Macro
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Fed insider Nick Timiraos relayed the view that while US inflation has not significantly worsened, it has not improved either. If it does not move towards the target, the duration of its deviation from the target will become important.
Federal Reserve insider Nick Timiraos posted on X, relaying market sentiment that while U.S. inflation rose earlier this year and has not significantly worsened, it has also not improved. He noted tha
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Bloomberg: Chinese AI firm Moonshot AI targets $2 billion in annual revenue by year-end, double August run rate
Moonshot AI, the maker of Kimi, aims to achieve this aggressive goal by the end of the year, reflecting the success of its K3 model since its release this summer. OpenRouter data shows K3 models curre
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Wall Street eyes Salesforce's Claudeforce partnership with Anthropic at next week's Dreamforce conference for AI strategy details
Salesforce's stock has been riding a wave of AI optimism, surging 23% after its earnings report last month. Analysts are looking to the company's annual Dreamforce conference in San Francisco next wee
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U.S. CFTC Crude Oil Net Speculative Positions: 137,000 (Previous: 130,000)
CFTC Crude Oil Speculative Net Positions: 137K, Previous 130K CFTC Nasdaq 100 Speculative Net Positions: 21K, Previous 26K CFTC Gold Speculative Net Positions: 232K, Previous 228K CFTC S&P 500 Specula
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U.S. President Signs Four Congressional Bills into Law, Including Measures on Spending Transparency and Disaster Tax Relief
On Friday, September 11, 2026, the President signed H.R. 1276, H.R. 2069, H.R. 2196, and H.R. 5366 into law. H.R. 2069, known as the “Stop Secret Spending Act of 2025,” expands Federal spending transp
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Ellen Zentner, Chief Economic Strategist at Morgan Stanley Wealth Management, stated that the timing of wealth transfers is being delayed.
Ellen Zentner, Chief Economist and Global Head of Thematic and Macro Investment at Morgan Stanley Wealth Management, told Bloomberg that the timing of wealth transfers is being delayed. She discussed
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Former NATO Ambassador Nicholas Burns: US Should 'Deeply Value' Allies' Friendship, and US, China, NATO Allies Need to Limit AI's WMD Influence
Former NATO Ambassador Nicholas Burns, also a former US ambassador to China, reflected on the 25th anniversary of September 11th, stating the US should 'deeply value' the friendship of its allies. Pre
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Haass, Chairman Emeritus of the Council on Foreign Relations: US$40 Trillion Debt Is a National Security Issue
Richard Haass, Senior Counselor at Centerview Partners, Chairman Emeritus of the Council on Foreign Relations, and former advisor to Colin Powell and George H.W. Bush, stated in an interview with Bloo
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Fred Alger Management CEO Dan Chung's AI confidence drives firm's assets past $47B, flagship fund ranks top 2% in 2024
Daniel Chung, CEO and CIO of Fred Alger Management, rebuilt the firm after 35 staffers died in the 9/11 attacks. Twenty-five years later, the firm's assets have grown to over $47 billion. Chung's conf
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An Anthropic researcher resigned and warned on X that the company is "racing full speed to self-improving superintelligence and risking our lives," a message co-signed by its head of alignment.
An Anthropic researcher resigned this week, posting on X a warning that the company is "racing full-speed to self-improving superintelligence and taking our lives along for the ride." Notably, the com
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RBC Hires Bank of America’s Dan Mills as Managing Director and Head of Canada Rates Sales
RBC Hires Bank of America’s Dan Mills as Managing Director and Head of Canada Rates Sales
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New research suggests human-written resumes drew more interview requests and positive responses from potential employers than AI-written ones.
New research suggests human-written resumes drew more interview requests and positive responses from potential employers than AI-written ones.
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Mitsui, Tokyo Gas and over 20 other Japanese firms established an electricity trading association on Friday to advise the government on long-term trading
Mitsui, Tokyo Gas and over 20 other Japanese firms established an electricity trading association on Friday to advise the government on long-term trading
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Oracle shares opened 8.5% higher on Friday before turning down 1.65%, as the market worried about massive capital expenditures and negative free cash flow stemming from AI expansion.
Oracle (ORCL) shares opened 8.5% higher on Friday but later fell 1.65% as investors, despite strong AI demand and better-than-expected earnings, began to worry about the company’s surging capital expe
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The Motley Fool analysts named CoreWeave as their top AI IPO pick, citing that over 75% of its more than $30 billion annual revenue target for 2027 is already locked in through contracts.
Motley Fool analyst Leo Sun points out that CoreWeave, as a cloud AI infrastructure service provider, has significant growth potential despite facing valuation and loss challenges. As of the end of Q2
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US Budget Balance: -$167 billion, expected -$404 billion, prior -$432 billion, above expectations
Budget Balance: -$167 billion, expected -$404 billion, prior -$432 billion, above expectations Release Time: 2026-09-11 18:00 UTC
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US Treasury Secretary Bessent defends $6 billion bond buyback, attributes market instability to Iran conflict
US Treasury Secretary Scott Bessent stated that the Treasury's $6 billion bond buyback, which failed to lower mortgage rates and saw 10-year Treasury yields climb, did not fail but rather received few
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Yahoo Finance Analysis: Dycom Industries' FY2026 Revenue to Grow 18%, Benefiting from Fiber Infrastructure Demand
Yahoo Finance analysis indicates that U.S. specialty contractor Dycom Industries (NYSE:DY) saw an 18% year-over-year revenue increase in fiscal year 2026, with operating cash flow surging 84% to $643
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Pennsylvania Data Center Limits Are a Threat to Gas Firms, Trade Group Says
According to an industry trade group, Pennsylvania Governor Josh Shapiro’s new restrictions on data center development threaten a key source of demand growth for shale gas producers in the state.
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Bitcoin and Ethereum rose after the release of US August CPI data, with analysts believing the data will have little impact on the Federal Reserve's interest rate outlook.
According to data from the U.S. Bureau of Labor Statistics, the Consumer Price Index (CPI) rose by 0.4% month-over-month and 3.4% year-over-year in August, with energy prices being the primary driver.
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MoneyHero Limited's Q3 revenue decreased by 13% year-over-year, but strategic transformation drove a 9 percentage point improvement in profit margins and conversion efficiency. AI transformation reduced technology costs by 50%. The net loss of $1.2 million was primarily impacted by foreign exchange fluctuations.
MoneyHero Limited announced its Q3 2026 financial results, with revenue down 13% year-over-year. Management attributed this to a strategic shift towards cash rewards, which are deducted from revenue u
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SanDisk's 2,107% one-year surge makes Apple and Microsoft look like value stocks, Morningstar says, as AI storage bends index construction
Morningstar's chief global markets editor Tom Lauricella noted that SanDisk's extreme performance, driven by snapping NAND pricing and triple-digit growth in AI infrastructure demand, has reclassified
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Military jet's flight plan triggered UK's latest air traffic meltdown, grounding thousands of planes this week
Military jet's flight plan triggered UK's latest air traffic meltdown, grounding thousands of planes this week
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Yahoo Finance Analysis: Tesla's Q2 Earnings Miss Expectations Yet Receive "Buy" Rating with a Target Price of $389
Yahoo Finance published an analysis stating that despite Tesla's (NASDAQ:TSLA) Q2 earnings per share (EPS) missing expectations by 39% and free cash flow turning negative by $1 billion, analysts still
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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.
Wallstreetcn.com cited a CICC research report, which analyzed that the current AI industry possesses both hard-tech and "real estate-like" attributes simultaneously, with its financing model shifting
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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.
Brazil's benchmark stock index, Bovespa, has risen 12.2% month-to-date, closing at a record high last Friday and marking its largest weekly gain since April 9, 2020. The iShares MSCI Brazil ETF (EWZ),
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Oil prices fell as investors weighed the outlook for Russian diesel supplies against the Saudi-Houthi conflict, with Brent crude down 1.48% to $105.05.
Oil prices fell on Tuesday as investors weighed the possibility of more Russian energy entering global markets, while concerns about the Saudi-Houthi conflict limited losses. Brent crude futures fell
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China's futures exchanges to tighten leash on quant trading, defining violations and punishments
China's five futures bourses, including the China Financial Futures Exchange and the Shanghai Futures Exchange, will intensify a crackdown on malfeasance linked to programme trading. They propose rule
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Copper and aluminum prices fell as investors' concerns about overheating AI infrastructure spending dampened market risk appetite and exacerbated demand outlook uncertainty.
Copper and aluminum prices fell as investors' concerns about overheating AI infrastructure spending dampened market risk appetite and exacerbated demand outlook uncertainty.
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Donald Trump refutes "radical left" rhetoric, does not believe China and Russia are helping Iran.
Donald Trump posted on Truth Social, stating that he saw many "radical left" comments claiming that China and Russia are helping Iran, but he does not believe this claim. Trump said that even if there
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IMF warns government bond yields could see 'disorderly' spike as debt, inflation, and AI-related borrowing risks worsen
The International Monetary Fund (IMF) warned Tuesday that government bond yields could rise in a "disorderly" fashion, citing rising inflation, mounting debt, and exponentially increasing AI-related b
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Nikkei Asia: Chipmakers rapidly expanding in Singapore for AI supply chain
Nikkei Asia's podcast highlights Singapore's growing importance in the AI supply chain, noting rapid expansion by chipmakers. TSMC's affiliate is already considering further expansion after its first
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Tibo, Head of Product and Platform at OpenAI, stated that AI is expected to free humans from phone screens within a year.
Thibault "Tibo" Sottiaux, Head of Product and Platform at OpenAI, stated in an exclusive interview on the podcast "Pioneers of AI" that the always-on agents (Dots) introduced at the OpenAI DevDay are
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Unprecedented Cyberattack Hits French Supermarkets, Spoiling Food and Causing Fires
A large-scale cyberattack has targeted the refrigeration systems of hundreds of French supermarkets, including Intermarche, Cooperative U, E Leclerc, Carrefour, and Monoprix. The attack, which began S
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Indonesian Government's New Tax Policy Draws Criticism from E-commerce Sellers and Large Corporations
The Indonesian government is implementing measures such as e-commerce taxes, influencer taxes, and a planned excise tax on sugary drinks to boost tax revenue and support President Prabowo Subianto's a
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Oracle Red Bull Racing F1 team has developed an AI strategy agent to assist engineers in interpreting race regulations and providing real-time race action recommendations, while emphasizing that human judgment remains indispensable.
Oracle Red Bull Racing F1 team has developed an AI strategy agent to assist engineers in interpreting race regulations and providing real-time race action recommendations, while emphasizing that human
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IMF raises S. Korea's 2026 growth forecast to 3.3% amid chip supercycle
The International Monetary Fund (IMF) on Tuesday raised its growth forecast for South Korea in 2026 to 3.3%, an increase of 0.7 percentage point from its July projection. The Washington-based organiza
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IMF Warns: Major Economies' Budget Deficits to Hit Post-Pandemic High, Urges Urgent Action to Rebuild Public Finances
The International Monetary Fund (IMF) warned at its annual meeting that major economies' budget deficits are set to reach their largest levels since the COVID-19 pandemic, urging governments to take "
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Pakistan faces tough choices over Saudi Arabia's war in Yemen
Its defence pacts and financial reliance on Riyadh give Islamabad little leeway to avoid involvement in the Houthi conflict, according to the Financial Times.
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Qianwen is set to launch "Qianwen Go!", a Personal Agent capable of handling flight delay compensation claims and Taobao price protection refunds for users.
Hard AI has exclusively learned that Qianwen Personal Agent, "Qianwen Go!", is about to be released. This AI assistant can handle complex tasks on behalf of users, such as finding delayed flights on a
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Mainland Chinese investors increased their holdings of Hong Kong stocks for the fourth consecutive month, with net purchases totaling HKD 60.8 billion in September.
Mainland Chinese investors net bought HK$60.8 billion (US$7.7 billion) in Hong Kong stocks through Stock Connect in September, marking the fourth consecutive month of inflows and a significant acceler
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IMF Raises Economic Growth Forecasts for India and ASEAN, Projects Global Economy to Grow 3.1% in 2026, Boosted by AI Investment
IMF Raises Economic Growth Forecasts for India and ASEAN, Projects Global Economy to Grow 3.1% in 2026, Boosted by AI Investment
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NTT to build Anthropic's first Japan data center
NTT Data Group is in final talks to build U.S. AI company Anthropic's first dedicated data center in western Japan. The facility, potentially costing $6.3 billion, is expected to have one of the count
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Tigray conflict reignites, UAE backs Ethiopia
Renewed fighting in Ethiopia's Tigray region is drawing scrutiny to external powers' roles. The UAE publicly condemned attacks by the Tigray People's Liberation Front (TPLF) on September 25, expressin
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Musk retweeted a SpaceX post, confirming the deployment of 27 Starlink satellites.
Musk retweeted a SpaceX post, confirming the deployment of 27 Starlink satellites.
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South Korea Orders Website Blocks on 27 Unregistered Overseas Crypto Exchanges, Including KuCoin, MEXC, and BingX
South Korea's Financial Intelligence Unit (FIU) announced that the country's communications review authority has ordered domestic access restrictions on 27 unregistered overseas cryptocurrency exchang
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DBS CEO Tan Su Shan: Singapore's 'boring' nature makes it a safe haven amid global turmoil
DBS Group CEO Tan Su Shan stated at the DBS Asia Future Forward conference that Singapore's "open, predictable, and almost boring" characteristics make it a bastion of safety amid global uncertainties
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Japan's Omron to acquire US-based OnLogic for $675 million as early as January, boosting physical AI push
Japanese electronics maker Omron announced Tuesday that it will acquire U.S. computer maker OnLogic as early as January for about $675 million. OnLogic makes and sells industrial computers used in fac
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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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Anduril to Invest $6.6 Billion in Key Submarine Component Manufacturing for US Navy; HD Hyundai Open to Deeper Cooperation
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IMF Managing Director Kristalina Georgieva: AI infrastructure investment drives global economic growth, expected to significantly boost growth rates in Asian economies.
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Financial Stability Board Warns of Stablecoin and AI Risks Ahead of G20
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Coinbase reports delays in ALEO transactions
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Ledger confirms unauthorized hardware implant in a customer's wallet; independent investigators estimate cryptocurrency theft losses at $93.2 million.
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Jefferies: A 5% yield on five-year U.S. Treasurys is an attractive level for long-term buyers.
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Adidas CEO: Outdoor Sports and Street Dance to Drive New Growth in Chinese Market
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Binance Futures Will Launch Multiple TradFi USDⓈ-Margined Perpetual Contracts (2026-10-12)
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MAS to enhance safeguards for public prospecting activities
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Multiple countries have warned their citizens to avoid traveling to Saudi Arabia after Houthi attacks on Riyadh airport resulted in multiple casualties and flight disruptions.
Markets Today
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