China’s factory inflation reaches 45-month high amid energy price shock
China’s factory-gate prices just posted their sharpest increase since August 2022. The Producer Price Index climbed 2.8% year-on-year in April...
Market Analysis
JPMorgan raises KOSPI bull case target to 8,500 on memory chip boom, and crypto may feel the squeeze
JPMorgan just bumped its bullish target for South Korea’s benchmark KOSPI index to 8,500, a number that implies a 37%...
S&P 500 gains 142% with AI stocks, just 16% without them
Strip out the AI darlings from the S&P 500, and the index barely moved over the past two years. With...
JPMorgan raises KOSPI bull case target to 10,000 on memory chip supercycle
JPMorgan just slapped a 10,000 bull-case target on South Korea’s KOSPI index. For context, the index has already surged roughly...
Private-credit firms report decline in returns amid Fed rate cuts
As the Federal Reserve moves through its rate-cutting cycle, private-credit firms are watching their yields compress in real time. The...
China’s April PPI rises 2.8%, CPI increases 1.2% year-on-year, ending three-year deflation streak
China just posted its strongest producer inflation numbers in years, and the implications stretch well beyond Beijing. The April Producer...
South Korea confirms external strikes caused fire on HMM Namu, sending ripples through crypto mining economics
South Korea’s joint investigation team has confirmed what many suspected: the fire aboard the HMM Namu on May 4 was...
Trump calls Iran’s peace proposal totally unacceptable, oil prices rise
President Donald Trump posted two words on Truth Social that sent oil markets scrambling: “TOTALLY UNACCEPTABLE.” The target of his...
Donald Trump to discuss Iran war with Xi Jinping during Beijing visit
Donald Trump is heading to Beijing. The US president is scheduled to meet Chinese President Xi Jinping on May 14-15...
US stock futures decline as Trump rejects Iran deal response
Diplomacy between Washington and Tehran just hit a wall, and markets are feeling every brick. US stock futures tumbled after...
Oil jumps after Trump calls Iran’s peace offer ‘unacceptable’
Brent crude oil spiked 8% to $109.74 per barrel after President Donald Trump rejected Iran’s peace proposal, calling it “unacceptable.”...
Federal Reserve’s Jerome Powell defends central bank independence amid Trump pressure
President Donald Trump has escalated his campaign against Fed Chair Jerome Powell to a level that’s making markets genuinely uncomfortable....
Iran proposes ceasefire and sanctions relief in response to US peace proposal, with big implications for crypto
Iran has fired back at a US peace proposal with a counterproposal of its own, and the demands are steep:...
Iran proposes ceasefire and sanctions relief in response to US peace proposal
Iran has put a peace plan on the table, and it comes with a list of conditions that reads less...
US government’s crypto holdings rise by over $4B since April 1
Uncle Sam’s crypto wallet got a whole lot fatter this spring. The US government’s cryptocurrency holdings have climbed by more...
Pimco warns Iran war could lead Federal Reserve to raise rates
For the better part of two years, markets have been pricing in a slow, steady descent in interest rates. Pimco,...
Putin hints Ukraine war may be nearing completion amid Trump-brokered ceasefire
Vladimir Putin chose one of Russia’s most symbolically charged days to float the idea that the war in Ukraine might...
Tehran submits response to US peace proposal as crypto markets brace for volatility
Iran formally submitted its response to a US peace proposal on May 10, routing it through Pakistani mediators after missing...
Pimco CIO warns Iran war may prompt Fed to hike rates
The Federal Reserve just held interest rates steady at 3.50%-3.75%. That part was expected. What wasn’t expected: four Fed presidents...
Pakistan forwards Iran’s response to US war proposal as diplomatic channel heats up
Pakistan has officially relayed Iran’s response to a US proposal aimed at ending hostilities between Washington and Tehran, cementing Islamabad’s...
Tehran submits response to US peace proposal as Strait of Hormuz tensions rattle crypto markets
Iran formally submitted its response to a US peace proposal on May 10, delivered through Pakistani mediators, as the two...
Visa, Mastercard resume operations in Syria after 15-year hiatus
For the first time in over 15 years, Syrians can use Visa and Mastercard. The two largest payment networks in...
