WSJ Aug 6 Deep Dive: Is Trump Manipulating Economic Data?
Fed Governor resigns early, BLS chief fired after July services PMI drops to 50.1. Palantir revenue hits $1B with 600% stock surge, GLP-1 drugs fall to $499/month, 10M children in poverty. Tariff threats reach 250%, Caterpillar faces $1.5B loss. New Rochelle housing model limits rent growth to 1.6%.
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AI vs Profits: Goldman Exposes Tech Titans' Strategic Gamble
Goldman Sachs' August 6 bombshell report exposes China's internet giants facing their biggest profit crisis since Q2 2022, with sector-wide earnings down 10% while AI cloud services surge 23%. The Big Three—Alibaba, Meituan, JD—are hemorrhaging profits (16%-70% decline) as they pour 30B+ yuan into instant delivery warfare. Tencent emerges victorious with 15% profit growth fueled by Delta Force's 9B yuan blockbuster and AI innovations. Market dynamics shift from duopoly dominance to three-way battle as competition intensity peaks in September quarter.
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Can Copper Spread Recover After 30% Crash? BofA Unveils Global Arbitrage Play
BofA Securities August report exposes copper tariff turmoil: CME-LME spread collapsed from record 30% to zero in single day as US stockpiled 600kt (40% annual demand). Report identifies LME-CME spread as strongest mean-reversion relationship outside energy pairs. Recommends overweight gasoline, soymeal, precious metals while underweight WTI crude. 16% effective tariff rate reinforces stagflation risks with 6-month positive outlook for Brent and industrial metals.
Goldman's Aug 5 weekly shows China's Week 31 developer stocks tumbled 6% to historic 0.5x P/B lows with 33% NAV discount. Inventory clearance needs 25.9 months while Politburo omitted stimulus becomes key variable. Tier-1 cities' 6% WoW sales growth shows resilience vs central/western -6% decline deepening divergence. CIFI bucked trend with -1% drop earning buy rating.
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WSJ Aug 5 Analysis: AI Boom's Cash Flow Crisis & Data Credibility Collapse
U.S. employment data credibility faces political threats while Big Tech AI investments drive 73% profit growth but 30% free cash flow decline. Musk receives $23.7B compensation package amid tariff uncertainty hampering corporate investments. Academic "paper mills" threaten research integrity as Gen Z workplace anxiety intensifies. Colorectal cancer screening age lowered to 45, boosting early detection by 62%.
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