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Japan's GDP shrank for the first time in six quarters, with a decline smaller than expected, and the 10-year Japanese government bond yield hit a seventeen-year high.

Japan's GDP shrank for the first time in six quarters, with a decline smaller than expected, and the 10-year Japanese government bond yield hit a seventeen-year high.

``` Due to weak domestic demand and the impact of US tariffs, Japan's economy contracted in the third quarter, but the contraction was less severe than economists had generally expected, mainly thanks to stable corporate capital expenditure offsetting sluggish private consumption. This report highlights the fragility of Japan'

"If you are a model company, you may face the winner's curse" -- Interpreting Microsoft's '50-Year AI Architecture' Strategic Thinking

"If you are a model company, you may face the winner's curse" -- Interpreting Microsoft's '50-Year AI Architecture' Strategic Thinking

``` Author: Long Yue Source: Hard AI “(The model itself) is only one copy away from being commoditized.” Microsoft CEO Satya Nadella, in a recent in-depth interview, put forward a highly disruptive view on the current AI race: Pure model companies may face the “winner’s curse.” He believes that once

U.S. stocks are facing a "critical support level," testing the determination of the bulls. If it breaks below, a downward trend will be confirmed until "early next year."

U.S. stocks are facing a "critical support level," testing the determination of the bulls. If it breaks below, a downward trend will be confirmed until "early next year."

``` The US stock market is at a critical technical crossroads, with the determination of the bulls facing a severe test. According to ZF Trading Desk, JPMorgan’s latest technical strategy report released on November 14 indicates that multiple key US stock indices continue to be under pressure at their support

Sell off Nvidia! "The tech tycoon behind the White House" Peter Thiel sharply reduced his holdings in the third quarter, newly buying Microsoft and Apple.

Sell off Nvidia! "The tech tycoon behind the White House" Peter Thiel sharply reduced his holdings in the third quarter, newly buying Microsoft and Apple.

``` As one of Silicon Valley's most influential investors, Peter Thiel's latest moves once again send a clear signal of caution to the feverish AI market. According to the latest 13F holdings report filed with the U.S. Securities and Exchange Commission (SEC), Thiel Macro LLC completely

Almost all factors are "favorable," and the U.S. bond market is expected to deliver its "best performance" since 2020.

Almost all factors are "favorable," and the U.S. bond market is expected to deliver its "best performance" since 2020.

The U.S. bond market is experiencing its best year since 2020, as multiple positive factors including Federal Reserve rate cuts, a moderate economic slowdown, and continuously easing inflationary pressures combine to drive an across-the-board rally. According to media reports on Monday, the Bloomberg U.S. Aggregate Bond Index has

BofA Hartnett: The "best trade" for 2026 is "shorting big cloud company bonds," and the market is unlikely to "stop going long stocks" before May next year.

BofA Hartnett: The "best trade" for 2026 is "shorting big cloud company bonds," and the market is unlikely to "stop going long stocks" before May next year.

Is the AI frenzy about to peak? Bank of America strategist Michael Hartnett has made a bold prediction in his latest report: the “best trade” going into 2026 will be shorting the corporate bonds of “hyperscalers” that have invested heavily in AI. He believes that debt pressures triggered by AI

BTC erases this year's gains! Fu Peng explains why digital assets have become an important reference signal for forward-looking FICC. [Fu Peng Says 12]

BTC erases this year's gains! Fu Peng explains why digital assets have become an important reference signal for forward-looking FICC. [Fu Peng Says 12]

“Viewing the world from the trading desk, Fu Peng comments on finance.” 《Fu Peng Says · Season Six》completely upgraded! Subscribe now This year marks the tenth anniversary of the annual column 《Fu Peng Says》 on WallStreetCN! 《Fu Peng Says Season Six》is officially launched! The sixth season has been fully