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Trump “handpicked” Fed Governor Milan: The impact of September nonfarm payrolls is “clearly dovish,” and the November CPI may only be released after the December interest rate decision.

Trump “handpicked” Fed Governor Milan: The impact of September nonfarm payrolls is “clearly dovish,” and the November CPI may only be released after the December interest rate decision.

``` Trump-appointed Fed Governor Milan said on Friday that the September non-farm payroll report released overnight was "clearly dovish," reinforcing evidence that the U.S. labor market continues to cool. He emphasized that the Fed currently faces indeed limited data, "but a lack of data does not mean

Citadel Head of Strategy: AI investment sentiment is saturated, the Fed is leaning hawkish, K-shaped economic consumption divergence... U.S. stocks now face "ten major bearish factors."

Citadel Head of Strategy: AI investment sentiment is saturated, the Fed is leaning hawkish, K-shaped economic consumption divergence... U.S. stocks now face "ten major bearish factors."

``` Currently, the U.S. stock market is deeply mired in concerns over an "AI bubble." Although Nvidia's strong financial report dispelled market gloom for a time, the optimism did not last, and U.S. stock indices quickly turned downward. In overnight trading, U.S. stocks faced

Ultraman internal memo exposed: OpenAI's lead is narrowing, warning of "difficult times" ahead

Ultraman internal memo exposed: OpenAI's lead is narrowing, warning of "difficult times" ahead

OpenAI CEO Sam Altman warned employees in an internal memo that the company's technological lead is narrowing, and he expects the outside environment to be "quite tough" for some time. This rare warning signal shows that the $500 billion-valued AI giant, which has received over $60

Dissecting Yum China’s Ambition for 30,000 Stores: Strategy, Efficiency, and Returns

Dissecting Yum China’s Ambition for 30,000 Stores: Strategy, Efficiency, and Returns

The race for scale in chain restaurants continues. At a recently held Investor Day, Yum China for the first time announced its goal to reach 30,000 stores by 2030, marking the start of an unprecedented acceleration in expansion for China’s largest restaurant chain group. CEO Joey Wat stated:

September nonfarm payrolls increase uncertainty; JPMorgan: The Fed will "skip" a rate cut next month, restart in January and May next year.

September nonfarm payrolls increase uncertainty; JPMorgan: The Fed will "skip" a rate cut next month, restart in January and May next year.

Following Morgan Stanley, JPMorgan has become the second major Wall Street investment bank to withdraw its prediction of a Fed rate cut in December, believing the Fed will pause rate cuts due to mixed signals from employment data, but maintains its forecast for rate cuts to resume in January and

Wall Street mogul Tom Lee: The crypto market correction may be nearing its end, and Bitcoin is becoming a leading indicator for the US stock market.

Wall Street mogul Tom Lee: The crypto market correction may be nearing its end, and Bitcoin is becoming a leading indicator for the US stock market.

Wall Street veteran strategist Tom Lee believes that the continuously weak cryptocurrency market since October 10 may be about to complete its adjustment, and points out that Bitcoin and Ethereum have become leading indicators for U.S. stocks. This judgment is based on the cycle of balance sheet repair after

It’s not the Federal Reserve or tariffs; AI will be the most important macro variable in 2026.

It’s not the Federal Reserve or tariffs; AI will be the most important macro variable in 2026.

Not the Federal Reserve, nor tariffs—Barclays has made it clear in its latest statement that artificial intelligence will be the most important macro factor in 2026, with an impact that will surpass traditional drivers such as monetary policy and trade policy. On November 21, according to news from the