- Goldman Sachs: This week's Fed decision is "exceptionally uncertain," with a low probability of a rate hike
- Oil prices continue to fall as Trump sends negotiation signals; Macquarie warns oil market may return to oversupply before year-end
- Japan plans to reduce the food consumption tax to 1% for two years, raising market concerns about fiscal expansion and financing pressures, with long-term government bond yields facing upward pressure.
- Wedbush raises AMD (AMD.US) target price to $600: AI conference reveals “end-to-end” ambitions, 2027 earnings forecast surges by 20%
- Spot silver fell by 2.03% intraday to $57.19/oz; the main COMEX silver futures contract last traded at $57.49/oz, down 2.08% on the day.
- Wedbush Raises AMD (AMD.US) Target Price to $600: AI Conference Reveals "End-to-End" Ambition, Profit Forecast for 2027 Surges by 20%
- Shanghai fuel oil futures have just surpassed the 3,500 yuan/ton mark, now quoted at 3,498 yuan/ton, down 6.19% for the day.
- Psalion completes third round of $50 million fundraising, focusing on the integration of blockchain and the real economy
- Kimi approaches and stocks plunge as various AI factions in the US accelerate their alliances within two weeks
- Today, the central parity rate of USD to CNY is 6.7928, up by 17 points. The previous trading day closed at 6.7911; USD/CNY onshore closed at 6.7625 yesterday, and USD/CNY offshore closed at 6.7651 yesterday.
- Investors weigh the impact of the US-Iran pause in military strikes, oil prices fall 1% to a one-week low
- Spot gold has just broken through the $4050.00/oz mark, now quoted at $4049.88/oz, down 0.65% for the day; COMEX gold futures main contract is now quoted at $4050.60/oz, down 0.65% for the day.
- The Japanese government plans to reduce the food consumption tax to 1% for two years, but the lack of a clear funding source has raised concerns in the bond market.
- Apple CEO-designate Ternus: Will Continue to Build on the Momentum of Film and Television Business
- Mitsubishi UFJ strategists: The plan to reduce the food consumption tax to 1% will intensify pressure on the bond market, raising concerns about funding gaps and increased financing costs.
- Pictet Group (Switzerland): The market may be overpricing expectations for a Federal Reserve rate hike
- Spot platinum has just surpassed the $1,610.00/oz mark, currently quoted at $1,609.73/oz, down 0.82% on the day; Nymex platinum futures main contract is now quoted at $1,620.0/oz, down 0.75% on the day.
- The main Brent crude oil futures contract fell by 2.69% intraday, trading at $85.43 per barrel.
- Johnson & Johnson (JNJ.US) Agrees to Pay $5.5 Billion, 15-Year Talcum Powder Cancer Lawsuits May End
- Spot silver's intraday decline reached 1.03%, quoted at $57.78 per ounce; COMEX silver futures main contract is currently at $58.13 per ounce, down 0.99% intraday.
- Texas Data Center to Use Nvidia Chips
- A data center in Texas, USA will use Nvidia chips
- The market "votes with its feet"! Backing OpenAI with a $250 billion guarantee, Nvidia's market value evaporates by $250 billion
- The AI bond issuance boom continues, but the market is becoming "more selective"
- Has the AI "asset-light" strategy paid off? Apple (AAPL.US) surpasses NVIDIA (NVDA.US) to reclaim global No. 1, while SpaceX (SPCX.US) drops the equivalent of a Tesla
- Macquarie Group has warned that as Washington faces increasing pressure to end the Iran conflict, an oversupply of crude oil may return before the end of the year. The group stated that once an agreement is reached, the oil market will experience a "significant" surplus, with an expected excess of 2 million barrels per day in the fourth quarter.
- The traditional 60/40 strategy "shock absorber" has failed! Carlyle warns: US stocks and bond correlation soars to 0.63, private equity ABF becomes the new solution
- Warning! CDSs of AI giants such as Nvidia, Oracle, and Alphabet have all risen to record highs
- A summary of important developments at noon on July 28
- Market Focus: The Philadelphia Semiconductor Index Is Approaching a Key Support Level
- Micron Technology (MU.US), Western Digital (WDC.US), and SK Hynix (SKHY.US) all fell by more than 2% in the US after-hours trading.
- The Iran war exposes fuel dependency risks, Australia plans to study the construction of its first new refinery since 1965.
- Spot gold has just broken through the $4060.00/ounce mark, currently quoted at $4059.99/ounce, down 0.40% for the day; COMEX gold futures main contract is currently quoted at $4061.10/ounce, down 0.39% for the day.
- Microsoft Q4 Earnings Preview: Azure Growth and CapEx Guidance in Focus
- WTI crude oil drops towards $80, one major short whale gains an unrealized profit of $1.83 million
- BlackRock's $12.55 Billion Meta (META.US) Data Center Bonds Attract Investors Against the Trend, 7.5% High-Yield 'Near Junk' Coupon Breaks Through AI Bond 'Cold Spell'
- The main Nymex US crude oil futures contract fell by 1.00% intraday, trading at $81.78 per barrel.
- Nuclear medicine company Curium plans to acquire Lantheus (LHTN.US) for about $7 billion, and the deal may be officially announced soon
- Spot gold has just surpassed the $4,070.00/oz mark, now trading at $4,069.96/oz, down 0.16% on the day; COMEX main gold futures contract is now quoted at $4,071.40/oz, down 0.14% on the day.
- SOON has completed the security incident review, confirming that neither the protocol nor user assets were affected. The mainnet RPC has been restored.
- Is the Fed's Hawkish Shift Underestimated? Citadel Bets on a Surprise Rate Hike This Week to Strengthen Anti-Inflation Credibility and Break the Shackles of Forward Guidance
- The Federal Aviation Administration (FAA): Hundreds of Boeing (BA.US) 737 MAX planes have improperly installed seats.
- Yesterday, the net outflow from bitcoin spot ETF was $11.6 million, while the net inflow into ethereum spot ETF was $11.7 million.
- Japanese Yen flattens against US Dollar while Fed’s policy takes centre stage
- CME Group's 1 oz gold futures saw higher-than-expected demand in the first full weekend of round-the-clock trading, with nearly 15,000 contracts traded.
- Saudi Arabia intercepts Iraqi militia drone attack, minor damage reported at Abqaiq facility
- Johnson & Johnson rose nearly 2% after hours as the company plans to spend $5.5 billion to settle talcum powder-related ovarian cancer claims.
- Citi maintains its short-term gold price target at $4,500 per ounce.
- Citi Maintains Short-Term Gold Price Target of $4,500
- Japanese Finance Minister: Prime Minister Sanae Takaichi Continues BOJ Agreement Signed During Abe Administration
- Multiple metrics on trade.xyz have reached all-time highs, with a cumulative trading volume of 408.4 billion USD.
- Trump Says US and Iran Engaging in Diplomatic Talks to End Conflict, Warns of Resuming Military Action if Negotiations Fail
- Spot gold has just surpassed the $4080.00/ounce mark, now quoted at $4080.19/ounce, up 0.09% intraday; COMEX gold futures main contract is now quoted at $4081.50/ounce, up 0.11% intraday.
- JPMorgan raises Cboe target price to $288
- Japanese Finance Minister: Monetary Policy Enters New Phase Dominated by Interest Rates
- Japan's Katayama: Need to communicate JGB market before budget compilation
- Japan's Finance Minister: Our Stance on Foreign Exchange Remains Unchanged; US and Japan Share the Same Position
- According to Iranian official media, the country’s largest natural gas field in northern Iraq has been attacked. No information regarding casualties or property losses has been released at this time, and no organization has claimed responsibility for the incident.
- Cardano’s Hoskinson Says ‘Best Days Are Ahead’: ADA Price Down 95% From Top
- Bitget has listed 9 new perpetual contracts for stocks including SKDD, GILD, and TMF.
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- Hartalega's 1Q Earnings Likely Boosted by Higher Selling Prices -- Market Talk
- Hartalega Raised to Neutral From Underperform by Public Investment Bank >5168.KU
- Kevin Warsh Wanted a 'Good Family Fight' at the Fed. He's Getting One. -- WSJ
- Johnson & Johnson Agrees to Pay $5.5 Billion to Settle Talc Lawsuits -- 2nd Update
- Catalyst Acquisition: Granted Underwriter a 45-Day Option to Purchase Up to an Additional 3M Units at IPO Price to Cover Over-allotments >CATL
- AML3D Target Price Cut 25% to A$0.30/Share by Shaw & Partners>AL3.AU
- Global Equities Roundup: Market Talk
- Nikkei Falls 2.6%, Dragged by Chip, Metals Stocks -- Market Talk
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- WRKR Target Price Cut 20% to A$0.12/Share by Bell Potter>WRK.AU
- Electro Optic Systems Target Price Raised 0.8% to A$12.60/Share by Bell Potter>EOS.AU
- Xero Target Price Cut 35% to A$85.00/Share by RBC>XRO.AU
- WiseTech Global Target Price Cut 9% to A$64.00/Share by RBC>WTC.AU
- REA Group Target Price Cut 4% to A$193.00/Share by RBC>REA.AU
- Pro Medicus Target Price Cut 3% to A$190.00/Share by RBC>PME.AU
- Nuix Target Price Cut 7% to A$2.15/Share by RBC>NXL.AU
- Hansen Technologies Target Price Cut 19% to A$5.20/Share by RBC>HSN.AU
- Fineos Target Price Cut 3% to A$3.10/Share by RBC>FCL.AU
- Fletcher Building Target Price Raised 5.4% to NZ$1.74/Share by Macquarie>FBU.NZ
- Capricorn Metals Target Price Raised 3.8% to A$16.30/Share by Macquarie>CMM.AU
- Lotus Resources Target Price Cut 81% to A$0.25/Share by Macquarie>LOT.AU
- Maronan Metals Started With A$0.76/Share Target Price by Bell Potter>MMA.AU
- AML3D Target Price Cut 12.5% to A$0.35/Share by Bell Potter>AL3.AU
- Astral Resources Target Price Cut 33% to A$0.30/Share by Shaw & Partners>AAR.AU
- Brambles Target Price Raised 2.1% to A$24.30/Share by UBS>BXB.AU
- 2-Yr Benchmark Govt Yields - U.S. vs Other Nations
- 10-Yr Benchmark Govt Yields - Germany vs Other Nations
- 2-Yr Benchmark Govt Yields - Germany vs Other Nations
- 10-Yr Benchmark Govt Yields - U.S. vs Other Nations
- Nvidia Stock Decline Carries a Big Price Tag -- WSJ
- First Capital REIT 2Q EPS C$0.11 >FCR.UN.T
- Accenture PLC Cl A Stock Rallies 4.8%, Outperforms Peers
- Gartner Inc. Stock Advances 4.9%, Outperforms Peers
