On November 6, the Philippine Statistics Authority revised second-quarter GDP growth year over year to 2.4% from an initial 2.3%. According to Sina Finance, growth remained near its weakest level in five years, weighed down by weakness in construction and subdued domestic demand. The authority will release third-quarter GDP data on November 9.

On November 6, the $TRUMP meme coin associated with U.S. President Donald Trump had fallen more than 22% this week, briefly reaching a record low of $1.116 before edging higher on Friday. According to Sina Finance, Republicans lost control of both chambers of Congress in the midterm elections, heightening market concerns about tighter crypto regulation. Launched around the time Trump took office as the 47th U.S. president in early 2025, the token reached an all-time high of $73.43 and has since lost about 99% of its value. Some Democratic lawmakers had advocated stronger anti-money-laundering and risk-management requirements for the crypto industry and blocked the CLARITY Act. With Democrats controlling Congress, the prospects for crypto legislation supported by the Trump administration face greater uncertainty. Bitcoin is expected to fall about 2% this week, reflecting concerns about future U.S. crypto regulation.

Blackstone now expects Anthropic may not receive an investment-grade credit rating immediately after its IPO. According to Sina Finance, people familiar with the matter said Blackstone had previously expected an investment-grade rating by the end of 2026 but recently revised its outlook to a BB-range or higher non-investment-grade rating, based on feedback from major credit-rating agencies. Anthropic’s IPO prospectus says it plans to invest more than $800 billion in computing infrastructure by 2045. The company has more than $112 billion in cash and cash equivalents, and investors expect its IPO could raise about $100 billion. A U.S. technology-focused portfolio manager said that lacking an investment-grade rating would raise financing costs. Insurance companies and pension funds may also be limited in how much non-investment-grade debt they can hold. The revised rating outlook comes as Anthropic pursues a $63 billion chip-financing deal, Project North Star, to lease 1.5 gigawatts of Google AI computing capacity. Blackstone is the deal’s lead investor and is working with participating banks to sell the debt to other institutional investors. Broadcom guarantees more than $42 billion in senior loans, while $18 billion in junior debt is to be repaid from Anthropic’s lease payments. Blackstone funds invested $9 billion in the junior debt, which yields more than 10%. Kroll Bond Rating Agency has rated the $18 billion in junior debt BB+ with a positive outlook, while Morningstar DBRS assigned it a BB rating. Fitch, Moody’s and S&P have not formally announced credit ratings for Anthropic itself.

According to Jin10, Societe Generale interest-rate strategists said the U.S. Treasury market’s focus is shifting back to fundamentals after the U.S. midterm elections. The October U.S. nonfarm payrolls report is due at 21:30 (UTC+8). The strategists said falling oil prices and the removal of a major risk event initially lifted stocks and bonds together, while long-term issues remain, including fiscal policy, Treasury issuance, the debt ceiling, and the pace of AI investment. They expect U.S. Treasuries to retain their safe-haven appeal and said fading fiscal stimulus, moderating inflation, and periodic volatility in risk assets would support moderately lower yields and a flatter yield curve over the medium term.

According to Jin10, South Korea's Ministry of Economy and Finance held a roundtable with semiconductor experts to review industry trends and future demand prospects, amid concerns about AI data center regulation following the U.S. midterm elections that contributed to stock market volatility. Participants assessed that the medium- to long-term growth outlook for AI and semiconductors remained valid, citing major AI companies' investment progress and future plans, as well as semiconductor demand growth driven by wider adoption of agentic AI. They said no clear signs of a contraction in AI investment or semiconductor demand had been observed, despite some financial market concerns. Short-term demand was expected to remain stable, taking into account factors including expanded long-term supply contracts by South Korean semiconductor companies.

FGE NexantECA Chairman Emeritus Fereidun Fesharaki says oil should trade at $80 to $90 a barrel, citing supply and demand and low inventories, according to Bloomberg. He expects oversupply to push prices to $65 to $70 by this time next year. Fesharaki speaks with Haslinda Amin on “Insight with Haslinda Amin.”

Claudio Piron, Bank of America Global Research’s head of Asia FX and rates strategy, sees opportunities to go long the Korean won and Taiwan dollar after the AI-driven selloff, according to Bloomberg. He said current-account surpluses and continued export flows should support the currencies.

Finance Minister Situmbeko Musokotwane will unveil Zambia’s 2027 budget plan on Friday, with near-record copper prices providing a tailwind for Africa’s second-biggest copper producer, according to Bloomberg. El Niño threatens crops.

이번 조정 과정을 거친 후 시장은 새로운 방향을 찾아야 할 수도 있지만, 언제나 전환점은 존재합니다. 지금은 좀 더 인내심을 가져야 합니다.

인공지능, 투자, 미국 주식, 캐시 우드, 미국 주식 시장에서 하룻밤 사이에 수조 달러가 증발: AI 거품이 터졌을까? 골든 파이낸스, 미국 AI 관련 주식, 마법 같은 밤을 맞이하다.

S&P 500 지수는 4.4% 하락하며 트럼프 대통령이 지난 4월 '해방의 날' 관세 발표 이후 최악의 하루를 기록했습니다. 나스닥 지수는 더욱 심각한 하락세를 보이며 5.5% 떨어져 하루 만에 시가총액 2조 5천억 달러가 증발했습니다. 시장은 민주당이 집권할 경우 인공지능(AI)을 금지할 가능성을 우려하고 있습니다.

토큰화된 예금이 은행 간에 이체될 때, 그 가치는 궁극적으로 어디에 존재하게 될까요?

바이낸스 창립자 창펑 자오(CZ)는 이번 사건 이후 대응, 사용자 자금 및 출금 현황, 그리고 테더, 서클, 사법 기관 및 기타 업계 참여자들이 도난 자금 동결 및 추적에 제공한 지원에 대해 검토했습니다.

월가 유명 리서치 회사인 시트리니는 "인공지능 인프라 거래에 대한 가장 낙관적인 전망은 끝났다"고 다시 한번 발표했습니다.

Zcash는 '디지털 현금'을 지향합니다. NU7 업그레이드는 속도를 최우선으로 고려했습니다. (진세금융) 이번 NU7 업그레이드는 Zcash에 어떤 변화를 가져올까요?

민주당은 도널드 트럼프 대통령을 향해 즉시 공세를 펼치며, 대통령의 사업 이익과 영향력 있는 기술 기업 임원들을 겨냥한 새로운 수사 물결을 일으키고 있습니다. 특히 그의 가족과 연관된 암호화폐 사업과 기업 관계를 재조사 대상으로 삼고 있습니다.

러시아의 암호화 역사에서 우리는 한 국가가 산업 변화와 국제 경쟁에 대응하여 전략을 끊임없이 조정해 왔다는 것을 알 수 있습니다.

미국 동부시간으로 11월 5일, 미국 증시는 올해 들어 가장 심각한 매도세를 경험했습니다. 나스닥 지수는 최고점에서 거의 6% 가까이 하락하며 2025년 4월의 "대해방의 날" 당시의 하락폭에 근접했고, 인공지능(AI) 인프라 관련 주식들은 전반적으로 10~20% 하락했습니다.