All-Weather Media

Admin

Overseas long-term bonds "breaking down everywhere"—Is the "fiscal Ponzi scheme" of developed countries no longer sustainable?

Overseas long-term bonds "breaking down everywhere"—Is the "fiscal Ponzi scheme" of developed countries no longer sustainable?

Long-term bonds in developed countries are collectively breaking down. What the market is repricing is not a fiscal shock in a single country, but the reality of high debt, high deficits, and even higher interest rates coexisting: when debt growth consistently outpaces economic growth, the so-called "fiscal Ponzi scheme&

JPMorgan: The gold bull market is not over! Year-end target cut to $6,000, but the silver myth is being shattered.

JPMorgan: The gold bull market is not over! Year-end target cut to $6,000, but the silver myth is being shattered.

``` Gold is still waiting for a signal, and silver’s good days may really be over. According to news from Chase Wind Trading Desk, on May 17, JP Morgan released its latest precious metals research report, written by the commodities research team led by Gregory C. Shearer. Shearer made drastically

Not only will there be "no rate cuts"! In these three scenarios, the Federal Reserve may even raise rates again.

Not only will there be "no rate cuts"! In these three scenarios, the Federal Reserve may even raise rates again.

``` The Fed raising rates this year is still not the baseline scenario, but it is no longer just a tail risk. The blockage of the Hormuz Strait is driving up commodity price pressures, and AI-related capital expenditures are squeezing parts of the global supply chain. The market has started to

Former President of Samsung Semiconductor: Predicts Memory Prices Will Begin to Fall in the Second Half of Next Year, Chinese Companies Are Expanding Production Significantly

Former President of Samsung Semiconductor: Predicts Memory Prices Will Begin to Fall in the Second Half of Next Year, Chinese Companies Are Expanding Production Significantly

``` While the memory chip industry is still enjoying a super boom cycle driven by AI, a former industry leader deeply involved in the field has begun to issue warnings. On May 18, at the 285th forum of the National Academy of Engineering of Korea (NAEK) held in Seoul, Kyung Kye-hyun,

“NACHO trading” is rampant! After Goldman Sachs, Bank of America also believes that oil prices will remain high at $90 this year.

“NACHO trading” is rampant! After Goldman Sachs, Bank of America also believes that oil prices will remain high at $90 this year.

``` After Goldman Sachs raised its year-end oil price forecast a few weeks ago, Francisco Blanch, Head of Commodity and Derivatives Research at Bank of America, has also joined the camp, predicting that Brent crude oil will remain near $90 this year. As the stalemate in the Strait of Hormuz continues,

The world is grappling with a new round of inflation as the "long-term bond storm" sweeps across the globe.

The world is grappling with a new round of inflation as the "long-term bond storm" sweeps across the globe.

``` The global bond market is standing at a historic turning point. The surge in oil prices and rising inflation expectations triggered by the Middle East conflict are pushing U.S. Treasury yields to twenty-year highs, leading to a chain reaction of sell-offs in major markets such as the UK and

The Computing Power Network is here, and operators are awakening: Will TaaS be the next trillion-dollar business for operators?

The Computing Power Network is here, and operators are awakening: Will TaaS be the next trillion-dollar business for operators?

1. What happened? Computing Power Network strategy heats up, operators take center stage 1. Computing Power Network: From technical concept to national strategic infrastructure Recently, the "Computing Power Network" has gained unprecedented market attention. The driving force behind this is not a single technological breakthrough, but a series