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Micron FY2026: AI Memory Demand, Financial Results and RPO
If anyone is asking the question, “Is the AI Boom really going to continue?” Micron Technology's (NASDAQ: MU)'s latest financial results may be another important piece of information worth keeping an eye on. Micron competes with Samsung Electronics and SK Hynix in memory. Its fiscal 2026 fourth-quarter results, announced on 30 September 2026, highlighted strong AI and data-centre demand. 📊 Important numbers • Latest quarter revenue of $54.23 billion compared to just $11.32 b
Oct 26 min read


Bitcoin at $84,000: ETF Flows, Bond Yields and Market Support
Bitcoin recently tested the $82,000–$82,500 area before buying interest helped it recover towards $84,000. High US bond yields and a stronger dollar can weigh on risk assets, including Bitcoin. Why has Bitcoin held up under these conditions? 1. There is strong buying in the $82K area. Buying interest has appeared near $82,000–$82,500, making this area a potential short-term support zone. Prices have fallen, but buyers are still willing to enter at lower levels. 2. Money from
Sep 302 min read


Anthropic's Proposed IPO: Understanding a $42 Billion Net Loss
Anthropic: a reported USD 42 billion net loss and a proposed IPO. CWF Project | Knowledge Is The Perfect Wallet before deciding to invest The important thing may not be just knowing “which stocks are coming”. but it is to understand that the numbers we see What does it really mean? This news is a very good example. I have checked the information. The main news comes from Reuters on September 28, 2026 and the key figures from Anthropic, the company that developed Claude, are v
Sep 295 min read


US Tariffs and Thailand's Export Industry: May 2025 Analysis
The United States has announced a 36% tariff increase on imported goods from Thailand, which has had a significant impact on the Thai industrial sector, especially in products that rely on the US market. Essentially, increasing this tax may reduce the value of industrial product exports by approximately 200 billion baht and cause the GDP growth rate of the industrial sector to decrease by 1.02%. Details of tax measures Tax Rate: U.S. Has raised import tariffs on products from
May 27, 20252 min read


EU Tariff Delay and Equity Markets: May 2025 Analysis
On May 25, 2025, President Donald Trump announced the postponement of 50% tariffs on imports from the European Union (EU) from June 1 to July 9, 2025. This decision came after positive discussions with European Commission President Ursula von der Leyen, who asked for more time to pursue serious trade negotiations. Details of tax deferral Negotiations: Trump says he received a call from von der Leyen asking for a postponement of the tariff deadline to allow more time for negot
May 27, 20252 min read


Federal Reserve Holds Rates at 4.25%–4.50%: May 2025
At its May 6–7, 2025 meeting, the Federal Reserve Monetary Policy Committee (FOMC) voted to maintain short-term interest rates at 4.25%–4.50%, marking the third consecutive time interest rates were maintained. Since December 2024 federalreserve.gov [Link 1] The main reason the Fed chose to "maintain interest rates" Fed Chair Jerome Powell said increased uncertainty surrounding U.S. government trade policy Especially the increase in import taxes. As a result, the Fed must exer
May 22, 20251 min read


US–China Tariff Negotiations: May 2025 Review
During May 2025, tariff negotiations between the United States and China remain unclear. Both sides sent conflicting signals. This has resulted in concerns over the stability of the global economy and the international trade sector. Reuters [Link 1] Temporary 90-Day Tax Cut: Progress or Just a Pause? On May 12, 2025, the United States and China agreed to reduce tariffs on their imports for 90 days, with the United States reducing tariffs from 145% to 30% and China reducing ta
May 22, 20251 min read


Thailand's THB 157 Billion Stimulus Plan: May 2025
On May 20, 2025, the Cabinet (Cabinet) resolved to approve an adjustment of the budget spending plan of 157,000 million baht to deal with the impact of the tax policy of the United States. By shifting from giving out digital wallets to investing in more urgent and necessary projects, The Momentum. [Link 1] Adjust the spending plan: from handing out money to investing in infrastructure Originally, this budget of 157,000 million baht was allocated for the digital wallet distrib
May 22, 20251 min read


Eurozone Business Activity Contracts: May 2025
In May 2025, the Eurozone economy faced an unexpected contraction in business activity. The combined Purchasing Managers' Index (PMI) compiled by S&P Global and Hamburg Commercial Bank (HCOB) fell to 49.5 from 50.4 in April. This is below the 50 level that indicates economic expansion. Reuters [Link 1] The service sector has suffered a severe recession. The contraction was mainly pressured by the services sector, with the Services PMI falling to 48.9, the lowest level since J
May 22, 20251 min read


Thai Baht, Gold and Middle East Tensions: May 2025
Financial Markets Group Siam Commercial Bank (SCB Financial Markets) reported that the baht moved in a range of 33.00–33.70 baht per US dollar, with a tendency to strengthen compared to the previous period. This is a result of the depreciation of the US Dollar Index (Dollar Index) together with the price of gold in the world market that continues to rise. This situation occurred after news reports that Israel plans to attack nuclear facilities in Iran, sending global financia
May 21, 20252 min read


Thailand's 2025 GDP Forecast Cut: Economic Risks in Context
The Office of the National Economic and Social Development Council (NESDB) or "NESDB" released the Thai economic report for the first quarter of 2025, stating that GDP expanded at the level. 3.1% compared to the same period last year. However, the GDP growth forecast for the full year has been revised down from 2.8% to 1.8%, reflecting concerns over negative factors at the global level that put pressure on the Thai economic recovery trend. Main factors that cause the forecast
May 21, 20252 min read


US Stocks, Public Debt and Geopolitical Risk: May 2025
On May 20, 2025, the US stock market The market closed in negative territory, with the Dow Jones Industrial Average index falling 114 points or -0.27% to close at 39,075 points, reflecting investors' concerns about the main risk factors in both the fiscal structure and the uncertainty of the international situation. Main pressure factors affecting the market 1. Bond yields soar. Investors responded to the 10-year US Treasury yield rising to near 4.60%, causing selling pressur
May 21, 20252 min read


Bank Indonesia Cuts Rates: May 2025 Policy Review
The Central Bank of Indonesia (Bank Indonesia – BI) announced a reduction in the policy interest rate by 0.25% to 5.50% at its latest meeting. This is the second cut in 2025 and the lowest level since 2022, reflecting continued monetary easing to support the economy under pressure from external factors. Reasons for the interest rate reduction BI's decision was based on several important factors, including: Inflation rate within the target range: Recently at 2.8%, which is con
May 21, 20252 min read
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