News

Russian Ministry of Defense: Russian troops attacked an oil tanker in the port of Izmail.

Market news: According to sources, Nvidia will launch an employee-funded U.S. political action committee (PAC) called "NVPAC".

According to Nikkei: Major Japanese banks have regained access to Mythos AI, a subsidiary of Anthropic, after the United States had previously frozen access.

The percentage of US Treasury bonds auctioned for the 8 weeks ending August 27 was 80.38%, compared to 46.16% previously.

The US Treasury auction for the 8 weeks ending August 27th yielded a winning bid of 3.67%, compared to 3.655% previously.

US Treasury auction for the 8 weeks ending August 27 - bid-to-cover ratio 2.77, compared to 3.06 previously.

The US Treasury auction for the four weeks ending August 27th yielded a winning bid of 3.65%, compared to 3.64% previously.

US Treasury auction results for the four weeks ending August 27: Percentage of winning bids allocated to interest rates was 93.57%, compared to 14.61% previously.

US Treasury auction results for the four weeks ending August 27: Bid-to-cover ratio 2.73, compared to 2.84 previously.

Canadian Finance Minister: After listening to Canadian fishermen, the fish tariffs have been eliminated.

SK Hynix CEO: We will continue to expand our investment and cooperation in the United States.

SK Hynix CEO: Indiana is expected to become a key HBM production base in the United States.

SK Hynix has begun construction on a $4 billion advanced memory packaging plant in Indiana, USA.

French far-left presidential candidate Jean-Luc Mélenchon: France will fall into recession if business leaders do not raise wages.

French far-right presidential candidate Marine Le Pen: France needs a revival, with the support of businesses, the general public, and the nation.

French centrist presidential candidate Philippe: France needs to straighten out its finances, extend working hours, and enable businesses to create wealth.

AI startup Hark announced a multi-year partnership with NVIDIA to advance personalized intelligent agent AI based on gigawatt-scale computing.

The Kansas City Fed Manufacturing Composite Index for August was 10, down from 9 in the previous month.

1. Trump is paying a political price – the war with Iran is becoming increasingly unpopular, with Trump's approval rating dropping from 40% to 33%, and only 31% of Americans supporting the conflict. High oil and commodity prices are also putting pressure on the Republican Party in the November midterm elections, with the party increasingly divided between those demanding an immediate end to the war and those advocating continued pressure on Iran. 2. The global economy has suffered a limited impact: the disruption of shipping through the Strait of Hormuz, which carries about one-fifth of the world's energy supply, has driven up oil prices and triggered recession fears. The IMF has twice lowered its global growth forecast, predicting global economic growth of 3.0% this year, but strong consumption, investment, and the AI ​​boom are helping the global economy weather the shock. 3. Iran has been severely damaged but still has the ability to retaliate: the US military claims to have destroyed 161 Iranian naval vessels and disabled 82% of Iran's air defense system, but Iran still possesses drones and missiles and is capable of attacking ships and US military facilities. Iran's economy has also been damaged, with food inflation reaching 128% in July. 4. Deteriorating security situation in the Middle East: Iran launched missile and drone attacks on US Gulf allies and disrupted shipping; related blockades in the Red Sea have also driven up insurance and transportation costs, disrupted supply chains, and increased uncertainty throughout the Gulf region. 5. The status of Iran's nuclear capabilities remains unclear: US-Israeli attacks severely damaged three known Iranian nuclear facilities and resulted in the deaths of several nuclear scientists. US intelligence assessments suggest that Iran's production time to produce enough fissile material has increased from six months to approximately one year. However, the International Atomic Energy Agency cannot confirm the current location of approximately 440 kilograms of 60% enriched uranium. 6. The readiness of the US military has been weakened: The US military has lost 42 military aircraft in the war, and some of its precision-guided missile stockpiles are nearing depletion. As of July, the United States had used approximately 65% ​​of its Patriot interceptor missiles, and its THAAD interceptor missile stockpile had decreased by at least 38%.

The Stoxx Europe 600 index is on track for its biggest one-day drop in a month, having fallen as much as 0.95%.