All-Weather Media

Admin

Stop fantasizing about a Fed bailout! Citadel Securities: Waller is determined to stick to the 2% inflation target, AI bull market faces a test.

Stop fantasizing about a Fed bailout! Citadel Securities: Waller is determined to stick to the 2% inflation target, AI bull market faces a test.

``` Citadel Securities believes that investors are underestimating Federal Reserve Chair Walsh’s determination to curb inflation, and the AI-driven stock market rally is facing increasing risks. Citadel Securities warns that the market generally underestimates Chair Walsh’s strong will to bring inflation down to the 2% target, and this misjudgment

The prospects for US-Iran peace talks are uncertain, and Iran's billions in oil revenue are insufficient to fill the huge economic gap.

The prospects for US-Iran peace talks are uncertain, and Iran's billions in oil revenue are insufficient to fill the huge economic gap.

``` The timetable for US-Iran nuclear negotiations is in doubt, control disputes over the strait continue to ferment, and for ordinary Iranians, even if US sanction exemptions bring a short-term oil windfall, the road to economic recovery remains far off. According to Xinhua, US President Trump announced on social media Monday,

U.S. Supreme Court makes major ruling! Expands the president’s power to remove heads of federal independent agencies, but excludes the Federal Reserve.

U.S. Supreme Court makes major ruling! Expands the president’s power to remove heads of federal independent agencies, but excludes the Federal Reserve.

The U.S. Supreme Court, by a 6-3 majority, overturned a precedent nearly 90 years old, vastly expanding the president's power to dismiss officials of federal independent agencies, marking a major legal breakthrough in the Trump administration's efforts to reshape the administrative state. The ruling allows

The yen breaks below its 40-year bottom line; this year's trillions of yen in intervention gains have been completely wiped out, and Tokyo is deeply mired in a policy deadlock.

The yen breaks below its 40-year bottom line; this year's trillions of yen in intervention gains have been completely wiped out, and Tokyo is deeply mired in a policy deadlock.

``` Since the intervention at the end of April, the yen has continued to fall over the past two months, pushing the Japanese government into an almost insoluble policy predicament. On Monday, June 29, during early U.S. stock trading hours, the yen-dollar exchange rate dropped to its lowest point since

Where is the real "moat" for humanoid robots?

Where is the real "moat" for humanoid robots?

Competition in the humanoid robot sector is becoming increasingly fierce, but a true moat has yet to take shape. According to WindChaser Trading Desk, Bernstein’s latest research report points out that at the OEM (original equipment manufacturer) level, technical leadership is short-lived and easily eroded, and the core pillars

Spoiler in advance? Hassett: Multiple indicators show that the jobs report will once again perform strongly, and the current reasons for raising interest rates are not sufficient.

Spoiler in advance? Hassett: Multiple indicators show that the jobs report will once again perform strongly, and the current reasons for raising interest rates are not sufficient.

``` White House economic advisor Hassett: Multiple indicators suggest the jobs report will once again show strong performance, and the current justification for raising interest rates is not sufficient. This Thursday, the United States will release the June non-farm payroll employment change. More updates to follow… Risk warning and disclaimerThe market

How significant is the impact of the "glass bridge"? Wall Street: FAU manufacturers face disruptive pressure, while AI optical module companies are relatively safe for now.

How significant is the impact of the "glass bridge"? Wall Street: FAU manufacturers face disruptive pressure, while AI optical module companies are relatively safe for now.

``` The official debut of Corning GlassBridge "glass bridge" technology has attracted significant attention within the AI optical communications industry chain, but evaluations from Wall Street are much more moderate than market concerns: fiber array unit (FAU) manufacturers face real long-term disruptive pressures in the development path of CPO,