Boston Fed President Collins said she supports last week’s Fed rate increase and that a moderate rise in the federal funds rate will help ensure inflation durably returns to the central bank’s 2% target. With labor-market conditions improving, monetary policy can shift to restoring price stability in a timely manner after five-and-a-half years of elevated inflation, she said. Collins, who does not have a Fed policy vote this year, added that the probability inflation will remain significantly ab

Sources: Saudi Arabia is preparing to resume crude exports from Yanbu port later on Tuesday.

CITIC Securities says T-Chain is advancing factory audits and ramping to mass production, with multiple suppliers reporting positive feedback; monitor major-customer product launches and mass-production progress as potential sector catalysts. Robot body manufacturers, which sell directly to end users, occupy higher-value positions in the value chain. Robotics firms are building multi-dimensional capabilities — "brain", "cerebellum", "body" — and expanding industrial and commercial deployments; shipments are scaling and application scope should broaden as robots generalize. The report calls physical AI the next wave and robots one of its prime physical carriers. Domestic and international catalysts are expected to persist; the firm recommends concentrating on premium segments of the value chain.