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Policy expectations and market enthusiasm converge as Japanese bank stocks take center stage.

Policy expectations and market enthusiasm converge as Japanese bank stocks take center stage.

``` The policy stance of Japan's new leader Sanae Takaichi is reshaping investors' expectations for the banking sector. Although expectations for an accommodative monetary policy are weighing on bank stocks, analysts believe that demand for project financing driven by expansionary fiscal policy, as well as rapid yen depreciation

More optimistic than Goldman Sachs! Citi is bullish on copper prices reaching $12,000 and tin prices reaching $40,000.

More optimistic than Goldman Sachs! Citi is bullish on copper prices reaching $12,000 and tin prices reaching $40,000.

``` The commodity market is undergoing a major price revaluation, as Citi has released a more aggressive bullish report than Goldman Sachs. On October 9, according to Zhuifeng Trading Desk, Citi's latest research report shows an even more optimistic outlook for commodities than Goldman Sachs, forecasting that copper prices

Yen exchange rate falls below 153; will expectations of "New Abenomics" reignite US-Japan currency conflict?

Yen exchange rate falls below 153; will expectations of "New Abenomics" reignite US-Japan currency conflict?

``` The new Japanese Prime Minister Sanae Takaichi's economic policy stance has sparked market expectations for a "New Abenomics", driving the yen exchange rate below the 153 mark and reigniting disputes between the US and Japan over exchange rate policy. On Thursday, the dollar/yen exchange rate

A "mini subprime crisis"? Creditors of the U.S. "exploding" company First Brands claim "$2.3 billion vanished into thin air"

A "mini subprime crisis"? Creditors of the U.S. "exploding" company First Brands claim "$2.3 billion vanished into thin air"

``` The bankruptcy case of auto parts supplier First Brands is triggering concerns on Wall Street about potential systemic risks, as one of its largest creditors, Raistone, claims that as much as $2.3 billion in assets have "vanished into thin air" and is requesting the court to appoint

Brain-computer interface—Human and AI “symbiosis”

Brain-computer interface—Human and AI “symbiosis”

``` Author: Long Yue Source: Hard AI As artificial intelligence (AI) makes machines more and more like humans, efforts to make humans increasingly like machines are happening simultaneously. According to Hard AI, in a research report by Morgan Stanley on October 8, titled "Neuralink: AI in Your Brain," it

Japanese stocks hit a new high, SoftBank surged 13%, the yen fell below 153, copper prices jumped 4%, gold and oil edged down slightly.

Japanese stocks hit a new high, SoftBank surged 13%, the yen fell below 153, copper prices jumped 4%, gold and oil edged down slightly.

``` On October 9th, boosted by technology stocks, most Asian stock markets rose. The Nikkei 225 Index and TOPIX both hit all-time highs, with SoftBank Group leading the gains, surging over 13% intraday to a record high. European and American stocks showed mixed performances. U.S. stock index futures were mostly

Goldman Sachs macro master: There are no signs of a shift to safe-haven assets in the U.S. stock market yet; the universe of asset buyers is continuously expanding.

Goldman Sachs macro master: There are no signs of a shift to safe-haven assets in the U.S. stock market yet; the universe of asset buyers is continuously expanding.

``` Liquidity trumps fundamentals—history repeating itself? Goldman's senior macro trader Paolo Schiavone points out in his latest research report that despite some trending changes in the global bond market, risk assets have not shown signs of switching to safe-haven mode. He believes that an “ever-expanding universe of buyers”