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"‘New Federal Reserve News Agency’: April non-farm payroll data is solid, Fed’s policy focus should shift to inflation."

"‘New Federal Reserve News Agency’: April non-farm payroll data is solid, Fed’s policy focus should shift to inflation."

Nick Timiraos, a renowned financial journalist known as the "New Federal Reserve Communications," wrote: Four months ago, one of the major challenges facing the Federal Reserve was whether it needed to continue cutting rates to support what then appeared to be a weak labor market. Now, that issue

Apollo and Blackstone are in talks to provide about $35 billion in financing to Broadcom.

Apollo and Blackstone are in talks to provide about $35 billion in financing to Broadcom.

``` Apollo Global Management and Blackstone Group are in negotiations to provide approximately $35 billion in financing to Broadcom, which, if finalized, would become one of the largest private credit deals in history. According to media reports, the financing will be used to support Broadcom’s development and construction of its

New Bond King: Preparing for U.S. "debt restructuring"; Hassett: U.S. debt default "impossible in a million years"

New Bond King: Preparing for U.S. "debt restructuring"; Hassett: U.S. debt default "impossible in a million years"

"New Bond King" Jeffrey Gundlach is quietly adjusting his portfolio to prepare for a scenario with very low probability but severe consequences—unilateral debt restructuring by the U.S. government. The White House responded with strong denial. According to Bloomberg, Gundlach said, if the U.S. falls into

BofA Hartnett: U.S. stocks are unusually strong by historical standards, and gold is expected to rise as much as 30% this year.

BofA Hartnett: U.S. stocks are unusually strong by historical standards, and gold is expected to rise as much as 30% this year.

``` The US stock market and gold are jointly heading toward a rare fourth consecutive year of double-digit gains, a historically strong trend that has drawn significant attention from Wall Street’s top strategists. According to Bloomberg, a team led by Michael Hartnett, Chief Investment Strategist at Bank of America, points

Starmer states "absolutely will not resign": UK bonds rebound in response as markets bet the "worst-case scenario" has passed

Starmer states "absolutely will not resign": UK bonds rebound in response as markets bet the "worst-case scenario" has passed

``` Preliminary results of the UK local elections show that the Reform Party has seen a sharp increase in seats, while both Labour and the Conservatives have lost ground, further fragmenting the political map. Prime Minister Starmer has made it clear he will not resign, temporarily stabilizing the bond market, but

What will burst the AI bubble?

What will burst the AI bubble?

``` The global AI investment boom is still accelerating, but debates over whether the "bubble is about to burst" are also heating up. Faced with concerns about the surging capital expenditures of tech giants, the latest report from Hong Kong research institution Gavekal Research concludes: At least from the

U.S. Secretary of State: Hopes the U.S. and Iran will enter a serious negotiation process, expects a response "today"

U.S. Secretary of State: Hopes the U.S. and Iran will enter a serious negotiation process, expects a response "today"

On May 8 local time, U.S. Secretary of State Rubio was interviewed by the media during his visit to Italy. Regarding the Iran issue, Rubio stated that the U.S. has not yet received a formal response from Iran, but expects to “get a reply today.” Rubio expressed hope