Macro
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Legendary investor Paul Tudor Jones warns investors could face 'negative 10-year returns' for S&P 500
Jones points to the U.S. stock market capitalization currently at 252% of GDP and the S&P 500's price-to-earnings (PE) ratio of 22, historically implying negative 10-year forward returns. He also high
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Buffett's favorite market indicator, the "Buffett Indicator," has risen to 244%, reaching a new high since the dot-com bubble in 1999.
The indicator measures the ratio of the total market capitalization of the U.S. stock market to the U.S. GDP. Warren Buffett once stated that when this indicator approaches 200%, investors are "playin
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Battered 50-Cent Long Bonds Lure Niche Fund in High-Risk Gambit
At a time when investors are dumping long-term debt, one fund manager is not only going the other way, but is actively hunting for the most beaten-down of the bunch.
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The Wall Street Journal: Stock Investors Should "Expect Rate Hikes" as AI Sparks Market Caution
A Wall Street Journal analysis suggests that despite the AI boom sparking market caution, leading to widespread stock declines and rising bond yields, investors should still support interest rate hike
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The U.S. Treasury will auction $13 billion in 20-year bonds today, and the first day of the FOMC meeting will convene.
Today's 20-year Treasury re-opening is the largest market test within the fixed-income segment. Given that long-term yields are already elevated, demand at this auction will significantly impact the m
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Morgan Stanley Direct Lending (MSDL) maintains $0.45/share dividend despite Q2 net investment income slipping to $0.45 from $0.47
Morgan Stanley Direct Lending Fund (MSDL) reported Q2 financial results on August 6, with its board keeping the regular dividend at $0.45 per share. This payout matched the net investment income of $0
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The Federal Reserve is expected to raise interest rates by another 25 basis points this week, with CoreWeave and IREN facing different interest rate risks.
Goldman Sachs and JPMorgan Chase anticipate a 25 basis point interest rate hike by the Federal Reserve this week, with the futures market pricing in a probability of approximately 90%. Analysis indica
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Workday and Adobe rose 2.5%-3% on Monday, bucking the trend of falling AI chip stocks amid calls to slow frontier AI development
Workday, Inc. (NASDAQ:WDAY) and Adobe Inc. (NASDAQ:ADBE) saw their shares climb roughly 2.5% to 3% on Monday, September 14. This occurred as AI chip stocks declined following renewed calls to slow the
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Texas and Cape Town Tighten Data Center Approvals, Potentially Benefiting Digital Realty and Equinix
Texas ordered a broad audit of data center projects in ERCOT's interconnection queue in August. Separately, a proposed 122,500-square-meter hyperscale project near Cape Town tied to Equinix faces chal
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Kremlin: World energy prices will go down if sanctions are lifted
Kremlin: World energy prices will go down if sanctions are lifted
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Kremlin: Trump's proposal on ceasefire with Ukraine targeting energy infrastructure is a good idea
Kremlin: Trump's proposal on ceasefire with Ukraine targeting energy infrastructure is a good idea
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Denmark has summoned the Russian ambassador after accusing a Russian warship of firing flares at a Danish military helicopter in the Baltic Sea.
The Danish government accused a Russian warship of firing two flares, one of which flew in close proximity, at a Danish military helicopter tracking the vessel in international waters in the Baltic Se
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Analyst John Murphy: Chinese Autos Unlikely in U.S. by 2030, Hybrids to Hit 34% Market Share
Automotive analyst John Murphy, in his latest outlook for the U.S. auto market, predicts that Chinese automakers are unlikely to enter the U.S. market by 2030 due to U.S. lawmakers' reluctance and exi
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US 30-year fixed mortgage rate crosses 7% threshold to 7.02% on Tuesday, September 15
According to average rates from the Zillow lender marketplace, the US 30-year fixed mortgage rate rose 11 basis points to 7.02% on Tuesday, September 15, 2026. The 15-year fixed rate decreased 5 basis
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Wall Street Rejects Anthropic's Warning of AI Industry Slowdown, Expects Continued AI Spending
Wall Street analysts say AI development and spending will not slow down, following a call from Anthropic CEO Dario Amodei to "slow down the AI industry." D.A. Davidson tech analyst Gil Luria believes
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The Beijing Financial Supervision and Administration Bureau has approved Wei Mengmeng's appointment as the Chairwoman of China Foreign Economy and Trade Trust Co., Ltd., making her the first "post-80s" female chairwoman in the trust industry.
Wei Mengmeng, born in 1981, is a "post-80s" generation leader. She joined Sinotrust in 2006 and has deep experience across various business lines, including securities investment, wealth management, f
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Musk proposed a new AI safety idea at the All-In Summit: he suggested that AI companies test each other's models before releasing their own.
Musk stated that AI agents have demonstrated the ability to autonomously attack, gain access, and evade detection, and the risks could grow exponentially. He believes that instead of companies designi
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Federal appeals court rejects bid to block Trump administration's marijuana rescheduling push, keeping process alive
A federal appeals court last week rejected a request from marijuana opponents to temporarily block the Trump administration's efforts to move marijuana from Schedule I to Schedule III. This ruling, wh
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Anthropic is reportedly preparing for an IPO as early as October, with a potential valuation of up to $2 trillion; Amazon's 19.7% stake would be worth $394 billion.
Wall Street reports indicate that AI company Anthropic confidentially filed its S-1 earlier this summer and is preparing for an IPO as early as October, potentially at a valuation of up to $2 trillion
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Traders Are at Odds With ECB and BOE on How Far Rates Will Rise
Traders Are at Odds With ECB and BOE on How Far Rates Will Rise
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BofA Fund Manager Survey Shows Investors Turning Cautious, Global Equity Overweight Drops to 49%
Bank of America's latest fund manager survey indicates that investor enthusiasm for equities is waning due to rising bond yields and uncertainty surrounding the US midterm elections. Global equity ove
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Treasury Secretary Bessent to testify before Congress, touting Iran war success and facing questions on rising energy prices, 10-year Treasury yield hitting 5%
Treasury Secretary Scott Bessent is scheduled to appear before the House Financial Services Committee on Tuesday for his annual testimony. He is expected to highlight the success of the Iran war and r
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SocGen says higher yields may put AI debt capital expenditure at risk
SocGen says higher yields may put AI debt capital expenditure at risk
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Blackstone President Gray stated that private credit fund flows will resume, and the firm is processing the backlog of investor withdrawals.
Blackstone Inc. President and COO Jon Gray told Swiss newspaper NZZ that the firm is working through a backlog of investor requests to withdraw money from its flagship private credit fund and is confi
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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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Trump's new press secretary Zacharia to hold a news conference on Tuesday
Trump's new press secretary Zacharia to hold a news conference on Tuesday
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Trump's Diesel Deal with Russia Faces Republican Opposition
According to the Financial Times, a diesel deal reached between former US President Donald Trump and Russian President Vladimir Putin has met with bipartisan opposition from lawmakers. Lawmakers state
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Human Rights Group: Airstrike on Egypt-Sudan Border Kills at Least 72 Gold Miners; Neither Country Comments
Emergency Lawyers, a human rights organization based in Khartoum, Sudan, stated that a jet attack on civilians engaged in artisanal gold mining in Sudan's River Nile State on Saturday killed at least
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Nikkei: Investors Bet on Japanese and Australian Rental Housing Markets Amid Rising Interest Rates and Home Prices
Nikkei reports that investors are betting on the rental housing markets in Japan and Australia as interest rates and home prices rise. In Tokyo, young homebuyers face a difficult choice: either purcha
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Former iPhone display plant in Japan to pivot to chip supply chain
Japan Display Inc.'s (JDI) Mobara factory, which once produced LCDs for iPhones, will be reborn under its fifth owner, Shinko Electric, to manufacture package substrates for the chip supply chain. Thi
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Witkoff and Kushner's trip to Moscow put on hold, Axios reports
Witkoff and Kushner's trip to Moscow put on hold, Axios reports
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Musk reposts NASA Administrator's tweet: U.S. President sets space missions including returning to the moon and establishing a lunar base.
Musk retweeted a post from the NASA Administrator, who stated that under the mission set by the U.S. President, NASA will return to the Moon, establish a lunar base, pioneer nuclear space flight, adva
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Trump says Russia and Ukraine have agreed to an "energy ceasefire," while Zelenskyy states he is awaiting details from the US.
Former U.S. President Donald Trump stated on social media that Russia and Ukraine have agreed to an "energy ceasefire," effective immediately. However, it remains unclear whether both sides have reach
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Trump calls for Zelenskyy's removal, accusing him of impeding a US-negotiated ceasefire and prolonging the war
US President Donald Trump called for Ukrainian President Volodymyr Zelenskyy to be replaced, accusing the government in Kyiv of impeding a US-negotiated ceasefire. Trump stated on Saturday that Zelens
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Canadian PM's office condemns Trump's Russian diesel agreement, stating it opposes efforts for peace and stability in Europe
The office of Canadian Prime Minister Mark Carney issued a statement condemning President Trump's agreement with Russia to provide diesel to the global marketplace. Carney's office stated that the agr
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Republican Senator Tillis says Trump's diesel agreement with Russia may be illegal, citing potential violation of congressional law
US Republican Senator Thom Tillis questioned the legality of President Donald Trump's decision to temporarily relax sanctions on Russian diesel, stating in a Sunday interview that the sanctions relief
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Trump's Russia Diesel Deal Sparks GOP Backlash, Senator Tillis Warns of Potential Illegality, While Treasury Secretary Scott Bessent Defends It
Republican Senator Thom Tillis warns that Trump's Russian diesel deal could be illegal and endanger American lives. Meanwhile, US Treasury Secretary Scott Bessent defends the agreement, while Canada c
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Bond Selloff May Mean Fewer Rate Hikes From Global Central Banks, Bloomberg Analysis Shows
Bond markets are starting to do some of the lifting for central banks around the world by pushing up borrowing costs themselves, potentially reducing the number of benchmark interest-rate hikes needed
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US Bond Traders Await CPI, Warsh For Insight on Fed’s Rate Path
US Bond Traders Await CPI, Warsh For Insight on Fed’s Rate Path
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The U.S. Department of Justice has launched an antitrust investigation into the White House Television Correspondents Association.
The U.S. Department of Justice announced it is reviewing whether the White House Television News Corps' decision to suspend coverage of President Trump violates the Sherman Act. This move is the lates
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IMF-World Bank meetings in Bangkok to be dominated by US-Israel war on Iran and high global debt
Finance officials from around the world are gathering in Bangkok this week for the annual meetings of the International Monetary Fund (IMF) and World Bank. The US-Israel war on Iran, now in its eighth
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Pentagon and Toyota-backed startup Hertha Metals builds Texas plant to reduce U.S. reliance on Chinese rare earth magnet materials.
Pentagon and Toyota-backed startup Hertha Metals builds Texas plant to reduce U.S. reliance on Chinese rare earth magnet materials.
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The U.S. Supreme Court has not yet decided whether to hear the prediction market case, but has received multiple amicus curiae briefs.
The U.S. Supreme Court has not yet decided whether to hear cases surrounding prediction markets, but has received multiple amicus curiae briefs, an interim final rule, and a proposed rule. Last week,
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US threatens to block arms for Ukraine
The US is threatening to block arms shipments to Ukraine over its attacks on Russian refineries. This follows US officials lobbying European capitals and Kyiv after Trump's diesel deal with Putin.
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BP and other oil majors withdraw from Riyadh energy conference after missile attack on airport kills 12.
BP and other oil majors withdraw from Riyadh energy conference after missile attack on airport kills 12.
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Analysis: US "Digital Asset Market Clarity Act" Fails to Pass, Pot Accelerate Crypto Innovation and Solidify Position of Existing Enterprises
CoinDesk analysis indicates that the failure of the U.S. "Digital Asset Market Clarity Act" to pass the Senate shifts the focus of crypto regulation to the Securities and Exchange Commission (SEC) and
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Nikkei Asia: Spot Brent Crude Oil Prices Hit Record Highs Due to Supply Disruptions in the Strait of Hormuz
Nikkei Asia reported that spot crude oil prices reached new highs due to rising premiums buyers were willing to pay amid supply disruptions in the Strait of Hormuz. The spread between spot crude oil p
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Trump says Ukraine and Russia have agreed to 'energy ceasefire'
US President Donald Trump stated that Russia and Ukraine have agreed to an "energy ceasefire" in their conflict, effective immediately. Neither Kyiv nor Moscow has yet commented on this assertion. Tru
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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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Robot baristas and K-pop dancers lead South Korea's physical AI boom
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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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Goldman Sachs Analysts: US Stock Bull Market "Only Has One Trade Left" – AI, Market Concentration Risk Intensifies
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Lookonchain: An anonymous trader gained over $1.05M in unrealized profit from a $2.9M STRK long position opened yesterday
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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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Al Jazeera Analysis: Gaza War Driving Israeli Politics Rightward, Extreme Rhetoric Increasing Ahead of Elections
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London copper futures closed at $14,622 per ton on Friday, near historical highs; UBS reiterated its bullish stance, while JPMorgan Chase warned that strikes at Chilean copper mines could lead to production cuts.
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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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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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NVIDIA is in talks to acquire U.S. AI startup Reflection AI, valued at $25 billion.
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