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Tariffs, Federal Reserve independence, European pension reform... What exactly is making the global long-term bond market anxious?

Tariffs, Federal Reserve independence, European pension reform... What exactly is making the global long-term bond market anxious?

``` A sell-off without a clear trigger has once again tightened nerves in the global long-term bond market. This week, the global long-term bond market experienced a sudden and dramatic upheaval. Notably, the yield on 30-year U.S. Treasuries briefly broke through the critical psychological threshold of 5%, prompting a chain

More and more clients are asking Goldman Sachs: Is the US stock market "too optimistic"? What’s next for "AI trading"?

More and more clients are asking Goldman Sachs: Is the US stock market "too optimistic"? What’s next for "AI trading"?

``` “Are we being too optimistic?” This is the question that Goldman Sachs strategists have heard most frequently from clients recently. Indeed, the market’s concerns are not unfounded. According to Chasewind Trading Desk, Goldman Sachs’ latest report data shows that after a 32% surge in 2024, AI-driven stocks have risen

How will Japan choose a new Prime Minister after Shigeru Ishiba resigns?

How will Japan choose a new Prime Minister after Shigeru Ishiba resigns?

``` Major political upheaval in Japan over the weekend, according to CCTV International News quoting Japan Broadcasting Corporation (NHK) reports today, before the Liberal Democratic Party (LDP) decides on the 8th whether to hold an interim leadership election, Japanese Prime Minister Shigeru Ishiba has decided to resign on the grounds of

Trump’s tariff battle heads to the US Supreme Court—what happens next? What are the key moments?

Trump’s tariff battle heads to the US Supreme Court—what happens next? What are the key moments?

``` A legal storm over the U.S. president’s trade powers is intensifying. According to CCTV News, on August 29 local time, a U.S. appellate court ruled that most of former President Trump’s global tariff policies were illegal. The court stated that these additional tariffs could remain in

After a turbulent week, Goldman Sachs' top traders remain bearish on the US dollar, bullish on US stocks and "stores of value".

After a turbulent week, Goldman Sachs' top traders remain bearish on the US dollar, bullish on US stocks and "stores of value".

``` "This has been a fast-moving but unbalanced week, and some major unanswered questions remain unresolved in the end." After a week of market turbulence, Tony Pasquariello, head of Goldman Sachs Hedge Fund Sales, said in a weekend client report that even though last week’s market data was

Japanese Prime Minister Shigeru Ishiba decides to resign

Japanese Prime Minister Shigeru Ishiba decides to resign

``` Major Earthquake in Japanese Politics! According to CCTV International News citing a report from Japan Broadcasting Corporation (NHK) today, before the Liberal Democratic Party (LDP) decides on the 8th whether to hold an emergency leadership election, Japanese Prime Minister Shigeru Ishiba has decided to resign, citing “the desire to avoid

Next week's major events: China and US August CPI, China's social financing data, Apple iPhone 17 launch event

Next week's major events: China and US August CPI, China's social financing data, Apple iPhone 17 launch event

``` Overview of Major Financial Events for the Week of September 8 - September 14, all times in Beijing Time: Key focus next week: China's CPI, import/export and social financing data, U.S. August CPI and PPI data, European Central Bank rate decision, iPhone 17 new product launch.