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U.S. New York Fed Empire State manufacturing index for October 25.5; expected 10.25; previous 7.6.
2026-10-15
U.S. New York Fed Empire State manufacturing index for October 25.5; expected 10.25; previous 7.6.
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2026-10-15
International News 1. Citigroup: The Federal Reserve will raise interest rates by 25 basis points in December 2026, after previously predicting the Fed would keep rates unchanged this year. 2. IMF: The IMF projects 4.8% economic growth in the Asia-
International News 1. Citigroup: The Federal Reserve will raise interest rates by 25 basis points in December 2026, after previously predicting the Fed would keep rates unchanged this year. 2. IMF: The IMF projects 4.8% economic growth in the Asia-Pacific region in 2026, higher than its April forecast of 4.4%. 3. Barclays: The Bank of Japan's neutral interest rate may be higher than 2%, and the policy rate is expected to rise to 2% in July 2027. 4. Saxo Bank: The current sell-off in Asian markets reflects a repricing of capital costs. 5. Saxo Bank: The AI stock correction may not trigger a full-blown bear market; the key lies in whether it's a rotation of funds or a spread of risk. 6. Asset management firm Hirtle & Co.: Warsh may believe that Fed rate hikes will help stabilize long-term US Treasury yields. 7. Consulting firm FWDBonds: Sticky inflation may lead the Fed to keep interest rates at higher levels in 2027. 8. One Point BFG Wealth Partners: A 3% to 4% inflation rate in the US may have become the new normal. Domestic: 1. Huatai Securities: Maintains its judgment that the Fed will pause rate hikes in October and raise rates once in December. 2. CITIC Securities: Still expects the Fed to hold rates steady in October and then raise rates in December. 3. CITIC Securities: The electricity price cycle is reaching an inflection point; nuclear power is regaining its elasticity. 4. CITIC Securities: High-end copper-clad laminates are iterating; chemical-based silicon micropowder is seeing both volume and price increases. 5. CITIC Securities: Current pessimistic expectations for domestic demand in the passenger vehicle market have been fully priced in; it is recommended to seize the bottom of the medium- to long-term cycle for buying opportunities.
2026-10-15
UK Chancellor John Healey said AI poses challenges to security, trust and confidence, but also offers significant economic potential.
UK Chancellor John Healey said AI poses challenges to security, trust and confidence, but also offers significant economic potential.
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