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Fed rate hike odds plunge
Sharp drop in the likelihood of a Fed rate hike
#InterestRates
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JPMorgan says Bitcoin could outperform gold as ETF hedging falls
Bitcoin trailed gold for most of 2026 as investors favored inflation hedges and a hawkish Federal Reserve and the CLARITY Act setback pressured...
Ukraine launches large-scale attack on Moscow
우크라이나가 모스크바를 대상으로 대규모 공격을 개시했다는 소식이 전해졌다. 전선 확대와 전략적 목표물 타격 가능성이 높아졌다: 지정학적 위험 프리미엄 확대, 에너지·원자재 변동성 상승, 위험자산 회피 심리가 강화될 수 있다. 크립토 시장에서는 변동성 확대, 단기...
Citi forecasts DRAM price increases through 2031 as HBM limits supply
메모리 업종은 단기 가격 급등보다 이익의 수명과 주주환원 지속성이 핵심이다. Citi는 DRAM 가격이 2026년 242%, 2027년 23% 상승하고 2031년까지 연간 상승을 제시한다. 이번 사이클의 특징은 급등 이후에도 가격 하락을 가정하지 않는 점이다.
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US boosts Venezuelan oil imports to 782,000 barrels daily, highest since 2017
US crude oil imports from Venezuela increased by 183,000 barrels per day last week to 782,000 barrels per day, the highest weekly level since August...
US prepares large-scale operation against Yemen Houthis after Saudi attacks
The United States is preparing a large-scale military operation against Houthi forces in Yemen in response to their strikes on Saudi Arabia and...
Foreign investors cut US Treasuries $50B to $9.25T, lowest since Oct 2025
Foreign holdings of US Treasuries declined by 50 billion dollars in July to 9.25 trillion dollars, the lowest total since October 2025. The monthly...
BofA survey finds 53% call semiconductors most crowded trade, fourth month
A Bank of America survey of global fund managers conducted from September 4 to September 10 shows semiconductors remain the most crowded trade for...
Kobeissi Letter says X Community Note confirms its original post
TheKobeissiLetter states that a Community Notes annotation failed to address their claim accurately and that the note confirms their original post...
Builders increase price cuts as NAHB index falls to 32
US homebuilder sentiment deteriorated further in September: the NAHB Housing Market Index fell 3 points to 32, matching the December 2022 low. The...
