Macro
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JPMorgan Chase's Peters: Still Bullish on Stocks Even as Rising Yields Test Earnings
Grace Peters of JPMorgan Chase & Co. stated that equity markets can continue to climb even as rising bond yields increase the hurdle for earnings growth. Peters believes that factors driving bond yiel
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Yemeni government forces repel Houthi attacks in Taiz, killing dozens of fighters, amid renewed hostilities
Yemen's Saudi Arabia-backed government forces announced on Thursday that they repelled coordinated Houthi attacks on Wednesday night in the southwestern governorate of Taiz, killing and wounding dozen
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WSJ: In the Age of AI, Cash Is Still King as Technology Increases Competition for Deposits
The Wall Street Journal comments that investors are increasingly concerned about financial stocks' ability to attract and retain customer cash. This marks a shift from previous years when cash yielded
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India's Reliance Industries plans to issue local currency bonds worth up to 100 billion rupees ($1 billion) as early as next week.
India's Reliance Industries plans to issue local currency bonds worth up to 100 billion rupees ($1 billion) as early as next week.
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Deloitte China: Beijing Tightens IPO Approvals for Humanoid Robot Companies, Posing No Threat to Firms with Clear Commercialization Strategies
Dick Kay, the national managing partner of Capital Market Services at Deloitte China, stated on Thursday that market capital is shifting from past "blind impulses" to "meticulous screening," and quali
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New York Fed President Williams: Market expectations for another rate hike by year-end are "reasonable"; the AI boom is a demand shock that could make inflation more persistent.
New York Fed President Williams: Market expectations for another rate hike by year-end are "reasonable"; the AI boom is a demand shock that could make inflation more persistent.
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Israeli PM Netanyahu to address UN General Assembly with focus on domestic elections
Israeli Prime Minister Benjamin Netanyahu is set to address the United Nations General Assembly later on Thursday, at a critical point for his political career and ahead of crucial elections. Analysts
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Saudi Aramco CEO says any operational interruption can be fixed within days, exploring alternative oil export routes amid Iran war threats
Saudi Aramco President and CEO Amin Nasser stated that the state oil giant can restore disrupted operations within days. The company is also exploring new routes for oil exports, as it faces increasin
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Mifeng Technology launches "Mifeng Pie," an embodied AI data crowdsourcing platform, opening data collection to the public.
On September 23, Mifeng Tech officially launched "Mifeng Pie," a data crowdsourcing platform designed to open large-scale embodied AI data collection to the public. The platform allows ordinary indivi
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China and the United States have agreed to extend their trade truce, which was originally set to expire on November 10.
The United States announced that China and the US had agreed to extend the trade truce, originally set to expire on November 10, as Chinese President Xi Jinping arrived in Washington for a summit with
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JPMorgan Chase analysts say the stock market's "fracture threshold" may have risen to the 5.5% to 6% range, driven by structural forces.
JPMorgan Chase analysts noted that structural forces, such as artificial intelligence, healthcare, and the services sector, have significantly weakened the constraints of traditional interest rate tra
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Ahead of the meeting between Donald Trump and Xi Jinping, analysis indicates that China's exports grew by 25% year-on-year last month, and its trade surplus with the US expanded by 44% to $29 billion.
Ahead of the meeting between Donald Trump and Xi Jinping, analysis indicates that China's exports grew by 25% year-on-year last month, and its trade surplus with the US expanded by 44% to $29 billion.
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Davidson Kempner and UK Government Partner to Provide Capital Relief for Oxbury Bank, Guaranteeing Up to £500M in Farm Loans
The risk transfer deal will guarantee up to £500 million ($662 million) of existing loans to small and medium-sized farming businesses. The British Business Bank will underwrite the senior portion, wh
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Al Jazeera Analysis: US Leads in AI Spending and Computing Power, China Leads in Research and is Closing the Gap in Advanced Models
Al Jazeera analysis indicates that the United States dominates AI spending and hashrate, accounting for nearly three-quarters of global AI hashrate, while China accounts for over 14%. However, China l
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Vietnam Weighs Wider Daily Stock Trading Band After FTSE Upgrade
Vietnam is considering widening the daily trading band for stocks to make its market more attractive to investors following an upgrade to emerging-market status by FTSE Russell, according to people fa
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Germany's Ifo Business Climate Index for September was 89.9 points, above the expected 89 points and the previous value of 88.8 points.
Germany's Ifo Business Climate Index for September was 89.9 points, above the expected 89 points and the previous value of 88.8 points.
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DBS Bank (Hong Kong) states investors are pivoting to selective China bets in technology, with AI, advanced manufacturing, and innovative drugs displacing property as growth engines.
DBS Bank (Hong Kong) states investors are pivoting to selective China bets in technology, with AI, advanced manufacturing, and innovative drugs displacing property as growth engines.
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Bloomberg Odd Lots Podcast: AI Is Disrupting Social Media Professionals
Bloomberg's Odd Lots podcast invited veteran internet commentator Rachel Karten and others to discuss the AI era of social media, pointing out that as AI-generated content floods the internet, social
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US diesel prices hit a new all-time high of $6.50 per gallon, and Iranian President Pezeshkian stated at the UN General Assembly that Iran "will never bow down."
U.S. diesel prices have surged to a new record high of $6.50 per gallon, making energy costs a political liability for the White House ahead of the midterm elections. Geopolitically, Iranian President
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Bloomberg Intelligence: Trump-Xi Summit Is Narrowing Geopolitical Discount on China Dollar Credit
Bloomberg Intelligence: Trump-Xi Summit Is Narrowing Geopolitical Discount on China Dollar Credit
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Indonesia state-owned commodity agency Danantara hires Daniel Lim to lead its palm oil division
Danantara Sumberdaya Indonesia is preparing to hire veteran vegetable-oil broker Daniel Lim to lead its palm oil division, as the state-owned commodity agency builds out its senior team to oversee tra
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Qatar's LNG shipments through the Strait of Hormuz rose to their highest level in over two months.
Qatar has increased its shipments of liquefied natural gas (LNG) tankers through the Strait of Hormuz to the highest level in over two months, according to Bloomberg data, signaling increased confiden
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Goldman Sachs: "Agency AI Shock" Triggered by Meta Muse Leads to 2.58% Single-Day Drop in "Consumer Inertia" Stock Basket
Goldman Sachs noted in its daily report that Meta Muse's agentic AI capabilities fundamentally threaten business models that rely on high user "switching costs" to maintain customer retention, causing
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Morgan Stanley: The Rise of AI Agents Strengthens the Mid-Term Logic for Communications, Network Infrastructure, and E-commerce Software
Morgan Stanley's latest research report indicates that the accelerating adoption of personal AI agents, such as Meta's Muse and private product Instinct, is strengthening the medium-term bullish case
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Naver seeks $10B financing for AI data center expansion
South Korean tech giant Naver is seeking up to $10 billion in financing for the expansion of its Gak Sejong AI factory, which aims to become one of the country's largest AI data centers. The project i
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New Zealand Central Bank Governor Anna Breman is overhauling the central bank's senior leadership, recruiting two assistant governors and a chief of staff almost a year into her job.
New Zealand Central Bank Governor Anna Breman is overhauling the central bank's senior leadership, recruiting two assistant governors and a chief of staff almost a year into her job.
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Cybersecurity Firm: Multiple South Korean Banks Hit by Cyberattack, AI Tools Identified as Part of the Assault
Cybersecurity firm CrowdStrike stated that AI services, including Anthropic's Claude Code and the Chinese-developed open-source tool ARTEX, have been identified as part of recent cyberattacks on South
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South Korean Finance Minister Park Ho-geun emphasized the need to establish a "virtuous cycle" of fiscal spending, economic growth, and tax revenue.
South Korean Finance Minister Choo Kyung-ho stated during a parliamentary audit on Thursday that the government's proposed "Future Fund" could play a crucial role in achieving the goal of laying the g
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SK Group Chairman Chey Tae-won will make a rare television appearance to share his vision for capitalism in the AI era.
SK Group Chairman Chey Tae-won will make a rare television appearance to share his vision for capitalism in the AI era.
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Jefferies: Meta AI agent Muse's commercialization hindered as approximately two-thirds of websites block or restrict its access.
According to Jefferies' latest research report, Meta's AI agent Muse faces core commercialization bottlenecks related to access rather than model capabilities. After testing hundreds of mainstream U.S
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NVIDIA is reportedly in discussions to invest an additional $1 billion in humanoid robot company Figure, and plans to invest approximately $3 billion in Perplexity.
NVIDIA's next phase of investment will focus on humanoid robots, autonomous driving technology, and AI models that can run on local devices, according to a report by tech media outlet The Information
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Vingroup and Alstom sign 200-train Hanoi metro deal
Vietnam's largest conglomerate Vingroup and France's Alstom have signed a deal for 200 trainsets for the Hanoi metro system, which Vingroup is building. The agreement includes technology transfer to d
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Yemen's government forces claim to have "eliminated" 1,860 Houthi militants and conducted 2,103 precision strikes in Operation "Dawn of Yemen."
Yemen's government forces announced on Thursday via social media that they have "eliminated" 1,860 Houthi militants and conducted 2,103 "precise strike operations" against Houthi military positions si
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India braces for economic shock as super El Niño threatens food crisis and slows growth
The super El Niño weather phenomenon is emerging as a major headwind for the Indian economy, with the country experiencing its lowest rainfall in over a decade from June to September. This has led to
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DBS Hong Kong and Manulife Hong Kong donate HK$1 million to support healthcare worker well-being, celebrating ten years of partnership.
DBS Hong Kong and Manulife Hong Kong have donated HKD 1 million to the Hospital Authority's "Oasis - Centre for Personal Growth & Crisis Intervention" to celebrate the tenth anniversary of their banca
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China is racing to build AI data centers in the energy-rich heartland of Inner Mongolia to support the nation's AI development.
China is racing to build AI data centers in the energy-rich heartland of Inner Mongolia to support the nation's AI development.
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Musk reposted a tweet: Starlink is new infrastructure connecting people untouched by traditional networks.
Elon Musk retweeted a post from XFreeze, which stated that Starlink not only provides faster internet service but also serves as a new type of infrastructure connecting people beyond the reach of trad
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Musk retweeted a Starlink post, announcing that Starlink Mobile service has launched in Bangladesh.
Musk retweeted a Starlink post announcing that Starlink Mobile service has launched in Bangladesh. Starlink stated that through its partnership with Banglalink, millions of customers can now send mess
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U.S. government transfers another $566M in crypto over past 10 hours
The U.S. government has transferred another $566 million in crypto assets over the past 10 hours, including 4,632 BTC ($384.5 million), 119 million USDT, and 750 WBTC ($62.34 million). This follows ea
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Elon Musk reposts Teslaconomics' tweet, highlighting Grok Bot's new ability to turn X conversations into full-color Japanese manga
Elon Musk reposted a tweet from Teslaconomics, who demonstrated Grok Bot's new feature by converting their own comment section into a full-color Japanese manga. Teslaconomics stated that Grok Bot can
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Seoul shares turn lower after opening up amid inflation worries
The benchmark Korea Composite Stock Price Index (KOSPI) lost 53.32 points, or 0.78 percent, to 6,750.58 as of 9:15 a.m. on Thursday, reversing earlier gains. The decline was largely attributed to infl
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South Korean Stock Market's "Sole Buyer" Exits Early, Samsung and SK Hynix's $40 Billion Buyback Plans Conclude
South Korea's stock market is facing a liquidity test. The approximately $40 billion stock buyback programs by Samsung Electronics and SK Hynix, which had previously supported the Korea Composite Stoc
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Samsung Partners with Solana to Natively Deliver Stablecoins in Samsung Wallet to 82 Million U.S. Galaxy Devices
Samsung has partnered with Solana to natively integrate stablecoin support into Samsung Wallet, enabling USDC cross-border transfers on Solana across 82 million U.S. Galaxy devices, beginning the last
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Asian Wheat Millers Cut Forward Purchases as Soaring Prices and Black Sea Disruptions Whipsaw Markets
Asian Wheat Millers Cut Forward Purchases as Soaring Prices and Black Sea Disruptions Whipsaw Markets
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Japanese Stocks Fall for Second Day, Tracking Wall Street Selloff as High Oil Prices Revive Inflation Fears and Hit Cyclical Shares
Japanese Stocks Fall for Second Day, Tracking Wall Street Selloff as High Oil Prices Revive Inflation Fears and Hit Cyclical Shares
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The Nikkei 225 fell 0.7% in early trading, dragged down by machinery manufacturers and trading companies.
The Nikkei 225 fell 0.7% in early trading, dragged down by machinery manufacturers and trading companies. Uncertainty about borrowing costs and the ongoing impact of the conflict in Iran led to a weak
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The Trump administration has completed the automatic registration for "Trump Accounts," providing tax-advantaged investment accounts to nearly 70 million American children.
The White House announced that the Trump administration has completed the automatic enrollment for "Trump Accounts," a tax-advantaged investment account for children, with nearly 70 million American c
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South Korea's current account surplus reached $46.1 billion in August, the second-highest on record, driven by strong export performance.
South Korea's current account surplus reached $46.1 billion in August, the second-highest on record, driven by strong exports, the Bank of Korea announced on Thursday. This figure represents a $4 bill
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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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Is YGG a Mainstream Cryptocurrency? Yield Guild Games Founder Explains
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TRB (Tellor Tributes) Value Analysis and Long-Term Investment Considerations
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Topix’s Biggest Ever Revamp to Cull Hundreds of Japanese Stocks
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Binance Exchange Adds JPMorgan Chase (JPMB), Eli Lilly (LLYB), Securitize Corp (SECZB) and StablecoinX Inc (USDEB) bStocks Trading Pairs on Binance Spot/Convert
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The Reserve Bank of India (RBI) raised its key interest rate by 25 basis points to 5.50%, the first hike since 2023, to curb inflation.
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U.S. 30-year fixed mortgage rate surged 19 bps to 7.49%, highest since Nov 2023 as Treasury yields surged; mortgage applications fell 4.2% last week.
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Core Keeper Game Launch Price and COKE Token Status
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A Panama-flagged oil tanker was attacked and caught fire in the Strait of Hormuz, injuring 12 crew members. The Royal Air Force of Oman has evacuated 10 crew members.
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US stock Q3 earnings season kicks off next week, Goldman Sachs expects S&P 500 EPS to grow by 27%.
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Australia's High Court has ruled a coal mine expansion project unlawful, citing insufficient consideration of climate damage.
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