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Federal Reserve Vice Chair warns of dual challenges in employment and inflation, Dallas Fed President calls for cautious rate cuts

Federal Reserve Vice Chair warns of dual challenges in employment and inflation, Dallas Fed President calls for cautious rate cuts

``` Federal Reserve Vice Chair Philip Jefferson reiterated his concerns on Friday, saying that the Fed is facing two major challenges simultaneously: a weakening job market and inflation above target. On the same day, Dallas Fed President Lorie Logan stated that the severity of the inflation issue outweighs employment, calling for

Goldman Sachs CEO: Driven by AI infrastructure and government spending, the U.S. economy will accelerate before 2026

Goldman Sachs CEO: Driven by AI infrastructure and government spending, the U.S. economy will accelerate before 2026

``` David Solomon, CEO of Goldman Sachs Group, predicts that, driven by strong government spending and the robust construction of artificial intelligence infrastructure, U.S. economic growth will accelerate before 2026, while corporate M&A activity will also further heat up. On October 3, he said, “Despite challenges such as

Overseas hedge funds: The AI speculation frenzy is nearing its end; heavy positions in uranium, copper, and other commodities are being used to hedge bubble risks.

Overseas hedge funds: The AI speculation frenzy is nearing its end; heavy positions in uranium, copper, and other commodities are being used to hedge bubble risks.

``` As the AI boom pushes U.S. stocks to historic highs, an overseas hedge fund is preparing for potential "huge risks." Selwood Asset Management believes that the current AI-driven speculative frenzy is approaching its peak and a swift collapse may be imminent. The fund is adjusting its portfolio

AI optimism rises, European stocks set for best week since May, US stock futures collectively climb in pre-market trading, London copper hits new yearly high.

AI optimism rises, European stocks set for best week since May, US stock futures collectively climb in pre-market trading, London copper hits new yearly high.

October 3rd, as market bets on Fed rate cuts intensified, the Stoxx Europe 600 Index rose by 0.4%, reaching a record high. European stocks are set for strong weekly gains, with bank stocks and mining stocks leading the rally. In U.S. pre-market trading, boosted by tech stocks, all

iPhone 17 sales are booming, Morgan Stanley is even more optimistic: there are still 1 billion old devices in stock, and iPhone 18 will be even stronger.

iPhone 17 sales are booming, Morgan Stanley is even more optimistic: there are still 1 billion old devices in stock, and iPhone 18 will be even stronger.

Morgan Stanley presents a more optimistic outlook for Apple in its latest report. Although the start of the current iPhone 17 cycle has exceeded expectations, an even stronger iPhone 18 cycle driven by installed device upgrades and major product innovation is brewing. According to trading desk sources, Morgan Stanley analyst

Berkshire’s “heir apparent” makes his first major deal: Buffett-style shrewdness, Occidental Petroleum’s stop-loss

Berkshire’s “heir apparent” makes his first major deal: Buffett-style shrewdness, Occidental Petroleum’s stop-loss

``` Berkshire Hathaway has agreed to acquire Occidental Petroleum’s chemical business, OxyChem, for $9.7 billion—a landmark deal orchestrated by Greg Abel, who has been designated as Buffett’s successor. This all-cash transaction exemplifies the classic “Buffett-style” shrewdness: not only does it help debt-laden Occidental reduce its leverage, but

After the "strongest quarter in twenty years," what other surprises can Google offer Wall Street?

After the "strongest quarter in twenty years," what other surprises can Google offer Wall Street?

``` After concerns earlier this year over the positioning of artificial intelligence and antitrust reviews, Google’s stock performance has rebounded strongly thanks to the positive response to its Gemini AI products. According to a new analysis released today by Morgan Stanley, the key to injecting stronger momentum into Google’s