Memory Inventories Under 10 Days as HBM4 Squeeze Tightens Supply
KB Securities estimates Samsung and SK Hynix stocks are critically thin; TrendForce puts 2Q26 DRAM revenue near $154.73 billion. Technology...
US 2Y4.67%
US 10Y5.05%
US 30Y5.37%
2s10s+38bp
WTI$103.37
Brent$123.10
Fed funds3.75–4.00%
CPI4.0% YoY
Core CPI2.8% YoY
Unemployment4.20%
Asia-Pacific
China August Exports Jump 25% as Trade Surplus Hits $119 Billion
Customs data show imports up 28.2% and a $29.18 billion surplus with the U.S., with reciprocal tariff talks still exploratory....
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