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The yen breaks 160 again! Bessant declares: the yen is "under control," the Bank of Japan "will do the right thing," and "Abenomics" has reached its end.

The yen breaks 160 again! Bessant declares: the yen is "under control," the Bank of Japan "will do the right thing," and "Abenomics" has reached its end.

A stronger dollar pushed the yen below the 160 mark again, and as market expectations for intervention rose, US Treasury Secretary Bessenter stepped in to set the tone. The yen fell to 160.11 on Monday, triggering widespread speculation about another coordinated intervention by the US and Japan. In an

Following Samsung's lead, will TSMC raise prices by 10-15% across all its manufacturing processes?

Following Samsung's lead, will TSMC raise prices by 10-15% across all its manufacturing processes?

Strong demand for AI chips is reshaping the pricing landscape of the global semiconductor foundry market. Following Samsung Electronics' lead in raising its foundry service prices, the market expects industry leader TSMC to follow suit, planning to increase prices by 10% to 15% across all its process nodes . This

A crack appeared in Jackson Hole: the US sold euros and bought yen without prior notice, and the European Central Bank worried that dollar swap lines would "disappear overnight."

A crack appeared in Jackson Hole: the US sold euros and bought yen without prior notice, and the European Central Bank worried that dollar swap lines would "disappear overnight."

The Jackson Hole global central bank symposium has concluded, with European Central Bank officials leaving with unease—far from convinced that long-standing norms of global cooperation remain intact and worried about further turmoil in already strained relations with Washington. According to a Reuters report on August 30, the trigger was

Is the strongest El Niño in history approaching? Barclays: Palm oil, rubber, and coffee could rise 30%-40% within 18 months.

Is the strongest El Niño in history approaching? Barclays: Palm oil, rubber, and coffee could rise 30%-40% within 18 months.

An unprecedented super El Niño is forming, and the commodity market is facing a new round of supply shocks. On August 30, Craig Rye, a sustainable investment research analyst at Barclays, warned in a new report that the tropical Pacific El Niño index may peak at nearly 3.2 degrees

Bank of America Hartnett: Contrarian investors are waiting for two signals, ready to switch to a risk-averse mode.

Bank of America Hartnett: Contrarian investors are waiting for two signals, ready to switch to a risk-averse mode.

Bank of America's chief investment officer, Michael Hartnett, warned that despite the current extremely bullish market sentiment, contrarian investors are preparing for a sudden shift in market sentiment and are ready to switch their portfolios to a "risk-averse" mode at any time . In his latest Flow

August Turmoil: Bessant Intervenes, Policy Secrets Quietly Revealed

August Turmoil: Bessant Intervenes, Policy Secrets Quietly Revealed

August, which should have been a slow season for the market, turned into a profound release of policy signals. U.S. Treasury Secretary Scott Bessent's interventions in the USD/JPY exchange rate and long-term U.S. Treasury bonds sent a clear message to the market: the authorities would

Krugman: Walsh's "what he didn't say" is more important than his "what he said".

Krugman: Walsh's "what he didn't say" is more important than his "what he said".

Nobel laureate economist Paul Krugman, commenting on Federal Reserve Chairman Kevin Warsh's first speech in Jackson Hole, bluntly stated: "What's truly noteworthy in this speech is what Warsh didn't say ." In Krugman's view, Warsh's remarks were more hawkish