In-depth analysis of the global capital flow trends in the second half of 2026, revealing the capital transfers between different asset classes and their driving factors, providing forward-looking all...
2026-08-08
In August 2026, the global bond market witnessed a rare capital migration: the safe-haven halo of US Treasuries is fading, the 30-year US Treasury yield has soared to a high since 2007, and internatio...
2026-08-07
Several foreign institutions have recently released second-half outlooks, generally believing that AI is still the main theme throughout 2026, but the growth rate of capital expenditure is about to pe...
2026-08-07
Goldman Sachs Chief Global Equity Strategist Oppenheimer's latest report points out that the global stock market is experiencing a 'healthy normalization', and the 15-year pattern of US stock dominanc...
2026-08-06
The US and Japan have rarely jointly intervened in the foreign exchange market after many years, with the yen appreciating by nearly 5% in two days, and the scale of daily intervention may set a histo...
2026-08-06
In August 2026, the global REITs market performed strongly, driven by rate cut expectations, valuation recovery, and demand for new-economy real estate such as data centers, prompting massive capital ...
2026-08-05
On August 5, 2026, Bitcoin broke above $150,000 for the first time, hitting an all-time high. Rising global risk aversion, sustained inflows into U.S. spot ETFs, growing Fed rate-cut expectations, and...
2026-08-05
In August 2026, the global financial market enters a new stage. AI computing infrastructure investment continues to boost tech sector valuations, while the interweaving of geopolitical risks and Fed r...
2026-08-04
The US July non-farm employment data released on August 4, 2026, was far below expectations, with only 115,000 new jobs, and the unemployment rate unexpectedly rose to 4.6%. The data has sparked conce...
2026-08-04
Apple reported fiscal Q3 2026 earnings with revenue and EPS beating expectations, as AI features drove hardware and services growth. This article analyzes the earnings highlights, evaluates investment...
2026-08-02
On August 1, 2026, the China Securities Regulatory Commission (CSRC) officially released the 'Administrative Provisions on Fund Investment Advisory Business', marking the transition of fund advisory b...
2026-08-02
In the first half of 2026, global central banks continued large-scale gold purchases, with total gold reserves hitting a historic high. Safe-haven sentiment and the trend of de-dollarization are drivi...
2026-08-01
In July 2026, the global grain price index hit a record high as extreme weather devastated major breadbasket regions in North America, Europe, and South America, sending wheat, corn, and soybean futur...
2026-08-01
Global asset allocation is shifting, and the private credit market remains red-hot, with H1 2026 fundraising surpassing an all-time high. This article analyzes the reasons for private credit's rise, i...
2026-07-31
The U.S. Commerce Department released the preliminary Q2 GDP reading, showing an annualized quarterly growth rate of 3.2%, far exceeding market expectations and highlighting economic resilience. Howev...
2026-07-31
