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Commodities have never been cheaper relative to the US! Wall Street is reaching a consensus: a "squeeze" on hard assets.

Commodities have never been cheaper relative to the US! Wall Street is reaching a consensus: a "squeeze" on hard assets.

Commodity valuations relative to the U.S. stock market have fallen to their lowest level in over 50 years, and major Wall Street institutions are rapidly reaching a consensus on a common judgment: the scarcity of physical resources is simultaneously manifesting in multiple commodity categories, and a systemic "squeeze&

Following Warsh's hawkish remarks, the market is now focused on interest rate hikes, with Morgan Stanley suggesting that balance sheet reduction is more likely.

Following Warsh's hawkish remarks, the market is now focused on interest rate hikes, with Morgan Stanley suggesting that balance sheet reduction is more likely.

Warsh reiterated the Federal Reserve's commitment to keeping inflation back to 2% in the mountains of Wyoming, prompting markets to price in further rate hikes . However, Morgan Stanley's chief global economist, Seth Carpenter, pointed out in a recent report that this reaction may have overlooked a

The yen breaks 160 again! Bessant declares: the yen is "under control," the Bank of Japan "will do the right thing," and "Abenomics" has reached its end.

The yen breaks 160 again! Bessant declares: the yen is "under control," the Bank of Japan "will do the right thing," and "Abenomics" has reached its end.

A stronger dollar pushed the yen below the 160 mark again, and as market expectations for intervention rose, US Treasury Secretary Bessenter stepped in to set the tone. The yen fell to 160.11 on Monday, triggering widespread speculation about another coordinated intervention by the US and Japan. In an

Following Samsung's lead, will TSMC raise prices by 10-15% across all its manufacturing processes?

Following Samsung's lead, will TSMC raise prices by 10-15% across all its manufacturing processes?

Strong demand for AI chips is reshaping the pricing landscape of the global semiconductor foundry market. Following Samsung Electronics' lead in raising its foundry service prices, the market expects industry leader TSMC to follow suit, planning to increase prices by 10% to 15% across all its process nodes . This

A crack appeared in Jackson Hole: the US sold euros and bought yen without prior notice, and the European Central Bank worried that dollar swap lines would "disappear overnight."

A crack appeared in Jackson Hole: the US sold euros and bought yen without prior notice, and the European Central Bank worried that dollar swap lines would "disappear overnight."

The Jackson Hole global central bank symposium has concluded, with European Central Bank officials leaving with unease—far from convinced that long-standing norms of global cooperation remain intact and worried about further turmoil in already strained relations with Washington. According to a Reuters report on August 30, the trigger was

Is the strongest El Niño in history approaching? Barclays: Palm oil, rubber, and coffee could rise 30%-40% within 18 months.

Is the strongest El Niño in history approaching? Barclays: Palm oil, rubber, and coffee could rise 30%-40% within 18 months.

An unprecedented super El Niño is forming, and the commodity market is facing a new round of supply shocks. On August 30, Craig Rye, a sustainable investment research analyst at Barclays, warned in a new report that the tropical Pacific El Niño index may peak at nearly 3.2 degrees

Bank of America Hartnett: Contrarian investors are waiting for two signals, ready to switch to a risk-averse mode.

Bank of America Hartnett: Contrarian investors are waiting for two signals, ready to switch to a risk-averse mode.

Bank of America's chief investment officer, Michael Hartnett, warned that despite the current extremely bullish market sentiment, contrarian investors are preparing for a sudden shift in market sentiment and are ready to switch their portfolios to a "risk-averse" mode at any time . In his latest Flow