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``` The US nonfarm payroll data for May to be released tonight will plunge the market into a rare "anti-Goldilocks" dilemma: regardless of whether the data is strong or weak, it's hard to see it as a net positive for the stock market. Investors face the most

``` The new Federal Reserve chair, Kevin Warsh, is preparing to implement the most profound institutional overhaul in decades at the world’s most influential central bank, with a core focus targeting its approach to market communication. According to a recent report by the Financial Times, several former senior Fed officials

``` AI is creating an illusion of efficiency. Code output has surged, but software releases have only modestly increased; cumulative enterprise AI spending has surpassed $1 trillion, yet actual cost savings are generally disappointing. Multiple recent studies point to the same unsettling conclusion for the market: The productivity dividend of AI

``` Japan’s real wage growth accelerated, registering positive growth for four consecutive months, providing strong support for a likely rate hike by the Bank of Japan this month. Nomura Securities’ Chief Market Economist stated that a June rate hike is “almost certain.” Data released by Japan’s Ministry of Health,

AI trading enthusiasm suddenly cooled down, global tech stocks experienced large-scale sell-offs, and the strong rally driven by AI narrative since the beginning of this year is facing its first severe test. The Korean Composite Stock Price Index dropped 5.3% under pressure, triggering the circuit breaker mechanism—this index

``` The Korean stock market has seen an epic surge driven by the AI semiconductor boom, but as margin balances soar to historic highs and retail speculative sentiment spreads, signs of market bubbles are appearing frequently. Margin balances in the Korean stock market have skyrocketed to a record 38 trillion won,