surged to approximately 925, leading to a more than 50% drop in local
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Long-term eurozone government bond and US Treasury yields edged higher as investors awaited an anticipated interest rate hike from the European Central Bank and the US Treasury's first, larger-scale buyback auction.
Long-term eurozone government bond and US Treasury yields edged higher as investors awaited an anticipated interest rate hike from the European Central Bank and the US Treasury's first, larger-scale b
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DeepSeek says new Flash AI model beats Kimi K3 on cyber, coding benchmarks
The Chinese AI developer's V4.1 Flash model uses a new “Causal-Encoder-Decoder” architecture, built on a 552 billion-parameter framework with a Mixture-of-Experts (MoE) design. DeepSeek claims it outp
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Chinese Robot Firm Galaxea AI's Hong Kong IPO Plan Clouded by Tighter Regulatory Climate in China, Sources Say
Chinese Robot Firm Galaxea AI's Hong Kong IPO Plan Clouded by Tighter Regulatory Climate in China, Sources Say
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Lu Lei, Deputy Governor of the People's Bank of China: Will develop the offshore RMB market, enrich liquidity supply, and regularize the issuance of treasury bonds and central bank bills.
Lu Lei, Deputy Governor of the People's Bank of China (PBOC), stated at a press conference on September 10 that during the 15th Five-Year Plan period, the PBOC will focus on promoting high-level finan
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Lu Lei, Deputy Governor of the People's Bank of China (PBOC): Will improve the reserve requirement system, conduct open market operations more flexibly and precisely, and gradually de-emphasize quantitative intermediate targets.
Lu Lei, Deputy Governor of the People's Bank of China (PBOC), stated at the "Starting the 15th Five-Year Plan" series of press conferences on September 10 that during the 15th Five-Year Plan period, t
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Apple is revamping Siri AI, connecting its intelligence to third-party content and services.
Apple extended Apple Intelligence from its first-party application ecosystem to third-party workflow scenarios in this conference. The new Siri AI possesses personal context awareness across messages,
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China's National Bureau of Statistics: Consumer prices rose 0.9% year-on-year in September 2026.
China's National Bureau of Statistics: Consumer prices rose 0.9% year-on-year in September 2026.
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China's CPI rose 0.2% month-over-month, below the expected 0.3% and the previous 0.4%.
CPI MoM: 0.2%, expected 0.3%, previous 0.4%, below expectations Release Time: 2026-10-14 01:30 UTC
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China's National Bureau of Statistics: In September 2026, the Producer Price Index (PPI) rose by 5.0% year-on-year and 1.2% month-on-month.
China's National Bureau of Statistics announced that in September 2026, the Producer Price Index (PPI) for manufactured goods rose by 5.0% year-on-year and 1.2% month-on-month. The purchasing price in
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EU Halts Imports of Certain Namibian Meat Products Following Foot-and-Mouth Disease Outbreak
Namibia's Directorate of Veterinary Services confirmed an outbreak of Foot-and-Mouth Disease (FMD) on a commercial farm in the southern //Kharas region on September 23. President Netumbo Nandi-Ndaitwa
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IMF calls for restrictive policies, while BOK chief emphasizes exchange-rate stability amid inflation uncertainty
During the International Monetary Fund and World Bank annual meetings in Bangkok, IMF called for restrictive policies to navigate inflation uncertainty. Separately, Bank of Korea Governor Shin Hyun-so
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Olympus Corp. shares plunged the most since April 2025 after US FDA issued a warning letter following inspections at six facilities
Olympus Corp. shares plunged the most since April 2025 after US FDA issued a warning letter following inspections at six facilities
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China's September exports likely grew 25.5% year-on-year, Reuters poll shows, with imports slowing to 24.5%; official data due Wednesday
China's September exports likely grew 25.5% year-on-year, Reuters poll shows, with imports slowing to 24.5%; official data due Wednesday
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Fed Governor Cook's lawyer says she will be traveling on Fed business and unable to make a Nov. 5 hearing at the White House, asking for a postponement until after the Fed's Dec. 8-9 policy meeting.
Fed Governor Cook's lawyer says she will be traveling on Fed business and unable to make a Nov. 5 hearing at the White House, asking for a postponement until after the Fed's Dec. 8-9 policy meeting.
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Philippines' largest crypto exchange Coins.ph faces central bank regulatory action
Coins.ph, the largest cryptocurrency exchange in the Philippines with over 18 million customers, is reportedly facing punitive action from the country's central bank (Bangko Sentral ng Pilipinas, BSP)
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Australia's Largest IPO in Decades Fails, Sending Tremors Through AI Trade
The failure of Australia's largest initial public offering (IPO) in decades, reportedly due to high interest rates and political uncertainty, is causing data-center startups and other tech companies t
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Israel's airstrikes in Gaza kill one, while an attack in the West Bank injures a journalist; Netanyahu vows to expand control over the West Bank.
Al Jazeera reported that an Israeli airstrike on a car in Gaza City on Tuesday killed one person and injured several others. Additionally, the Palestinian news agency Wafa stated that a 4-year-old boy
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BTIG: 60% of U.S. Stocks Are in a Bear Market, Tech Magnificent Seven Alone Prop Up S&P, Market May Be Just "One Small Push" Away
BTIG, a technical analysis firm, warns that while the S&P 500 index is near historical highs, its internal structure is severely divided, with 60% of its component stocks having fallen more than 20% f
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Nikkei 225 rose 0.3%, as investors may be adjusting positions ahead of the release of US CPI data.
The Nikkei 225 rose 0.3%, as investors may be adjusting positions ahead of the release of US CPI data, seeking clues on the Federal Reserve's rate hike path.
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South Korean stocks opened higher on Wednesday, with the KOSPI index rising 0.44% at the open and climbing 1.83% to 6,146.01 points as of 9:15 AM, after plunging 5.46% the previous day due to AI concerns.
South Korean stocks opened higher on Wednesday, with the KOSPI index rising 0.44% at the open and up 1.83% to 6,146.01 points as of 9:15 AM, after a 5.46% plunge the previous day due to AI concerns. T
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Hong Kong's interbank cash reserves are near historic lows, and the HKD exchange rate is approaching the weak end of its trading band. Strategists are concerned that the Hong Kong Monetary Authority's actions to defend the HKD could increase the volatility risk of borrowing costs.
Hong Kong's interbank cash reserves are near historic lows, and the HKD exchange rate is approaching the weak end of its trading band. Strategists are concerned that the Hong Kong Monetary Authority's
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Autonomous driving software maker Applied Intuition is seeking to raise funds at a valuation of at least $30 billion, double its June valuation.
Autonomous driving software company Applied Intuition is seeking a new funding round at a valuation of at least $30 billion, double its June valuation, positioning it among the world's top AI unicorns
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Singapore's Q3 GDP grew by 5.4%, lower than the previous quarter's four-year high but above expectations.
Singapore's Q3 GDP grew 5.4% year-on-year, lower than the four-year high set in the previous quarter but exceeding the 5% expected by economists polled by Reuters. The Monetary Authority of Singapore
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Microsoft added over $130 billion in data center leases in a single quarter, planning to more than double its computing capacity by 2032.
Microsoft's regulatory filing on Wednesday revealed that the company added over $130 billion in data center leases in a single quarter, bringing its total commitments to $329.1 billion, a significant
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Henderson Land Development is betting on tenant "fear of missing out" to support its $8.03 billion Central Yards project in Hong Kong.
Henderson Land Development is banking on strong demand for high-end office space to support its HK$63 billion (US$8.03 billion) Central Yards project, as tenants gravitate towards top-tier buildings d
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Bank of Japan: M2 money stock growth flat at 2.0% YoY in September; broad liquidity growth slows to 4.3%.
Bank of Japan: M2 money stock growth flat at 2.0% YoY in September; broad liquidity growth slows to 4.3%.
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Asian thermal coal prices rise on winter's approach and tight supply.
Asian thermal coal prices have risen as power plants stockpile fuel for winter, exacerbating market tightness caused by strong demand from China to Indonesia and supply disruptions.
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Germany puts Ukrainian man Serhii K on trial for allegedly blowing up Nord Stream pipelines
Serhii K, identified by German prosecutors as Serhii Kuznetsov, appeared in a Hamburg court on Wednesday, accused of plotting with other Ukrainian military personnel to destroy Russia's gas pipelines
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Goldman Sachs: Investors Are Seeking "Profitable" Overseas Growth from Chinese Companies
Goldman Sachs stated that investors are skeptical of the rapid overseas expansion of Chinese companies and are seeking "profitable" growth. Trina Chen, co-head of Greater China Equity Research at Gold
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China's world-beating bonds can overcome paltry yields, funds say
China's world-beating bonds have dodged the selloff in global debt, and some fund managers are positioning for further gains due to a strong yuan and a sluggish domestic economy.
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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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China's futures exchanges to tighten leash on quant trading, defining violations and punishments
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Dutch pensions manager PGGM agrees to take on part of the risk on €5 billion of ING loans backing energy transition
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The utilization rate of frontier AI models plummeted from 55% in Q1 2025 to 14% in Q3 2026, as the market shifted towards cost-effectiveness.
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Air France confirms compliance with Israeli rule barring crew from certain nations
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China's central bank increased its gold holdings by 740,000 ounces in September, the largest increase in three years, to reduce its exposure to U.S. dollar assets.
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India's Finance Minister Sitharaman Says RBI Will Likely Continue Efforts to Curb Rupee Volatility
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Wallstreetcn Analysis: The AI frenzy exhibits characteristics of both the "dot-com" and "real estate" bubbles, with global capital pouring into core US AI sectors, reaching $4.9 trillion in holdings.
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Alibaba's Tongyi Qianwen has launched three AI hardware products: the AI Glasses N1 series starting from 2,218 yuan, and AI ear-clip headphones starting from 1,099 yuan.
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Binance announces the closure of its Pool Services
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Brazil's stock market has broken out strongly, rising over 12% this month and recording its largest weekly gain since 2020. EWZ attracted $2.3 billion in a single week, becoming a new focus for hedging AI risks.
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