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ECB President Lagarde: Will remain in office at least until the end of the year; energy shocks will drive inflation higher until the first half of 2027.

ECB President Lagarde: Will remain in office at least until the end of the year; energy shocks will drive inflation higher until the first half of 2027.

``` European Central Bank President Christine Lagarde made it clear on Thursday that she will not step down before 2027, while warning that the energy shock will keep eurozone inflation above target until the first half of 2027, with economic growth prospects facing downside risks. On monetary policy, the European Central

Is there a 30% chance the Federal Reserve will raise interest rates next week?

Is there a 30% chance the Federal Reserve will raise interest rates next week?

``` Under the dual impact of rising oil prices and the absence of forward guidance from the Federal Reserve, the market has begun to reprice policy risks. Although mainstream economists unanimously expect the Federal Reserve to hold steady next week, the probability of a rate hike implied by the interest rate

AI and cloud business sales doubled! Nokia’s Q2 profit far exceeded expectations, raising full-year earnings guidance.

AI and cloud business sales doubled! Nokia’s Q2 profit far exceeded expectations, raising full-year earnings guidance.

``` Benefiting from the ongoing surge of investment in AI infrastructure, Nokia delivered a better-than-expected second quarter report. Its AI and cloud businesses saw rapid growth, and the company simultaneously raised its full-year profit guidance, forming a sharp contrast with the cautious signals recently released by competitor Ericsson. Data shows that

UK fiscal risks resurface: Burnham's new policy remains unclear, investors quietly reduce holdings of UK assets

UK fiscal risks resurface: Burnham's new policy remains unclear, investors quietly reduce holdings of UK assets

``` The UK’s new government has yet to release a comprehensive fiscal roadmap, but the market has already begun reassessing the risks of UK assets. Statements by new Prime Minister Burnham about maintaining “flexibility” in fiscal rules have sparked investor concerns about fiscal discipline, government financing, and future budget arrangements,

Crude oil surge intensifies inflation concerns! U.S. Treasury yields soar across the board, with the 10-year breaking above 4.7% to hit an 18-month high.

Crude oil surge intensifies inflation concerns! U.S. Treasury yields soar across the board, with the 10-year breaking above 4.7% to hit an 18-month high.

U.S. Treasury yields rose across the board on Thursday, with the 10-year yield breaking above 4.7%, marking a new high since January 2025. Multiple factors are fermenting simultaneously—the sudden escalation of the Middle East situation pushed Brent crude above $100 per barrel, U.S. initial jobless claims

Chip sellers are making money, chip users are losing money! JPMorgan: The next few weeks will be crucial for the fate of the US stock market.

Chip sellers are making money, chip users are losing money! JPMorgan: The next few weeks will be crucial for the fate of the US stock market.

``` AI-themed stocks are currently experiencing a divergence in performance—chip and infrastructure suppliers continue to strengthen, while hyperscale cloud computing giants investing heavily in AI have stalled. JPMorgan strategists warn that this pattern is strikingly similar to the end of the 1990s Internet bubble. The price action in the coming

Lowest since 1969! U.S. initial jobless claims fell to 187,000 last week, far exceeding expectations.

Lowest since 1969! U.S. initial jobless claims fell to 187,000 last week, far exceeding expectations.

``` The U.S. labor market is showing unexpected resilience. Latest data indicates that initial jobless claims dropped sharply last week, businesses remain reluctant to lay off workers, and the employment market as a whole remains stable. According to data released by the U.S. Department of Labor on Thursday, for