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Tonight, three major tests for global markets: US CPI, Walsh hearing, and earnings season.

Tonight, three major tests for global markets: US CPI, Walsh hearing, and earnings season.

Fed rate hike expectations suddenly surged, bank earnings season officially kicks off, and the new chairman makes his first appearance before Congress—three variables overlapping in the same time window make this Tuesday the most significant single day in recent market history. This Tuesday, the U.S. June CPI data

Japanese long-term bonds collectively rise! A statement from Japan’s finance minister sparks demand, 20-year bond auction heats up

Japanese long-term bonds collectively rise! A statement from Japan’s finance minister sparks demand, 20-year bond auction heats up

``` The Japanese government bond market saw a strong rebound on Tuesday, as comments from Finance Minister Satsuki Katayama ignited market sentiment. Demand at the 20-year government bond auction reached a rarely seen high in recent years, and yields on the long end fell sharply. Katayama sent out two major signals

Chip exports are strong, and the South Korean government has significantly raised its economic forecast.

Chip exports are strong, and the South Korean government has significantly raised its economic forecast.

The AI-driven semiconductor export boom is reshaping South Korea’s economic outlook. The South Korean government on Tuesday sharply raised its 2026 economic growth forecast, lifting projected GDP growth from 2.0% at the beginning of the year to 3.0%, surpassing the International Monetary Fund's (IMF) 2.

Salomon’s new head in China confirmed: Nike veteran Du Wenjun takes over after 20 years.

Salomon’s new head in China confirmed: Nike veteran Du Wenjun takes over after 20 years.

Salomon Greater China welcomes a new leader. Official confirmation has been received: Vincent Du joined Amer Sports on July 10, taking the position of General Manager of the Salomon brand in Greater China, responsible for the brand’s development and business operations in the region. Earlier this year, the former

Wall Street isn’t worried about capital expenditures! Morgan Stanley: Next year, the five major cloud providers will spend $1.2 trillion in capital expenditures; by 2028, $1.4 trillion, with computing power increasing fourfold.

Wall Street isn’t worried about capital expenditures! Morgan Stanley: Next year, the five major cloud providers will spend $1.2 trillion in capital expenditures; by 2028, $1.4 trillion, with computing power increasing fourfold.

Capital expenditure figures are getting larger and larger, but Morgan Stanley believes this is not yet a problem. According to Chase Wind Trading Desk, Morgan Stanley analyst Brian Nowak's team released the latest research report on July 12, raising the 2027/2028 capital expenditure forecasts for the five

Bank of Korea refutes claims of semiconductor peak: AI-driven demand continues to exceed supply, upward cycle extended to 2026

Bank of Korea refutes claims of semiconductor peak: AI-driven demand continues to exceed supply, upward cycle extended to 2026

``` Amid the continued decline in Korean stocks, the Bank of Korea has explicitly rejected market concerns that the semiconductor boom has peaked, asserting that the global semiconductor market expansion cycle will continue for quite a long time. In a written response submitted to Park Seong-hoon, a lawmaker from the People

MPV, the Model Y moment hasn't arrived yet.

MPV, the Model Y moment hasn't arrived yet.

``` The MPV market has not experienced a “Model Y moment” where a single vehicle rewrites the rules, but that doesn’t mean intelligence hasn’t changed the competition. In the past two years, the new energy MPV market has gone through a round of dense product iteration and heated competition.