Bond Spotlight: New Issue Analysis 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…...
New On The Market
Bond Spotlight: New Issue Analysis
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…...
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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Daily Market Recap (每日市場回顧) – Aug 19, 2025
U.S. Equities & Treasuries|美股與美債 Commodities|商品市場 Macro & Fed|總經與聯準會動態 Global Market|全球市場 Key Upcoming Events Today|今日重要事件… Membership Required You must be a member to access this content.View Membership LevelsAlready a member? Log in here...







