Estonian Defence Minister Hanno Pevkur announced his resignation on the evening of the 2nd, saying Estonia's National Audit Office had criticised management and accounting deficiencies in the defence sector and he would accept political responsibility.

2026-09-03

Estonian Defence Minister Hanno Pevkur announced his resignation on the evening of the 2nd, saying Estonia's National Audit Office had criticised management and accounting deficiencies in the defence sector and he would accept political responsibility.

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2026-09-03

Bernstein raises Dell's price target to $650 from $500, saying growth has broadened beyond single AI servers into traditional servers and storage as AI infrastructure demand lifts the entire data-center hardware mix; scale expansion and improved product mix materially boost margins. Bernstein rates Dell Outperform and models FY2028 at 22x EPS and FY2029 at 19x EPS.

2026-09-02

Carson按照178个PCE细分项目统计,7月有54%的项目同比涨幅超过3%,高于一年前的47%和2019年底的24%。这是按项目数量计算的扩散度,并非按消费权重计算的通胀率;178项口径源自达拉斯联储的PCE分项体系。 因此,官方核心PCE维持在3.3%,与涨价范围扩大可以同时成立:部分高权重项目降温压住了平均值,但更多细分类别仍保持较快涨价。达拉斯联储7月截尾均值PCE为2.3%,也说明通胀广度恶化尚未全面转化为加权指标加速。