Apple's September Event Tests Whether a Foldable iPhone Can Restart the Upgrade Cycle
Apple’s Sept. 9 event could unveil a foldable iPhone, but price, financing and manufacturing capacity may determine its upgrade-cycle impact.
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Stories by Marcus Vale
Marcus Vale covers global financial markets, including stocks, commodities, currencies, and major economic developments. His reporting examines the forces driving market sentiment, from central bank decisions and corporate earnings to inflation, geopolitical risk, and shifts in investor positioning.
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AI Is Splitting the Stock Market: Software Sells Off While Chipmakers Keep Winning
NVIDIA’s $96.2 billion quarter highlights an AI market split: chipmakers monetize infrastructure demand while software faces a pricing reset.
Brent Nears $100 After a 25% Rise Since Early August
Brent crude rose 1.4% to US$99.33 a barrel by 0212 GMT on September 9, after jumping by a quarter since early August.
Amazon Commits Up to $60B to Qualcomm AI Chips in a Deal That Could Give It a $4B Stake
Qualcomm’s Amazon collaboration pairs custom AI inference chips with a warrant for up to 25 million shares tied to as much as $60 billion...
China Exports Surge 25% in August as AI Demand Pushes the Trade Surplus to $119.09B
China’s exports rose 25% year on year to US$401.44 billion in August 2026, lifting the monthly trade surplus to US$119.09 billion.
R-Star and the Fed: How the Neutral Interest Rate Shapes Bonds, Stocks and Valuations
R-star is the Fed’s unobservable neutral real interest-rate estimate. See how it frames policy restraint, bond yields, stocks and valuations.
Yen Hits a Seven-Month High at 152.89 After a 4.5% Weekly Rally
The yen strengthened to 152.89 per dollar, its strongest level since February, after gaining roughly 4.5% from around 160 yen per dollar.
Fed Reverse Repo Facility: How RRP Drains and Returns Market Liquidity
The Fed’s ON RRP facility temporarily swaps cash for Treasuries, influencing reserves and overnight rates without shrinking its securities portfolio.
SOFR: The Overnight Rate Behind Trillions of Dollars in Loans and Derivatives
SOFR measures overnight Treasury repo borrowing and underpins loans, swaps and futures. See how compounded and Term SOFR rates differ.
OPEC+ Leans Toward Holding October Supply Steady as Hormuz Disruptions Distort Output
OPEC+ will hold October output at September levels after ending a six-month increase cycle, as Strait of Hormuz flows remain sharply reduced.