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China Nonferrous Metals Industry Association data show nonferrous metals sector Profits rose 94% YoY in 1H, with sustained AI demand cited as one core driver. Metals closely tied to AI compute, termed "compute metals", have seen sharp price gains ove

2026-08-13

China Nonferrous Metals Industry Association data show nonferrous metals sector Profits rose 94% YoY in 1H, with sustained AI demand cited as one core driver. Metals closely tied to AI compute, termed "compute metals", have seen sharp price gains over the past six months: tin up about 40%, indium up 60% and Tantalum up 158%.

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2026-08-13

CITIC Securities said in a research note that July US CPI met expectations, core inflation remained mild and second‑round effects were weak, easing inflation risks. The firm judges US inflation is not highly sticky and expects headlines CPI YoY to co

CITIC Securities said in a research note that July US CPI met expectations, core inflation remained mild and second‑round effects were weak, easing inflation risks. The firm judges US inflation is not highly sticky and expects headlines CPI YoY to continue moderating through Q3, trough in September, rebound slightly in Q4 and then fall rapidly by March next year. CITIC still forecasts the Fed will keep policy unchanged this year and sees further room for derivatives to reprice lower on rate‑hike expectations.
2026-08-13

The Wall Street Journal reports that during a joint military exercise in Germany earlier this year, called Combined Resolve, Ukrainian drone operators easily detected and defeated U.S. troops and armored vehicles rotated from Fort Hood, Texas.

The Wall Street Journal reports that during a joint military exercise in Germany earlier this year, called Combined Resolve, Ukrainian drone operators easily detected and defeated U.S. troops and armored vehicles rotated from Fort Hood, Texas.
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