All-Weather Media

Latest

Memory module crash? "Consumers can't afford it," but "AI demand is still booming."

Memory module crash? "Consumers can't afford it," but "AI demand is still booming."

``` Spot prices for DDR5 memory modules plunged nearly 30% within a month. Mainland Chinese wholesalers describe the current market as a "price collapse." Google’s TurboQuant algorithm has further fueled worries of a sharp shrinkage in AI memory demand, with storage sector stocks remaining under pressure. However, analysts

After a 13% pullback in gold prices, Goldman Sachs remains firmly bullish: Central bank gold purchases will accelerate again, and prices are expected to rise to $5,400 by year-end!

After a 13% pullback in gold prices, Goldman Sachs remains firmly bullish: Central bank gold purchases will accelerate again, and prices are expected to rise to $5,400 by year-end!

``` Gold prices have fallen by 13% since the outbreak of the Iran war, but Goldman Sachs still maintains a bullish stance, expecting gold prices to rebound before the end of the year, with a target price of $5,400 per ounce. Goldman Sachs analysts Lina Thomas and Daan Struyven pointed

-7.4%! This drop in U.S. stocks is worse than during past geopolitical conflicts; Deutsche Bank: Far from the bottom.

-7.4%! This drop in U.S. stocks is worse than during past geopolitical conflicts; Deutsche Bank: Far from the bottom.

``` The drop in US stocks amid the current wave of geopolitical conflict has exceeded the median level of similar historical events, and multiple indicators suggest that selling pressure has yet to be fully released. On Monday (March 30), US stocks briefly rebounded in the early session after Trump commented on

Iran disrupts supply chain, aluminum prices set for biggest gain in 10 months

Iran disrupts supply chain, aluminum prices set for biggest gain in 10 months

Impacted by the disruption of the global aluminum supply chain caused by the Middle Eastern conflict, aluminum prices are expected to record their highest monthly increase in nearly two years, making it a rare highlight in an otherwise declining metals market this March. On Tuesday, three-month aluminum prices on the

Japan labels yen's decline as "speculative," finance minister says "comprehensive" measures are ready

Japan labels yen's decline as "speculative," finance minister says "comprehensive" measures are ready

``` The Japanese government has issued a clear warning about the yen’s decline. As the escalation of the Iran conflict triggers global market sell-offs, the yen comes under pressure. The Japanese government characterizes this depreciation as being driven by speculative activity, with the finance minister declaring that authorities are prepared

South Korea adds $17.1 billion to its budget, Lee Jae-myung: Middle East energy issues "keep me awake at night"

South Korea adds $17.1 billion to its budget, Lee Jae-myung: Middle East energy issues "keep me awake at night"

``` The energy crisis triggered by the Middle East conflict is having a comprehensive impact on South Korea's economy. Seoul announced on Tuesday the launch of an additional budget of over $17 billion to address the pressure of high oil prices. According to Global Times, President Lee Jae-myung admitted

Selling bonds to raise money! Central banks around the world slash their holdings of US Treasury bonds, with holdings dropping by $82 billion in one month

Selling bonds to raise money! Central banks around the world slash their holdings of US Treasury bonds, with holdings dropping by $82 billion in one month

``` The Iran war has triggered a surge in energy prices, and central banks worldwide are selling U.S. Treasury bonds at the fastest pace in more than a decade to stabilize their economies and exchange rates. Federal Reserve data shows that the scale of U.S. Treasuries held by foreign