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Public debt may surge by 14%! IMF warns: Soaring defense spending is driving up global deficits.

Public debt may surge by 14%! IMF warns: Soaring defense spending is driving up global deficits.

``` The global wave of defense spending is having a profound impact on national finances. The latest research from the International Monetary Fund (IMF) warns that the surge in defense spending is primarily financed through borrowing, which will significantly increase public debt and fiscal deficits in the medium term, and squeeze

ECB rate hike expectations “cool overnight”! Ceasefire agreement boosts market, European bonds see biggest single-day gain since 2023

ECB rate hike expectations “cool overnight”! Ceasefire agreement boosts market, European bonds see biggest single-day gain since 2023

The ceasefire agreement between the US and Iran has triggered a chain reaction: oil prices plunged 13% in a single day, European bond markets saw the strongest one-day surge in more than two years, and market bets on rate hikes by the ECB and BoE have narrowed significantly. Late Tuesday

First batch after US-Iran ceasefire! Two cargo ships pass through the Strait of Hormuz, 800 giant ships still waiting in line

First batch after US-Iran ceasefire! Two cargo ships pass through the Strait of Hormuz, 800 giant ships still waiting in line

Less than 48 hours after the ceasefire agreement took effect, the first batch of transit vessels appeared in the Strait of Hormuz, but obstacles to passage are far from eliminated. Iran insists on charging transit fees for vessels and retaining control, which fundamentally clashes with the international community's

AI Bubble: The Catalyst for a New Round of Quantitative Easing in the US?

AI Bubble: The Catalyst for a New Round of Quantitative Easing in the US?

``` The US AI industry is at a critical point where prosperity and risk coexist. Currently, the prosperity of US AI is highly concentrated on hardware and cloud services. The incremental capital expenditures of cloud computing giants between 2023 and 2025 have already surpassed the total of the previous seven years,

A once-in-thirty-years super cycle for memory chips? UBS: In the triopoly landscape, DRAM will continue to be in short supply until the end of 2027.

A once-in-thirty-years super cycle for memory chips? UBS: In the triopoly landscape, DRAM will continue to be in short supply until the end of 2027.

The storage chip industry is standing at a rare historic inflection point. According to Wind Trading Desk, UBS's latest research report believes that AI-driven demand for HBM is continuously eating into DDR production capacity. Together with the synchronous explosion of traditional server replacement cycles and storage SSD demand,

Goldman Sachs Trading Executive: Why I Chose Not to Chase Gains During the Index Surge

Goldman Sachs Trading Executive: Why I Chose Not to Chase Gains During the Index Surge

The ceasefire agreement in the Strait of Hormuz has driven a sharp market rebound, but the head of Goldman Sachs Delta-One business has bluntly said "not chasing the rally" and took the opportunity to reduce positions. With the two-week ceasefire confirmed, Nasdaq and small-cap stocks jumped significantly, with

The ceasefire agreement has just taken effect, and the market is already betting on a wave of reconstruction in the Gulf.

The ceasefire agreement has just taken effect, and the market is already betting on a wave of reconstruction in the Gulf.

The US-Iran ceasefire agreement has opened up imaginative possibilities for energy reconstruction in the Gulf region, and analysts are beginning to identify the beneficiaries. The ceasefire news caused oil prices to fall from triple-digit highs, while global stock and bond markets simultaneously saw a relief rebound. Meanwhile, the market quickly