Japan Eyes Massive Defense Budget Hike to 3.5% of GDP as Markets Wary of Fiscal Expansion Driving Up Borrowing Costs

gross domestic product, aligning with the military spending standards of NATO and other key U.S. allies. Japanese defense representatives have already signaled a willingness to substantially increase military spending during consultations with their U.S.

Undercurrents in US Stocks Amid the AI Frenzy: Multiple Indicators Signal Bubble Traits, High Interest Rates Pose Biggest Threat

unding the alarm, warning that this strong rally fueled by AI may have entered a phase of rapidly accumulating risks. Prominent economic research institutions point out that the current US stock market is exhibiting typical late-stage bubble characteristi

Soaring Sovereign Debt Highlights Safe-Haven Appeal as Institutions Back Long-Term Gold Allocation

marily weighed down by expectations that the Federal Reserve might raise interest rates by 25 basis points. However, behind these short-term price fluctuations, professional investment institutions are shifting their focus to deeper macroeconomic logic. R

US Treasury Yields Return to 5% Mark as Soaring Oil Prices and Fed Decision Rattle Markets

g its peak since July 2007. Although dip-buying briefly pulled the yield back to around 4.96%, it rebounded above the 5% threshold into the close. This metric, widely regarded as the benchmark for core borrowing costs, continues its upward trajectory, dir

Fed Rate Hike Expectations Rise Amid Warnings of Growing Policy Misstep Risks

l prominent economists have issued warnings, arguing that such a move could be a grave mistake. They are concerned that the risk of a significant slowdown in U.S. economic growth is more severe than widely perceived. Raising rates at this juncture could l

Bridgewater Founder Warns US Fiscal Policy at a Tipping Point, Debt Crisis May Emerge in Coming Years

s fiscal system has reached a critical tipping point. He predicts that without swift intervention, the heavy debt burden is highly likely to culminate in a concentrated crisis within the next three to five years. The prominent investor points out that cur

Fitch Stress Test Warns AI Asset Repricing Could Trigger Global Macroeconomic Turmoil

ged as the core engine driving U.S. economic growth. However, a recent stress test report by Fitch Ratings warns that this economic structure, heavily reliant on a single technology track, harbors underlying vulnerabilities. Should AI-related stocks exper

Gold Under Short-Term Pressure Testing Key Support as Long-Term Bullish Logic Remains Intact

overall performance still outperforms other precious metals sectors. However, industry analysts warn that if gold prices break below key defensive levels, it could trigger a chain reaction of selling from algorithmic trading and large funds, thereby ampl

US Treasury Yields Approach 5% Threshold as Soaring Oil Prices and Fiscal Concerns Trigger Global Stock and Bond Sell-off

ades, triggering a massive sell-off in the global bond market. Meanwhile, escalating geopolitical tensions in the Middle East drove international oil prices sharply higher, further exacerbating market risk aversion and inflation concerns, ultimately resul

US August CPI Preview: Fed May Resume Rate Hikes in September if Core Inflation Misses Expectations

t overall prices to be significantly driven up by energy and food costs, with headline CPI potentially rising 0.4% month-on-month. However, core inflation, which strips out volatile components, is expected to remain relatively subdued, with a month-on-mon

Germany to Overhaul Crypto Tax Regime, Ending Long-Term Holding Exemption in 2027

istry of Finance, Germany intends to impose a uniform capital gains tax on cryptocurrency trading profits starting in early 2027. This move marks the complete abolition of the current special provision that allows investors to enjoy capital gains tax exem

EBC Financial Group Expelled from Financial Commission Over Rule Violations, Client Compensation Protection Lapses

he Financial Commission, a private dispute resolution organization. The decision takes effect on August 31, 2026, meaning its clients will no longer be eligible for payouts from the Financial Commissions Compensation Fund. This fund is exclusively availab

Gold Prices Retreat Over 5% in Two Weeks as Institutions Say Short-term Setback Does Not Alter Long-term Allocation Value

t half of August. The direct catalyst for this pullback is a shift in macroeconomic monetary policy expectations. Following robust U.S. employment data and hawkish signals from Federal Reserve officials, the market swiftly adjusted its expectations for a

Major Gold Miners Flush with Cash: M&A and Exploration Sectors Poised for Next Rally

d share buybacks already executed, market observers note that the next core move for these mining giants will pivot toward acquiring new projects. Behind this trend are record-breaking profits driven by sustained high gold prices. Looking at recent market

Strong Yen Rebound Sparks Wall Street Divergence Amid Looming Policy Tests

February. Market attention has now shifted to whether the currency can further test the 152 level or even approach the 150 mark, with the area below 155 viewed as the current short-term support zone. In the face of this rally, Wall Street is notably divid

Gold Nears $4,400 as Global Reserve Restructuring Could Push Prices to $10,000

explore the extreme possibility of gold prices pushing further toward $10,000. Senior industry analysts point out that this seemingly aggressive forecast is not without foundation; its core driver lies in the profound evolution of the underlying logic of