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``` Entering the traditional “eventful autumn”, the market sentiment among global institutional investors is showing a clear split. According to Trading Desk News, on September 6, the latest survey report from Goldman Sachs’ markets division shows that the bulls continue to chase the rally of artificial intelligence (AI)-driven technology stocks,

``` From political pressure to the latest warnings from Wall Street giants, the script of the "Nixon era" seems to be repeating itself. Recently, U.S. Treasury Secretary Bessent made a rare public "warning" to the Federal Reserve, urging it to return to its statutory missions such

``` “See the world from the trading desk, Fu Peng comments on finance.” "Fu Peng Says · Season Six" Fully Upgraded!Subscribe Now This year marks the 10th anniversary of Wallstreetcn’s “Fu Peng Says” annual column! Fu Peng Says Season 6 has officially launched! Season Six will see a

``` Since September, from Europe to Japan, a rare wave of sell-offs has appeared in the medium- and long-term bond markets of Western countries. Amid this wave of sell-offs, core Western countries such as the UK, US, France, and Japan have all seen their long-term government bonds plunge and yields soar—

``` The AI "arms race" among tech giants is evolving into a complex financial game. As annual capital expenditures of tens of billions of dollars become the norm, even Amazon, Google, Meta, Microsoft, and Oracle—companies with cash reserves exceeding $340 billion—have begun to feel unprecedented financial pressure.

``` U.S. Treasury Secretary Bessent has once again publicly “rebuked” the Federal Reserve, demanding that the world’s most influential central bank return to its statutory responsibilities and serve the trust of the American people, rather than just asset owners. On Friday, in a strongly worded op-ed published in The