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Prediction market Polymarket prices a Sep 25bp Fed hike at 54%; rate derivatives imply 63.6% — roughly a 10pp gap but same direction. Resilient employment, rising oil-driven inf risk and a hawkish Fed tilt have moved a Sep hike from tail risk to the

2026-09-10

Prediction market Polymarket prices a Sep 25bp Fed hike at 54%; rate derivatives imply 63.6% — roughly a 10pp gap but same direction. Resilient employment, rising oil-driven inf risk and a hawkish Fed tilt have moved a Sep hike from tail risk to the primary market scenario. More than 50% odds do not guarantee a hike: markets still assign 36–47% probability of no change and any Fed decision could trigger re-pricing. Friday's inf release will be decisive; a REUTERS SURVEY shows 70% of economists expect no hike, underlining the lack of consensus between institutional forecasts and trading markets.

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2026-09-10

Boyingte Welding told investors its 1H26 overseas revenue was about 137 mln yuan, accounting for 76.79% of sales, with international share rising. The company said a healthy new-order backlog supports H2 revenue delivery. U.S. data center expansion i

Boyingte Welding told investors its 1H26 overseas revenue was about 137 mln yuan, accounting for 76.79% of sales, with international share rising. The company said a healthy new-order backlog supports H2 revenue delivery. U.S. data center expansion is raising power demand and lifting demand for gas-turbine heat recovery steam generators (HRSGs); Boyingte said major overseas suppliers currently have limited HRSG capacity, and it expects industry supply to fall short over the next 3–5 years with the capacity gap widening. Over a 5–10 year horizon the company expects overseas capacity expansion to move the market toward higher supply alongside sustained demand. Boyingte prices HRSGs on a one-contract-one-quote basis and said recent order prices have risen versus earlier levels.
2026-09-10

US stocks closed lower Wednesday: Dow -0.77%, S&P 500 -0.48%, Nasdaq -0.64%. Apple (AAPL.O) -0.2%; SK Hynix (SKHY.O) +7%; AMD (AMD.O) +3%; Meta Platforms (META.O) +6.5%. Nasdaq Golden Dragon China Index -2.08%; Alibaba (BABA.N) -2.8%; iQIYI (IQ.O) -5

US stocks closed lower Wednesday: Dow -0.77%, S&P 500 -0.48%, Nasdaq -0.64%. Apple (AAPL.O) -0.2%; SK Hynix (SKHY.O) +7%; AMD (AMD.O) +3%; Meta Platforms (META.O) +6.5%. Nasdaq Golden Dragon China Index -2.08%; Alibaba (BABA.N) -2.8%; iQIYI (IQ.O) -5%.
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