Happening now

National policies, geopolitical shifts, and financial system changes are reshaping the capital environment at an unprecedented pace. From the Fed's interest rate trajectory and liquidity cycles to capital access conditions in emerging markets, every localized fluctuation reflects systemic risks and opportunities. By continuously monitoring financial and policy signals, we gain clearer insights into the transmission mechanisms between macro trends and asset prices, enabling us to develop more forward-looking strategies.

Fri, May 9, 2025China’s exports to the United States fell sharply in April after Donald Trump’s triple-digit tariffs took effect, in another sign of the damage the US president’s trade war is causing the world’s two largest economies as they prepare f...
 Air Canada is seeing a "low teens" percentage decline in bookings over the next six months for trips across the U.S. border amid trade tensions and a weaker Canadian dollar, the airline's CEO said on Friday. Canada's largest c...
Fri, May 9, 2025Oil rose as the market turned its attention to trade talks between the US and China this weekend, after President Donald Trump announced an agreement with the UK. Brent surpassed $64 a barrel, dipping briefly from session highs after...
President Trump resumed his attacks on Federal Reserve Chair Jerome Powell Thursday, calling the central bank boss a "fool" who "doesn't have a clue." The comments on the social media platform Truth Social came one day after t...
Updated Wed, May 7, 2025 Google (GOOG, GOOGL) stock dropped more than 6% on Wednesday after Apple's senior vice president of services, Eddy Cue, revealed that Apple (AAPL) is exploring adding AI search engines such as Perplexity to its defau...
The April jobs report showed the US labor market isn't rapidly cooling. But some on Wall Street still think an economic slowdown is likely underway, even if it's not showing up in mass layoffs or a large pickup in the unemployment rate. "...
Wed, May 7, 2025Tesla's China-made electric vehicle sales fell 6% in April from a year earlier, extending declines for a seventh month, as the U.S. automaker grapples with intense competition from its Chinese rivals and a tarnished image in Europe.&nb...
Luxury carmaker Ferrari on Tuesday reported a significant upswing in first-quarter profit, citing robust demand for personalized vehicles — but warned U.S. President Donald Trump’s trade policy could hit earnings this year. The Maranello, Ital...
 WASHINGTON ― Canadian Prime Minister Mark Carney told President Donald Trump directly that Canada is "not for sale" as the two men met in the Oval Office fresh off Carney leading his Liberal Party to a pivotal election victory last week.&...
A $1 million-per-plate campaign dinner? That was so April. Just 11 days after President Donald Trump hosted a $1 million dinner for the MAGA Inc. Super PAC, he kicked it up another notch in May with a $1.5 million-per-plate dinner at the Trump Nation...
 New York Attorney General Letitia James and 18 other Democratic state attorneys general are filing a federal lawsuit challenging the Trump administration's efforts to overhaul the U.S. Department of Health and Human Services by shrinking its siz...
 Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Warren Buffett said Saturday that he will step down as Berkshire Hathaway (BRKB) CEO at year-end. He also said trade shouldn't be a "weapon."...