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China A-share liquid-cooled IDC sector weakened; Dayuan Pump fell to its daily limit, while Sifang Technology, Tongfei, Xiangxin Technology, Bojie, Shenling Environment and Guanghong Technology also slid.

2026-07-15

China A-share liquid-cooled IDC sector weakened; Dayuan Pump fell to its daily limit, while Sifang Technology, Tongfei, Xiangxin Technology, Bojie, Shenling Environment and Guanghong Technology also slid.

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2026-07-14

Federal Reserve Chairman Warsh: I don’t think we can go back to the balance sheet level of 2006.

Federal Reserve Chairman Warsh: I don’t think we can go back to the balance sheet level of 2006.
2026-07-14

BofA's latest Fund Manager Survey shows global investors who have been Aggressively buying equities should consider cutting exposure. Strategists led by Michael Hartnett say asset allocators are extremely bullish: cash holdings fell to 3.6% of assets

BofA's latest Fund Manager Survey shows global investors who have been Aggressively buying equities should consider cutting exposure. Strategists led by Michael Hartnett say asset allocators are extremely bullish: cash holdings fell to 3.6% of assets from 4.1% last month, and US equity allocations are the highest since Dec 2024 with a net overweight of 24%. BofA's bull‑bear indicator reads 9.4 on a 1–10 scale, prompting a recommendation to trim equities and high‑beta positions; the bank warns crowded positioning will limit further summer upside in risk assets.
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