🇰🇷 GOLDMAN SACHS SEES 60% UPSIDE IN SOUTH KOREAN STOCKS Goldman Sachs cut its 12-month KOSPI target to 9,000 from 12,000, but still sees over 60% upside. The index has plunged 40% from its June peak, pushing forward valuations to just 4x earnings, despite record corporate
*Walter Bloomberg: 🇰🇷 GOLDMAN SACHS SEES 60% UPSIDE IN SOUTH KOREAN STOCKS Goldman Sachs cut its 12-month KOSPI target to 9,000 from 12,000, but still sees over 60% upside. The index has plunged 40% from its June peak, pushing forward valuations to just 4x earnings, despite record corporate profits. The key takeaway: Goldman believes Korean equities are pricing in an excessively pessimistic outlook, particularly for semiconductors. Mon Oct 26 2026 18:27:39 GMT+0800 (China Standard Time)
FED EXPECTED TO HOLD RATES AS DECEMBER HIKE LOOMS The Federal Reserve is expected to hold rates this week, with markets heavily favoring another hike in December. Chair Kevin Warsh faces a key communication challenge: explaining the pause despite persistent inflation driven by
*Walter Bloomberg: FED EXPECTED TO HOLD RATES AS DECEMBER HIKE LOOMS The Federal Reserve is expected to hold rates this week, with markets heavily favoring another hike in December. Chair Kevin Warsh faces a key communication challenge: explaining the pause despite persistent inflation driven by energy prices and AI infrastructure demand. The key takeaway: Warsh's messaging could move Treasury yields, the dollar and tech stocks. Related tickers: $SPY, $QQQ, $TLT, $UUP Mon Oct 26 2026 18:18:59 GMT+0800 (China Standard Time)
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克里姆林宫表示,恢复与乌克兰和美国的三方会谈的协议并未对莫斯科或基辅的持续军事行动施加任何限制
KREMLIN SAYS AGREEMENT TO RESUME 3-WAY TALKS WITH UKRAINE AND US DOES NOT PLACE ANY RESTRICTIONS ON MOSCOW OR KYIV WHEN IT COMES TO CONTINUING MILITARY ACTION
*Walter Bloomberg: KREMLIN SAYS AGREEMENT TO RESUME 3-WAY TALKS WITH UKRAINE AND US DOES NOT PLACE ANY RESTRICTIONS ON MOSCOW OR KYIV WHEN IT COMES TO CONTINUING MILITARY ACTION Mon Oct 26 2026 17:50:19 GMT+0800 (China Standard Time)
*Walter Bloomberg: $SPCX - SPACEX SHARES UP 1.2% PREMARKET; MUSK SAYS CO CLOSED $40 BLN IN DEBT FINANCING FOR GPUS Mon Oct 26 2026 17:48:14 GMT+0800 (China Standard Time)
ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread failures and consolidation. Meanwhile,
*Walter Bloomberg: ELON MUSK WARNS OF MASSIVE NEOCLOUD CONSOLIDATION Elon Musk says debt markets have largely shut off financing for companies without substantial revenue outside AI data centers. He warns that 200+ neocloud companies could face widespread failures and consolidation. Meanwhile, Musk says SpaceX has secured $40 billion in debt financing. Key related tickers: $CRWV, $NBIS, $IREN, $APLD, $CIFR. The key takeaway: Financing constraints could accelerate consolidation across the AI infrastructure sector. Mon Oct 26 2026 17:46:04 GMT+0800 (China Standard Time)
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汇丰银行:我们还削减了对黄金的增持,并增加了对石油的增持
HSBC: WE ALSO CUT OUR OVERWEIGHT IN GOLD, AND INCREASE OIL TO OUTRIGHT OVERWEIGHT
*Walter Bloomberg: HSBC: WE ALSO CUT OUR OVERWEIGHT IN GOLD, AND INCREASE OIL TO OUTRIGHT OVERWEIGHT Mon Oct 26 2026 17:42:59 GMT+0800 (China Standard Time)
RED SEA SHIPPING RECOVERS, BUT COSTS REMAIN HIGH Bank of America reports Red Sea shipping traffic has recovered to 65% of normal levels, up from 50% in September. However, oil tanker rates remain elevated at up to $650,000 per day, while dry bulk rates are up 31%
*Walter Bloomberg: RED SEA SHIPPING RECOVERS, BUT COSTS REMAIN HIGH Bank of America reports Red Sea shipping traffic has recovered to 65% of normal levels, up from 50% in September. However, oil tanker rates remain elevated at up to $650,000 per day, while dry bulk rates are up 31% year-over-year. The key takeaway: Shipping is recovering, but high freight costs continue to threaten global inflation. Source: Bank of America Research Mon Oct 26 2026 17:42:12 GMT+0800 (China Standard Time)
OCTOBER HOLD PRICED IN. WALL STREET EYES DECEMBER HIKE. Goldman Sachs expects the Fed to hold rates this week before raising them 25 basis points in December. Kalshi traders price a 93% chance of an October hold, versus just 6% for a hike. The debate has shifted from October
[BLOOMBERG]
汇丰银行将全球股票评级从“最高增持”下调至“中性”
HSBC CUTS GLOBAL EQUITIES TO NEUTRAL FROM MAX OVERWEIGHT
MAJOR OIL SPILL SPREADS OFF UAE COAST AMID IRAN WAR Satellite images show an expanding oil spill off the UAE coast, threatening beaches and marine ecosystems. Authorities have closed coastal areas in Umm Al Quwain, Sharjah and Ras Al Khaimah as containment efforts continue.
*Walter Bloomberg: MAJOR OIL SPILL SPREADS OFF UAE COAST AMID IRAN WAR Satellite images show an expanding oil spill off the UAE coast, threatening beaches and marine ecosystems. Authorities have closed coastal areas in Umm Al Quwain, Sharjah and Ras Al Khaimah as containment efforts continue. Experts link the spill to a tanker reportedly struck by a projectile last month, though the cause remains unconfirmed. Mon Oct 26 2026 17:26:59 GMT+0800 (China Standard Time)
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ING 警告欧元可能因法国债务担忧而进一步下跌 ING 表示,尽管穆迪维持法国 Aa3 信用评级,但欧元仍然脆弱。由于预计法国预算进展甚微且能源价格上涨,货币面临的压力可能持续存在。 🔸
ING WARNS EURO COULD FALL FURTHER ON FRENCH DEBT CONCERNS ING says the euro remains vulnerable despite Moody's maintaining France's Aa3 credit rating. With little progress expected on France's budget and energy prices elevated, pressure on the currency could persist. 🔸
*Walter Bloomberg: ING WARNS EURO COULD FALL FURTHER ON FRENCH DEBT CONCERNS ING says the euro remains vulnerable despite Moody's maintaining France's Aa3 credit rating. With little progress expected on France's budget and energy prices elevated, pressure on the currency could persist. 🔸 EUR/USD: $1.1206 🔸 Resistance: $1.1250–$1.1270 🔸 Key support: $1.1180 The key takeaway: ING sees limited upside for the euro and warns of a potential break below $1.1180. Mon Oct 26 2026 17:16:51 GMT+0800 (China Standard Time)
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穆迪周五维持主权评级后,法国 10 年期债券收益率下跌 5.3 个基点至 4.9685%
FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY
*Walter Bloomberg: FRANCE'S 10-YR BOND YIELD DOWN 5.3 BPS TO 4.9685% AFTER MOODY'S MAINTAINS SOVEREIGN RATING ON FRIDAY Mon Oct 26 2026 15:39:14 GMT+0800 (China Standard Time)
NY plans to drop part of Native American logo ban in ‘huge victory’ for Massapequa: https://nypost.com/2026/10/19/us-news/nys-dropping-part-of-native-american-logo-ban-in-huge-victory-for-massapequa/
Iran Oil Minister Resigns Amid US Blockade; Hamid Bovard Takes Interim Charge: https://openthemagazine.com/world/iran-oil-minister-resigns-amid-us-blockade-hamid-bovard-takes-interim-charge
[TRUMP_TRUTH]
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[TRUMP_TRUTH]
Let’s talk about this COMPLETE AND TOTAL LOSER, Bill Maher. He’s got a Low Rated Show on equally Low Rated HBO, which was once, long ago, a Network of Quality and Excitement — But that’s all gone. It’s not “HOT” anymore! Maher’s friend and business associate, Chuck LaBella, was also a friend of mine, worked on The Top Hit Show, The Apprentice, as a “gofer” and, because of the success of that show, Number One and Top Rated on many weeks, with the Finale’ being among the Top Shows of the Year, he was automatically and quickly brought up through the Ranks of NBC, along with everyone else associated with that Historic “Happening.” The Success of the Apprentice was so great that everyone partook — It built many careers, and that is a wonderful thing. Some people say it even built my career, because I became President (I would have won without it!). In any event, over the last few years, LaBella would call me nonstop to say, “Hello,” be very nice, and tell me how much Bill Maher “loves” and respects me, and would constantly ask of me, even before I was President, for any form of meeting with Maher and, would I do his show? When I became President, I agreed to meet, after the first one, and the last one, but never agreed to do his show, which he wants me to do, DESPARATELY — It won’t happen! When I have watched the show, which isn’t often, it always ends with dishonesty, about me at least, but, who cares? He doesn’t think it was a good thing to take the Nuclear Weapon away from Iran, which shows you that he is not very smart. If I allowed them to obtain a Nuclear Weapon, the World would be a different place right now! Using Fake Polls, he also said I had my Lowest Ratings so far, “and even the Republican Party doesn’t like him,” but that’s not true. I have High Ratings and, more importantly, he said that I’m losing the support and approval of the Republican Party when, in fact, CNN just came out with a Poll showing that I’m at 98 and 99% support within the Republican Party, an All Time Record High. Ronald Reagan was at 86%. CNN’s Harry Enten also said I am “The Most Influential President of the Last Century.” CNN did another Poll at who was the Most Popular Person in the History of the Republican Party, and I won that, too, with me being at 53%, Ronald Reagan being at 18%, and Abraham Lincoln being at 8%, and these are CNN Polls, people not exactly in love with me, so, Bill Maher lied, but he lies about everything, and I believe he lied to me when I asked him, with all the applause and laughter he gets after almost everything he says, about thing that aren’t funny or even any good, what Laughter Machine does he use? People can’t think he’s funny. I didn’t know Bill, he didn’t know me, and that was OK. Then Chuck LaBella, and my friend, Kid Rock, called me incessantly about meeting with Bill Maher. My first response was, “Fellas, this guy’s a Goofball.” They said, “He wants to go down to the White House, be with you, and talk. He said you’re very smart, but you’re not into the Liberal Platform. Will you start thinking about it?” He invited himself to the White House! We had our first meeting, Bill was very nervous. He asked for a drink. He was very insecure, and he had a seriously bruised eye and nose area, as though somebody had just beaten him up — But it wasn’t me! No sooner had we had that first dinner at the White House, which is a very seductive and beautiful place, especially now that I have fully renovated and fixed it in the style which it deserves, Bill wanted to come back. The Gofer called me multiple times, saying how much Bill loves me, that he respects me more than anybody, and wants to come back for a second meeting. After ten calls from Chuck LaBella, it seemed that these guys were serious, and wanted to learn more, because their Policies are so bad, it’s ridiculous! Also, I wanted to tell Bill that he’s a major POTHEAD. He’s got to stop, it’s very bad for his health. He looked like hell this time. Bill was drunk and had alcohol in his hand as he walked through the White House. Stephen A. Smith and Kid Rock came along with him. Overall, I thought it was a good meeting. It didn’t last four hours, it lasted two hours, maybe less, and everybody was happy. We have the timestamps. I learned nothing, and felt it was a waste of time. After the first dinner, Bill Maher was friendly, I guess, everyone walked away pleased. He gave me a good first show, with lots of Laughing Machine laughter, which is a real term, but it is what it is, and then reverted back to his former self, and his old ways. I understand that. He’s doing his thing. I never took it very personally. I would always mock his Low Ratings, whenever I heard. He’s not a nice guy, and what he spouts isn’t what he believes. He has to cater to his base, which is mostly composed of Losers, and people who don’t like working. It’s why, for so long, I didn’t get another call from Chuck LaBella, and I didn’t miss him one bit. After the second dinner, Bill’s “show” was far worse than the first. He went crazy! He’s gutless, because he enjoyed every minute. Also, I am not a building a swimming pool in the White House Briefing Room, and never had any intention of doing so. I am thinking about moving the Press, and putting them in a different location, but I will use that location for very badly needed space. Bill also attacked our Great Republican Candidates, when he knows my Endorsement Record is 98% in the House, and 100% in the Senate, so how can he make a false statement like this? These Statistics are FACTS, and he should speak about them, but he won’t, because he is very unfair! Karoline Leavitt was GREAT on the show, but she started with a biased, dumb SLEAZEBAG, asking questions. She defended me, and herself, so well, but couldn’t be comfortable going against Lie after Lie. Importantly, Bill lied about all of the Illegal Voters in the Radical controlled, decrepit, and devastated State of California. Just in the last few days alone, they found 20,000, and the number could easily go to over 1,000,000. There were so many other falsehoods Bill spewed, but I won’t waste time in FACT CHECKING him. He isn’t worth it. Bill: Don’t call anymore. It’s useless, and tell Chuck LaBella not to call so much, and say how much you love “TRUMP,” and want to get together, because you’re a hopeless guy, who is just trying to cater to your small group of “fans.” You’re also a coward who is afraid to tell the truth about how well our Country is running because of your few “fans,” and how badly the Dumocrats have done, almost destroying the U.S.A. If I hadn’t won the Election, it would be DEAD! Also, turn your Laugh Machine off, it’s a joke when they laugh uncontrollably, even when you say nothing funny, and I’m going to have the Republicans not cover you anymore, because they try to talk about you as a guy who is transformative. You’re not transformative, you’re a Loser! I never watched your show much, but I will never watch it again, because it is nothing more than FAKE NEWS that America, and the World, is unfortunately subjected to. Thank you for your attention to this matter. President DONALD J. TRUMP
I am proud to announce the NEWEST FLAGSHIP NATIONAL PARK in the Country, CHIRICAHUA NATIONAL PARK in ARIZONA! In my First Term, I signed the GREAT American Outdoors Act, one of the LARGEST Investments in National Parks in HISTORY, and designated a new National Park in the Great State of West Virginia, meaning, I’ve now given ALL Americans their 63rd and 64th National Park. No other President was able to get this done for America, and Arizona, a State I love and won BIG! Congratulations to GREAT Republican Congressman and America First Patriot Juan Ciscomani for his MAJOR WIN passing this Bill through Congress. Congratulations to all of our other Great Congressmen in the State, including Andy Biggs, David Schweikert, Eli Crane, Abe Hamadeh, and Paul Gosar. We are MAKING OUR PARKS, AND ARIZONA, GREAT AGAIN! President DONALD J. TRUMPView imageView image
The Libyan people are proud, resilient, hospitable, and deserving of peace and prosperity. The United States and Libya share a strong and enduring partnership in combating terrorism, building on our historic success in defeating ISIS in Libya together. We respect the Libyan people and the sacrifices that brave Libyans made fighting ISIS, the common enemy of both our peoples, but Libya cannot remain a corridor for illegal migration, and this must end now.The United States remains firmly committed to strengthening our bilateral relationship, supporting the long-awaited unification of Libya and Libya’s institutions, and standing with the Libyan people as they transition toward successful national elections. The Libyan people have been victims of terrorism and foreign meddling for years. I want them to unite, take back their sovereignty, and have the peaceful, prosperous future they deserve! President DONALD J. TRUMP