South Korea's President Lee said negotiations over a $350 billion U.S. investment package have left him 'awake at night' after he found unacceptable clauses in an almost-finalised deal that forced talks to reopen. The dispute underscores Seoul's difficulty implementing last year's investment plan agreed with the Trump administration as both sides work to pick initial projects. Washington's frustration over delays prompted President Trump to abruptly scale back U.S.-South Korea joint military exe

2026-09-18

South Korea's President Lee said negotiations over a $350 billion U.S. investment package have left him 'awake at night' after he found unacceptable clauses in an almost-finalised deal that forced talks to reopen. The dispute underscores Seoul's difficulty implementing last year's investment plan agreed with the Trump administration as both sides work to pick initial projects. Washington's frustration over delays prompted President Trump to abruptly scale back U.S.-South Korea joint military exercises last month. Lee said Seoul will only proceed with projects deemed commercially viable and insisted on that condition in the agreement after 'very tough' talks with Washington.

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2026-09-18

9月17日,巴菲特指數(滬深300市值/GDP)回落至90.89%,延續6月份以來的回落勢頭。股債性價比指標——滬深300指數股權風險溢價(ERP)爲5.83%,刷新2025年8月4日以來高點;從大週期來看該指標從過去五年波動區間下端逐步向中間區域靠近,暗示目前股市相對國債收益的優勢有所上升,迴歸中性水平。 -------- 注:1、巴菲特指數是通過將股市總市值和GDP來比較,判斷目前股市是否高估,通常70-100%爲正常估值,低於該區間爲低估,高於該區間爲高估。 2、滬深300指數風險溢價(ERP)主要對比滬深300收益和國債收益率,統計近10年數據可以發現該指標和股指有明顯反向關係,每次股市都處於底部區域時,風險溢價均超過6%,也就是當ERP≥6%,股市有投資性價比,而當ERP≤4%時,則股市往往接近或處於階段性高點,投資性價比低甚至要小心回調風險。

2026-09-17

Baltic Dry Index rose 0.27% to 3,336 points.