Amid Trump’s threat of a "trade break," is Federal Reserve Chair Warsh seizing a prime opportunity?
Although the U.S. non-farm payrolls for August far exceeded expectations, Trump has absurdly linked the delayed interest rate cuts directly to the disruption of international trade. His remarks, which disregard basic economic principles, appear to be providing Warsh with a golden opportunity...
Are rate hikes across multiple countries merely the most visible threat? The true “crazy scenario” for 2026 is about to unfold!
① In the coming weeks, as expectations of interest rate hikes rise in various countries, concerns over fiscal deficits intensify, and conflicts in the Middle East persist, the true “madness scenario” for 2026 is likely to fully unfold... ② As Wall Street traders return to the market on Tuesday following the U.S. Labor Day holiday, these challenges will come sharply into focus, marking the end of the traditional summer lull in the Northern Hemisphere.
AP Reported Earlier, Houthi Attacks On Saudi Arabia Wounded More Than 70 People, Ignited Fires At Oil Facilities, Temporarily Suspended Operations
AP Reported Earlier, Houthi Attacks On Saudi Arabia Wounded More Than 70 People, Ignited Fires At Oil Facilities, Temporarily Suspended
U.S Stock Futures, Treasurys Weaken as Brent Nears $100
By Joe Stonor U.S. stock futures slipped and Treasurys weakened in early European trade, as higher oil prices dragged sentiment before investors return from the Labor Day weekend. The yen neared its
"Dr. Doom" Roubini: AI Is Not a Bubble, but the U.S. Economy Is "Surrounded" by Four Major Risks!
① Economist Nouriel Roubini identifies four major risks facing the U.S. economy: the Strait of Hormuz remains closed; conflicts with Iran could escalate following the midterm elections; global fiscal consolidation may push up bond yields; and markets could undergo corrections. ② Roubini remains optimistic about the overall investment environment and bullish on the AI boom, stating that current AI developments do not constitute a market bubble.
Major Deal Resurfaces in AI Computing Sector! Firmus and OpenAI Sign Multi-Year Agreement for Data Center Capacity in Malaysia
Firmus announced on Tuesday that it has signed a multi-year agreement with artificial intelligence (AI) giant OpenAI to provide computing power from its two data centers in Malaysia, making the developer of ChatGPT its anchor tenant.
As Robinhood gains momentum, what are other blockchain networks doing?
Solana is striving, BSC is steadily improving, and Base is underperforming.
S&P 500 and Dow Jones Face Nine-Year Losing Streak: What History Says About Stocks After Labor Day
With summer unofficially over, historical data shows a consistent nine-year Tuesday-losing streak for major indexes immediately after the Labor Day holiday, fueling the possibility of a tenth
As expectations for Federal Reserve interest rate hikes intensify, UBS Group releases a 'buy and sell list': buy stocks on dips, while gold and other assets correct.
The probability of a Federal Reserve rate hike in September has risen to approximately 60%. UBS Group has released an investment strategy recommending that investors buy stocks on dips amid market volatility, capitalize on opportunities arising from rising medium- to long-term bond yields, and establish hedging positions when gold prices pull back.
Strong non-farm payrolls fuel hawkish expectations on Wall Street! UBS Group joins the hawkish camp: shifting from a forecast of "no rate changes for the full year" to two 25-basis-point hikes in September and December respectively.
UBS Group predicts that the Federal Reserve will raise interest rates twice in 2026 following the release of the strong non-farm payroll report.
US-Canada trade war escalates! Canada plans to impose retaliatory tariffs on the US, while Trump threatens to ban Bombardier aircraft sales
Canada plans to impose tariffs ranging from 15% to 50% on hundreds of US goods starting Tuesday, raising the duty on US steel products from 25% to 50%. The scale of these measures is roughly equivalent to the tariffs imposed by the US on Canadian goods. This move is expected to impact key midterm election states such as Michigan and Ohio, which have close trade ties with Canada.
Futu Morning Brief | US-Canada trade tensions escalate, adding uncertainty to US inflation? AI hardware supply-demand tightness persists; Samsung and SK Hynix memory inventories reportedly below 10 days; new listings in Hong Kong's storage sector as Longs
The People's Bank of China has increased its gold reserves for 22 consecutive months, with the pace of purchases accelerating further in August. As expectations of Federal Reserve rate hikes intensify, UBS Group has issued a "buy and sell list": buy stocks on dips and take profits on gold during pullbacks.
CSC Financial: Feasible Strategies for Allocating Crude Oil Assets
Chinese investors are naturally exposed to the risk of rising oil prices; allocating to crude oil or energy assets serves as a hedge against their implicit "short crude oil" position.
Oil Prices Climb After Reports of Saudi Aramco Refinery Being Hit by Houthi Rebels
By Nora Redmond This screen grab made on Saturday from undated handout video footage released by the U.S. Central Command shows what it says is one of the Iranian oil carriers it struck. Oil prices
China Merchants Securities: Frequent Policies to Curb Cutthroat Competition; Monitor Progress in the Auto Industry
China Merchants Securities released a research report stating that policies aimed at curbing cutthroat competition are being introduced frequently, and investors should monitor developments in the automotive industry.
Deutsche Bank Warns of Growing Market Dislocations as Inflation and Rate Risks Build
Institutional Investors Move Markets. Here's How to Read Their Signs. -- WSJ
By Mike Juang Like detectives following a suspect's footprints, savvy investors know it's important to read the clues the market is giving. One of the biggest can be found in answering the question:
The S&P 500 Just Hit a 30-Year Valuation Paradox, Yardeni Says
Wall Street is doing something that sounds almost contradictory: stocks are rising while the market is getting cheaper.The explanation sits underneath the index. Earnings expectations are rising
German Far-Right Party Wins Local Elections: A New Risk for Investors?
While U.S. markets were closed for Labor Day, Germany woke up Monday to a political result investors could not completely ignore.The Alternative for Germany took 43.8% of the vote in Saxony-Anhalt,
U.S. stocks are clearly in a state of "euphoria"! Howard Marks: This is one of the most challenging situations I have encountered in my investment career, but uncertainty about the future is not a reason to refrain from investing...
Over the past year or so, Howard Marks, co-founder of Oaktree Capital, has been repeatedly discussing AI.