Breaking
24 Aug 2026 10:33
Weekly Finance Flash: Gold Nears USD 4,700, LPR Holds, Solid-State Battery Standard Lands
23 Aug 2026 12:50
Finance Flash August 23: Gold Near $4,650, OPEC+ Holds Pace, Cloud Giants Sign Nuclear PPAs
22 Aug 2026 12:49
Finance Flash, August 22: Gold Hits Three-Month High, AIDC Storage Booms, Shanghai Eases Property Policy
21 Aug 2026 12:27
August 21 Finance Flash: Gold ETFs Surge, LPR Holds, AI Energy Funding Booms
20 Aug 2026 12:56
Finance Flash | Aug 20: Unitree Debuts, BoJ Hikes, Oil in Play
21 Aug 2026 16:38
Bitcoin breaks through $77000
14 Aug 2026 10:04
The Norwegian central bank has kept the policy interest rate unchanged at 4.25%, in line with market expectations
13 Aug 2026 17:07
SMIC: Q2 sales revenue of $3.0056 billion
Market
AI Capex Doubts: From OpenAI's Revenue Gap to a Trillion-Dollar “Scramble for Capital”
Reports put OpenAI's annualized revenue near $50 billion, below the ~$70 billion that had circulated, reigniting doubts about AI capex sustainability. The Nasdaq 100 fell 1.39% and the SOX index slid 3.4%, while massive tech debt issuance surfaced a scramble for capital.
Global Markets on Aug 24: Gold Hits Three-Month High as Investors Brace for Jackson Hole
During European and US trading on August 22, spot gold in London touched USD 4,648.30/oz, the highest level since May 2026. It settled in New York at USD 4,639.50/oz, up about 4.2% for the week. COMEX
Global Markets on August 23: Gold Nears $4,650 as Markets Position Cautiously Ahead of Jackson Hole
During European and US trading on August 22, spot gold reached an intraday high of $4,648.30 per ounce, a step away from the $4,650 mark, and settled at $4,639.50 in New York, up roughly 5.9% for the
Industry
First Global Solid-State Battery Standard Proposed by China; AI Power and Energy Storage Chain Gain Triple Catalysts
On August 24, China's Standardization Administration announced that the international standard proposal "Secondary Lithium-Ion Batteries for Electric Vehicle Propulsion: Application Guide, Test Items
AI Power Demand Forces Energy Build-Out: AIDC Storage and Nuclear Power Become the New Industry Frontier
While the industry still frets over GPU shortages, the real bottleneck has quietly shifted to electricity. Multiple research institutions estimate that a single hyperscale AI data center can exceed 1
AIDC Energy Storage: The 'Power Bank' Behind the AI Compute Surge
Generative artificial intelligence and large-model training are pushing global data-center electricity consumption to unprecedented levels. A typical AI training cluster can consume dozens of times mo
Policy
Hong Kong Races to Build a Digital-Asset Hub: 24/7 On-Chain Settlement, HKD Stablecoin and Tokenized Assets Take Shape
Under the 2026 Policy Address and a wave of September HKMA–SFC moves, Hong Kong is accelerating its digital-asset hub: 24/7 on-chain settlement by year-end, a live HKD stablecoin pilot, and world-leading tokenized assets and digital bonds.
"Super Central Bank Week" Ends: Energy Shock Forces Global Synchronized Tightening, Reshaping Asset Allocation
September 2026 Super Central Bank Week recap: the Fed's first hike in three years to 3.75%–4.00%, the BOJ at 1.25% (31-year high), the BoE on hold, and the ECB moving first — an energy-shock-driven global tightening reshaping asset allocation.
Fed Resumes Rate Hikes After Three Years: September Decision Reprices Global Assets
In the early hours of September 17, 2026 (Beijing time), the Federal Reserve raised its target range by 25bp to 3.75%-4.00% — its first hike since 2023. A hawkish dot plot reset expectations for global equities, bonds, currencies, and commodities.
Features
Treasury Auctions Falter: The Global Bond Market's “Duration Strike” and Shrinking Liquidity
A $70 billion 5-year Treasury auction tailed by 3.1 basis points, forcing primary dealers to absorb 15.8% of the issue; with the Treasury's quarter-end cash balance surging and the Fed pausing its reserve-management purchases, private-sector appetite for long-duration assets has hit a wall.
Why Gold Rose After the Fed Hiked: Central-Bank Buying Is Re-Architecting Gold's Pricing Logic
After the Fed's September hike, gold rose instead of falling—driven by record central-bank buying, de-dollarization and fiscal-credit anxiety that are reshaping gold's pricing logic. This article unpacks the shift and its allocation implications.
US Treasury Yields and the Dollar Decouple: Asset Pricing Under Fiscal Dominance
Since August 2026, global markets have displayed a striking anomaly: the 10-year US Treasury yield has hovered near 4.7%, close to a 19-month high; the 30-year yield has briefly risen above 5%, the hi
Wealth + Life