Will the iPhone 16 Lead the AI Wave?
This week, global markets experienced widespread declines, with bond yields…
Read MoreWill the iPhone 16 Lead the AI Wave?
Market Outlook（2/9-6/9）
The past week was relatively uneventful. Both U.S. equities and…
Market Outlook（26/8-30/8）
Rate Cuts: What’s Next? Over the past few weeks, updates…
Jackson Hole Meeting – Recession Trades Exit
As we noted last week, global equity assets performed strongly…
Soft Landing Takes Shape
This week, the U.S. released its July economic data, with…
Carry Trades and the Sahm Rule
This week, global markets experienced a rollercoaster ride, sparked by…
Market Outlook（5/8-9/8）
Last week was a major week for macroeconomic data, starting…
Global Capital Market Turmoil: U.S. Employment Data as the Catalyst
Super Central Bank Week: Global Monetary Policy Enters a New…
Deep Learning and Asset Prices
In our shared professional experience, we have been involved in…
Market Outlook（22/7-26/7）
Last week’s market volatility was primarily driven by non-macro factors…