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39% tariffs will end after three months: Switzerland reaches agreement, US tariffs reduced to 15%.

39% tariffs will end after three months: Switzerland reaches agreement, US tariffs reduced to 15%.

``` The United States and Switzerland reached a trade agreement on Friday, agreeing to lower tariffs on Swiss goods from 39% to 15%, which will soon end the US’s extremely high tariffs and trade disputes with Switzerland. This breakthrough agreement brings much-needed economic relief to Switzerland, the developed country most

BCA: AI is repeating the historical bubble cycle.

BCA: AI is repeating the historical bubble cycle.

``` Investment research firm BCA Research has warned that the current artificial intelligence boom is repeating the trajectory of historical investment manias, all of which ultimately ended in collapse. The firm expects the AI boom to end within the next 6 to 12 months. On Friday, the firm's chief

Yellen warns: The American political system faces "mortal danger" and is eroding the foundation of economic prosperity.

Yellen warns: The American political system faces "mortal danger" and is eroding the foundation of economic prosperity.

Former U.S. Treasury Secretary Janet Yellen has issued a stern warning, saying that America's democratic system is facing a "mortal danger," and this institutional crisis is threatening the fundamental basis of U.S. economic prosperity. On November 14, in a media interview, Yellen stated that

Crypto bear market coming? Bitcoin falls below $95,000, hitting a six-month low, with ETF single-day outflows reaching $870 million.

Crypto bear market coming? Bitcoin falls below $95,000, hitting a six-month low, with ETF single-day outflows reaching $870 million.

``` As market expectations for a Fed rate cut in December quickly cooled, risk-off sentiment intensified across risk assets. On Friday, Bitcoin fell to its lowest point in more than six months, with investors withdrawing nearly $900 million from Bitcoin ETFs. On Friday, Bitcoin briefly dropped to $94,978, the lowest

All the speculative themes are being dumped! Goldman trading desk: Thursday’s momentum trades in U.S. stocks saw the biggest decline since the DeepSeek shock.

All the speculative themes are being dumped! Goldman trading desk: Thursday’s momentum trades in U.S. stocks saw the biggest decline since the DeepSeek shock.

``` Market concerns over the massive financing demands of the AI cycle are brewing, leading to a sharp sell-off in US technology stocks. Momentum trading strategies have suffered heavy losses, and speculative sectors such as AI-related thematic baskets and Bitcoin-sensitive stocks have also faced fierce selling pressure. The Nasdaq 100 index

Nomura’s Lu Ting: The strength of China’s emerging industries has been underestimated.

Nomura’s Lu Ting: The strength of China’s emerging industries has been underestimated.

Author | Zhou Zhiyu Editor | Zhang Xiaoling At the important juncture when China’s “15th Five-Year Plan” is about to unfold, the economy is facing a profound structural transformation. Lu Ting, Chief China Economist at Nomura, stated at the 2025 Nomura China Investment Annual Conference that China’s economy is at

Bridgewater slashed its Nvidia holdings by 65% in Q3, halved its positions in Google and Meta, increased holdings in the U.S. large-cap index, and liquidated its emerging markets ETFs.

Bridgewater slashed its Nvidia holdings by 65% in Q3, halved its positions in Google and Meta, increased holdings in the U.S. large-cap index, and liquidated its emerging markets ETFs.

When the AI bubble, sovereign debt risks, and a global liquidity turning point are all approaching at once, Ray Dalio’s “debt cycle warning” seems to be moving from theory to reality. According to the latest 13F filings, in the third quarter, Bridgewater Associates, the world’s largest hedge fund,