Chinese Banks’ Interest Margins Hit a Record LowChinese banks’ net interest margin (NIM) has fallen to around 1.4% in 2026, its lowest level on record.
Could the Gold Standard Make a Comeback?The combined M2 money supply of the world’s four major central banks stands at roughly $100–102 trillion.
Friday CPI Puts Warsh’s Fed Decision in FocusFederal Reserve Chair Kevin Warsh’s position ahead of the September policy meeting could depend heavily on Friday’s U.S. inflation report. Recent employment data has reduced expectations for another interest rate hike, but persistent price pressures continue to limit the Fed’s ability to turn less hawkish.
Are US Treasuries Becoming Uninvestable?US Treasuries have been considered among the safest assets in the world.
Inflation Makes Rates Interesting AgainFor much of the past few years, the central-bank story has revolved around one question: when will rates come down?
Bessent Targets Treasury Market StabilityU.S. Treasury Secretary Scott Bessent has announced plans to at least double buybacks of Treasury securities originally issued with maturities between 10 and 30 years. The strategy is aimed at easing pressure on the long end of the bond market and improving liquidity as U.S. financing requirements continue to grow.
Should Investors Buy the Fed Hike?Markets are again weighing whether another Federal Reserve rate hike would represent a major risk for equities or eventually create a buying opportunity. Following Kevin Warsh’s recent comments on inflation, traders have raised the probability of another increase at the upcoming FOMC meeting.
Nvidia’s AI Growth AcceleratesNvidia delivered another exceptionally strong quarter as demand for artificial intelligence infrastructure continued to expand. The chipmaker exceeded Wall Street revenue expectations for the 16th consecutive quarter, reinforcing its position at the center of the global AI investment cycle.