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Sep 2
23:12

Japan’s 10-year government bond yield broke above 3% this week, the highest since September 1996, as markets price a 25bp BOJ rate hike in September. US Treasury Secretary Bessent warned of forced unwinds if yen moves turn disorderly, while analysts see carry-trade unwinding risk as manageable. Japan holds over $1 trillion in US Treasuries, raising concerns about capital repatriation.

MacroUS Stocks
23:05

Turnover across the Shanghai, Shenzhen and Beijing stock exchanges surpassed 1 trillion yuan on Wednesday, shrinking by nearly 130 billion yuan compared with the same time the previous day. Full-day turnover is projected to reach only about 1.6 trillion yuan, indicating reduced trading activity.

MacroUS Stocks
22:50

The ChiNext Index, tracking China’s growth enterprises on the Shenzhen exchange, turned lower in afternoon trading, erasing an earlier gain of over 1.3%. The reversal reflects weakening market sentiment among tech and startup stocks, with the index slipping into negative territory after a volatile session.

US Stocks
22:31

Japan’s Nikkei 225 edged up 0.2% while the broader Topix gained 1% at the morning close on Monday. The Topix outperformed on strong gains in banking and value stocks, while tech shares weighed on the Nikkei.

MacroUS Stocks
22:16

China’s coal sector surged on [date not specified], with Zhengzhou Coal Industry & Electric Power hitting the daily limit up. Shaanxi Black Cat briefly touched the limit, while Hengyuan Coal, Dayou Energy, Huaibei Mining and Shanxi Coking followed gains.

MacroUS Stocks
21:55

Chinese brokerage stocks rallied on [date], with Guosheng Securities hitting the daily limit, while Changjiang Securities gained over 7%. Other gainers included Shouguang, GF, Hua’an, and BOC Securities.

US Stocks
21:37

Short-drama concept stocks rallied again in China’s A-share market, with Huanshi Century hitting a four-day limit-up and Bonna Film rising in four of the last three sessions. Other stocks including Xingfu Lanhai, Zhongshi Media, Shanghai Film, and Guangxi Media also gained.

US Stocks
21:33

China’s major indices rose on Thursday, with the ChiNext Index up over 1%, the Shanghai Composite adding 0.58%, and the Shenzhen Component gaining 0.78%. Leading sectors included film and short drama, tourism and hotels, precious metals, and CPO. More than 3,700 stocks across Shanghai, Shenzhen, and Beijing advanced.

MacroUS Stocks
21:33

A-share liquid cooling concept stocks remained active, with Jitai Group hitting a fourth consecutive daily limit up, while Siquan New Materials surged over 10%. Other gainers included Jindi, Xinpeng, Chaopin San and Xueren Group.

MacroUS Stocks
21:31

The Hang Seng Tech Index rose over 1% today. Lenovo Group and Li Auto each gained more than 4%, leading the advance.

MacroUS Stocks
21:29

The China convertible bond index opened 0.08% higher. Leading gainers included Qiangda Convertible Bond (+30.00%), Hongtu, Lianrui, Dingtong, and Tonghe. Losers included Haoyuan, Sanjiang, Zhenyu Convertible Bond 02, Wankai, and Shenglan Convertible Bond 02.

MacroUS Stocks
21:28

A-share tourism stocks extended gains, with Yunnan Tourism hitting its second consecutive daily limit. Tibet Tourism, Caesar Tourism, Western Region Tourism, Nanjing Business Travel, and Junting Hotel opened higher.

US Stocks
21:25

Shanghai Composite opened at 3952.79 points, up 0.29%, while Shenzhen Component rose 0.73% to 13711.07. ChiNext gained 0.90%, CSI 300 added 0.50%, and STAR 50 led with a 1.05% increase. CSI 500 and CSI 1000 opened up 0.62% and 0.61% respectively.

MacroUS Stocks
21:21

Hong Kong’s Hang Seng Index opened 0.68% higher at 25,482.56 points on [date], while the Hang Seng Tech Index rose 0.71%. Lenovo Group gained over 3%, and JD Health advanced more than 2% in early trading.

US Stocks
21:00

Taiwan’s benchmark TAIEX opened 0.3% higher on [date not specified], reaching 46,325.48 points. The gain reflects positive market sentiment in the region.

MacroUS Stocks
19:29

Broadcom CEO Hock Tan said six frontier AI customers drive most global AI compute demand. Google received Ironwood TPU v7 and TPU v8i, with multi-year deals worth hundreds of billions annually; OpenAI’s Jalapeno accelerator outperforms Grace Blackwell Ultra at half cost, with 1.3GW planned for FY2027. Entropic and Meta outlined multi-gigawatt deployments through 2028.

AI × CryptoUS Stocks
19:20

US ADP private payrolls rose by 38,000 in August, the lowest since January and below expectations, cooling bets on a September rate hike. Fed’s New York chief said inflation trends slowly downward as tariff effects fade. Oil price gains paused, easing inflation worries, helping US stocks end a three-day losing streak; Dell surged 16%.

MacroUS Stocks
18:58

Sci-tech investment is becoming a key earnings driver for Chinese brokerages, as they deepen布局 through alternative and private equity subsidiaries. Half-year data shows 36 of 43 A-share listed brokers’ alternative units and 34 private equity units turned profitable.

MacroUS Stocks
18:51

Palo Alto Networks has agreed to acquire Console in a deal valued at $500 million, comprising cash and stock. The acquisition was reported by The Information. Console’s technology is expected to bolster Palo Alto Networks’ cybersecurity offerings, though specific details of the integration were not disclosed.

US Stocks
18:50

China’s 55 top-tier private securities funds held stakes in 264 listed A-share companies as of Q2 end, with a combined market value of 91.351 billion yuan. They newly entered 134 stocks, increased positions in 29, and trimmed only 25, favoring tech manufacturing while rebalancing existing holdings.

MacroUS Stocks
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