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Wall Street veteran Yardeni: If the 2% inflation target is maintained, the Federal Reserve may continue to raise interest rates.

Wall Street veteran Yardeni: If the 2% inflation target is maintained, the Federal Reserve may continue to raise interest rates.

Kevin Warsh, the new Chairman of the Federal Reserve, sent hawkish signals during his first press conference, catching the market off guard and suddenly changing external expectations for interest rates. Veteran market strategist Ed Yardeni warned that if the Fed is truly committed to bringing inflation back to the 2%

The IPO buzz has barely faded, and Wall Street is already "envisioning" a merger between SpaceX and Tesla.

The IPO buzz has barely faded, and Wall Street is already "envisioning" a merger between SpaceX and Tesla.

The excitement from SpaceX's record-setting IPO has yet to fade, and a bolder scenario is quietly brewing on Wall Street—merging SpaceX and Tesla to create a technology giant spanning rockets, artificial intelligence, satellites, electric vehicles, robotics, energy, and social media. According to the latest report by The

For the first time since the war! Qatari LNG empty ships return to the Persian Gulf, supply recovery accelerates

For the first time since the war! Qatari LNG empty ships return to the Persian Gulf, supply recovery accelerates

``` Qatar is accelerating the resumption of its liquefied natural gas (LNG) exports. With the implementation of the US-Iran interim peace agreement and the reopening process of the Strait of Hormuz underway, a Qatari empty LNG tanker has, for the first time in months, returned to the Persian Gulf, marking a

Debut Shocks the Market: What Did the New Fed Chair Kevin Warsh Say? [Cheng Tan Speaks, Episode 2]

Debut Shocks the Market: What Did the New Fed Chair Kevin Warsh Say? [Cheng Tan Speaks, Episode 2]

``` Introduction of the guest lecturer for this column: The Drop at 2 A.M.: The Dot Plot Was Much More Hawkish Than Expected Hello to the friends of Wallstreetcn, I am Cheng Tan from Tantu Macro. Today just happens to be the conclusion of the FOMC meeting, so I’ll

A single accessory hard drive equals three computers? Storage price hikes create "absurd scenes"

A single accessory hard drive equals three computers? Storage price hikes create "absurd scenes"

``` The global storage chip shortage is pushing consumers toward an absurd price reality. SanDisk recently released an officially licensed PS5 expansion solid-state drive — the Optimus GX PRO 850P NVMe SSD, with a maximum capacity of 8TB and an official price of up to $3,699.99, still requiring $2,959.

Hormuz reopening imminent, Asian refineries scramble to "clear inventories"

Hormuz reopening imminent, Asian refineries scramble to "clear inventories"

``` East Asian refiners are accelerating the sell-off of their fuel inventories in the market, seeking to gain an advantage before the reopening of the Strait of Hormuz and the influx of supply from the Gulf region. This move signals that Asian refined oil prices will come under pressure and decline.

"Jump on the Tech Bandwagon" or "Stick with the Old Guard"? A-shares May See a Period of Style Balance, with the Interim Reporting Season as a Key Test

"Jump on the Tech Bandwagon" or "Stick with the Old Guard"? A-shares May See a Period of Style Balance, with the Interim Reporting Season as a Key Test

June 18: Technology sectors surged across the board, with semiconductors, CPOs, computing hardware, and other AI industry chains continuing to strengthen. In stark contrast, financial sectors such as insurance, banking, and brokerages collectively took a hit, and traditional consumer sectors like liquor and retail also declined. This extreme polarization is