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Software stock premiums have fallen to their lowest levels since the financial crisis. Goldman Sachs: Don't rush, they're not done falling yet!

Software stock premiums have fallen to their lowest levels since the financial crisis. Goldman Sachs: Don't rush, they're not done falling yet!

Against the backdrop of rapidly rising AI-driven disruption beyond expectations, the global software and IT services sectors are undergoing a profound revaluation reset. According to Wind Chasing Trading Desk, Goldman Sachs analyst Sharon Bell's team highlighted in their latest strategy report that the software sector's valuation

German manufacturing rebounds from the bottom?

German manufacturing rebounds from the bottom?

Goldman Sachs, by tracking truck mileage and defense orders, has discovered that the underlying driving force of Germany’s manufacturing—the engine of the European economy—is quietly restarting. According to Chase the Wind Trading Desk, Goldman Sachs’ economics research team pointed out in a report published on February 6

After Sanae Takachi's victory, Japan's foreign exchange chief warns "closely monitoring yen movements."

After Sanae Takachi's victory, Japan's foreign exchange chief warns "closely monitoring yen movements."

``` After Japanese Prime Minister Sanae Takaichi’s landslide victory in the snap general election last Sunday, the yen came under renewed pressure. Senior officials at Japan’s Ministry of Finance quickly sent “high alert” signals, attempting to stabilize FX market pricing of fiscal expansion expectations. According to Bloomberg, Atsushi Mimura,

Morgan Stanley: All global indicators are very optimistic, is it "too good to be true"?

Morgan Stanley: All global indicators are very optimistic, is it "too good to be true"?

``` Despite significant market volatility in early 2026, ranging from Japanese government bonds to tech stocks, beneath the surface, almost all indicators related to global cyclical prospects are strengthening in sync. This rare consistency of signals warrants close market attention. Morgan Stanley released "What's Next in Global Macro—

The biggest misconception about "quantum computing" in the market: it is still "too early".

The biggest misconception about "quantum computing" in the market: it is still "too early".

``` Investors generally believe quantum computing remains at the stage of science fiction, but Barclays’ latest research report points out that this “too early” illusion could make you miss out on the most crucial trend of the next 12 months. According to Chase Wind Trading Desk, Barclays analyst team has just

Walsh supports it, far-reaching impact! After 75 years, is the Federal Reserve going to reach an agreement with the U.S. Treasury again?

Walsh supports it, far-reaching impact! After 75 years, is the Federal Reserve going to reach an agreement with the U.S. Treasury again?

With Trump nominating Walsh as the next Fed Chair, one of his core long-held proposals is drawing heightened attention from Wall Street: calling for the Federal Reserve and the U.S. Treasury to reach a new agreement to reshape the relationship between the two institutions. This plan aims to emulate

After touching the lower edge of the ten-year channel, US tech stocks rebounded sharply. Is the correction over?

After touching the lower edge of the ten-year channel, US tech stocks rebounded sharply. Is the correction over?

``` Last Friday, the US stock market bounced back with vengeance. The Dow broke above 50,000 for the first time, the S&P rose nearly 2%, marking the best single-day gain since May last year, Nvidia surged 7%. Is this merely a dead cat bounce, or the signal for