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While global government bond yields continue to climb, the investment-grade credit market appears calm on the surface, but significant divergence has emerged internally. According to Bloomberg analysis, approximately $1 trillion in corporate bonds are trading at spreads significantly deviating from their credit ratings. Of this, about $580 billion is in

The hawkish camp at the Federal Reserve is sending increasingly hawkish policy signals. Following Fed Chairman Warsh's warning of inflation risks at the Jackson Hole symposium last week, Fed Governor Barr reiterated on Tuesday that the Fed should raise interest rates decisively if inflation fails to cool sufficiently.

Apple has completed a meticulously designed power transition, but the coexistence of the old and new leaders presents a unique challenge for the new CEO, Tenus: how to truly establish his own leadership under Cook's continued influence and lead Apple through its AI transformation. On September 1st, Tim

A new cocoa season is underway in West Africa, shrouded in uncertainty. The combined pressures of El Niño, the spread of black fruit disease, and shortages of agricultural inputs are posing a severe challenge to the world's most important cocoa-producing region, and market concerns about supply prospects are

On September 1, the August performance reports of major Chinese new energy vehicle brands were released. Leapmotor maintained its position as the top-selling new energy vehicle startup with 103,129 vehicles delivered globally, representing an 80.7% year-on-year increase and marking the second consecutive month exceeding 100,000 units. XPeng

Since its March lows, the S&P 500 has risen by about 22%, adding about $12 trillion in market capitalization, but the multiple tailwinds that supported this rally are fading away. In his latest report, Scott Rubner, chief equity and derivatives strategist at Citadel Securities, stated that his long-term

Nvidia has quietly restarted a chip project that was once thought to have been abandoned by the market, targeting the prefill stage, which has high AI inference costs. According to a recent industry survey by renowned analyst Ming-Chi Kuo, Nvidia has restarted its AI inference pre-filled accelerated GPU project, "