Press Enter to search · ESC to close

Sep 8
18:44

China’s participating life insurance (dividend insurance) premiums exceeded 1 trillion yuan in the first half of the year, up 94.4% year-on-year, as banks steer depositors toward higher-yield products amid falling deposit rates. Major listed insurers are rapidly shifting their product lines toward participating policies, with new premium payment ratios exceeding 50% becoming common.

Macro
18:42

China’s public fund market saw 82 new products enter their issuance period last week, a record weekly high, followed by 48 more this week. Passive index funds dominate, while sector-specific offerings grow. Funds launched this year show stark performance divergence, with top and bottom returns differing by over 100 percentage points; tech themes vary, and new-energy funds lag.

Macro
18:36

A magnitude 4.2 earthquake struck near Yilan County, Taiwan, at 06:32 on September 9. The epicenter was located at 24.42°N, 122.49°E in the sea area. The preliminary measurement may be revised after official confirmation.

Macro
18:35

Chinese mutual funds’ allocations in A-share private placements exceeded 47 billion yuan by Sept 6, up over 160% year-on-year, amid active trading. However, recent projects like Jiangbolong saw issuance prices above secondary market prices, challenging the ‘discounted buying’ strategy. Narrowing discounts and market volatility are shifting focus to fundamental analysis.

MacroUS Stocks
18:29

Japan has scheduled a cabinet reshuffle for September 17. The move comes as Prime Minister Fumio Kishida seeks to bolster his administration’s support. Details of the new lineup are expected to be announced in the coming days.

Macro
18:27

On September 8, U.S. Central Command announced that U.S. forces destroyed five Iranian crude oil transport ships that day. The action followed two ballistic missile attacks by Iran’s Islamic Revolutionary Guard Corps (IRGC) on a U.S. Navy warship over the previous two days. The U.S. ships evaded the attacks and suffered no casualties, continuing patrols in the region.

Macro
18:26

China releases August CPI and PPI at 09:30 Beijing time, with possible release of Jan-Aug aggregate social financing, new yuan loans and M2. The US Treasury’s debt buyback doubling takes effect, and Apple holds its 2026 autumn product launch featuring iPhone Fold and iPhone 18 Pro. EIA publishes its Short-Term Energy Outlook at midnight.

Macro
18:25

Wind data shows institutional research focus shifting from tech to consumer sectors in August. Electronics companies’ share of researched firms fell below 15% from a 17.59% year-high in June, while pharmaceutical/biotech ranked first in research heat, with home furnishings and food & beverage also seeing increased attention.

MacroUS Stocks
18:20

Latest data show Chinese public equity funds maintained high equity positions, with sector allocation showing structural adjustments. Electronics remains the top holding industry, while nonferrous metals saw notable active increases. Several fund managers noted that despite recent volatility in nonferrous metals, high resource prices, supply constraints, and earnings support fundamentals, with further divergence expected among metal varieties.

MacroUS Stocks
18:20

US Secretary of State Marco Rubio warned on Friday that any Iranian attempt to attack US Navy ships will result in strikes on Iranian oil tankers. His statement escalates rhetoric amid heightened tensions in the region, though no specific incident was cited.

Macro
18:17

US warships evaded an Iranian attack. No American personnel were injured in the incident.

Macro
18:06

US Secretary of State Marco Rubio said the administration is advancing tariffs on Colombia. The statement, reported without further detail, signals ongoing trade pressure between Washington and Bogotá. No specific rates or timeline were provided.

Macro
18:01

WTI crude futures gained 1.4% in early Asia-Pacific trading after reports that the US attacked Iranian targets near Kharg Island. Meanwhile, silver fell 1.0% to $66.3 per ounce.

Macro
17:59

Iran has launched missile attacks against US military targets in Jordan, a media outlet affiliated with Iran’s Islamic Revolutionary Guard Corps. The report did not specify casualties or the extent of damage.

Macro
17:46

Canada’s retaliatory tariffs against US tariffs took effect early Thursday, and Prime Minister Mark Carney delivered a national address urging unity. Comparing the trade fight to hockey, Carney said every Canadian purchase of domestic goods or travel within Canada sends a signal that all 40 million Canadians are on the ice, not watching from the stands.

Macro
17:42

US Treasury Secretary Scott Bessent, in remarks, described the fiscal plan in a scenario where Democrats win the 2026 midterm elections while a Republican president (Donald Trump) holds office. The outline, reported as a reminder, details potential budget and tax strategies under divided government. No specific figures or policies were disclosed in the material.

Macro
17:42

U.S. Treasury Secretary Scott Bessent said he and White House budget director Russell Vought are studying a plan to reduce the budget deficit. The remarks were made without providing specific details or a timeline for the proposal.

Macro
17:41

US Treasury Secretary Scott Bessent stated he has never been interested in continuing in public office after the current administration’s term. His remarks came in response to speculation about his future political ambitions. Bessent emphasized his focus on current duties rather than future roles.

Macro
17:34

US Treasury Secretary Scott Bessent said that at some point, the issue of immigration will have to be reconsidered. His remarks suggest a potential shift in policy focus, though no specific timeline or details were provided.

Macro
17:32

Polkadot jumped 16.7% on the day and 42.5% on the week, leading a rotation into legacy layer-1s as Cosmos Hub, Decred, and Ethereum Classic each gained over 8%. Bitcoin slipped 0.83% to $78,539 in the first U.S. session since Labor Day. Polymarket traders raised odds of a quarter-point Fed hike next week.

CryptoMacro
Pitch us Feedback