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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

August, which should have been a slow season for the market, turned into a profound release of policy signals. U.S. Treasury Secretary Scott Bessent's interventions in the USD/JPY exchange rate and long-term U.S. Treasury bonds sent a clear message to the market: the authorities would

Nobel laureate economist Paul Krugman, commenting on Federal Reserve Chairman Kevin Warsh's first speech in Jackson Hole, bluntly stated: "What's truly noteworthy in this speech is what Warsh didn't say ." In Krugman's view, Warsh's remarks were more hawkish

Crude oil is returning to the market via covert shipping and alternative routes, but the gap in downstream refining capacity cannot be filled by logistics alone . Goldman Sachs has therefore significantly raised its 2027 diesel margin forecast, locking in a long-term trend of "higher and longer" diesel premiums.

Faced with the industry-wide pain point of power shortages for AI data centers, Musk is using his consistent vertical integration logic to try to forcefully break through the bottleneck by starting with the weakest link in the supply chain. On August 30, according to technology media The Information, SpaceX is

South Korean regulators are using a series of cumbersome entry requirements to curb the leveraged ETF craze that once caused severe market turmoil. Mandatory simulated trading requirements have become the "last straw" that broke the camel's back for retail investors, with trading volume for related products