Asia on Front Line of Economic Risk If AI Boom Turns to Bust

Asia’s powerhouse economies are more at risk than most from a potential AI bust, which could undercut surging exports and send shockwaves across markets, a new study found. The region is “particularly exposed” because it’s at the center of global supply chains and...

German Army to Start Training With New Attack Drones Next Month

German defense startups Helsing and Stark Defence are on track with the development of attack drones, including plans to start training Germany’s army on the equipment in November, according to the government. “Both systems have achieved a comparable level of...

Don’t Be Fooled. Treasuries Aren’t Cheap Yet

Treasuries might look cheap against stocks, GDP and the global cycle, but on their own historical terms they have more to fall before they become oversold and ready for a durable bounce. The counter-rally in Treasuries has yet to come, with 10-year yields as high as...

Citadel Securities’ Rubner Sees Retail Cash Reloading on Stocks

Retail investors are poised to pile back into US stocks this month after a sharp cooldown in September, Citadel Securities’ head of equity and equity derivatives strategy Scott Rubner said. While October could still be volatile, the month offers a better entry point...