Morgan Stanley strategists argue that rising Treasury yields, a stronger dollar and elevated gas prices are tightening U.S. financial conditions enough that the Fed may not need to hike rates....
Goldman Sachs has upgraded global equities to overweight for the next three months, citing strong corporate earnings and improved risk-reward dynamics. The shift aligns with bullish calls from Bank of...
Guotou Securities strategist Lin Rongxiong predicts a second wave for A-share tech stocks in late October, driven by Q3 earnings from US AI giants, domestic policy support, and a potential...
China's ChiNext Index fell 2.61% as capital rotated out of AI hardware and semiconductors into record-high bank stocks, government bonds and consumer staples. Foxconn Industrial Internet dropped 7% on a...
China's top financial regulators will gather at the 2026 Financial Street Forum next week to announce a series of policy measures. CSRC Chairman Wu Qing and SAFE Administrator Zhu Hexin...
Goldman Sachs has upgraded global equities to overweight on a three-month horizon and bonds to overweight on a 12-month view, citing a Goldilocks macro environment. The bank expects earnings resilience...
A new poll puts Trump's approval at 34% with three weeks to the midterms, while Polymarket traders price a 91% chance Democrats take the House on $16.4 million in volume....
The US Dollar Index is testing an 18-month high near 102.2 as Middle East tensions and upcoming US inflation data keep investors cautious. Analysts are split on whether the rally...
Markets face a collision of energy ceasefire hopes, Middle East tensions, and an AI-led rally approaching key resistance. Gold tests $4,000, crude eases, and all eyes turn to US CPI...
Oil dipped after President Trump touted an energy ceasefire, but Jim Cramer expects crude to hold near $100 while the conflict continues. The move underscores how energy-driven inflation remains a...
Brent crude surged past $105 after Houthi attacks on Saudi energy infrastructure reignited inflation fears. The move lifts energy stocks and gold while pressuring airlines, consumer names and long-duration bonds,...
Societe Generale's Albert Edwards warns that the AI investment boom mirrors the speculative excesses of the 1997 Asian financial crisis. He points to concentrated capital flows, rising leverage, and stretched...
U.S. Treasury yields are flirting with 24-year highs as investors await key inflation data and Federal Reserve guidance. The outcome could reshape positioning across stocks, bonds, crypto, commodities, and currencies.
SpaceX is seeking $4 billion in new debt to buy Nvidia chips, intensifying debate over whether the AI investment boom is sustainable. Ray Dalio's bubble warnings carry direct implications for...
Oil prices are rising despite ample crude supply, with JPMorgan attributing the move to a tanker shortage that is driving up freight costs. The dynamic highlights how logistics bottlenecks can...
Bitcoin advanced after President Trump claimed progress toward a Russia-Ukraine energy ceasefire that neither side has confirmed, front-running a move that oil futures have not yet been able to price....
Russian military satellites shadowing a Western intelligence satellite have raised alarms that Starlink could be next. The incident underscores the vulnerability of space-based communications that underpin crypto access in remote...
President Trump announced an immediate 'energy ceasefire' in the Russia-Ukraine war, with both sides agreeing not to destroy energy infrastructure. The move could lower energy prices, ease inflation, and shift...
Trump announced an immediate Russia-Ukraine energy ceasefire, barring attacks on critical energy infrastructure. The deal removes a key supply-side risk premium from oil markets, with disinflationary knock-on effects that could...
Zelensky's conditional offer to hold Ukrainian elections under a 60-day ceasefire framework introduces a fresh geopolitical binary for global markets. Energy, safe-haven assets, and crypto risk sentiment are all in...
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