Macro
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U.S. Trade Representative Greer: China-U.S. trade negotiations have made progress, are in a controlled trade situation, and more details will be announced on Monday.
U.S. Trade Representative Greer: China-U.S. trade negotiations have made progress, are in a controlled trade situation, and more details will be announced on Monday.
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U.S. Trade Representative Greer: Dialogue with China on export controls and national security is not within the scope of these talks.
U.S. Trade Representative Greer: Dialogue with China on export controls and national security is not within the scope of these talks.
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US Trade Representative Greer: We have reached agreements with China on a subset of goods we can trade
US Trade Representative Greer: We have reached agreements with China on a subset of goods we can trade
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Internet restricted after conflict erupts in Ethiopia's Tigray region
Conflict erupted between local militias and national forces in Ethiopia's northern Tigray region this Wednesday, leading to disruptions in internet and telephone services across the area. Services fro
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India's Forex Reserves Fall Most in Two Years on Rupee Support
India's foreign exchange reserves dropped by the most in almost two years as the central bank intervened to support the rupee amid surging oil prices.
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Musk Discloses xAI's Hashrate Expansion Plan: Colossus 2 Cluster's NVIDIA Chips May Double to 1.21 Million by Year-End
Elon Musk's artificial intelligence company, xAI, is accelerating its expansion of AI computing power. On September 25, he stated on the social platform X that its AI computing cluster, Colossus 2, ha
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Bloomberg: Despite rising bond yields, Middle East tensions, and Federal Reserve rate hikes, the most shorted US stocks are still poised for one of their best years ever.
Bloomberg reports that sustained increases in bond yields, the situation in the Middle East, and the Federal Reserve's actions to curb inflation should have diminished the appeal of the most shorted U
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U.S. 30-year Treasury bond yield rises 1.85 basis points to 5.481%, 10-year yield up 2.36 basis points to 5.186% after durable goods data
U.S. 30-year Treasury bond yield rises 1.85 basis points to 5.481%, 10-year yield up 2.36 basis points to 5.186% after durable goods data
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U.S. August core capital goods orders rose 1.6% month-over-month, exceeding expectations, while durable goods orders were flat month-over-month.
U.S. core capital goods orders rose 1.6% month-over-month in August, exceeding market expectations, with July's increase revised up from 0.4% to 0.6%, data from the Commerce Department showed on Frida
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US Durable Goods Orders MoM 0%, expected -0.4%, prior 1.1%, above expectations
Durable Goods Orders MoM: 0%, expected -0.4%, prior 1.1%, above expectations Release Time: 2026-09-25 12:30 UTC
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U.S. AI data centers increasingly built on GPU collateral and other novel financing, raising risk for companies without tech giants' deep pockets
U.S. AI data centers increasingly built on GPU collateral and other novel financing, raising risk for companies without tech giants' deep pockets
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Microsoft updates Copilot app, integrating coding and productivity features to enhance enterprise AI competitiveness.
Microsoft Corp. on Friday launched an updated version of its Copilot application, aiming to integrate programming and complex productivity tasks into a single platform to attract more Office 365 enter
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Goldman Sachs: Five Largest US Hyperscalers' AI Infrastructure Spending to Surge 54% to $1.2 Trillion by 2027, Exceeding Wall Street Estimates
Goldman Sachs expects Amazon, Alphabet, Microsoft, Oracle, and Meta to boost their AI infrastructure spending by 54% to $1.2 trillion in 2027, surpassing current Wall Street estimates. These companies
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Former U.S. Director of National Intelligence Haines: Trump Relies More on Intuition Than Expertise
Former US Director of National Intelligence Avril Haines stated that Donald Trump tends to trust his intuition more than expertise when making decisions. She also believes that World War III is a "pla
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US seeks to revive Russia-Ukraine ceasefire talks, both sides confirm plan for trilateral meeting
The United States is working to arrange a new round of talks to end the four-and-a-half-year Russia-Ukraine war, with Kyiv and Moscow confirming the plan for a trilateral meeting. The UAE is mooted as
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U.S. natural gas futures extended losses to 5%, with trading highly volatile ahead of contract expiry.
U.S. natural gas futures extended losses to 5%, with trading highly volatile ahead of contract expiry.
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U.S. Ambassador to China: Donald Trump has made it clear that any assistance from China to Iran is completely unacceptable.
U.S. Ambassador to China: Donald Trump has made it clear that any assistance from China to Iran is completely unacceptable.
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Paraguay Is Increasing Beef Exports to US But Lacks Quota, President Peña Says
Paraguayan President Santiago Peña stated in a Bloomberg Television interview Friday in New York that while the country is increasing beef exports to the US, it has not been allocated an export quota,
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Italy to Convene Oil Refiners Next Month to Boost Fuels Output Amid Inflation Concerns
The Italian government will meet its oil refining industry next month to discuss a boost in production as concern grows that surging prices for diesel and other fuels could stoke inflation.
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Meta's AI agent, Muse, has reached 700,000 daily active users, but the service has experienced issues such as degradation and agent task failures.
Meta's personal AI agent, Muse, has seen rapid user growth, with daily active users increasing tenfold to 700,000 in the past 11 days, but server-side pressure has emerged earlier than expected. Alexa
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Citi maintains overweight rating on U.S. equities, advises buying the next market pullback
Citi maintains overweight rating on U.S. equities, advises buying the next market pullback. The bank notes that stocks have remained resilient despite higher oil prices, interest rates, and Federal Re
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Big Oil's exploration in South America has surged following Exxon's blockbuster discovery in Guyana.
Big Oil's exploration in South America has surged following Exxon's blockbuster discovery in Guyana.
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Goldman Sachs Report: Six major US cloud service providers need to generate $1.42 trillion in revenue between 2028 and 2030 to provide a reasonable return on $1.73 trillion in AI capital expenditures.
Goldman Sachs' latest research report indicates that, under a baseline assumption of a 15% annualized return on invested capital (ROIC), six major US hyperscale cloud service providers—Alphabet, Micro
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Bitcoin holders realize $2.4 billion in profits after recent surge, but pace is slower than prior market tops; ETFs see $2.84 billion net inflow in six days
Bitcoin's recent 44% surge to nearly $85,000 has led holders to realize $2.4 billion in profits, according to Bitfinex data. However, this pace is significantly slower than the $7-10 billion seen at p
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House Finance panel chair says regulator actions on crypto ‘fall short’ of CLARITY bill, hopes for passage before 2027
Representative French Hill hopes lawmakers could pass a cryptocurrency market structure bill before the next session of Congress in 2027 as SEC and CFTC actions weren’t sufficient.
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French Finance Ministry: No Change in Bond Issuance Strategy
French Finance Ministry: No Change in Bond Issuance Strategy
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Cybersecurity consultant found guilty of stealing nearly $55 million in crypto, some spent on Pokemon cards
A cybersecurity consultant was found guilty of stealing nearly $55 million in cryptocurrency, some of which was spent to acquire rare Pokemon cards and other collectibles.
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OpenAI: Teenagers Use ChatGPT for Less Than 15 Minutes Daily on Average; "College Planner" to Be Launched
OpenAI stated that teenagers use ChatGPT for less than 15 minutes per day on average, and less than 2% of users use it continuously for more than 3 hours. The company also noted that teenage ChatGPT u
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Wells Fargo faces HUD probe over Black homeownership efforts
Trump’s Housing and Urban Development (HUD) is investigating Wells Fargo's efforts to boost Black homeownership, viewing them as potential violations of the Fair Housing Act by cracking down on race-b
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Wall Street strategists are divided on whether US Treasury yields have peaked.
Wall Street strategists, including those from Goldman Sachs and Bank of America, are divided on whether U.S. bond yields will fall back by year-end or continue to hit new highs.
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Japan to help Hormuz-dependent Philippines bolster oil reserves under agreement to be signed Thursday
Japan to help Hormuz-dependent Philippines bolster oil reserves under agreement to be signed Thursday
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Al Jazeera Commentary: Israel's Military Operations in Gaza Fail to Achieve Political Objectives
Al Jazeera commented that Israel's military operation in the Gaza Strip has lasted three years but has failed to achieve its stated political goals. The article listed that Israel has failed to rescue
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Al Jazeera: Britons risk freedom and reputations to join Palestine movement amid Gaza conflict, challenging government policy
Al Jazeera: Britons risk freedom and reputations to join Palestine movement amid Gaza conflict, challenging government policy
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Musk reposted a tweet accusing Indian "oligarchs" of obstructing his business, calling the move "a crime against the Indian people."
Elon Musk reposted a tweet about insufficient internet coverage in India, commenting that "unfortunately, some oligarchs are blocking to maintain their monopoly control over the Indian people." He add
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Musk: Starlink Mobile V2 Satellites to Boost Bandwidth by Over 100x
Musk stated that SpaceX's Starlink Mobile (direct-to-cell) V2 satellites are "incredible," and the constellation will enable bandwidth exceeding 100 times that of the current V1 system.
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India Seeks Black Sea Deal with Ukraine and Russia Amid Fresh Attacks on Merchant Ships
India is engaging Ukraine and Russia to ensure safe passage of grain and energy through the Black Sea, as continued attacks on commercial vessels disrupt shipping and put Indian seafarers at risk.
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The U.S. FTC and USDA have launched an investigation into agricultural machinery market practices, including potential anti-competitive behavior.
The U.S. FTC and USDA have launched an investigation into agricultural machinery market practices, including potential anti-competitive behavior.
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France Considers Issuing More Short-Term Debt Amid Bond Market Turmoil
France Considers Issuing More Short-Term Debt Amid Bond Market Turmoil
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Oil prices surge, reigniting inflation concerns, as U.S. Treasury yields hit a new high since 2002. U.S. stocks face pressure from elevated levels, with the Dow falling over 1%.
On Wednesday, the main theme in global financial markets shifted to "rising oil prices—inflation concerns—higher interest rates." International oil prices continued their upward trend, with Brent crud
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Healthleap raises $38M in funding for its AI platform
Healthleap, an AI platform that identifies hospital patients at risk of undiagnosed illnesses, has raised $38 million in funding. The financing comprises an $8 million seed round co-led by Sequoia Cap
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Grayscale Research: Zcash shielded transactions address AI privacy concerns, with nearly 29% of ZEC in shielded pool
Grayscale Research: Zcash shielded transactions address AI privacy concerns, with nearly 29% of ZEC in shielded pool
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Elon Musk: Grok Bot will use small, fast models for simple questions and large models for complex answers to achieve the best outcome for users
Elon Musk: Grok Bot will use small, fast models for simple questions and large models for complex answers to achieve the best outcome for users
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U.S. Treasury Rules Now Allow Wealthy-Controlled Charities to Place Individual Stocks into Children's Accounts, Tying Kids' Wealth to Specific Companies
U.S. Treasury Rules Now Allow Wealthy-Controlled Charities to Place Individual Stocks into Children's Accounts, Tying Kids' Wealth to Specific Companies
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US Treasury to buy back up to $6 billion in longer-dated debt on Thursday (Oct. 8)
US Treasury to buy back up to $6 billion in longer-dated debt on Thursday (Oct. 8)
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NY Fed: U.S. Consumers' 1-Year Inflation Expectations Jump to 3.9% in September, Highest Since May 2023
The New York Fed reported that three-year expectations edged up to 3.3% from 3.2%, while five-year expectations held at 3.0%. Households also anticipate faster spending and higher commodity prices, al
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Musk retweeted a post from SpaceX's VP of Starlink Operations, who disclosed the progress of Starlink's deployment in India.
Lauren Dreyer, Vice President of Starlink Business Operations at SpaceX, revealed at the 2026 India Mobile Congress that Starlink has signed MOUs with Airtel and Jio to build 20 gateway sites. Starlin
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FOMC minutes in focus as October hike odds fall to 20%
The FOMC minutes will be scrutinized for how firmly officials backed further rate hikes after September’s unanimous 25bp increase. October hike odds have fallen to around 20% from 55% after softer inf
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Brazilian presidential candidate Bolsonaro stated that if elected president and his party gains a majority in Congress, he might amend the constitution.
Brazilian presidential candidate Bolsonaro stated that if elected president and his party gains a majority in Congress, he might amend the constitution.
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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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U.S. Democratic senators have sent a letter to Treasury Secretary Scott Bessent and other senior officials, demanding disclosure of the AI regulatory framework revision process and questioning the influence of tech giant lobbying on policy.
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AI startup Hark launches personal AI assistant Hark Pro, emphasizing privacy protection.
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Anduril plans to invest $3.7bn in a new shipyard to manufacture parts for US Navy's top submarines, as Trump seeks to reduce dependence on prime contractors.
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US Republican Senator Moreno Sends Letter to Anthropic CEO, Warning Against "Alarmist" Stance on AI
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Altius CEO: Crypto's future is pricing existing assets, not creating new ones
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Google DeepMind has released EmbeddingGemma 2, a multimodal embedding model with 740 million parameters, supporting text, images, audio, and video.
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Conduit sues Tether over $2.76 million freeze, alleging no legal entitlement to funds
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CNBC analysis: Meta may ditch cloud business for AI agent Muse
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Oracle's 1.3GW data center project in Wisconsin is in jeopardy due to a transmission approval restart, potentially delaying delivery until 2028-2029 and increasing costs by 75%.
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Federal Reserve Vice Chair Bowman: Plans to restructure bank supervision framework and review updated asset thresholds to reflect inflation.
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