The primary market features a new senior unsecured benchmark offering from the sovereign agency sector. Cur Issuer / Obligor Rating(M/S/F) Tenor / Maturity IPG / FPG Rank Denoms (k) Nature USD Korea Mine Rehabilitation and Mineral Resources Corporation / / 5Y / Sr Unsecured 200 x 1 Mandate Relative Value & Yield Curve Analysis Curve…...
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Bloomberg Surveillance Text Summary, Dec 11, 2025 (PLUS)
30-SECOND SUMMARY What Happened The Federal Reserve cut interest rates by 25 basis points (bps), though the decision faced rare opposition with three dissenting votes,. Oracle (ORCL) shares fell significantly (~12-13%) after reporting disappointing cloud revenue and announcing increased AI capital expenditure ($50B total),,. U.S. forces seized a sanctioned oil tanker off the coast of…...
Morgan Stanley Strategists Outline 2026 Outlook: Structural Inflation, AI Capital Expenditure, and Lowered Return Expectations
30-SECOND SUMMARY What Happened Morgan Stanley strategists released their 2026 investment outlooks in mid-December 2025, following a 35% rally in global equities from April 2025 lows. The firm identifies a “regime change” in inflation, noting it remains sticky around 3% (above the 2% target) despite recent Federal Reserve rate cuts. Projected US Investment Grade (IG)…...
Goldman Sachs Analysis Highlights Projected $527 Billion AI Capex for 2026 and Divergent Hyperscaler Stock Performance
30-SECOND SUMMARY What Happened Wall Street consensus estimates for 2026 capital expenditure (capex) by AI hyperscalers have been revised upward to $527 billion, following third-quarter earnings reports. Stock price correlation among large AI hyperscalers dropped from 80% earlier in the year to 20% since June, indicating a decoupling of the sector. Analyst estimates for capex…...
Daily Market Recap (每日市場回顧) – Aug 21, 2025
U.S. Equities & Treasuries｜美股與美債 FX Market｜外匯市場 Commodities｜商品市場 Oil prices advanced, rising around 1% after U.S. crude inventories showed a larger-than-expected draw. Geopolitical concerns also lent support, as uncertainty around sanctions on Russian crude persisted despite ongoing talks over the Ukraine conflict. Meanwhile, gold prices strengthened, with spot gold climbing 1% to $3,348.70 per ounce, supported by lower Treasury yields and…...
Daily Market Recap (每日市場回顧) – Aug 25, 2025
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Daily Market Recap (每日市場回顧) – Aug 26, 2025
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Daily Market Recap (每日市場回顧) – Aug 27, 2025
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Daily Market Recap (每日市場回顧) – Aug 29, 2025
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Daily Market Recap (每日市場回顧) – Aug 20, 2025
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