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``` HOKA’s growth rate is visibly slowing down. On July 23, HOKA’s parent company Deckers Brands disclosed its results for the first quarter of fiscal year 2027, ending in June. The company’s revenue increased by 5.7% year-on-year to $1.02 billion, and diluted earnings per share climbed

``` The blockade of the Strait of Hormuz triggered by the Iran conflict is causing an unprecedented structural split in the global fertilizer supply chain. Combined with the threat of El Niño climate, the global food market is nearing a dual supply crisis that could repeat the stagflation pattern of the

``` The rapid collapse of momentum trading is hitting its most loyal followers—retail investors—hard. The basket tracking stocks most favored by retail investors has posted its worst monthly decline since 2022, and the Russell 1000 high retail participation basket compiled by Jefferies has dropped more than 25% since June.

``` Geopolitics is pushing oil prices to new highs, and this energy shock triggered by the Iran war is systematically reshaping global inflation and monetary policy expectations. According to Bloomberg's Chief Emerging Markets Economist Ziad Daoud, geopolitical supply disruptions have raised oil prices by $49 this year, accounting for

``` The stock market’s enthusiasm for AI investments remains unabated, but the bond market is quietly sending warning signals. As AI capital expenditures from hyperscale cloud companies continue to climb, tolerance in the credit market is noticeably narrowing. Meta’s $27 billion "Hyperion" financing bond fell from a

``` Brent crude oil briefly returned above $100 per barrel this week. The market's focus is gradually shifting from the geopolitical conflict itself to expectations about the duration of the conflict, with this variable becoming a key factor determining oil price trends. On July 24, JPMorgan's Global

``` Capital flow data shows that global investors are undergoing a profound asset reallocation. According to Wind Chasing Trading Desk, Bank of America’s latest “The Flow Show” report reveals that amid rising expectations for Fed rate hikes and persistently high long-term yields, smart money is accelerating into emerging markets, technology