华尔街见闻
商业和金融信息提供商，由吴晓鹏于2010年在美国纽约成立，并于2013年在上海开始运营。
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On Warsh's first day in office, the market gave him a "baptism of fire": interest rate hikes are expected this year.
Warsh officially took over as head of the Federal Reserve, but the market sold off on his first day in office as inflation soared and expectations for interest rate hikes rose sharply, with US Treasury yields hitting a new high for the year.
华尔街见闻
Warsh's First Deadly Situation: Interest Rate Cuts, Inflation, and a Torn Fed
Trump chose Warsh to cut rates, but Warsh inherited a Federal Reserve riddled with internal divisions: high inflation, rare dissent within the FOMC, and a closed window for rate cuts. The June 17th FOMC meeting may completely alter market expectations.
华尔街见闻
Selling US Treasury bonds and buying Japanese bonds, Wall Street prepares for a "repatriation of Japanese capital."
Japanese government bond yields surged to multi-decade highs, trillions of dollars in US Treasury bonds faced the risk of being sold off, and global asset management firms bet on a large-scale return of Japanese investor funds to Japan.
华尔街见闻
BlackRock, the world's largest asset manager, is considering investing in SpaceX, the largest IPO in history.
BlackRock plans to participate in SpaceX's unprecedented IPO with $5 billion to $10 billion. This targeted investment is expected to attract more institutions to follow suit, but the high valuation and governance risks will test investors' confidence.
华尔街见闻
Trump's Q1 stock market activity revealed! These are the stocks he recently bought.
Significantly reduced holdings in Amazon, Meta and Microsoft, bought Nvidia, Broadcom and Apple, and bought up software stocks such as Oracle and Adobe at bargain prices.
华尔街见闻
Cryptocurrency companies join Silicon Valley's wave of layoffs! Coinbase lays off 14% of its workforce; CEO says AI is bringing profound change.
Coinbase lays off approximately 14% of its workforce, with AI reshaping its operating model and driving restructuring. The downturn in the crypto market exacerbates cost pressures, and a new wave of AI-driven layoffs is sweeping Silicon Valley.
华尔街见闻
With Buffett stepping back from the limelight for the first time, what are the highlights of the 2026 Berkshire Hathaway Annual Shareholders Meeting?
For the first time, Berkshire Hathaway's annual shareholders meeting was chaired by Abel, with Buffett stepping back to focus on capital allocation, AI strategies, and portfolio management, signaling his intention to succeed Buffett.
华尔街见闻
Powell's farewell meeting sees biggest disagreement in 34 years; he pledges never to become a "shadow chairman."
With four out of twelve voting members dissenting, this is the Fed's monetary policy meeting with the largest number of dissenting voices since 1992.
华尔街见闻
In-depth analysis of the Federal Reserve's major paper on "balance sheet reduction": How much to reduce, how to reduce, and what are the impacts?
On the eve of the Warsh hearing, the Federal Reserve's "balance sheet reduction roadmap" emerged.
华尔街见闻
Two $20 billion deals: OpenAI and Nvidia are waging a "war of inference".
Nvidia and OpenAI are each investing $20 billion in the AI ​​inference chip market, while Cerebras has filed for an IPO with a valuation of $35 billion. This silent war for control of the future of AI computing power is reshaping the multi-billion dollar technology market landscape.
华尔街见闻
Regarding the US military's blockade of the Strait of Hormuz, here are six key issues of market concern.
The US blockade of the Strait of Hormuz has sent global oil prices soaring. This move targets Iran's oil lifeline, exacerbating pressure on Asian energy supplies, and the market is pricing in a potential shortage.
华尔街见闻
From Wall Street to Silicon Valley, Anthropic has stolen all the limelight from OpenAI.
Anthropic has surpassed OpenAI in valuation, revenue, and market share, becoming Silicon Valley's new darling. Its annualized revenue exceeds $30 billion, demonstrating a significant advantage in the enterprise market, while OpenAI faces a cooling secondary market and profitability challenges.
华尔街见闻
US-Iran negotiations ended without results, with the Strait of Hormuz becoming one of the biggest sticking points; a high-profile US mine clearance operation was sunk by Iran, serving as a warning.
The high-level talks between the US and Iran failed to reach an agreement, and the military standoff in the Strait of Hormuz has drawn global attention. The two sides hold differing views on control of this crucial energy shipping route, and the market remains highly cautious about the prospects of the negotiations and the stability of navigation in the strait.
华尔街见闻
Why did Türkiye reduce its gold holdings by 58.4 tons in two weeks after the start of the US-Iran war?
This emergency operation of "exchanging gold for foreign exchange" reveals its survival strategy in the face of depleted foreign exchange reserves.
华尔街见闻
Predicting "When Will Trump End the War?" Here are Five Key Points
The Iran war has impacted global energy markets, with Brent crude oil surging 44% in 25 days. Barclays Capital analyzes five key catalysts and predicts whether oil prices will reach $85 or break through $110.
华尔街见闻
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