RT Sarah Stock ✟ (@sarahcstock)Tiktok is still going to allow middle school girls to post thirst traps, teens to encourage eating disorders, depressed kids to make school shooter edits, adults to groom kids into changing their gender.They just won't allow Americans to criticize Israel or Jews. ...

Market Overview - US stock index futures are all up ahead of the market opening, with Dow futures rising by 0.22%, S&P 500 futures up by 0.15%, and Nasdaq futures increasing by 0.09% [1] - European indices also show positive movement, with Germany's DAX up by 0.67%, UK's FTSE 100 up by 0.53%, France's CAC 40 up by 0.74%, and the Euro Stoxx 50 up by 0.72% [1] Commodity Prices - WTI crude oil has decreased by 0.15%, trading at $64.88 per barrel, while Brent crude oil has fallen by 0.14%, priced at $69.66 per barrel [2] Economic Indicators - The PCE inflation report, a key indicator favored by the Federal Reserve, is set to be released, with expectations for an annual rate of 2.7% for August, up from 2.6% in July, and a monthly increase of 0.3%, compared to 0.2% the previous month [3] - Core PCE, excluding food and energy, is anticipated to remain at 2.9% year-over-year, with a slight monthly decrease to 0.2% from 0.3% [3] Trade Policies - President Trump announced significant tariffs on various imported goods effective October 1, including a 50% tariff on cabinets and bathroom vanities, a 30% tariff on imported furniture, a 25% tariff on heavy trucks, and a 100% tariff on patented and branded pharmaceuticals [4] - The imposition of these tariffs has already led to a 4.7% increase in furniture prices compared to August 2024 [4] Banking Sector - The US banking system's reserves have dropped below $3 trillion for the first time since January, with a decrease of approximately $21 billion reported, indicating ongoing liquidity issues [5] - This decline in reserves is linked to increased bond issuance by the Treasury to rebuild cash balances following the raising of the debt ceiling [5] Market Volatility - Goldman Sachs warns of heightened volatility in October, historically showing about 20% higher price fluctuations in the S&P 500 compared to other months, influenced by upcoming earnings reports and potential government shutdown risks [6] Company Performance - Costco's Q4 earnings exceeded expectations, with total revenue reaching $86.156 billion, an 8% year-over-year increase, and net profit of $2.610 billion, up from $2.354 billion the previous year [8] - Intel has seen a significant increase in investor interest, with a 37% rise in stock price since September 17, leading to a surge in call options as investors bet on continued upward momentum [9] Regulatory Developments - Google may face additional fines from the EU for violating tech regulations, following a recent $3.45 billion penalty related to online advertising practices [11] - The new potential fine is connected to allegations of preferential treatment for its own search services over competitors [11]

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本文来自微信公众号：嬉笑创客，作者：CB，题图来自：视觉中国 随着中美top对话的通路进一步打开，全球最重要的双边关系迎来缓解。固然对抗仍然是主轴，但方式在转变。随着Tiktok 交易进入具体落地谈判，事情 从拜登时期的没得谈，演化至可以聊。甚至当传闻美国政府要收取10亿美元的FA费用时，不少人都松了一口气：这意味着商人背景的总统真把这当生意 来做了。 懂交易的都知道，这里面的门道有多深。 既然是生意，本质上就不会和钱过不去。我们知道，隔岸观火的战争是可以发战争财的，但亲自下场的战争只会掏空国库。这大概是中美两国在过去一个 世纪里的共同经验教训。 世界从单极缓慢迈向多极的路径愈发清晰。在这个过程中，原先势力渗透至世界各地的美国在主动收缩，留下了更多真空，诱发了更多区域冲突。我们看 到了以色列的激进进攻姿态，看到了区域旧势力的卷土重来，过程中美国代理人仓皇逃离。 而中国则远远还没有接手，对海外事务的介入程度仍然低了一个量级。 要知道，过往美国的海外介入到了什么程度：单就非洲这个地理间隔遥远的大陆而言，屡有接受美国训练的军事司令发动政变，也有中情局多次策划推翻 当地政府或直接提供武器，更不用说直接在当地设有军事据 ...

机构认为，沪指3900点冲破是大概率事件，更多机会可能在长假后。 【财经日历】 日本央行公布货币政策决议； 富时中国A50指数季度审核变更于收盘后生效； 2025中国国际消费电子博览会9月19日至9月21日在山东青岛举办； 第二届上海国际光影节9月19日至10月18日举办。 | 11 1 1 1 1 1 1 1 1 1 2 | | | --- | --- | | 名称 | 现价 涨跌 | | | 道琼斯工业指数 46142.42 124.10 0.27% | | 纳斯达克指数 | 22470.73c 209.40 0.94% | | 标普500 | 6631.96 31.61 0.48% | 当地时间周四，美股三大指数齐创历史新高，截至收盘，道指涨0.27%，标普500指数涨0.48%，纳指涨0.94%。 大型科技股涨跌不一，英伟达涨3.49%，谷歌A涨1%，Meta涨0.58%；亚马逊、微软、苹果小幅回落，特斯拉跌2.12%。 芯片股领涨。英特尔大涨22.8%，创1987年10月以来最大单日涨幅。此前，英伟达宣布将向这家芯片制造商投资50亿美元，并披露双方已达成合作协议，计 划在人工智能基础设施和个人计算产 ...

Core Viewpoint - The article discusses the recent talks between China and the U.S. regarding the TikTok issue, emphasizing the importance of cooperation and a fair business environment for Chinese companies operating in the U.S. [1] Group 1: China-U.S. Economic Relations - The economic teams from China and the U.S. held discussions in Madrid on September 14-15, focusing on resolving the TikTok issue through cooperation and reducing investment barriers [1] - A basic framework consensus was reached to promote economic and trade cooperation between the two countries [1] Group 2: China's Position on TikTok - China maintains a consistent stance against the politicization and weaponization of technology and economic issues, asserting that it will not compromise principles or corporate interests for any agreement [1] - The Chinese government respects the will of enterprises and supports equal commercial negotiations based on market principles [1] Group 3: Regulatory Environment - The Chinese government will legally review matters related to TikTok's technology exports, intellectual property, and usage rights [1] - China hopes the U.S. will provide an open, fair, just, and non-discriminatory business environment for Chinese companies, including TikTok, to operate in the U.S. [1]

Core Viewpoint - The article discusses the recent discussions between China and the U.S. regarding TikTok, emphasizing the importance of cooperation to resolve related issues and promote economic collaboration [1]. Group 1: TikTok Issue - The Chinese government maintains a consistent stance against the politicization and weaponization of technology and economic issues, asserting that it will not compromise principles or corporate interests for any agreement [1]. - The Chinese government respects the will of enterprises and supports equal commercial negotiations based on market principles [1]. - The Chinese government will legally review matters related to TikTok's technology exports, intellectual property, and usage rights, while urging the U.S. to provide a fair and non-discriminatory business environment for Chinese companies, including TikTok [1].

Group 1 - The official announcement indicates a basic consensus on a transaction framework to address TikTok-related issues, aiming to reduce investment barriers and promote economic cooperation [1] - The negotiations are part of a broader discussion that includes tariffs, agricultural products, critical minerals trade agreements, fentanyl regulation, and chip exports [2] - Current tariff situation includes a 10% temporary reciprocal tariff, a 20% fentanyl tax, and a 25% Section 301 tax, totaling up to approximately 55% [3] Group 2 - The reciprocal tariff window has been extended twice, with the latest deadline set for November 10, and potential reductions in Section 301 tariffs by 5% to 15% if negotiations proceed smoothly [4] - Interest in foreign investment in Chinese assets may increase if political uncertainties are resolved, and lower tariffs would benefit export companies and improve profits [4] - Investment and demand for critical technology companies will remain strong, as self-sufficiency is a key direction [5]

Tiktok is more fun than X when the market is not super bullish. ...