Macro
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The European Central Bank (ECB) has raised its inflation forecasts for 2027 and 2028, projecting headline inflation to be 2.5% in 2027.
The latest European Central Bank (ECB) staff projections show headline inflation averaging 3.0% in 2026, 2.5% in 2027, and 2.1% in 2028. Compared to June, the 2026 projection is unchanged, but the 202
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The European Central Bank (ECB) raised its three key interest rates by 25 basis points, with the deposit facility rate increasing to 2.50%, effective September 16.
The Governing Council of the European Central Bank has decided to raise the deposit facility rate, the main refinancing operations rate, and the marginal lending facility rate to 2.50%, 2.65%, and 2.9
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Vistra signs 20-year PPAs with Meta and AWS for 3,800 MW of power, commits $1B to AI data center venture with NVIDIA and KKR
Vistra (VST) has signed 20-year power purchase agreements (PPAs) with Meta Platforms for 2,600 MW of nuclear power and with Amazon Web Services (AWS) for 1,200 MW of carbon-free power. Additionally, t
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24/7 Wall St. analysts rate Caterpillar (CAT) a 'Buy' with 90% confidence, citing record Q2 revenue of $20.54B and 92% backlog growth to $72B driven by AI data center demand.
24/7 Wall St. analysts rate Caterpillar (CAT) a 'Buy' with 90% confidence, citing record Q2 revenue of $20.54B and 92% backlog growth to $72B driven by AI data center demand. The firm set a price targ
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India's NPCI Partners with HDFC Bank to Launch Sovereign AI Retail Banking Model FiMi Banking
The National Payments Corporation of India (NPCI) announced the launch of "India Financial Model (FiMi) Bank," a "sovereign compact model" specifically designed for Indian retail banking applications,
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Inspire Brands, a U.S. restaurant holding company, has appointed Scott Murphy as interim CEO, following former CEO Paul Brown's leave of absence due to illness.
Inspire Brands, an American restaurant holding company, has appointed Scott Murphy, President of the Dunkin' brand, as interim CEO. This follows co-founder and CEO Paul Brown taking a temporary leave
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Wall Street is broadly betting on a divided Congress emerging from the US midterm elections, viewing it as the most market-friendly and probable outcome.
Wall Street is currently strategizing for various scenarios in the U.S. midterm elections, with a general consensus that a divided Congress is the most market-friendly outcome and also the most likely
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Market attention is focused on rumors surrounding the future of European Central Bank President Lagarde and core hawk Executive Board member Schnabel, which could impact the policy path after December.
Speculation is mounting regarding the potential early departure of European Central Bank (ECB) President Christine Lagarde (rumored to take over as Chair of the World Economic Forum or enter French po
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Saudi Arabia reported to OPEC that its crude oil production fell again last month, reaching its lowest level since 1990.
Saudi Arabia reported to OPEC that its crude oil production again fell sharply last month, reaching its lowest level since 1990, as renewed hostilities between the United States and Iran squeezed Saud
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Rob Arnott Sells His Index Business, Retains $30 Billion in Assets to Deepen Active Investing Push
Rob Arnott Sells His Index Business, Retains $30 Billion in Assets to Deepen Active Investing Push
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Qatar in Talks to Buy US LNG Under Long-Term Agreements Amid Iran War
According to people familiar with the matter, Qatar is in discussions to purchase liquefied natural gas from US suppliers under long-term agreements, as the ongoing Iran war has crippled Qatar's abili
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Apple's stock set to rise after iPhone 18 Pro and foldable iPhone Duo reveal; analysts say company is walking a 'tightrope' on pricing
Apple shares were set to rise on Thursday following the launch of new products, including the iPhone 18 Pro and the foldable iPhone Duo, which were unveiled on Wednesday. Goldman Sachs analysts led by
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BIS Chief Warns AI Capex Arms Race Relies on Opaque Debt, Posing Systemic Risks
Pablo Hernandez, head of the Bank for International Settlements (BIS), cautioned that the rapid rise in AI-driven capital expenditure, fueled by hype rather than actual profits, risks broad economic c
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Trump claims GOP Midterm Convention in Dallas was “sold out” with stronger viewership than NFL
Trump claimed the Republican Midterm Convention in Dallas drew record attendance and stronger overall viewership than the NFL. He said thousands were unable to enter the packed arena and announced he
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South Korean SK Group Chairman Chey Tae-won Visits Ulsan AI Data Center, Calls for Synergy with Manufacturing
South Korean SK Group Chairman Chey Tae-won on Thursday visited an artificial intelligence (AI) data center under construction in the southeastern city of Ulsan and SK Innovation Co.'s nearby petroche
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UBS's Reiman Expects Two Fed Rate Hikes This Year, Says US Economy Can Withstand Them
Kurt Reiman, head of fixed income at UBS Global Wealth Management, expects two interest-rate hikes from the Federal Reserve this year, stating that the US economy can withstand them. He attributes ris
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U.S. equity futures were little changed in early Thursday trading, as investors focused on PPI data and Oracle's AI earnings report. Oil prices continued to rise due to signals of war in Iran, exacerbating inflation concerns.
U.S. equity futures were little changed early Thursday as investors awaited inflation data (PPI) and Oracle's earnings, which will test their tolerance for AI spending risks. Meanwhile, oil prices con
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The US-Iran conflict may become protracted, with Brent crude oil surpassing $102 due to escalating shipping risks in the Strait of Hormuz and the Red Sea.
Iran is committed to continuing the fight and has rebuilt its missile capabilities, according to Bloomberg. Meanwhile, the Wall Street Journal reported that senior White House advisors have warned Don
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Wallstreetcn Analysis: China's Enterprise AI Office Market Enters "Context War," with Giants like Tencent, Alibaba, Baidu, and ByteDance Competing for Three Major Fronts
Wallstreetcn analysis indicates that the Chinese enterprise AI office market is experiencing fierce competition centered around "context." Tech giants such as Tencent, Alibaba, Baidu, and ByteDance ar
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Chinese new energy vehicle brand Huajing confirmed that the delivery of its Huajing S model has been affected and the delivery period extended due to a phased shortage of vehicle chips for the HarmonyOS cockpit.
Sources close to HUAJING confirmed the news to Wallstreetcn on September 8, stating that they are adjusting their plans with Huawei. HUAJING S's delivery growth slowed significantly in August, with on
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IAEA Board Passes Resolution Accusing Iran of Non-Compliance, Refers Issue to UN Security Council; Iran Cites US Attacks for Access Issues
The Board of Governors of the International Atomic Energy Agency (IAEA) has passed a resolution accusing Iran of failing to comply with its nuclear nonproliferation commitments and referred the matter
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Oil buyers question whether China will again take action to restrain prices, noting that slashing crude imports may no longer be an option as Beijing did early in the war.
Oil buyers question whether China will again take action to restrain prices, noting that slashing crude imports may no longer be an option as Beijing did early in the war.
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Iraq Tenders for Two Supertankers to Secure Oil Exports via Hormuz Amid Threats
Iraq is holding a tender to hire two or more oil supertankers to perform transits through the Strait of Hormuz. This move aims to ensure the country’s crude exports while the vital waterway remains un
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UK Spends Nearly $40 Million on SpaceX Satellite Services, Adopting Starshield
Britain has become the first country outside the U.S. to publicly acknowledge adopting Starshield, spending nearly $40 million on SpaceX satellite services. The UK military operates roughly 1,000 Star
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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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Donald Trump retweeted Gregg Jarrett's post, stating that the truth about the "Russia hoax" has been revealed.
Donald Trump retweeted Gregg Jarrett's post, stating that the truth about the "Russia hoax" has been revealed.
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Donald Trump criticized New York Attorney General Letitia James in a post, calling her "zero credibility."
Donald Trump posted on Truth Social, criticizing New York Attorney General Letitia James' investigation into a Cornell University rape case, calling it "dirty, disgusting, and zero credibility." Trump
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Science Corporation has implanted a vision-restoring chip into a patient with Stargardt disease for the first time.
Science Corporation CEO Max Hodak, co-founder and former president of Neuralink, announced at TechCrunch Disrupt that the company has successfully implanted its PRIMA chip, designed to restore vision,
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Anthropic asks D.C. court to rehear appeal of Pentagon blacklisting
Anthropic is asking a federal court in Washington, D.C. to rehear its appeal in a case concerning the Pentagon's blacklisting of the company's AI models. The company's attorneys filed a petition on Tu
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BIS Research: Rising US Deposit Rates Pose Greater Headwind to USDC Adoption
A study published by the Bank for International Settlements (BIS) on October 13 shows that the repricing of bank deposit rates has a greater decelerating effect on USDC growth than on USDT, indicating
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Cerebras CEO Andrew Feldman predicts personal AI assistants will become as common as household appliances.
Cerebras CEO Andrew Feldman stated at TechCrunch Disrupt 2026 that personal AI assistants will soon become widespread, with some running locally on devices and others in the cloud. He anticipates thes
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KKR Sees Bond Rout as Opening to Lock in High-Grade Asian Credit
The global bond rout is giving fixed-income investors a rare chance to lock in Asian junk bond-like payouts without the credit risk of such debt, according to KKR & Co. Dengzhao Pan, head of Asia liqu
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HKEX completes pilot schemes for cross-border Green Electricity Certificate trading with mainland China exchanges
Hong Kong Exchanges and Clearing (HKEX) has completed the first cross-border trading of Green Electricity Certificates (GECs) under two pilot programmes with mainland exchanges in Guangzhou and Shenzh
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U.S. stocks closed lower on Tuesday, with chip stocks extending their decline and bank earnings showing mixed results.
Wall Street stocks closed lower on Tuesday, with the PHLX Semiconductor Index falling for a fifth consecutive session, down 0.2%. Micron Technology and Applied Materials dropped 3.6% and nearly 7%, re
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Researchers from multiple universities have announced the creation of the first operational post-quantum defense system for Bitcoin's Lightning Network.
Researchers from Texas A&M University-Commerce, North American University, Florida Gulf Coast University, and Florida Institute of Technology have announced the construction of the first complete post
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Russian Ballistic Missile Strikes Hit Kyiv Power Plant, Zelensky Reports No Early Warning Amid 'Energy Ceasefire' Contradiction
Ukrainian President Volodymyr Zelensky stated that a key energy facility, Darnytska CHP-4, supplying Kyiv with heating and electricity, was hit by Russian ballistic missiles. He emphasized that these
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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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India's Finance Minister Sitharaman Says RBI Will Likely Continue Efforts to Curb Rupee Volatility
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Air France confirms compliance with Israeli rule barring crew from certain nations
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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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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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Binance announces the closure of its Pool Services
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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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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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