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The global bond market is experiencing its most severe sell-off in decades. With renewed military tensions between the US and Iran, soaring oil prices, and rising inflation concerns and interest rate hike expectations, yields in major markets such as US, Japanese, and Australian bonds have climbed to ten- or even

Bank of Japan Governor Kazuo Ueda addressed the media after attending the G20 finance ministers and central bank governors meeting in Asheville, North Carolina, his words clearly pointing to a September interest rate hike. He stated, "Monetary conditions remain accommodative, therefore we hope to continue raising interest rates. Monetary

Apple has officially finalized the "price" for its second CEO change this century. By filing an 8-K/A document with the SEC, Apple disclosed details of the compensation for new CEO John Ternus and Tim Cook, who will become executive chairman. Through differentiated equity incentive mechanisms, Apple is

The South Korean government has officially approved the 2027 budget, ushering in an unprecedented era of expansionary fiscal policy supported by fiscal surpluses brought about by the semiconductor supercycle. This policy deeply binds national resources to the AI industry strategy and future risk hedging. On September 1, the South Korean

An open-source robot that looks like a duck and costs $399 sold over 10,000 units within days of its launch, prompting the Chinese chip supplier Rockchip to see its stock price rise continuously on the A-share market. According to a recent CNBC report, Pollen Robotics, Hugging Face's

On September 1st, the U.S. diesel refining margin (diesel crack spread) broke through $106 per barrel, setting a new historical record. Meanwhile, retail prices approached $5.63 per gallon. The energy crisis triggered by the Iran war is spreading throughout the economy, starting with diesel—pushing up inflation, depressing