Macro
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Anthropic shares 3 metrics to help AI companies monitor development pace, covering AI-led R&D, AI agent oversight, and compute allocation
Anthropic released these metrics in a blog post on Thursday, days after CEO Dario Amodei called for a coordinated slowdown in AI development. The company hopes these methodologies will encourage other
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US stocks rally on Thursday, Nasdaq up 1.7%, as oil prices and Treasury yields dip post-Fed rate hike
Wall Street saw a broad, tech-led rally with all three major US stock indexes closing sharply higher. The Dow Jones Industrial Average rose 0.6% to 51,779, the S&P 500 gained 1.1% to 7,637, and the Na
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Oil drops for third straight day as supply concerns ease and traders eye US-Iran diplomacy
Oil dropped for a third day as supply concerns eased and traders looked to the next round of diplomacy that’ll shape the US-Iran war.
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Fitch Raises Private Credit Default Rate to Record 6.3%, Pimco's "Shadow" Indicator Shows 19%
Private credit market default rates vary wildly, with Fitch Ratings this week raising its default rate to a record 6.3%, while Pimco's "shadow" default rate indicator shows that default rates for Busi
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US and Chinese Brookings researchers urge Washington and Beijing to agree to keep humans in control of nuclear weapons
US and Chinese Brookings researchers urge Washington and Beijing to agree to keep humans in control of nuclear weapons
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Macerich CEO: Consumers Are Spending, but Are Selective
Macerich President and CEO Jack Hsieh stated that consumers are spending, but they are selective in their purchases. Hsieh made the remarks shortly after presenting at the Bank of America real estate
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White House: US President signs executive order aimed at reforming federal fisheries management and prioritizing recreational fishing.
The U.S. President signed an executive order aimed at reforming federal fisheries management, prioritizing recreational fishing, modernizing data collection, and removing unnecessary restrictions. The
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White House Issues Executive Order to Reinvigorate America's Hunting Heritage, Expanding Access to Federal Lands
The executive order aims to protect and expand hunting, fishing, and shooting opportunities on federal lands. Key directives include allowing hunting in certain national monuments, modifying policies
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DoubleLine's Gundlach Warns Next US Recession Could Trigger Fiscal Crisis, Sending Long-Term Treasury Yields Sharply Higher
DoubleLine Capital chief executive Jeffrey Gundlach warned that the next US downturn could trigger a debt crisis that sends long-term Treasury yields sharply higher — defying decades of conventional w
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Russia and China veto UN mandate to monitor Iran sanctions, ending Security Council's watchdog panel
The US-backed resolution, shut down on Thursday, would have authorized UN experts to continue monitoring sanctions reimposed last year after Western powers accused Iran of violating the 2015 nuclear p
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Japan’s Retail Bond Boom Offers New Avenue for Fiscal Funding
Japan’s rising yields are drawing record demand for retail government bonds, offering a potential new source of funding just as policymakers seek to contain borrowing costs and reduce market supply.
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Musk retweeted a SpaceX post stating that the target for Starship Flight 14 launch is as early as September 28, pending regulatory approval.
Musk retweeted a SpaceX post stating that the target for Starship Flight 14 launch is as early as September 28, pending regulatory approval.
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Elon Musk's SpaceX AI division has held internal talks about buying customer records from dead startups to train Grok
Elon Musk's SpaceX AI division has held internal talks about buying customer records from dead startups to train Grok
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Bloomberg Markets Analysis: The JPY is Losing Its Appeal as a Funding Currency for Carry Trades
Bloomberg Markets analysis indicates that for decades, the Japanese Yen has been a favored funding currency for investors, used for low-cost borrowing and investing in high-yield assets.
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Anthropic's Claude Code introduces Projects feature, enabling multi-threaded automated workflows for AI programming, with tasks running in parallel and offline.
Anthropic's coding assistant, Claude Code, officially launched a major upgrade to its Projects feature on September 17, elevating AI-assisted development from a single-conversation mode to a multi-thr
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UBS Strategists: Federal Reserve's "Hawkish Rate Hike" Does Not Alter Gold's Long-Term Bullish Logic, Phased Target Sees Highest at $5,400
UBS strategist Giovanni Staunovo believes that despite the Federal Reserve's decision on September 16 to raise the federal funds rate target range by 25 basis points to 3.75%-4.00% and signal a potent
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Analysis indicates: Wall Street's "TACO trade" strategy, betting on Donald Trump's concessions on the Iran issue, became invalid in September.
MarketWatch analysis indicates that over the past six months, investors would buy the dip when Donald Trump threatened Iran, as he always backed down, a strategy dubbed "TACO trading." However, since
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Grayscale: Bitcoin Price Unlikely To Be Bothered by Fed's Interest Rate Hike
Grayscale's crypto research team believes that despite the Federal Reserve's interest rate hike on Wednesday and potential further increases in 2026, bitcoin's price is unlikely to be significantly af
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Bridgewater Associates Co-CIO Greg Jensen suggests regulating AI computing power giants, potentially by setting a "cap on computing power holdings."
Jensen stated that major global AI hashrate holders need to accept additional regulation similar to large financial institutions. He proposed that if a company controls more than 5% of the hashrate re
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SpaceX is reportedly considering purchasing data from defunct startups to expand training resources for its Grok AI model.
SpaceX is exploring purchasing data from bankrupt or struggling startups to expand training resources for its Grok AI model at a lower cost. Bloomberg, citing sources familiar with the matter, reporte
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Crypto Finds an Innovative Way Around the Will of Congress
Crypto Finds an Innovative Way Around the Will of Congress
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Conflict in Sudan-South Sudan border region kills at least 26, UN strengthens local security
The United Nations reported that inter-communal clashes in the disputed Abyei region between Sudan and South Sudan have resulted in at least 26 deaths and 82 injuries over several days. The United Nat
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Indonesia quake aftermath exposes fault lines in Prabowo's economic plans as villages struggle with recovery costs due to funds redirected to flagship programs
Indonesia quake aftermath exposes fault lines in Prabowo's economic plans as villages struggle with recovery costs due to funds redirected to flagship programs
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The U.S. will allow Iran's president and foreign minister, along with other delegation members, to attend UN meetings but will impose travel restrictions.
BBC News reports that the U.S. government has issued visas to Iranian officials, allowing them to travel to New York next week for the United Nations General Assembly. The delegation includes Iranian
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Analysts say Trump's Board of Peace 'failed' to secure lasting Gaza peace one year after ceasefire
One year after the Trump administration's Board of Peace (BoP) brokered a Gaza "ceasefire" that began on October 10, 2025, analysts contend the board has "failed" to achieve lasting peace. While Hamas
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US Warns Ukraine: Attacks on Russia Jeopardize Intelligence Sharing
The Trump administration has warned Kyiv that attacks on Russia would jeopardize intelligence sharing between the two countries, the Financial Times reported. This follows Ukrainian President Zelensky
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Poland's central bank governor, Glapinski, may be suspended, potentially complicating the interest rate meeting.
Polish central bank Governor Adam Glapinski may be suspended, potentially making it difficult to convene meetings of the rate-setting panel. A policymaker stated that this "unprecedented" legal challe
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IMF warns: Wealthy nations such as the United States, Europe, and Japan are facing increasingly severe debt distress, with borrowing costs soaring.
The International Monetary Fund (IMF), which typically intervenes when poor countries face debt distress, will confront the growing debt problems of wealthy nations this week. Government borrowing cos
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Investors are increasingly concerned about the AI debt frenzy, leading to a slowdown in AI-related lending activities.
Investors are wary of the massive financing required for AI infrastructure development, leading to a slowdown in AI-related lending activities. This comes after months of record-breaking bond issuance
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EU joint budget proposal slashed in race to find end-year agreement, though still a 30% increase on current spending
EU joint budget proposal slashed in race to find end-year agreement, though still a 30% increase on current spending
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Ledger-related wallet theft losses expand to $92.9 million, Tether freezes some funds.
The Ledger-related wallet theft incident continues to escalate, with the latest analysis showing losses have expanded to $92.9 million, affecting 311 wallets across five major networks: Bitcoin, Ether
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CoinDesk Analysis: Bitcoin's Flash Crash One Year Ago Led to $19 Billion in Liquidations, Analysts Warn Market Risks Remain
CoinDesk analysis indicates that exactly one year ago today (October 10, 2025), a Bitcoin flash crash led to the liquidation of approximately $19 billion in leveraged positions across the crypto marke
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China Passenger Vehicle Retail Sales Drop 24% in September
China’s passenger vehicle retail sales fell 24% in September from a year earlier to 1.702 million units, according to data released by the China Passenger Car Association. New-energy vehicle sales als
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Nomura Securities warns: S&P 500 "severely distorted," 85% of constituent stocks adjusted, ten stocks contribute 70% of gains, beware of diesel shortage impact
Nomura Securities cross-asset strategist Charlie McElligott noted in an October 8 report that the S&P 500 index has been largely flat over the past two months, yet 85% of its constituent stocks have e
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Al Jazeera's commentary article points out that Gaza's healthcare system continues to collapse a year after the "ceasefire."
The article states that ongoing attacks, restrictions on medical aid, and delays in evacuations continue to cause Palestinian deaths. Since the ceasefire, over 1,470 people have been killed. World Hea
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ICC special adviser declares Trump sanctions will not break the court if core supporters remain steadfast
ICC special adviser declares Trump sanctions will not break the court if core supporters remain steadfast
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Lookonchain: Over the past year, the USDT supply on Tron increased by 18.67B USDT to 94.25B USDT, up 24.7%
Lookonchain: Over the past year, the USDT supply on Tron increased by 18.67B USDT to 94.25B USDT, up 24.7%
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EU tech chief says bloc can fend off rogue AI risk
Amid global concerns following incidents at OpenAI and Anthropic, and fears that rogue AI agents may venture beyond human control, an EU tech chief stated that the bloc is capable of mitigating such r
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Former Intel CEO Pat Gelsinger: AI is sparking a hardware "renaissance," and data centers may face a wave of defaults due to power shortages.
Pat Gelsinger, General Partner at Playground Global and former Intel CEO, stated in an in-depth interview on a16z that while AI simplifies chip design, physical bottlenecks in manufacturing, memory, a
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Europe's Indebted Nations Begin to Yield to Bond Market Pressure
Europe's political class is showing the first signs of bending to the will of an unforgiving bond market. Budget policies and discourse from London to Paris and Rome have taken baby steps toward prude
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US Lifts Sanctions on Daughter of Myanmar Military-Linked Businessman
The U.S. Treasury Department removed Theint Win Htet from its sanctions list on Friday, following a lawsuit she filed and reports that the Trump administration had restarted negotiations with the Myan
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Citi: French Fiscal Risks May Lead ECB to Pause Rate Hikes After December, Euro Expected to Fall Below 1.10
Citigroup noted in its latest report that risks to French public finances could constrain further monetary policy tightening by the European Central Bank (ECB). The bank expects the ECB to pause its a
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Musk retweeted a SpaceX post, stating that the Falcon 9 rocket will launch Semper Citius SDA's fourth batch of data transfer missions to low Earth orbit.
Musk retweeted a SpaceX post, stating that the Falcon 9 rocket will launch Semper Citius SDA's fourth batch of data transfer missions to low Earth orbit.
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Musk retweeted a post supporting Starlink's entry into rural India.
Elon Musk retweeted a post by David M. Keyes, which stated that Starlink would revolutionize India, especially rural areas without internet access. Keyes initiated a petition to demonstrate the demand
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SpaceX is providing free Starlink internet service through November 10 to customers in affected areas following the earthquake in Panama.
Elon Musk forwarded a post stating that SpaceX is also offering free replacements for damaged Starlink kits and, through its partner +Móvil, enabling satellite SMS nationwide for 48 hours in areas wit
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Private equity titan Ge Weidong invested 700 million yuan in China National Building Materials Technology Co., Ltd.'s private placement, becoming its fifth-largest shareholder.
Chinese A-share listed company Sinoma Science & Technology announced a private placement plan on the evening of October 8, offering 87.1819 million shares to 15 investors at RMB 51.40 per share, raisi
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Federal Reserve September Meeting Minutes: Officials Divided on Conditions for Halting Rate Hikes, Most Expect Another Hike Before Year-End
The Federal Reserve's September meeting minutes, released on October 7, indicated that officials believed the Fed could stop raising interest rates even if inflation had not yet reached the 2% target,
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FT: Investor portfolios overly reliant on AI bet
The Financial Times (FT) analysis points out that investor portfolios have become alarmingly reliant on the fortunes of just one bet on the build-out of an uncertain artificial intelligence technology
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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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Regulatory Landscape of Virtual Currencies in Mainland China and Risks Associated with Using Overseas Trading Platforms
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SKR Tokenomics Analysis: The Core Driver of the Solana Mobile Ecosystem
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According to Bloomberg Markets: Large asset managers are deleveraging in the U.S. Treasury futures market, triggered by forced selling as cash yields approach multi-year highs.
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BEPR Token Analysis: Distinguishing Between Homonymous Projects and Current Market Status
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Wall Street's Rate Shock Spreads Beneath AI-Fueled Market Rally, Driven by High Oil Prices and Borrowing Costs
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iPhone Vulnerabilities Continue to Threaten Crypto Users, Older iOS Devices Remain at Risk
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TypeSafe AI, the maker of the non-text AI model Jev, reached a valuation of $7.5 billion just weeks after its launch, with a16z leading an $870 million funding round.
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Hungary Needs Significant Deficit Cut For Euro Path, Magyar Says
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Base Network: Coinbase's Layer 2 Solution and Its Ecosystem Development Status
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NEMO Token: Multi-Entity Identification and Trading Status
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