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US Private Credit: A Tempest in a Teapot or the Canary in the Financial System?

US Private Credit: A Tempest in a Teapot or the Canary in the Financial System?

``` The global private credit market, whose scale has surpassed $2.3 trillion, is undergoing a resonant test of multiple shocks. Persistently high interest rates, frequent landmark bankruptcy events, the wave of AI reshaping software industry valuations, a tide of retail fund redemptions, and the heating up of Middle Eastern geopolitical

Goldman Sachs raises short-term oil price targets again: Brent at $100 in March, $85 in April.

Goldman Sachs raises short-term oil price targets again: Brent at $100 in March, $85 in April.

The blockade of the Strait of Hormuz combined with the impacts of the Middle East conflict is causing shocks; Goldman Sachs predicts that the average price of Brent crude oil in March will break into triple digits, but also warns that prices may gradually fall in the second half of

China Joins the "Tripling Nuclear Energy Declaration"

China Joins the "Tripling Nuclear Energy Declaration"

``` China has officially joined the global nuclear energy expansion pledge, injecting a new heavyweight force into what is so far the world’s most comprehensive multilateral nuclear framework. On Friday, according to the official WeChat account “Ke Gong Wei Bao” of the State Administration of Science, Technology and Industry for

Ideal tangled in pressure competition, heavily invested in AI seeking breakthrough

Ideal tangled in pressure competition, heavily invested in AI seeking breakthrough

``` Author | Chai Xuchen Editor | Zhou Zhiyu The past year was not an easy one for Li Auto, despite bold talk about AI and transitioning to full electric vehicles. On the evening of March 12, Li Auto released its financial report for the fourth quarter and full year of 2025. For

Tianfeng Guo Mingchi: Nvidia's next-generation Rubin platform initiates new material testing, PCB upgrade cycle approaching

Tianfeng Guo Mingchi: Nvidia's next-generation Rubin platform initiates new material testing, PCB upgrade cycle approaching

``` The supply chain layout for Nvidia's next-generation AI server platform is accelerating, and the outline of a new round of PCB material upgrade cycle is gradually becoming clear. According to the latest supply chain survey by TF International Securities analyst Ming-Chi Kuo, Nvidia has begun testing next-generation copper-clad

Suppressing oil prices, the Trump administration's policy tools are "nearly exhausted."

Suppressing oil prices, the Trump administration's policy tools are "nearly exhausted."

``` On Friday, Bloomberg Energy and Commodities columnist Javier Blas wrote in an article that the Trump administration has very few tools left to suppress oil prices. Blas has long been deeply involved in the field of energy and commodities. Blas believes that the power of the oil market is no

Yen approaches 160 again: Safe-haven funds pour into the dollar, and Japan’s room for intervention is disappearing?

Yen approaches 160 again: Safe-haven funds pour into the dollar, and Japan’s room for intervention is disappearing?

The yen is once again under pressure, but this time Tokyo has fewer options than before. The Middle East conflict has driven large-scale safe-haven flows into the dollar, pushing the yen exchange rate near the 160 mark. Japanese authorities face a tricky reality: the driving force behind this round of