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"Iran shock" sparks concerns about fiscal deterioration, eurozone borrowing costs soar to multi-year highs

"Iran shock" sparks concerns about fiscal deterioration, eurozone borrowing costs soar to multi-year highs

``` Iran tensions drive up energy prices, inflation expectations rise, and eurozone government bonds record one of the most severe monthly sell-offs in nearly a decade. Borrowing costs for countries such as Italy, France, and Spain have been pushed to multi-year highs, while market concerns about governments being forced to increase

The bill for the Iran war—will the "AI bull market" pay for it?

The bill for the Iran war—will the "AI bull market" pay for it?

The Middle East conflict is creating a structural shock to the global AI industry, pushing already high-tech assets to the brink of systemic risk. Energy sector shocks have been substantially transmitted to AI infrastructure. Shipping disruptions in the Strait of Hormuz have led to a halt in nearly one-third of

Panic Index Skyrockets, Hedge Funds Sell Off! Goldman Trading Desk Warns: "U.S. Stocks Not Optimistic"

Panic Index Skyrockets, Hedge Funds Sell Off! Goldman Trading Desk Warns: "U.S. Stocks Not Optimistic"

``` The S&P 500 Index has fallen for five consecutive weeks, with technicals breaking down across the board. Goldman Sachs traders bluntly said “the data is not optimistic,” but signals such as nearly exhausted systematic selling, month-end pension buying, and record CTA net short positions are accumulating momentum for

All "co-founders" have left; Musk "completely restructures" xAI.

All "co-founders" have left; Musk "completely restructures" xAI.

``` With the departure of the last co-founder this week, Elon Musk's artificial intelligence company xAI, founded in 2023 with an 11-person team, has undergone a thorough round of personnel cleansing. According to a Business Insider report on Saturday, sources revealed that Ross Nordeen left this week, and his

On Saturday, only "four ships" passed through the Strait of Hormuz via the "Iranian corridor," including two LPG vessels bound for India.

On Saturday, only "four ships" passed through the Strait of Hormuz via the "Iranian corridor," including two LPG vessels bound for India.

The Middle East conflict has entered its second month. The Strait of Hormuz remains severely obstructed, with the number of transiting vessels only a tiny fraction of pre-war levels. At the same time, Iran is gradually strengthening its control over this globally critical energy corridor. According to media-compiled ship tracking

"The largest aluminum plant in the Middle East suffered 'major losses' on Saturday; it is not yet clear whether 'production has stopped.'"

"The largest aluminum plant in the Middle East suffered 'major losses' on Saturday; it is not yet clear whether 'production has stopped.'"

The largest aluminum plant in the Middle East has been attacked, once again disrupting the global aluminum supply chain. According to Xinhua News Agency, Iran's Islamic Revolutionary Guard Corps issued a statement on the 29th, saying that the Revolutionary Guard used missiles and drones to "effectively"

As gold approaches a bear market, the bargain hunters are arriving!

As gold approaches a bear market, the bargain hunters are arriving!

After experiencing the largest drop in years, bargain hunters have entered the gold market, temporarily preserving the three-year bull run. This month, gold prices have cumulatively fallen 15%, with the decline from January’s high touching 19%, approaching the usual 20% threshold that signals the start of a bear market.