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Three Fed officials voted against at the April meeting: It is not appropriate to signal a rate cut as the next step.

Three Fed officials voted against at the April meeting: It is not appropriate to signal a rate cut as the next step.

``` On Friday local time, several officials who voted in opposition during this week's Federal Reserve statement said they believe it is not appropriate to signal that rate cuts may be coming next. Minneapolis Fed President Neel Kashkari, Dallas Fed President Lorie Logan, and Cleveland Fed President Beth Hammack

Berkshire Shareholders' Meeting is here! Buffett steps back for the first time in sixty years—what to watch in the debut of the "new king"?

Berkshire Shareholders' Meeting is here! Buffett steps back for the first time in sixty years—what to watch in the debut of the "new king"?

``` On Saturday, May 2nd, Central Time, the 2026 Berkshire Hathaway Annual Shareholders Meeting will be held in Omaha. This year marks the first time in sixty years under Buffett’s leadership that Berkshire will hold its shareholders meeting “behind the scenes.” It will become the first “stress test” for Berkshire

Resisting pressure from Trump, two major U.S. energy giants refuse to increase oil production.

Resisting pressure from Trump, two major U.S. energy giants refuse to increase oil production.

``` Facing the most severe energy crisis in decades, America's two major energy giants, ExxonMobil and Chevron, are resisting pressure from the White House to increase oil output, steadfastly adhering to their pre-crisis strategies that prioritize financial returns over production growth. According to the Financial Times, despite U.S.

Strong earnings combined with the US-Iran standoff: Apple rises 3% pre-market, oil continues to climb, gold drops 1%, yen keeps strengthening

Strong earnings combined with the US-Iran standoff: Apple rises 3% pre-market, oil continues to climb, gold drops 1%, yen keeps strengthening

``` Technology stock performance diverges, the effect of yen intervention continues, and oil prices keep climbing amid US-Iran conflict risks—a jumble of multiple trends, as the market takes a breather after a strong rebound in April. On Friday (May 1), US stock futures and Asia-Europe markets showed clear divergence before

September becomes a critical point! JPMorgan: By then, oil inventories will approach their limits, and the Strait of Hormuz "will reopen no matter what."

September becomes a critical point! JPMorgan: By then, oil inventories will approach their limits, and the Strait of Hormuz "will reopen no matter what."

``` The global oil market is consuming a shrinking buffer. According to Wind Trading Desk, JPMorgan’s commodities team recently issued an analysis warning about the current global crude oil inventory: On the surface, there are 8.4 billion barrels in global inventory, seemingly ample; but peeling back this number, only

In 2027, will AI capital expenditure reach 1 trillion dollars?

In 2027, will AI capital expenditure reach 1 trillion dollars?

``` The AI arms race is accelerating, and the bill is much bigger than the market anticipated. According to Chasing Wind Trading Desk, on April 29, BofA Securities released a semiconductor industry research report. Analyst Vivek Arya’s team, after the four major U.S. tech giants—Google (Alphabet), Microsoft, Amazon

Middle East turmoil drives up costs! Consumer giant Unilever is set to raise prices.

Middle East turmoil drives up costs! Consumer giant Unilever is set to raise prices.

Middle East conflict is spreading from oil prices to supermarket shelves. On April 30, global consumer goods giant Unilever announced that due to the Iran war driving up commodity prices and supply chain costs, the company will raise prices on some products, with the price increases focused on home care