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Jackson Hole 2026: Fed Chair Warsh's Debut and a New Window for Global Asset Allocation
杰克逊霍尔 美联储 降息 资产配置 通胀 沃什 全球央行
Jackson Hole 2026: Fed Chair Warsh's Debut and a New Window for Global Asset Allocation
On August 28, 2026, Federal Reserve Chair Kevin Warsh delivered his inaugural keynote at the Jackson Hole Economic Symposium. With sticky inflation and a cooling labor market, markets are watching closely for clues on the Fed's September rate decision.
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31 Aug 2026
Weekly Finance Flash: Gold Nears USD 4,700, LPR Holds, Solid-State Battery Standard Lands
finance flash gold LPR solid-state battery Jackson Hole
Weekly Finance Flash: Gold Nears USD 4,700, LPR Holds, Solid-State Battery Standard Lands
Last week, spot gold in London touched USD 4,648.30/oz, a three-month high, gaining about 4.2% for the week. The US dollar index fell below 98.5, declining for a third straight week. Attention is turn
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24 Aug 2026
US Treasury Yields and the Dollar Decouple: Asset Pricing Under Fiscal Dominance
Treasury fiscal dominance yields dollar gold
US Treasury Yields and the Dollar Decouple: Asset Pricing Under Fiscal Dominance
Since August 2026, global markets have displayed a striking anomaly: the 10-year US Treasury yield has hovered near 4.7%, close to a 19-month high; the 30-year yield has briefly risen above 5%, the hi
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24 Aug 2026
China's August LPR Unchanged for 15th Month; New Stimulus Expected Around End-Q3
LPR monetary policy RRR cut DR benchmark PBOC
China's August LPR Unchanged for 15th Month; New Stimulus Expected Around End-Q3
The People's Bank of China authorized the National Interbank Funding Center to announce the loan prime rates on August 20, 2026: the one-year LPR at 3.0% and the over-five-year LPR at 3.5%, both uncha
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24 Aug 2026
First Global Solid-State Battery Standard Proposed by China; AI Power and Energy Storage Chain Gain Triple Catalysts
solid-state battery AI power energy storage IEC standard
First Global Solid-State Battery Standard Proposed by China; AI Power and Energy Storage Chain Gain Triple Catalysts
On August 24, China's Standardization Administration announced that the international standard proposal "Secondary Lithium-Ion Batteries for Electric Vehicle Propulsion: Application Guide, Test Items
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24 Aug 2026
Global Markets on Aug 24: Gold Hits Three-Month High as Investors Brace for Jackson Hole
global markets gold Jackson Hole Fed dollar
Global Markets on Aug 24: Gold Hits Three-Month High as Investors Brace for Jackson Hole
During European and US trading on August 22, spot gold in London touched USD 4,648.30/oz, the highest level since May 2026. It settled in New York at USD 4,639.50/oz, up about 4.2% for the week. COMEX
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24 Aug 2026
Finance Flash August 23: Gold Near $4,650, OPEC+ Holds Pace, Cloud Giants Sign Nuclear PPAs
finance flash gold AIDC storage LPR Shanghai
Finance Flash August 23: Gold Near $4,650, OPEC+ Holds Pace, Cloud Giants Sign Nuclear PPAs
Spot gold touched an intraday high of $4,648.30 per ounce in Asian trade on Friday, nearing the $4,650 mark, and is on track for its largest weekly gain in nearly three months; spot silver also streng
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23 Aug 2026
Is the Age of Fiscal Dominance Upon Us? The US Debt Supply Surge and the Repricing of Dollar Credit
Treasury fiscal dominance yields dollar gold
Is the Age of Fiscal Dominance Upon Us? The US Debt Supply Surge and the Repricing of Dollar Credit
For a long time, the modern monetary framework assumed an independent central bank setting policy while the fiscal side balanced its books — that is, "monetary dominance." Today, however, the US feder
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23 Aug 2026
Stabilization Stance Continues: LPR Held Steady as Monetary Policy Front-Loads Support for Growth
LPR mortgage rate Shanghai property PBOC China
Stabilization Stance Continues: LPR Held Steady as Monetary Policy Front-Loads Support for Growth
On August 20, the People's Bank of China authorized the National Interbank Funding Center to publish the latest LPR: the 1-year LPR at 3.00% and the over-5-year LPR at 3.50%, both unchanged from the p
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23 Aug 2026
AI Power Demand Forces Energy Build-Out: AIDC Storage and Nuclear Power Become the New Industry Frontier
AIDC storage solid-state battery compute data center AI energy
AI Power Demand Forces Energy Build-Out: AIDC Storage and Nuclear Power Become the New Industry Frontier
While the industry still frets over GPU shortages, the real bottleneck has quietly shifted to electricity. Multiple research institutions estimate that a single hyperscale AI data center can exceed 1
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23 Aug 2026
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