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Sep 3
11:48

Hewlett Packard Enterprise (HPE) announced that its agreement with Oracle will allow Oracle to build gigawatt-scale infrastructure. HPE noted significant growth in enterprise AI applications, underscoring the demand for massive compute capacity to support AI workloads.

Macro
11:40

CME Group said the yen’s rally is accelerating as dollar-selling options are triggered, with a break above 155 potentially sparking further dollar selling. Demand for options at the 155 yen level has been increasing throughout the day.

Macro
11:39

MSCI Nordic Countries Index gained 0.8% to close at 403.13 points. The industrial sector led gains among the ten sectors, while real estate firm Sagax AB rose 3.6%, the top performer among Nordic stocks.

Macro
11:32

The US Treasury auctioned 4-week bills at a high yield of 3.7%, with a bid-to-cover ratio of 2.97. Separately, 8-week bills were sold at 3.750% yield, with a bid-to-cover ratio of 3.02.

Macro
11:30

Germany’s DAX 30 index provisionally closed up 0.52% at 25,973.57 points. France’s CAC ended down 0.09%, while Italy’s FTSE MIB rose 0.62%, with its banking index up 0.93%. The UK’s FTSE 100 gained 0.60%.

MacroUS Stocks
11:30

European stocks rose, with the STOXX 600 preliminary close up 0.40% at 648.51 points. The eurozone STOXX 50 gained 0.15% to 6371.55, and the FTSEurofirst 300 added 0.39% to 2591.05.

MacroUS Stocks
11:21

US stocks advanced in afternoon trading, with the Nasdaq 100 index expanding gains to 1%. The Nasdaq rose 1.2%, the S&P 500 gained 0.9%, and the Dow Jones Industrial Average climbed 1.1%.

MacroUS Stocks
11:18

Saudi Arabia set the October official selling price for Arab Light crude to Asian buyers at a discount of $2 per barrel to the Oman/Dubai average. The pricing reflects ongoing market conditions as the kingdom adjusts its monthly allocations.

Macro
11:16

Cliffwater’s private credit fund has received redemption requests totaling 16% of its assets, signaling growing investor unease in the private credit market. The figure, reported recently, highlights liquidity pressures as investors seek to exit. Cliffwater has not yet commented on how it will handle the redemptions.

Macro
11:05

Gold prices jumped 3% to $4,547.1 per ounce intraday, with spot gold up 2.5% at $4,498.02, while silver gained 3.5%. The moves came after Fed Governor Christopher Waller signaled he would support keeping rates unchanged if inflation continues to ease. US 10-year Treasury yields fell to 4.73% premarket, and Mischler’s Tom di Galoma said Waller’s comments gave the bond market relief.

Macro
11:03

Bank of England Chief Economist Huw Pill said that against a backdrop of energy price uncertainty, “fine-tuning” interest rates is problematic. He noted the Monetary Policy Committee should be cautious in using extreme “hypothetical” scenarios to illustrate its analytical framework. Rapid hikes in Bank Rate could curb some potential hidden “catch-up” effects, but such increases would not signal the start of a “persistent and aggressive” tightening cycle.

Macro
11:01

Silver prices surged 3.0% in New York trading, reaching $67.45 per ounce. The sharp gain reflects strong buying momentum in the precious metals market.

Macro
11:00

In night trading, LPG futures rose approximately 3.8%, coking coal gained about 1%, and fuel oil climbed 0.9%. Coke and PVC each advanced 0.8%, while iron ore rose roughly 0.6%. Palm oil fell more than 0.5%.

Macro
10:57

President Donald Trump said, “We are stocking up on ammunition,” according to a statement. The remarks, reported on [date], suggest preparations for potential conflict. No further details were provided.

Macro
10:50

China’s CDC reported that during week 35 (Aug 24-30, 2026), influenza virus was the top respiratory pathogen in outpatient sentinel samples at 17.7% positivity, followed by COVID-19 at 15.8% and rhinovirus at 2.8%. Flu activity has risen slightly, while COVID-19 positivity continues to decline.

Macro
10:47

COSCO Shipping Special Transport’s general manager Gu Weidong led a delegation to visit BYD Auto on September 2, meeting with Yin Zhenlong, general manager of BYD’s planning department. Discussions covered global shipping route layout, long-term cooperation guarantees, and feeder transshipment solutions. Both sides agreed to improve regular communication mechanisms and deepen strategic cooperation to promote the transformation and upgrading of the global automotive supply chain.

Macro
10:46

China Resources Microelectronics (华润微) said in an institutional survey that due to full order books and tight capacity, it implemented two rounds of product price hikes in February and July, with the second round’s negotiations largely completed in July and showing bigger increases and broader coverage. The benefits will lag due to order delivery cycles, with Q3 effects expected to emerge. H2 supply-demand should remain tight, supporting a positive pricing stance.

Macro
10:45

Canadian Prime Minister Mark Carney said a trade agreement with the United States is ‘possible,’ signaling potential progress in ongoing negotiations. The remark comes amid heightened trade tensions between the two countries. Details of the potential deal were not disclosed.

Macro
10:44

Commerce Secretary Howard Lutnick admitted he misspoke when claiming no US troops died during the Iran conflict. In a September 2 CNBC interview, he described the administration’s approach as an economic stranglehold with no American casualties, but later acknowledged the error after President Trump posted about it.

Macro
10:38

France’s Ecological Transition Minister Monique Barbut warned that this year’s heatwaves could cause over €15 billion ($17.3 billion) in economic losses. The estimate underscores the mounting financial impact of extreme weather on the country.

Macro
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