Macro
-
Pimco is bullish on Australian bonds, believing the market has over-discounted interest rate hikes.
Pimco is taking an increasingly constructive stance on Australian bonds, believing that the market has overestimated interest rate hike expectations in the face of a slowing local economy.
-
Hong Kong Financial Secretary Paul Chan met AIIB President Zou Jiayi, welcoming AIIB's plan to set up an office in HK and hoping for expanded cooperation in catastrophe bond issuance and green finance.
Hong Kong Financial Secretary Paul Chan met AIIB President Zou Jiayi, welcoming AIIB's plan to set up an office in HK and hoping for expanded cooperation in catastrophe bond issuance and green finance
-
One in six Western European companies under financial strain, BCG says
Boston Consulting Group (BCG) reports that one in six companies in Western Europe is experiencing financial strain, as increasing leverage makes businesses more susceptible to economic shocks.
-
TSMC affiliate VIS's first Singapore plant opens "sold out" due to AI demand, already eyeing expansion with a second facility
TSMC affiliate Vanguard International Semiconductor (VIS) inaugurated its first advanced chipmaking plant in Singapore on Monday, with its new capacity instantly "sold out" due to the massive AI infra
-
EU countries consider Nato-style joint responses to Russian hybrid attacks
The campaign this year has included drone attacks, bombs and arson, leading to calls for a stronger response.
-
AI hyperscalers are transforming debt, as their huge capital needs force companies and countries to rethink borrowing methods
AI hyperscalers are transforming debt, as their huge capital needs force companies and countries to rethink borrowing methods
-
US Regulators Plan to Roll Back Post-Enron Audit Reforms
The plan is to further limit audit requirements that were imposed following the Enron scandal.
-
Fund Veteran Chris Iggo Retires, Predicting Bonds Will Rebound
Long-time bond investor Chris Iggo is retiring with a parting message for markets: after four difficult years, bonds are set for a rebound.
-
Jim Chanos, founder of the renowned short-selling firm Chanos, warned that the incremental ROIC for cloud giants peaked in 2024 and is expected to fall below WACC by mid-2027.
Jim Chanos stated in a recent podcast that Chanos & Co has been focusing on the capital returns of hyperscale cloud vendors since early 2025, finding that their incremental return on invested capital
-
SpaceX's Starship rocket will attempt its first orbital flight on Monday, with the FAA having authorized the launch and plans to deploy 26 new Starlink V3 satellites.
The launch is scheduled for 8:15 AM ET (7:15 AM local time) on Monday from Starbase, Texas, following the Federal Aviation Administration (FAA) granting a "SpaceX Starship Super Heavy Flight 14 Launch
-
China's industrial profit growth slows to 4.2% in August, weakest this year
Official data released on Monday showed that China's industrial profits grew 4.2% year-on-year in August, marking the weakest growth this year. For the first eight months of 2026, profits at large ind
-
Nick Timiraos: Trump's economic advisers' theory on fiscal restraint to lower rates 'hasn't worked out'
According to Nick Timiraos, in the early days of Trump's second term, his economic advisers posited that showing the bond market Washington was serious about closing deficits would lead to long-term i
-
SCMP Business Advertising Partner Recommends Investors Strategically Allocate to Asian Fixed Income
The article points out that amid high global market uncertainty, persistent inflation, an unclear monetary policy path, and geopolitical tensions, the Asian fixed income market offers investors a good
-
White House: China and the United States will consider reciprocal tariff reductions on products on the "30-FOR-30" list.
The White House stated that the United States and China will consider reciprocal tariff relief for American and Chinese products on the "30-FOR-30" list.
-
Nifty Nears Oversold Zone After Longest Weekly Losing Streak in Over Six Years
Nifty Nears Oversold Zone After Longest Weekly Losing Streak in Over Six Years
-
Alibaba Cloud's Huo Jia: Enterprises should first eliminate "pseudo-scenarios" for AI application implementation; this year marks the first year of AI application implementation.
During the Apsara Conference, Huo Jia, Vice President of Alibaba Cloud Intelligence Group, stated that this year marks the true first year of AI application adoption, four years after large models beg
-
U.S. and Chinese leaders reached a consensus on limiting Iran's nuclear weapons capabilities and agreed to maintain freedom of navigation in international waterways.
The presidents of China and the United States reached a consensus during their meeting on limiting Iran's nuclear weapons capabilities and agreed "not to allow any country or institution to levy tolls
-
China and the United States have agreed to cut tariffs on $30 billion worth of goods, and China's Ministry of Commerce stated that it will purchase U.S. coal.
China's Ministry of Commerce announced on Monday that China and the United States have officially finalized plans for trade and investment committees and agreed to cut tariffs on $30 billion worth of
-
Kazakhstan's oil producers are exploring new Caspian Sea transport routes to bypass Russia.
The move aims to circumvent risks posed by Ukrainian drone attacks on Black Sea terminals and oil tankers this year, with feasibility studies currently underway for either an underwater pipeline or an
-
Copper Slides as China Industrial Data Weighs on Demand Outlook
Copper and other base metals retreated ahead of a weeklong holiday in China, as traders assessed the country’s demand outlook following slower growth in industrial profits.
-
Profits of China's industrial enterprises above designated size increased by 15.7% year-on-year from January to August.
Data from China's National Bureau of Statistics shows that from January to August 2026, the total profits of industrial enterprises above designated size nationwide reached 5,271.98 billion yuan, a ye
-
Hong Kong SFC and Accounting and Financial Reporting Council Sign New MOU to Expand Regulatory Cooperation to Financial Reporting of Licensed Corporations and Funds
Hong Kong SFC and Accounting and Financial Reporting Council Sign New MOU to Expand Regulatory Cooperation to Financial Reporting of Licensed Corporations and Funds
-
JPMorgan Chase rates Meta's personal AI agent, Muse, as the top AI agent currently available.
JPMorgan Chase ranked Meta Muse first in its latest Assistant Benchmark evaluation, surpassing several competitors, including OpenAI's products. Muse can perform multi-step tasks on behalf of users an
-
Bank SMBC Indonesia to leverage digital bank Jenius for wealth management growth
The subsidiary of Japan's Sumitomo Mitsui Financial Group (SMFG) plans to expand its wealth management business, an increasingly important part of its growth strategy in Southeast Asia's largest econo
-
Morgan Stanley Report: US Data Centers May Face a 32GW Power Shortfall from 2026-2028, Exacerbating Tail Risks in the AI Supply Chain
Morgan Stanley's latest report indicates that the bottleneck for AI infrastructure in the US is shifting from "chip shortages" to "power shortages." The report projects a net electricity deficit of ap
-
MAS Responds to Parliamentary Inquiry on Early Withdrawal of Life Insurance for Seniors
Alvin Tan, a board member of the Monetary Authority of Singapore (MAS), stated in a parliamentary reply that the primary purpose of life insurance is to provide financial protection to beneficiaries u
-
DOJ cites Bitcoin Fog ruling to support venue in Roman Storm's Tornado Cash case
DOJ cites Bitcoin Fog ruling to support venue in Roman Storm's Tornado Cash case
-
MAS: Public sector agencies are not mandated to procure commercial cyber insurance, but adopt a multi-pronged approach to cyber risk management.
Alvin Tan, a board member of the Monetary Authority of Singapore (MAS), stated in a parliamentary reply that public sector agencies, including statutory boards, are not mandated to procure commercial
-
Singapore MAS states 10-year SGS yield at 2.5%, discount to US Treasury yields widened to 250 bps
Singapore's Monetary Authority (MAS) stated in a parliamentary reply that the country's 10-year Government Securities (SGS) yield stands at 2.5%, compared to its 10-year average of around 2.2%. The di
-
Yemen's Houthis Attack Aden Airport, Saudi Forces Down Missile Near Riyadh
Yemen's Houthi rebels launched ballistic missiles and drones at Aden International Airport on Wednesday, with one missile hitting near the runway minutes before a flight from Cairo was due to land, fo
-
Musk retweeted a Starlink executive's post, stating that Starlink is ready to provide services in India.
Starlink executive Lauren Dreyer stated at the India Mobile Congress that Starlink is committed to helping remote areas of India achieve network connectivity and looks forward to collaborating with In
-
Elon Musk: SpaceX's Grok will use leading backend AI models including Claude Opus 5.5, MidJourney, and Suno
Elon Musk: SpaceX's Grok will use leading backend AI models including Claude Opus 5.5, MidJourney, and Suno
-
U.S. spot Bitcoin ETFs saw $119 million net inflows on Oct. 6, while Ether ETFs recorded $202 million net outflows
U.S. spot Bitcoin ETFs recorded $119 million in net inflows on Oct. 6, led by BlackRock’s IBIT with $122 million. Spot Ether ETFs moved in the opposite direction, posting $202 million in net outflows,
-
Russia launches "massive attack" on Ukraine, at least two dead in Kyiv
Russia's Ministry of Defense stated that its forces launched "massive strikes" on Kyiv and other Ukrainian regions. Kyiv Mayor Vitali Klitschko reported that overnight attacks caused a fire in the den
-
Finnish government agencies have ordered Google to halt construction at two data center sites, following Google's plans to invest €13 billion in AI infrastructure.
Finland's government oversight body, LVV, has ordered Google to halt construction at two data center sites in Muhos and Kajaani until mandatory environmental impact assessments are completed. Google h
-
Swiss asset manager Partners Group gets creative to fix funds hit by a wave of client redemptions
Swiss asset manager Partners Group gets creative to fix funds hit by a wave of client redemptions
-
IMF chief Georgieva warns AI boom is inflationary, pushing up yields and public debt to near WWII levels
IMF Managing Director Kristalina Georgieva stated that while AI is a key driver of global growth, the AI building boom is inflationary, contributing to surging bond yields in the U.S., Germany, and Ja
-
South Korea's Nuri rocket successfully delivers five primary satellites into orbit, marking its fourth consecutive success
South Korea's Nuri rocket successfully delivers five primary satellites into orbit, marking its fourth consecutive success
-
South Korean KT&G opens new Indonesian plant, boosting annual capacity to 35 billion sticks and becoming its largest overseas base
South Korean KT&G opens new Indonesian plant, boosting annual capacity to 35 billion sticks and becoming its largest overseas base
-
IMF Chief Warns of Global Risk Cocktail from AI, Oil, and Debt, Urges Urgent Government Action
The International Monetary Fund (IMF) chief stated that global governments must act urgently to address challenges stemming from an unbalanced AI boom, a prolonged energy shock, and record debt piles.
-
Samsung's HBM prices tipped to more than double in 2027
Samsung Electronics' high-bandwidth memory (HBM) prices are expected to more than double in 2027, driven by the industry's shift to HBM4 technology and tight DRAM supply, according to KB Securities. T
-
Japan's real wages rose 1.5% year-on-year in August, marking eight consecutive months of increases. Subsidies and tax cuts provided a floor, while a wave of bankruptcies and 76% interest rate hike expectations put the central bank in a dilemma.
Japan's Ministry of Health, Labour and Welfare announced on Wednesday that real cash earnings in August rose by 1.5% year-on-year, marking the eighth consecutive month of increases and the longest str
-
Boston Dynamics Appoints Amazon AI Veteran Rohit Prasad as CEO
Boston Dynamics, the U.S. robotics company owned by South Korea's Hyundai Motor Group, announced the appointment of Rohit Prasad, a former Amazon AI executive, as its new CEO. Prasad officially assume
-
AMD CEO Lisa Su seeks AI chip partnerships in South Korea
AMD Chair and CEO Lisa Su met with South Korean Second Vice Science Minister Ryu Je-myung and executives from 13 local AI companies in Seoul on Wednesday to explore partnerships. The discussions focus
-
Dutch Government Plans to Cut ABN Amro Stake to 10.5% From 20.7%
Dutch Government Plans to Cut ABN Amro Stake to 10.5% From 20.7%
-
Global banks lift South Korea's 2026 growth outlook to 3.5% on chip export boom
Global investment banks have revised up their forecasts for South Korea's economic growth this year and next, citing a strengthening semiconductor export outlook. Eight major global investment banks n
-
Bloomberg: European Floods and Storms Create €500 Billion Climate-Resilient Infrastructure Opportunity for Industrial Firms
According to Bloomberg Markets, Europe's worsening heatwaves, wildfires, and floods are prompting governments to increase spending on climate-resilient infrastructure, opening up a lucrative new marke
-
Taiwanese prosecutors have accused two Hong Kong residents of funding the surveillance of a legislator and their family, and have indicted four Taiwanese individuals.
Taiwanese prosecutors have accused two Hong Kong residents of funding the surveillance of a legislator and their family, and have indicted four Taiwanese individuals.
-
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
House China Committee Chair Urges Fed to Review Hong Kong's Dollar Lifeline Access
-
2
Morgan Stanley Report: AI Memory Bottlenecks Create New Investment Opportunities, CXL Market Forecast Raised to $6 Billion by 2030, Recommends Beneficiary Stocks Such as Astera Labs, Marvell, and Cerebras
-
3
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.
-
4
Exchange Fund Bills Tender Results
-
5
AI startup Hark launches personal AI assistant Hark Pro, emphasizing privacy protection.
-
6
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.
-
7
Yemeni government forces have recaptured the key Red Sea port of Mocha from Houthi rebels. Two airports in Saudi Arabia were attacked. Turkey and Pakistan will deploy troops to support Saudi Arabia.
-
8
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.
-
9
US yields fall from 2002 high; Bessent addresses debt
-
10
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.
Markets Today
Recommended Reading



