Macro
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Hyosung Heavy Industries wins $286M US extra-high-voltage transformer orders for AI data centers
The South Korean company secured 386.5 billion won ($286 million) in orders this month from two major US technology companies. The contracts cover 765-kilovolt and 345-kV transformers for new AI data
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China's infrastructure investment fell by 4.0% year-on-year from January to August, while real estate development investment dropped by 19.9%.
China's National Bureau of Statistics announced on September 15 that infrastructure investment fell by 4.0% year-on-year in the first eight months of the year, while real estate development investment
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China's high-tech industry investment grew by 5.2% year-on-year from January to August, with information services increasing by 22.7%.
China's National Bureau of Statistics announced on September 15 that investment in high-tech industries grew by 5.2% year-on-year from January to August. Specifically, investment in information servic
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China's National Bureau of Statistics: From January to August, real estate development investment decreased by 19.9% year-on-year, and sales of new commercial housing decreased by 13%.
China's National Bureau of Statistics announced on September 15 that from January to August, national real estate development investment totaled 4,797.9 billion yuan, a year-on-year decrease of 19.9%.
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China's total goods imports and exports increased by 19.8% year-on-year in August, with exports up 18.6% and imports up 21.7%.
China's National Bureau of Statistics announced that the total value of goods imports and exports in August was 4.6455 trillion yuan, a year-on-year increase of 19.8%, 0.6 percentage points faster tha
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China's CPI rose 0.8% year-on-year in August, an increase of 0.3 percentage points; core CPI rose 1.0% year-on-year.
China's National Bureau of Statistics announced that the national Consumer Price Index (CPI) rose by 0.8% year-on-year in August, an increase of 0.3 percentage points from the previous month; on a mon
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China's value-added industrial output for August rose 5.2% year-on-year, accelerating by 0.7 percentage points from the previous month.
China's National Bureau of Statistics reported that in August, the value added of industrial enterprises above designated size increased by 0.54% month-on-month. Among these, the manufacturing sector'
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China's fixed-asset investment nationwide fell by 7.2% year-on-year from January to August, with private investment down by 10.1%.
According to data from China's National Bureau of Statistics, from January to August 2026, national fixed asset investment (excluding rural households) was 29,309.2 billion yuan, a year-on-year decrea
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China's real estate development investment from January to August fell by 19.9% year-on-year, with new housing starts decreasing by 24.8%.
According to data from the National Bureau of Statistics, China's national real estate development investment from January to August 2026 was 4.7979 trillion yuan, a year-on-year decrease of 19.9%; of
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China's National Bureau of Statistics: Retail sales of consumer goods increased by 1.1% year-on-year from January to August, and by 0.4% year-on-year in August.
China's National Bureau of Statistics announced on Tuesday that from January to August 2026, total retail sales of consumer goods reached 32,756.9 billion yuan, a year-on-year increase of 1.1%. Exclud
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China's raw coal output fell 7.7% year-on-year in August, a narrower decline of 2.4 percentage points compared to July.
China's National Bureau of Statistics reported that in August, the output of raw coal by industrial enterprises above designated size was 360 million tons, a year-on-year decrease of 7.7%. The decline
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China's crude oil output grew steadily by 0.8% in August, while crude oil processing saw a narrowing decline.
China's National Bureau of Statistics reported that in August, crude oil output for industrial enterprises above designated size was 18.43 million tons, a year-on-year increase of 0.8%, maintaining th
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China's natural gas output reversed its decline in August, rising by 0.8% year-on-year.
China's National Bureau of Statistics reported that in August, industrial natural gas output for enterprises above designated size reached 21.4 billion cubic meters, a year-on-year increase of 0.8%, c
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Binance launches ETF wealth management services, offering users one-stop traditional financial asset allocation.
Binance launches ETF wealth management services, offering users one-stop traditional financial asset allocation.
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China's industrial output rose 5.2% year-on-year, above the expected 4.8% and the previous reading of 4.5%.
Industrial Output YoY: 5.2%, expected 4.8%, prior 4.5%, above expectations Retail Sales YoY: 0.4%, expected 0.8%, prior 0.6%, below expectations Unemployment Rate: 5.3%, expected 5.2%, prior 5.2%, abo
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Oil prices rose on Tuesday, with Brent crude futures up 1.25% to $107 per barrel, following Houthi attacks on Saudi Arabia and Iranian attacks on vessels in the Gulf region.
International benchmark Brent crude futures for November rose 1.25% to $107.00 per barrel, while U.S. West Texas Intermediate (WTI) crude futures for October gained 1.27% to $102.68 per barrel. This f
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India's National Stock Exchange (NSE) Landmark IPO Set to Boost Primary Market, Threatens Unlisted Share Trade
The landmark listing of National Stock Exchange of India Ltd. is set to deliver a major boost to the country’s primary market, but it will be a significant blow to the booming trade in unlisted shares
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Volatility Surges in First After-Hours Session on Korea Exchange, marked by erratic and retail-dominated trading
Volatility Surges in First After-Hours Session on Korea Exchange, marked by erratic and retail-dominated trading
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China's National Bureau of Statistics: In August 2026, sales prices of commercial residential buildings in 70 large and medium-sized cities decreased both month-on-month and year-on-year.
According to data from the National Bureau of Statistics, in August 2026, among China's 70 large and medium-sized cities, the sales price index for new commercial residential buildings showed that Bei
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Chevron CEO warns "oil crisis" has arrived, Iran war situation risks spiraling out of control; US Interior Secretary calls oil price hike a "temporary disruption."
Chevron CEO Mike Wirth stated at an energy conference in Austin, Texas, on September 11 that the energy market's stabilization mechanisms are largely exhausted, buffer space has significantly decrease
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Investors have mixed reactions to Indonesian President-elect Prabowo's economic team reshuffle, still awaiting further details.
Investors believe that the reforms by Indonesian President Prabowo's economic team acknowledge the costs of his policies and signal a return to stability in policymaking, but the market still awaits m
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NVIDIA CEO Jensen Huang dismissed "AI doomsday theories" as "unscientific sensationalism," while Donald Trump called into the summit, stating that AI is "the oil of the next 20 to 25 years."
Jensen Huang stated at the All-In Summit 2026 that the current "AI doomsday theories" are not scientifically founded, citing several AI predictions from past years that have been disproven. He directl
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The Wall Street Journal: Hedge Funds Fill Void as Pension Funds Exit Treasuries, Becoming an "Uncertain Factor" Monitored by the New York Fed for Potential Risks
The Wall Street Journal: Hedge Funds Fill Void as Pension Funds Exit Treasuries, Becoming an "Uncertain Factor" Monitored by the New York Fed for Potential Risks
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South Korea-Middle East container shipping costs rose 1.7% in August to $6,544 per 40-foot container, extending gains amid protracted geopolitical conflict, customs agency says.
South Korea-Middle East container shipping costs rose 1.7% in August to $6,544 per 40-foot container, extending gains amid protracted geopolitical conflict, customs agency says.
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Donald Trump attributed Korea Zinc's multi-billion dollar smelter project in Tennessee to his tariff policies.
U.S. President Donald Trump stated at a campaign rally in Clarksville, Tennessee, on Saturday that Korea Zinc's multi-billion dollar smelter project in Tennessee is a major victory for his tariff poli
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SK Group launches 2-year AI training program, offering ₩3m ($2,200) monthly stipend
SK Group launches 2-year AI training program, offering ₩3m ($2,200) monthly stipend
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Sui Foundation invests $30 million in DATA Network as AI data protocol migrates to Sui
Sui Foundation is investing $30 million in DATA Network as part of a strategic partnership that will see the AI training data protocol join the Sui stack and integrate with onchain data storage platfo
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UBS: Most of the negative factors for gold have been priced in. If US Treasury yields fall, gold has significant room for a rebound, historically up to 14.4%.
UBS noted in a research report published on October 12 that gold has fallen by approximately 5% since early September. This decline is attributed to stronger-than-expected economic data and persistent
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Musk tweeted that the "gigantic structure" of the Terafab project would produce value ranking among the top 20 global national GDPs.
Musk tweeted that the "gigantic structure" of the Terafab project would produce value ranking among the top 20 global national GDPs.
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BofA's Hartnett: Rate Hikes Become the Biggest Tailwind, Bond Bubble Logic Spreads
Bank of America strategist Michael Hartnett noted in his latest report that the market is currently gripped by the "bond bubble endgame" logic. He believes that the most favorable event for risk asset
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Goldman Sachs: Prediction Markets Show Democratic Sweep of US Congress Probability Rises to 65%, BofA Warns of Potential 10%+ Drop in US Stocks
Goldman Sachs' Washington political team noted in their October 8 "US Election Monitor" report that with only 26 days left until the US midterm elections, prediction markets now assign a 65% probabili
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China's Securities Regulator Convenes Meeting to Support A-share Market After Sharp Tech Sell-off
China Securities Regulatory Commission (CSRC) chairman Wu Qing chaired a symposium in Beijing on Saturday, bringing together executives from listed companies and experts from securities firms and fund
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Jefferies Strategists Warn AI Sector Faces "2008 Moment," Potentially Leading to "Massive Capital Destruction" in the US
Chris Wood, Global Head of Equity Strategy at Jefferies, warned in his latest quarterly report that the AI industry is facing structural risks similar to the 2008 subprime mortgage crisis. He pointed
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China's gold imports hit record high, driven by diversification and safe-haven demand
China's central bank has purchased gold for 23 consecutive months, adding approximately 23 tonnes in September, its largest monthly purchase in nearly three years. In the first eight months of 2026, C
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Iran states the US has accepted some of its peace terms but deems the US response "insufficient."
Iran said the US has accepted some of its peace terms but deemed the US response "insufficient," according to Al Jazeera. Meanwhile, Riyadh airport in Saudi Arabia was attacked again.
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Trump Announces Russia-Ukraine "Energy Ceasefire," Zelenskyy Shifts from "Unaware" to "Supportive"
U.S. President Donald Trump unilaterally declared an "energy ceasefire" in the Russia-Ukraine conflict "effective immediately, with both sides having agreed" in a social media post on October 11. Ukra
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Yemen's Houthi rebels have again attacked Riyadh Airport in Saudi Arabia, causing multiple casualties, leading oil executives to withdraw from the World Petroleum Congress.
According to Xinhua News Agency, Yemen's Houthi rebels launched four military operations against airports and energy facilities in Saudi Arabia within the past 24 hours. On the 10th, King Khalid Inter
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The KOSPI has fallen 22% in the second half of the year, making it the worst-performing global index, with foreign investors net withdrawing $131 billion.
According to Wall Street Insights, the Kospi has fallen 22% in the second half of this year, making it the worst-performing major global stock index, a reversal from its position as the strongest perf
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South Korea's exports more than doubled to $26.1 billion in the first 10 days of October, with imports up 65.5% to $22.3 billion, resulting in a $3.8 billion trade surplus.
South Korea's exports more than doubled to $26.1 billion in the first 10 days of October, with imports up 65.5% to $22.3 billion, resulting in a $3.8 billion trade surplus.
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HKEIA calls on Hong Kong to ease listing rules to attract angel funds and start-ups
Samson Tam Wai-ho, honorary chairman of the Hong Kong Electronic Industries Association (HKEIA), stated that Hong Kong needs to ease its listing rules and transaction requirements to attract more ange
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Lou Crandall, Chief Economist at Wrightson ICAP, has concluded his weekly market commentary after 44 years, a publication once considered essential reading on trading desks.
Lou Crandall, Chief Economist at Wrightson ICAP, has concluded his weekly market commentary after 44 years, a publication once considered essential reading on trading desks.
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Iran's Foreign Minister Says Ready to Provide All Assistance for Political Resolution of Yemen Conflict
Iranian Foreign Minister Araghchi spoke with Saudi Foreign Minister Faisal by phone on the evening of October 11, local time, exchanging views on the current regional situation. Araghchi expressed con
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The Secretary of Iran's Supreme National Security Council stated that the United States has accepted some of Iran's conditions for reopening the Strait of Hormuz.
Mohsen Rezaei, Secretary of Iran's Supreme National Security Council, stated on October 11 that the United States has accepted some of Iran's conditions for reopening the Strait of Hormuz, but the sit
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Trump says his rallies have become "legendary" and made a "tremendous difference" for the Republican Party, announces upcoming rallies in Ohio and Alaska tomorrow
Trump says his rallies have become "legendary" and made a "tremendous difference" for the Republican Party, announces upcoming rallies in Ohio and Alaska tomorrow
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New Zealand National Party: Tax Cuts to Be Considered Only After Budget Surplus Achieved
New Zealand's ruling National Party stated that now is not the time for tax cuts, given the country's current debt burden and budget deficit.
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IFS Says UK Chancellor Healey Needs £35 Billion to Meet Spending Plans
The Institute for Fiscal Studies (IFS) warned that UK Chancellor of the Exchequer John Healey must find £35 billion ($46 billion) to meet the Labour government’s spending ambitions ahead of the budget
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Musk reposted a tweet from U.S. Senator Ted Cruz, stating he was "disturbed" by the remarks on "abolishing capitalism."
U.S. Senator Ted Cruz criticized Texas Democratic Socialist James Talarico in a tweet, stating that Talarico's goal to "ensure there are no millionaires" would lead to "all small businesses, farmers,
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Coinbase CEO: By fine-tuning the open-source model Qwen3.5-9B, Coinbase outperforms state-of-the-art general models in fraud prevention.
Coinbase CEO Brian Armstrong posted on X that Coinbase, by fine-tuning the open-source model Qwen3.5-9B, has outperformed cutting-edge general models in specialized tasks such as fraud prevention, wit
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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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Goldman Sachs Analysts: US Stock Bull Market "Only Has One Trade Left" – AI, Market Concentration Risk Intensifies
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Solidigm, a subsidiary of South Korean company SK Hynix, may list in the U.S. with a valuation of up to $150 billion.
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Goldman Sachs Strategists: Expect AI capital expenditure growth to slow in 2027, with earnings growth decelerating from 30% at that time.
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Al Jazeera Analysis: Gaza War Driving Israeli Politics Rightward, Extreme Rhetoric Increasing Ahead of Elections
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Goldman Sachs Strategists: U.S. Stock Market Breadth Narrowest Since Dot-Com Bubble, But Expect Market to Rise by Year-End
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Foreign ownership of Samsung Electronics falls to 18-year low of 46.37%, SK Hynix holdings also drop below 50%
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Trump condemns Houthi attacks on Riyadh airport, says US is evaluating whether to join the fight against Houthis.
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Goldman Sachs Strategists: The AI investment narrative is shifting from hardware to the application layer, with the market eagerly anticipating the "next AI story" such as "personal agents."
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Samsung Electronics has locked in approximately 80% of its memory chip production capacity for next year through long-term agreements, with tech giants vying for the remaining 20%.
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Morgan Stanley: Market Underestimates CATL's Resilience, Maintains "Overweight" Rating for A-shares, Target Price 500 Yuan
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