Macro
-
Google Cloud CEO revealed that Google's TPU chip business is expected to generate over $50 billion in annual revenue, twice that of Amazon's comparable business.
Google Cloud CEO Thomas Kurian revealed that Google's Tensor Processing Unit (TPU) chip business is on track to generate over $50 billion in annual revenue, double that of its closest competitor, Amaz
-
CNBC analysis: US election could complicate next fiscal crisis as some Republicans disavow debt ceiling raise without spending cuts
Analysts project the U.S. will breach the $41.1 trillion debt ceiling in 2027. If Democrats gain control of Congress in November's midterm election, it could lead to a standoff with Republican Preside
-
Oil Prices Rise Over 3% as Houthi Attacks Continue and Hormuz Talks Postponed
Brent crude futures gained as much as 3.5% to $108.41 a barrel, while West Texas Intermediate crude futures rose 3.9% to $102.84 a barrel. The surge follows renewed Houthi attacks on Saudi Arabia and
-
Goldman Sachs significantly revised up its 2027/2028 optical module demand forecasts by 39%/36% to 144 million/171 million units, stating that supply chain tightness will be the biggest shipment bottleneck next year.
Goldman Sachs, after visiting 15 Chinese optical communication companies, released a report upgrading its demand forecasts for 800G and above optical modules in 2027 and 2028 by 39% and 36% respective
-
Bitcoin traders brace for volatility this week as the CLARITY Act awaits a Senate vote and the Fed is due to announce its latest rate decision.
Bitcoin traders brace for volatility this week as the CLARITY Act awaits a Senate vote and the Fed is due to announce its latest rate decision.
-
Despite market pricing 85-90% odds of a Fed rate hike this week, some economists and former Fed officials argue the central bank might hold steady.
Former Cleveland Fed President Loretta Mester and economist Adam Posen suggest the Federal Reserve's decision on a rate hike this week could be a closer call than market expectations. Posen notes that
-
Analysts Say Indonesia's New Finance Minister Suahasil Nazara's Appointment Signals Fiscal Prudence
Analysts believe the appointment of Suahasil Nazara as Indonesia’s new finance minister signals the government’s recognition of its fiscal challenges.
-
Billionaire David Einhorn Says SpaceX's $1.75 Trillion Valuation is Too High, Warns Market May Be Nearing a Speculative Top
In a letter to Greenlight Capital shareholders, Einhorn criticized SpaceX's IPO valuation, citing analyst reports that don't expect positive free cash flow until 2035, burning an average of $84 billio
-
China's foreign exchange regulator has urged banks to encourage companies to increase FX hedging to protect exporters from the appreciation of the yuan.
China's foreign exchange regulator has reportedly instructed banks to encourage more corporate clients to hedge currency risks, aiming to protect exporters from the yuan's sustained appreciation. The
-
Euro Declines as Dollar Gains on Fed Rate-Rise Expectations
Euro Declines as Dollar Gains on Fed Rate-Rise Expectations
-
Wall Street law firm Sullivan & Cromwell opens first Middle East office in Abu Dhabi to tap Gulf deals
Wall Street law firm Sullivan & Cromwell opens first Middle East office in Abu Dhabi to tap Gulf deals
-
Hong Kong Interbank Clearing Limited (HKICL) reminds the public to be vigilant against fraudulent websites impersonating its identity.
HKICL stated that these fraudulent websites impersonate "Buyer Online Protection" services, offering refunds, unauthorized online transaction reporting, and transaction support, and trick users into m
-
TikTok developer ByteDance has raised a $29.6 billion loan to support AI development.
ByteDance reportedly previously considered spending $70 billion on AI data centers and infrastructure.
-
Bernstein expects the CLEAR Act to progress beyond market expectations, stating that "any positive surprises are not yet reflected in stock prices."
Bernstein analysts believe the cryptocurrency market is currently showing a bearish trend ahead of Tuesday's cloture vote on the Clarity Act and Wednesday's Federal Reserve decision.
-
China's equity and bond financing accounted for over 50% of total social financing for the first time in the first eight months, reaching 50.31%.
According to data from the People's Bank of China, in the first eight months of 2026, the proportion of bond and equity financing in the incremental social financing scale rose to 50.31%, surpassing t
-
PBOC: New aggregate financing in August was 1.66 trillion yuan, and RMB loans increased by 60 billion yuan.
The People's Bank of China (PBOC) announced preliminary statistics on September 14, stating that the aggregate financing to the real economy (AFRE) increment was approximately 1.66 trillion yuan in Au
-
Yemen's Houthi rebels claim ballistic missile and drone attacks on Saudi Arabia, government forces advance in Taiz
The Houthi group stated on Monday that they launched attacks on military facilities and infrastructure, including aircraft hangars, radar installations, runways, and ammunition depots at King Khalid a
-
WSJ analysis: Mortgage bonds face risks whether interest rates rise or fall
According to The Wall Street Journal's analysis, mortgage bonds are at risk in both rising and falling interest rate environments. The report notes that fewer people hold ultracheap mortgages than com
-
Dodgers billionaire Mark Walter's financial empire is primarily funded by American retirement savers.
The Wall Street Journal reported that the insurance companies under Marc Walter's financial empire are among the leading sellers of annuities in the U.S., primarily funded by retirement savers.
-
AI cooling company Modine Manufacturing's data center sales surged 90%, raising full-year guidance.
Modine Manufacturing (NYSE: MOD) announced its first quarter fiscal year 2027 results, with data center sales increasing by 90% year-over-year to $348.6 million, and its backlog doubling. Management r
-
TRUMP'S MAIL-IN VOTING RESTRICTIONS ARE BLOCKED BY A SECOND FEDERAL JUDGE
TRUMP'S MAIL-IN VOTING RESTRICTIONS ARE BLOCKED BY A SECOND FEDERAL JUDGE
-
OpenAI co-founder Greg Brockman supports slowing down the development of frontier AI, but excludes open-source and amateur projects, and calls for global coordination.
OpenAI co-founder Greg Brockman stated that any slowdown in AI development should only target frontier models powered by large supercomputers, not open-source or amateur projects. His comments follow
-
This week, the Federal Reserve, the Bank of England, and the Bank of Japan will announce their interest rate decisions. Fed Chair Warsh will hold a press conference.
This week is packed with macroeconomic events, with the Federal Reserve set to announce its interest rate decision on Wednesday. Fed Chair Warsh will hold a press conference and update the Summary of
-
Investors reacted negatively to calls from Anthropic CEO Dario Amodei and other AI labs to slow down frontier AI development.
Investors reacted negatively on Monday, though not catastrophically, to calls from Anthropic CEO Dario Amodei and his rival executives to slow down the development of frontier AI. OpenAI, Anthropic's
-
Gulf Air cancels flights to and from Riyadh from Oct 12 to Oct 17
Gulf Air cancels flights to and from Riyadh from Oct 12 to Oct 17
-
Saudi Arabia plans to increase its oil export capacity beyond the Persian Gulf to 10 million barrels per day within two years, and will temporarily use natural gas pipelines for oil transport.
Saudi Energy Minister Abdulaziz bin Salman announced on Monday at the World Petroleum Congress in Riyadh that Saudi Arabia is accelerating its oil pipeline expansion plan, aiming to boost pipeline cap
-
Bloomberg Markets: Mexican Businesses See Domestic Issues, Not Trade Risks, as Bigger Headwind
Bloomberg Markets: Mexican Businesses See Domestic Issues, Not Trade Risks, as Bigger Headwind
-
Fannie Mae and Freddie Mac are adjusting their credit scoring system to adopt a FICO competitor. The Trump administration and lenders anticipate this will lower mortgage costs, but concerns about underwriting risks have emerged.
Fannie Mae and Freddie Mac are adjusting their credit scoring system to adopt a FICO competitor. The Trump administration and lenders anticipate this will lower mortgage costs, but concerns about unde
-
Saylor: The dollar's duration is 3.5 years, and Strategy's Bitcoin credit is 52 basis points.
Saylor stated that assuming an annual Bitcoin return of 10%, a volatility of 40%, and a Bitcoin price of $82,252, the USD duration is 3.5 years, and Strategy Corp (STRC) Bitcoin credit is 52 basis poi
-
Thailand has finalized rules for domestic Bitcoin and Ethereum ETFs, effective October 16, and will restrict retail investors from investing in similar overseas products.
The Thai Securities and Exchange Commission (SEC) announced on October 8 that it has finalized rules allowing the listing of domestic Bitcoin and Ethereum ETFs, with the framework set to take effect o
-
Russia's Diesel Exports Curtailed by Ukrainian Strikes
Ukrainian strikes have reduced Russia's refinery output, limiting its ability to export the amount of diesel US President Donald Trump seeks to help ease global fuel prices. Even if an energy ceasefir
-
Bitcoin Trades Near $83.3K, Eyes US Inflation Data
Bitcoin is trading at $83,327, up 0.6% over the past 24 hours, as traders await upcoming US inflation data. October rate-hike odds have slumped to 19.4% for the Fed's meeting on October 28, down from
-
Australia proposes leverage caps for crypto-settled derivatives
Australia proposes leverage caps for crypto-settled derivatives
-
Former U.S. Defense Secretary Austin warns Iran war has 'no easy way out,' criticizes Trump's Russian diesel deal
Former U.S. Defense Secretary Lloyd Austin warns that Washington and Tehran both believe they can outlast each other, making a diplomatic breakthrough increasingly difficult. Austin states the Gulf wi
-
German Chancellor Merz says will lower electricity tax with room in German budget
German Chancellor Merz says will lower electricity tax with room in German budget
-
German Chancellor Merz: Germany cannot accept a US-Russia diesel deal; sanctions against Russia must be tightened.
German Chancellor Merz: Germany cannot accept a US-Russia diesel deal; sanctions against Russia must be tightened.
-
Trump announced an "energy ceasefire" between Russia and Ukraine, following the easing of sanctions on Russia in response to soaring oil prices.
U.S. President Donald Trump announced on Sunday that Russia and Ukraine have reached an "energy ceasefire" agreement, requiring both sides to immediately cease attacks on each other's energy infrastru
-
Yemen's Southern Giants Brigades cut off the main road connecting Mocha and the Bab al-Mandab Strait, marking the first major military achievement for anti-Houthi forces in years.
The Southern Giants Brigades launched an offensive against Houthi forces on October 5, cutting off the main road connecting the Red Sea port city of Mocha with the strategic Bab al-Mandeb strait on Mo
-
The 2026 Nobel Memorial Prize in Economic Sciences has been awarded to Robert E. Hall and Michael Woodford.
The Royal Swedish Academy of Sciences announced on October 12 that the 2026 Nobel Memorial Prize in Economic Sciences will be awarded to Stanford University Professor Robert E. Hall and Columbia Unive
-
Jefferies Warns: Trump's Announced Russian Diesel Deal Unlikely to Significantly Lower Oil Prices
Donald Trump stated that Russia would release 4.8 million tons of diesel (approximately 35.8 million barrels), but according to the U.S. Energy Information Administration (EIA), this would only meet n
-
Houthi Missile and Drone Strikes on Saudi Arabia Intensify, Threatening Critical Oil Infrastructure and Red Sea Exports
Houthi missile and drone strikes on Saudi Arabia are intensifying, threatening critical oil infrastructure and exports through the Red Sea. Energy analysts warn that Yanbu and Jizan remain particularl
-
UBS: AI Investment Narrative Shifts to Infrastructure, Power, Data Centers, and Key Resources Become the Next Main Theme
UBS noted in its latest research report that the AI investment narrative is shifting from model development to infrastructure construction, with power supply, data center capacity, and financing capab
-
Bitcoin price stabilizes above key support at $82,500, market eyes US CPI data
Bitcoin price stabilizes above key support at $82,500, market eyes US CPI data
-
Germany's domestic intelligence chief, Thomas Haldenwang, stated that Russia is using almost all tools for hybrid operations, including planning assassinations in Germany.
Germany's domestic intelligence chief, Thomas Haldenwang, stated that Russia is using almost all tools for hybrid operations, including planning assassinations in Germany.
-
Putin proposes ceasefire on Ukraine election day, but rejects Zelenskyy's 60-day ceasefire proposal
The Kremlin stated that Russian President Putin is prepared to halt Russian attacks during the Ukrainian presidential election day. However, Moscow rejected Ukrainian President Zelenskyy's proposal fo
-
Bloomberg: Year-end equity rally hinges on strong earnings amid inflation, bond volatility, AI spending concerns
A year-end rally in global stocks will be pivotal on strong corporate earnings, as investor sentiment is currently weighed down by renewed fears over inflation, bond market volatility, and expenditure
-
Global financial watchdog FSB warns stablecoins could expose cross-border financial rule gaps in crisis, urges information sharing
The Financial Stability Board (FSB) warned that stablecoins could expose gaps in cross-border financial rules during a market crisis and remain untested in such a scenario. The G20's financial watchdo
-
Singapore Gulf Bank expands USD payments via BNY 24/7 service
Singapore Gulf Bank announced it has expanded USD payment access through BNY Mellon's 24/7 USD Book Transfers service. This allows eligible payments to settle outside standard U.S. banking hours, incl
-
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
End of the USDT "Black Box" Era? Tether Undergoes First Four Audits, $184 Billion Reserves Unveiled
-
2
A Guide to Major Global Cryptocurrency Exchanges: Overview and Selection
-
3
Tether (USDT) In-Depth Analysis: Definition, Mechanism, and Market Position of Stablecoins
-
4
ShapeShift FOX Token: Value and Long-Term Outlook Analysis
-
5
KINE Token Analysis: Trading Channels and Project Status
-
6
What is the value of NBR? Is it worth a long-term investment?
-
7
OKT Coin: Issuance, Use, and Market Performance of OKT Chain's Native Token
-
8
LUNA and LUNC Burning Mechanisms and Latest Developments: An Analysis of the Dual-Token Status in the Terra Ecosystem
-
9
Ethereum Cancun Upgrade Concept Coin RDNT: Radiant Capital's Current Status and Technical Analysis
-
10
USDT Trading Platform Selection Guide: Centralized Exchanges and Cost-Risk Considerations
Markets Today
Recommended Reading













