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HSBC: The stock market is pricing in "recession" rather than "stagflation", creating oversold opportunities in emerging markets.

HSBC: The stock market is pricing in "recession" rather than "stagflation", creating oversold opportunities in emerging markets.

``` Global stock markets are processing the impact of the Middle East conflict with a recession logic. HSBC strategists believe that the sharp sell-off has created buying opportunities in some emerging markets. HSBC strategists Alastair Pinder and Pankaj Agarwala pointed out in a report on Tuesday that since the outbreak of

Aluminum prices hit a 4-year high! Middle East conflict disrupts supply, analysts eye the $4,000 mark

Aluminum prices hit a 4-year high! Middle East conflict disrupts supply, analysts eye the $4,000 mark

``` The Middle Eastern conflict is reshaping the global aluminum market landscape. The effective closure of the Strait of Hormuz has led to severe supply disruptions, making aluminum the strongest performer among industrial metals in this cycle, now approaching four-year highs. Since the conflict erupted on February 28, the three-month aluminum

Bank of Canada stands pat, explicitly "looking through" short-term oil price shocks, focusing on downside growth risks

Bank of Canada stands pat, explicitly "looking through" short-term oil price shocks, focusing on downside growth risks

``` On March 18, the Bank of Canada announced that it would keep interest rates unchanged, making it clear that it would "look through" the short-term impact of the Middle East conflict on inflation, and anchor its policy focus on downside risks to economic growth. The policy committee led

The Chinese cloud market is experiencing an unprecedented wave of price increases!

The Chinese cloud market is experiencing an unprecedented wave of price increases!

China’s cloud computing industry is experiencing a rare reversal in pricing. Following Tencent Cloud, Alibaba Cloud and Baidu Intelligent Cloud have also announced price hikes, signaling the loosening of the longstanding “continuous price reduction” logic in China’s cloud market. An unprecedented price increase cycle is dawning. At noon

Inflation spreads! U.S. diesel surpasses $5 per gallon, energy shock begins to affect the real economy

Inflation spreads! U.S. diesel surpasses $5 per gallon, energy shock begins to affect the real economy

``` This week, U.S. diesel prices broke through $5 per gallon, reaching their highest level since the outbreak of the Russia-Ukraine conflict. The volatility caused by attacks on Iran in the crude oil market is being transmitted to the broader real economy through diesel, the core fuel of industrial economics.

Inflation exceeds expectations across the board! U.S. February PPI up 3.4% year-on-year, core at 3.9%.

Inflation exceeds expectations across the board! U.S. February PPI up 3.4% year-on-year, core at 3.9%.

``` US February core PPI year-on-year 3.9%, expected 3.7%, previous value 3.6%. US February PPI year-on-year 3.4%, expected 3%, previous value 2.9%. US February PPI month-on-month 0.7%, expected 0.3%, previous value 0.5%. US February core PPI month-on-month 0.5%, expected 0.3%, previous

After AI implementation, will outsourced staff be dismissed? NetEase has denied this rumor.

After AI implementation, will outsourced staff be dismissed? NetEase has denied this rumor.

March 18, a rumor about NetEase planning to "use AI to dismiss all outsourced employees" spread rapidly in WeChat groups. Widely circulated chat screenshots on social platforms show messages such as "NetEase will cut 30% of outsourced employees on April 1," "full layoffs on May