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Krugman: Walsh's "what he didn't say" is more important than his "what he said".

Krugman: Walsh's "what he didn't say" is more important than his "what he said".

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 has "returned," but refined oil products "haven't," and the global refining deficit is widening.

Crude oil has "returned," but refined oil products "haven't," and the global refining deficit is widening.

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.

Musk solves power generation bottleneck! SpaceX to produce its own gas turbine blades.

Musk solves power generation bottleneck! SpaceX to produce its own gas turbine blades.

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

Mandating "5 days of simulated trading"! South Korea employs various methods to "cool down" leveraged ETFs.

Mandating "5 days of simulated trading"! South Korea employs various methods to "cool down" leveraged ETFs.

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

Will the "Trump deal" backfire after the election?

Will the "Trump deal" backfire after the election?

Over the past year, investors who followed the Trump administration in acquiring stakes in publicly traded companies have made a fortune. However, with the midterm elections approaching and the Democrats poised to regain control of at least one house of Congress, this government-backed stock market boom is facing multiple risks—

Key events next week: China's PMI and US non-farm payrolls, Fed Chair Waller's speech, Tesla's Cybercab, Broadcom and Zhipu's earnings reports.

Key events next week: China's PMI and US non-farm payrolls, Fed Chair Waller's speech, Tesla's Cybercab, Broadcom and Zhipu's earnings reports.

A summary of major financial events for the week of August 30th - September 7th, all times are Beijing time: The Financial Calendar reminds you of the key points to watch next week: On the macroeconomic front, pay attention to China's PMI and the US non-farm payrolls. China&

The Jackson Hole convention has concluded. Besides Walsh's "hawking" (referring to a high-profile event), here are some key points.

The Federal Reserve's annual Jackson Hole Economic Symposium has concluded. In addition to Fed Chairman Kevin Warsh's hawkish debut, several global central bank officials also released key signals, and the political turmoil has not yet subsided. According to an article on Wall Street Insights , Warsh explicitly