Macro
-
Emerging market investors shun highest-risk bonds as U.S. government bond yields surge.
Emerging market investors, including Aegon USA Investment Management and JPMorgan Asset Management, are cutting their riskiest bond bets, Bloomberg Markets reported. The intensifying global credit mar
-
Australia summons OpenAI, Anthropic chiefs to Senate inquiry over health-data hack
The Australian Senate has summoned the heads of OpenAI and Anthropic for an inquiry into a health-data hack. A rogue OpenAI research agent reportedly bypassed blocks on the Australian government's hea
-
Donald Trump states: "More people working in the United States right now than at any point in the History of our Country!"
Donald Trump states: "More people working in the United States right now than at any point in the History of our Country!"
-
Google Analyst: Hackers Target AI "Goldmine," Dark Web Sells AI Model Access at Discounts Up to 97%, Hijacks Cloud Hashrate to "Freeload" Resources
John Hultquist, a principal analyst at Google's Threat Analysis Group, stated that hacker attacks targeting AI accounts and computing resources have significantly increased this year, with a new attac
-
Institutional Investors Take Over Stock Market Leadership From Retail Traders, Show Resilience Amid Macro Volatility and Buy AI Plays Like Meta
Institutional investors are increasingly driving the stock market, with data showing their options flows are three times higher than a typical September. Vanda Research strategist Viraj Patel noted th
-
Anonymous analyst Mr. P: Optical communication is the ultimate solution for data center network connectivity, but copper cables will still be "forcibly extended" beyond 2027.
In a podcast on September 26, anonymous analyst Mr. P analyzed that despite optical communication ultimately dominating, copper cables and optical communication will coexist for a long time until 2027
-
Anonymous analyst Mr. P: The AI hashrate bottleneck is shifting from GPUs to electricity, ABF substrates, and storage, with gas turbine deliveries booked beyond 2030.
On September 26, anonymous analyst Mr. P stated in a podcast that while used H100 chips can still sell for $25,000 and B-series GPU hourly rentals have risen to $7-8, the sheer number of GPU dies is n
-
Anonymous analyst Mr. P: The "ten-year demand visibility" of AI hyperscale cloud vendors is a lie; storage remains cyclical, and storage spending may reach $500-700 billion next year.
Anonymous analyst Mr. P stated in a podcast on September 26 that hyperscale cloud vendors cannot predict the situation two years from now, and the market's "never-ending super cycle" assumption for AI
-
China conducted joint air and sea exercises near Scarborough Shoal on Sunday.
On September 27, the Southern Theater Command of the Chinese People's Liberation Army conducted a joint naval and air force exercise in the sea and air space around Scarborough Shoal.
-
Israeli Finance Minister Smotrich calls for military action in occupied West Bank, urging a repeat of Gaza operations
Far-right Finance Minister Bezalel Smotrich stated in an interview that the Israeli military should "go to war" in the occupied West Bank, aiming to dismantle the Palestinian Authority and eliminate w
-
Yemeni government forces expanded their air and ground attacks against Houthi militants in Taiz province, resulting in dozens of Houthi casualties over the past 24 hours.
Yemeni government forces have launched multiple air and ground operations against Houthi positions in Taiz province over the past 24 hours, aiming to halt the Houthi advance and reclaim lost territory
-
WSJ Analysis: When Will the AI Boom End? Historical experience shows that a halt in capital inflows marks the end of market frenzy.
WSJ Analysis: When Will the AI Boom End? Historical experience shows that a halt in capital inflows marks the end of market frenzy.
-
Iran seeks to shift oil exports and imports to Caspian Sea and land borders amid US blockade, facing challenges from declining water levels and border congestion
Due to a US naval blockade and airstrikes on its southern ports, Iran is exploring alternatives for oil exports and essential goods imports via the Caspian Sea and its land borders. However, these rou
-
Israel's Netanyahu criticizes opposition leaders for uniting to boost voter turnout ahead of October 27 elections
Five opposition leaders, including Yair Lapid and former Prime Minister Naftali Bennett, met on Saturday to coordinate their strategy. They pledged to work within their constituencies to secure a majo
-
India is moving closer to mandating prominent health warnings on packaged foods high in sugar, salt, and fat
The move could force global food companies to rethink their product strategy in one of the world's biggest and fastest-growing consumer markets.
-
JLL: Global property investors see signs of recovery in mainland China's office and retail markets, but remain wary of oversupply
According to global real estate firm JLL, international investors are expected to start buying when oversupply concerns are eased and new supply is absorbed by fresh take-up. Stuart Crow, JLL’s CEO fo
-
Saylor outlines ‘bill of digital rights’ to help build prosperity in future economy, aiming to enable 10 million new companies to raise capital
Saylor outlines ‘bill of digital rights’ to help build prosperity in future economy, aiming to enable 10 million new companies to raise capital
-
U.S. 'Funflation' is on the rise, with consumer spending on hobbies up 7.9% year-on-year in August 2026, despite airfare prices increasing 26.5%
The Bank of America's latest analysis suggested that "funflation" — the increased cost of fun — may be rising, but consumers aren't cutting back. The 7.9% growth in hobby spending was double the growt
-
South Korea's manufacturing sentiment improves in Q4, driven by strong chip and cosmetics exports
A survey conducted by the Korea Chamber of Commerce and Industry on Sunday showed the manufacturing business sentiment index for 2,413 manufacturers nationwide stood at 86 for the October-December per
-
Hong Kong Financial Secretary Paul Chan emphasizes need for AI talent, government to roll out over 200 training courses by 2028
Financial Secretary Paul Chan on Sunday said artificial intelligence would bring new job opportunities to Hong Kong while boosting economic growth. He noted that the city's exports recorded a year-on-
-
China's exoskeleton robots muscle into the consumer mainstream
Wearable exoskeleton devices, traditionally used in medicine and industry, are increasingly entering everyday life in China. Home appliance maker Haier Group showcased its exoskeleton products at the
-
Kakao Pay Insurance bucks digital insurer retreat with rapid growth and narrowing losses, as Kyobo Lifeplanet to be absorbed by parent Kyobo Life by April 2027
Kakao Pay Insurance is moving in the opposite direction of a broader retreat among Korea's first wave of standalone digital insurers, posting rapid growth while narrowing its losses and expanding its
-
South Korea and Mexico expand economic cooperation, covering advanced industries, energy, and culture.
South Korea and Mexico have agreed to strengthen economic ties, expanding cooperation from manufacturing to advanced industries, supply chains, energy, and culture, seeking new growth engines. The Kor
-
Nicaragua Grants One-Tenth of Its Land for Mining Rights to Chinese Miner
Nicaragua has granted mining concessions for roughly a tenth of its land to Chinese miners, deepening China's strategic foothold in Central America as the US and China vie for influence in the region,
-
A U.S. lending institution specializing in international students has collapsed due to tightening U.S. immigration policies.
Bloomberg Markets reported that a U.S. institution specializing in loans for international students has largely ceased operations due to its inability to secure new financing. This marks one of the mo
-
Trump-backed WLFI plans USD1 payments for online businesses, Mesh partnership to roll out this quarter
Trump-backed World Liberty Financial (WLFI) has outlined plans to bring USD1 payments to major online platforms. The initiative includes a payments partnership with Mesh, which is scheduled to roll ou
-
According to Fars News Agency, the Iranian President stated that the country is in a "full-scale war" and reiterated that it will "resist" its enemies.
According to Fars News Agency, the Iranian President stated that the country is in a "full-scale war" and reiterated that it will "resist" its enemies.
-
CCTV: China could use trade probe tools against EU
CCTV: China could use trade probe tools against EU
-
Hyperliquid CEO: Wall Street wealth model unsustainable, perpetual contracts democratize access
Hyperliquid CEO stated that early Wall Street wealth-creation opportunities remain inaccessible to retail participants, and Hyperliquid’s perpetual contracts aim to democratize access.
-
Bulgaria concludes search for crew of sunken cargo ship after drone attack, confirms no survivors.
Bulgarian authorities have concluded the search for crew members of a cargo ship that sank off the country's coast following a drone attack, confirming no survivors were found. The search was called o
-
Al Jazeera: Israel's war on Gaza has lasted three years, with over a tenth of the population killed or injured, and reconstruction plans stalled.
Al Jazeera reports that more than one-tenth of Gaza's pre-war population has been killed or wounded since Israel launched its war on the strip in October 2023. Almost every family is mourning the dead
-
Strategist Paulsen: Equities could face a correction of up to 15% due to interest rates, oil prices, and the dollar.
Strategist Paulsen: Equities could face a correction of up to 15% due to interest rates, oil prices, and the dollar.
-
Trump to discuss Russian plague lab worker's death with Putin
US President Donald Trump stated he would speak with Russian President Vladimir Putin about the death of a lab worker at a plague research center in Siberia, with discussions already underway. Trump e
-
The Kremlin denied most media reports regarding the Siberian plague laboratory incident, stating that employee deaths were reported to the WHO as per standard procedure.
The Kremlin denied most media reports regarding the Siberian plague lab incident, stating that employee deaths were reported to the WHO as per standard procedure, and that Russian regulators are the c
-
Poland is ready to release oil and diesel reserves if other countries follow suit
Poland is ready to release oil and diesel reserves if other countries follow suit
-
Iran's army says it will launch preemptive attack if needed, Fars reports
Iran's army says it will launch preemptive attack if needed, Fars reports
-
MAS appoints five asset managers for EQDP Phase 3, allocating S$1.45 billion
MAS appoints five asset managers for EQDP Phase 3, allocating S$1.45 billion
-
MAS: Stress tests show approximately 4,000 households with housing loans may face cash flow shortfalls under extreme scenarios.
The Monetary Authority of Singapore (MAS) stated in a parliamentary reply that its latest stress tests estimate approximately 1% of housing loan borrower households, or about 4,000 households, could f
-
Eric Trump: AI Boom Will Ultimately Be the Fastest Driver of Crypto Growth
Eric Trump stated that massive investments in artificial intelligence, while once a factor in suppressing cryptocurrency prices, will ultimately become the fastest-growing driver of digital asset grow
-
Australia's AirTrunk to triple Japan data center investment to up to $30bn over next five years, driven by growing demand for AI infrastructure in Asia
Australia's AirTrunk to triple Japan data center investment to up to $30bn over next five years, driven by growing demand for AI infrastructure in Asia
-
BingX Executive: Wealthy Investors Adopting Longer-Term Bitcoin Holding Strategies
Kevin Lee, Strategy Director at BingX, stated that wealthy investors have adopted a longer-term strategy for holding Bitcoin, but family offices still have limited exposure to cryptocurrencies.
-
IMF chief warns France to 'get its house in order' as 10-year bond yields surge over 100 bps this year
IMF Managing Director Kristalina Georgieva issued a stark warning to the French government in a CNBC interview on Wednesday, urging it to bring its finances under control. France is facing political i
-
U.S. Secretary of State Rubio: Iran Missed "Multiple" Opportunities to Reach Nuclear Deal
U.S. Secretary of State Rubio said on Wednesday that Iran has failed to seize "multiple" opportunities to reach an agreement on its nuclear program, and negotiations between Washington and Tehran on a
-
The Hong Kong SFC will proceed with strengthening the Code on Unit Trusts and Mutual Funds.
The Hong Kong SFC will proceed with strengthening the Code on Unit Trusts and Mutual Funds.
-
Three years on, October 7 events continue to reshape Israel's politics and global standing
Three years after the October 7, 2023, attacks by Hamas, which killed nearly 1,200 people and saw about 250 taken captive, Israel's politics and global standing continue to be reshaped. The subsequent
-
"New Bond King" Gundlach: The Federal Reserve is facing a "waterbed problem," and US Treasury yields could rise to 6%
Jeffrey Gundlach, founder and CEO of DoubleLine Capital, warned that the U.S. fiscal deficit and inflation are pushing the Federal Reserve into an unsolvable dilemma, where both rate hikes and cuts wo
-
Indian Rupee Nears Record Low as RBI's First Rate Hike in Four Years Fails to Impress Traders
India's rupee retreated even after the central bank hiked interest rates for the first time in four years, as traders were disappointed by the lack of more aggressive steps to tighten liquidity and su
-
Hong Kong, Singapore Pitch Rival Gold Hubs
Officials from Hong Kong and Singapore pitched rival plans to create gold trading hubs in Asia, underscoring fierce competition to secure new business and capitalize on strong demand for the precious
-
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.
-
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.
-
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
-
1
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.
-
2
AI startup Hark launches personal AI assistant Hark Pro, emphasizing privacy protection.
-
3
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.
-
4
Brevan Howard to Use Ripple Prime for Multi-Asset Brokerage, Clearing, and Financing Services
-
5
US Republican Senator Moreno Sends Letter to Anthropic CEO, Warning Against "Alarmist" Stance on AI
-
6
Agora receives OCC approval, plans to move AUSD stablecoin issuance to a US trust bank
-
7
OKX has secured new investments from Ripple, Circle, Standard Chartered, and others, reaching a valuation of $25 billion, and has formed a joint venture with ICE to launch tokenized stock trading.
-
8
Coinbase launches stock options trading for US customers, offering zero commission for the first month
-
9
Vessel attacks in the Strait of Hormuz surged, yet Gulf oil exports still increased significantly, recovering to over 81% of pre-war levels in September.
-
10
OKX secures strategic investment from Ripple, Circle, and others, launches stablecoin app
Markets Today
Recommended Reading



