According to CNBC, overseas investors are now favoring U.S. stocks over Treasurys, with Deutsche Bank strategist George Saravelos saying equity inflows into the U.S. have overtaken fixed income for the first time outside the global financial crisis. He said the share of U.S. Treasurys held by overseas investors has fallen from more than 50% at its peak to about 30% today, while holdings of U.S. equities have risen. Saravelos attributed the shift to stronger private-sector balance sheets, including AI and record profit margins, alongside worsening public finances and deficits above 6% of GDP. The move comes as yields on the benchmark U.S. 10-year Treasury note climbed to their highest level since November 2023 and the 30-year yield also rose sharply amid concerns over inflation and government debt. U.S. national debt topped $40 trillion last month, and the federal budget deficit is projected to reach about $2.1 trillion in the fiscal year ending September 30, according to Congressional Budget Office estimates. Norges Bank Investment Management has proposed cutting the share of government bonds in its fixed-income benchmark, which would reduce U.S. Treasurys from about 34.1% to 21.9% of its bond portfolio if adopted. China held about $633.4 billion of U.S. Treasurys as of June, down from $731.4 billion a year earlier. Deutsche said foreign ownership of U.S. equities has reached all-time highs, with the U.S. drawing a record $600 billion of net equity inflows in the year to March 2026, outweighing investments in government and agency bonds by the largest margin in history. BlackRock is also overweight U.S. equities and underweight long U.S. Treasurys, saying long-duration bonds are a less reliable portfolio diversifier in the new regime.

India's quasi-sovereign wealth fund, the National Investment and Infrastructure Fund (NIIF), has appointed Gauravjit Singh to lead global fundraising. According to Sina Finance, NIIF said Singh will serve as managing partner and head of global capital raising, focusing on maintaining existing investor relationships while expanding its base of domestic and overseas institutional investors. The fund is broadening its fundraising efforts to attract investors from Japan, Europe, and other regions. According to Sina Finance, NIIF has received about $3 billion in new investment commitments over the past two years, making it one of India's larger domestic alternative asset managers by fundraising scale.

Palm oil rose as traders weighed the risk of supply disruptions from forest fires across Indonesia, the world’s biggest producer, according to Bloomberg.

According to Jin10, Japan's July coincident index preliminary reading was 120.6, above the expected 120.3 and the previous 118.5.

Greater Manchester's growth spurt is expected to continue in the coming years even without Andy Burnham as mayor, according to Bloomberg. The region has been held up by Prime Minister Andy Burnham as a model for Britain's sluggish economy.

On Sep 07, 2026, 05:02 AM(UTC). According to Binance Market Data, Ethereum has crossed the 2,500 USDT benchmark and is now trading at 2,500 USDT, with a narrowed narrowed 0.13% decrease in 24 hours.

US-listed Bitcoin ETFs pulled in $986.9 million in the week ending September 4, while inflows into Ethereum, Solana, XRP and Hyperliquid products fell 73% to 96%, according to SoSoValue data. According to BeInCrypto, Bitcoin funds lifted their weekly haul 6.7%, while none of the five spot ETF groups recorded a net outflow. Trading activity also cooled, with Bitcoin fund turnover falling to $14.5 billion from nearly $19 billion and Ethereum turnover dropping to $4.1 billion.

John Healey plans to make regional growth central to his economic vision while pledging fiscal discipline in his first major speech as chancellor of the exchequer on Monday, according to Bloomberg.

Bitcoin fell nearly 1% to about $79,700 as escalating U.S.-Iran tensions pushed oil prices higher. According to ChainCatcher, the U.S. Central Command confirmed it struck three Iranian oil tankers on Saturday near Kharg Island, Jask, and the Gulf of Oman, while Admiral Brad Cooper said the U.S. would impose higher economic costs if Iran attacks American ships. The U.S. Central Command also said its maritime blockade data showed 92 commercial vessels had been rerouted, three disabled, and two boarded for inspection since operations resumed on July 14. Oil prices rose 1% in both European and U.S. markets, with WTI at $92.72 and up more than 6% in the first seven days of September. The article said higher oil prices could worsen global inflation and make it harder for central banks, including the Federal Reserve, to cut rates. It also noted that stronger-than-expected U.S. August employment data released last Friday reinforced expectations for Fed rate hikes, while U.S. President Donald Trump later posted on Truth Social calling for lower rates. The report added that uncertainty may weigh on Bitcoin and broader market risk appetite, and that the Liquid Network, used by exchanges as a settlement layer, suffered a $320 million attack late Sunday.

Poland’s attempt to establish a domestic framework for regulating its crypto industry has hit another roadblock, with lawmakers failing to overturn President Karol Nawrocki’s veto of legislation designed to bring the country’s market fully into line with the European Union’s Markets in Crypto-Assets Regulation (MiCA).

如果未来几个月价格继续创新高，而稳定币规模、链上交易和协议收入没有明显改善，那么这轮行情更多还是金融市场的重新定价，而不是行业复苏。

Berlin’s state government refused to pay a €2 million ($2.3 million) ransom after Rhysida hackers stole sensitive data from two departments. The group later published around 5.8 terabytes of data on the dark web, with authorities now investigating what information was exposed.

"A Meme Coin"速通1亿美元，Robinhood链上meme币配对美股的新玩法，以及它引爆的行业大战。

Meme,Robinhood Chain,Hyperliquid,DEX,Fomo很火 但劝你别Fomo 金色财经,大多数人是亏的，只有平台和大户稳稳赚钱。

OpenAI首席科学家发布长文——An Alien Mind（一个异星心智）。文章认为，AI是养出来的，不是造出来的。造它的人也不完全懂它。

Rhysida 在暗网公开了来自柏林州政府的 1,439,893 个文件，总容量近 6 太字节

OpenAI公开了AI模型在自家内部加速科研的详细数据。此外OpenAI正式宣布已达成「自动化AI研究实习生」的目标，并在2028年实现完全自动化的AI研究人员。

美国表面强劲的就业数字迅速转化为市场对美联储可能在9月加息的定价上调。这一反差是当前美国货币政策框架、就业数据内在结构与统计修订机制共同作用的结果。

过去一年，全球最激进的一批科技公司正在悄悄进行组织实验：让AI Agent大规模上岗。