China's August manufacturing PMI rose to 49.8, showing improvement but still below the 50 threshold. The rebound in production and new orders, alongside price increases, suggests stabilization, but uneven recovery...
This week's U.S. jobs report, eurozone inflation, and earnings from Dell and Broadcom will test market expectations on rate cuts and AI profitability. Strong data could delay Fed easing, while...
Asian markets opened sharply lower on August 31, with South Korea's KOSPI down 2.58% and Japan's Nikkei falling 1.1%, led by chip stocks. The decline reflects broader risk-off sentiment and...
Gold's 10% August rally has prompted institutional investors to shift from outright longs to cost-efficient exotic options and spread trades, reflecting a maturing bull market. This strategic pivot offers insights...
Japan's yen fell to 160 per dollar despite $97B in intervention, raising concerns about global risk sentiment. Bitcoin may face short-term selling pressure but could benefit as a hedge if...
NATO sees no imminent military attack but warns of intensified Russian hybrid warfare. Markets may see short-term relief in equities, but persistent cyber and sabotage threats could boost safe havens...
Societe Generale's forecast of three Fed rate hikes by March signals a more aggressive tightening path than markets expect. This could pressure stocks, especially growth names, boost the dollar, and...
The record 3,795 billionaires and $15.1 trillion in combined wealth, driven by AI, signal a macro environment with potential implications for crypto adoption, investment flows, and regulatory attention.
Shanghai-listed companies reported a 17.6% profit growth in H1 2026, with STAR Market profits surging 437.6% year-on-year, signaling a tech-led recovery. Interim dividends hit RMB 633 billion, underscoring improved investor...
Trump's plan to fill the U.S. Strategic Petroleum Reserve with Venezuelan oil is a macro event with potential to influence inflation, Fed policy, and risk assets including crypto. Higher oil...
Dollar Tree warns that the Iran war has caused a helium shortage, hitting balloon sales and signaling higher costs for industries reliant on the gas. The conflict disrupts supply chains,...
Lambda's $1B GPU deal with Microsoft highlights AI compute's debt-fueled growth, while G7 nations face $16B in extra interest costs. This convergence of AI capex and rising rates signals a...
Fed Chair Warsh has shifted the policy default to a rate hike, reversing prior logic. Key signals include his view on financial conditions and inflation data. The September decision hinges...
Barclays reports that AI model firms spend 35-40% of revenue on cloud compute, with cloud giants earning 35-45% operating margins. This concentration highlights opportunities for decentralized compute networks as AI...
European central bankers left Jackson Hole alarmed by US Treasury's uncoordinated euro sale and long-bond buyback plans, fearing political interference could threaten dollar swap lines. This could increase FX volatility,...
The August nonfarm payrolls report will be the final major data point before the Fed's September meeting, likely dictating the pace of rate cuts. Meanwhile, HyENA and Cosmostation Wallet cease...
Fed Chair Warsh's hawkish speech has flipped the policy default from hold to hike, with implications for markets and crypto. Two key signals—'unrestrictive' conditions and skepticism of inflation data—suggest a...
TSMC is set to raise prices across all process nodes by 10-15%, following Samsung's lead, as AI demand drives capacity to the limit. This marks a new era of pricing...
CITIC Securities warns that A-shares remain in a structural rapid rotation phase, with AI momentum peaking in Q2 and energy/chemicals set to heat up next. The report highlights a lack...
Barclays warns a record El Niño could drive palm oil, rubber, and coffee prices up 30-40% within 18 months, with spillover to industrial metals and coal. Investors should prepare for...
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