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Don't just focus on the Fed's interest rate hikes! The reaction of the US Treasury market is the real signal determining the future of gold.

Don't just focus on the Fed's interest rate hikes! The reaction of the US Treasury market is the real signal determining the future of gold.

Gold is moving away from traditional interest rate logic and instead pricing itself in the credibility of monetary policy—and the bond market will be the ultimate judge of this shift. Last Friday, US August CPI data showed inflation rose 0.4% month-on-month, with the annual rate remaining at 3.

The era of 5% US Treasury yields is coming: a short-term "default" is not guaranteed, but pressure may emerge in 12 to 18 months.

The era of 5% US Treasury yields is coming: a short-term "default" is not guaranteed, but pressure may emerge in 12 to 18 months.

The yield on 10-year U.S. Treasury bonds hit its highest level since 2007, fueling market anxieties. However, several industry veterans pointed out that the real risk is not that the yield will break through 5% on any given day, but rather that the longer high interest rates persist, the

Markets awaited the Federal Reserve decision, leading to a slight rise in global stocks and bonds. South Korean stocks closed up 1.4%, while oil price gains stalled.

Markets awaited the Federal Reserve decision, leading to a slight rise in global stocks and bonds. South Korean stocks closed up 1.4%, while oil price gains stalled.

Stocks and bonds rose modestly, but investors remained largely on the sidelines awaiting the Federal Reserve's interest rate decision this week. The market currently anticipates the Fed will announce its first rate hike since 2023. Meanwhile, the recent strong rally in oil prices stalled. The Nikkei 225 index

Will AI really destroy humanity? The "AI godfathers" speak out one after another.

Will AI really destroy humanity? The "AI godfathers" speak out one after another.

With the rapid development of artificial intelligence (AI) technology, pioneers and industry leaders in the field are issuing unprecedented warnings, pointing out that unrestricted advancements in AI capabilities could pose a catastrophic or even catastrophic risk to humanity, and calling for urgent regulation. Over the past week, researchers from top

Japan's exports rose 19.3% in August, but high oil prices pushed up the trade deficit.

Japan's exports rose 19.3% in August, but high oil prices pushed up the trade deficit.

Japan's exports continued to grow by double digits in August, with shipments to the US and China both outpacing the overall market. However, import costs rose rapidly due to rising oil prices and a weak yen, widening the trade deficit to 1.1 trillion yen, marking the fourth

Don't fight the earnings cycle! Will US stocks break 8000 points this year?

Don't fight the earnings cycle! Will US stocks break 8000 points this year?

Wall Street may have seriously underestimated the explosive power of the current earnings cycle. According to TrendFocus, Jefferies issued a clear warning in its latest research report on September 14: Don't fight the earnings cycle . Driven by the dual engines of the AI investment frenzy and better-than-expected corporate

Will AI that "continuously learns" extend the memory shortage to 2031?

Will AI that "continuously learns" extend the memory shortage to 2031?

The structural leap in AI memory capabilities is pushing the global memory market into a multi-year supply shortage cycle. According to a report by Citigroup on September 14, as AI moves from the simple training and inference stage to the "continuous learning" era, demand for HBM, server DDR5,