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Ukrainian President Zelenskiy said Ukraine's air force has requested 360 Patriot interceptors for this winter.
2026-08-23
Ukrainian President Zelenskiy said Ukraine's air force has requested 360 Patriot interceptors for this winter.
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2026-08-23
Market news: Germany, Italy, Austria, Poland, Portugal and Spain are stepping up their calls for a windfall profits tax on oil companies across the European Union.
Market news: Germany, Italy, Austria, Poland, Portugal and Spain are stepping up their calls for a windfall profits tax on oil companies across the European Union.
2026-08-23
CSC Financial says A-share margin financing and ETF flows are offsetting; deleveraging remains incomplete but volatility is narrowing. Earlier bottom-fishing funds facing losses may cap the slope of any rebound. 10-year UST around 4.7% reflects both
CSC Financial says A-share margin financing and ETF flows are offsetting; deleveraging remains incomplete but volatility is narrowing. Earlier bottom-fishing funds facing losses may cap the slope of any rebound. 10-year UST around 4.7% reflects both implied inflation and AI-driven debt issuance lifting the long end. The US Treasury’s stepped-up buyback/repo activity signals policy reluctance to let tighter financial conditions hurt AI investment and the broader economy, leaving rate pressure on equities relatively contained. Strategically, rebounds have visible floors and ceilings: policy backstops are clear but fresh incremental funding has not coalesced, so market action is Characterized by stock-level, not index-wide, rotation; a sustained index breakout will require stronger catalysts. Tactical allocation should balance cyclical and defensive exposures while awaiting a tech-sector clearing. Sector focus: AI (upstream materials/equipment, domestic compute), innovative drugs, nonferrous metals, machinery, new Energy, and dividends play.
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