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``` Bridgewater Associates founder Ray Dalio issues his latest warning: The next two years will be a “particularly dangerous period,” as debt, geopolitics, and technology form a triple storm. Most investors’ coping tactic—market timing—is destined to fail. On April 30 local time, on the popular financial podcast “Property Markets,

Before Golden Week, Japan’s Ministry of Finance restarted forex intervention in an unusually high-profile manner, knocking USD/JPY down from above 160 to around 156.5. But Nomura macro strategist Naka Matsuzawa bluntly says that intervention itself is not the main point—the “endgame” of intervention is. Is Japan’

``` Anthropic, together with Wall Street institutions such as Blackstone and Goldman Sachs, is about to establish an AI joint venture company, with a total investment of approximately $1.5 billion. According to the Wall Street Journal, insiders revealed that the joint venture aims to promote AI tools to private equity

``` For the first time in a decade, Apple has listed "price increases" as an option to address cost pressures in its quarterly report documents. Based on this, Morgan Stanley assesses that the entire iPhone 18 lineup, to be released this September, may see a price hike of over

``` The surge in AI infrastructure construction is pushing the world’s largest banks to the limits of their financing capacity. On May 3, according to the UK’s Financial Times, as data center debt levels soar, major lenders including JPMorgan Chase, Morgan Stanley, and Sumitomo Mitsui Banking Corporation (SMBC) are

``` After his term as Federal Reserve Chair expired, Jerome Powell chose to remain on the Board, a rare decision driven by systematic pressure from the White House on the Fed’s independence—a pressure campaign that ultimately had the opposite effect from what was intended. On May 3, Nick Timiraos,