AI Infrastructure Dominated the S&P 500's Top Performers Over a Decade
Nine of the ten best S&P 500 stocks over a decade are tied to AI infrastructure, with Nvidia far ahead.
31/08/2026 02:268 min read
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BofA: Warsh's Jackson Hole remarks pave way for September rate hike
Bank of America says Warsh's Jackson Hole speech raises pressure for a September rate hike unless data turns soft.
31/08/2026 02:2317 min read
China's August manufacturing PMI tops consensus yet remains in contraction
China's official manufacturing PMI rose to 49.8 in August, beating expectations but remaining below the 50-point expansion threshold for a second month.
31/08/2026 02:0414 min read
Q2 inventory drawdown to weigh on Australian GDP
Private non-farm inventories fell 0.2% in Q2, subtracting 0.3pp from GDP, while credit and profits missed forecasts.
31/08/2026 01:519 min read
China August Manufacturing PMI Edges Up to 49.8, Beats Forecast
China's official August manufacturing PMI came in at 49.8, above the 49.7 forecast and the prior 49.2. Non-manufacturing PMI was 49.0 and composite PMI was…
31/08/2026 01:432 min read
US disputes IRGC account of Larak Island strike as rhetoric intensifies
CENTCOM publicly disputes IRGC claims about the Larak Island strike, as missile exchanges continue between Washington and Tehran.
31/08/2026 01:1216 min read
ANZ survey: New Zealand business confidence slides to 53.7 in August (was 56.1)
New Zealand business confidence fell to 53.7 in August from 56.1, according to the ANZ survey.
31/08/2026 01:122 min read
Goldman Sachs holds firm on Fed rate pause after Warsh's hawkish remarks
Goldman Sachs maintains its view that the Fed will hold rates steady in September, as inflation data is unlikely to justify a hike despite Warsh's hawkish tone.
31/08/2026 00:3113 min read
PBOC expected to set yuan midpoint at 6.7344 – Reuters poll
PBOC is expected to set the yuan reference rate at 6.7344 per dollar, according to a Reuters poll. The fixing is a key policy signal.
31/08/2026 00:316 min read
Japan's industrial output and retail sales beat forecasts in July
Japan's industrial output and retail sales beat forecasts in July, but manufacturers expect a September decline.
31/08/2026 00:1315 min read