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29 JulWed
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24 JulFri
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17 JulFri
  1. HKEX: Market Communications40

    HKEX to support RMB settlement of stamp duty and trading-related fees

    The Hong Kong SAR Government has gazetted the Stamp Duty (Amendment) (No. 2) Ordinance 2026, which stipulates that stamp duty for trades executed on the RMB counter of dual-counter stocks will be calculated and paid in RMB. HKEX will also promote RMB settlement of trading-related fees, including the SFC transaction levy, the FSTB transaction levy, the Investor Compensation Levy (currently suspended), and SEHK trading fees. The new arrangement will take effect only after the Hong Kong SAR Government issues an effective notice, obtains regulatory approval, and completes market preparations. Specific operational arrangements and target implementation timelines will be announced later.

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16 JulThu
  1. Aswath Damodaran:Musings on Markets75

    Aswath Damodaran releases 2026 edition of country risk research: drivers, measurement and investment implications

    Aswath Damodaran, Professor at New York University Stern School of Business, released the July 2026 edition of his country risk research, systematically outlining the drivers, measurement methods, and impact on corporate valuation and investment.

    Key Takeaways:You can learn the complete process of deriving country risk premiums for each country starting from the implied equity risk premium of mature markets, combined with sovereign ratings, default spreads, and relative volatility between stocks and bonds.

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15 JulWed
  1. Federal Reserve: Monetary Policy31

    Federal Reserve Board Releases Minutes of Discount Rate Meetings Held on June 8 and June 17, 2026

    On July 14, 2026, the Federal Reserve Board released the minutes of its discount rate meetings held on June 8 and June 17, 2026, covering the review and determination of the discount rate offered to depository institutions through the discount window. The process for setting this discount rate is independent of the Federal Open Market Committee's process for setting the target range for the federal funds rate.

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14 JulTue
9 JulThu
  1. FINRA: Regulatory Notices47

    FINRA Seeks Public Comment on Proposal to Modernize Rule 2210 (Communications with the Public)

    FINRA has issued Regulatory Notice 26-14, seeking public comment on a proposal to modernize Rule 2210 (Communications with the Public). The proposal aims to replace the existing explicit requirement for pre-use approval by a principal with a modern, risk-based regulatory standard, while also simplifying the standards for retail communication filings and communications containing recommendations. Public comments must be submitted by September 11, 2026, and all received comments will be published on the FINRA website.

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7 JulTue
  1. FINRA: Regulatory Notices44

    FINRA Issues Regulatory Notice 26-13: Amends Rule 3210 to Add Exemption for Trump Accounts

    FINRA has amended Rule 3210 (Accounts at Other Broker-Dealers and Financial Institutions) to add an exemption for Trump Accounts established under Section 530A of the Internal Revenue Code, with the rule change effective June 17, 2026. Trump Accounts are special traditional IRAs established for eligible individuals under the age of 18. This exemption applies only to such accounts and their compliant investment transactions, and the revised text is attached as Appendix A to the notice.

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6 JulMon
  1. vectorbt:GitHub Releases27

    vectorbt v1.1.0 Released

    vectorbt v1.1.0 has been officially released, adding support for Python 3.14, pandas 3, NumPy 2.4+, Numba 0.66+, and Telegram Bot API v20+. This release optimizes Rust engine packaging and consistency coverage, refreshes documentation, examples, resources, and feature previews, and fixes multiple issues related to data processing, indicator calculation, and plotting.

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1 JulWed
30 JunTue
  1. HKEX: Market Communications55

    HKEX announces consultation conclusions on optimizing the board lot framework for Hong Kong stocks, with phased implementation starting July 2, 2026

    HKEX released consultation conclusions on optimizing the board lot framework for the Hong Kong stock market, standardizing board lot sizes to 8 options: 1, 50, 100, 500, 1000, 2000, 5000, and 10000 shares. The guidance on the minimum board lot value will be lowered from HK$2,000 to HK$1,000, and a new guidance on the maximum board lot value of HK$50,000 will apply to issuers with board lot sizes exceeding 100 shares.

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23 JunTue
22 JunMon
19 JunFri
  1. Aswath Damodaran:Musings on Markets55

    SpaceX, OpenAI, and Anthropic: S&P 500 Inclusion Controversy and Investment Implications

    NYU Professor Aswath Damodaran analyzes whether SpaceX, OpenAI, and Anthropic should be included in the S&P 500 after their IPOs. He breaks down index construction, including constituent selection, weighting methods, and index unit conversion mechanisms. He notes that the S&P 500 uses free-float market capitalization weighting, and that the June 15, 2026 closing level of 7554.29 corresponds to an index unit of 0.1190.

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17 JunWed
  1. Hummingbot:GitHub Releases30

    Hummingbot v2.15.0 Released

    Hummingbot v2.15.0 has been officially released. The default rate oracle source has been switched from binance to gate_io, a new Lighter connector has been added, and the functionality and stability of connectors for multiple exchanges including Hyperliquid, BingX, and Binance have been optimized. This version update includes 28 feature improvements and bug fixes, and also welcomes 3 first-time contributors.

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19 MayTue
16 MaySat
14 MayThu
  1. vn.py:GitHub Releases47

    vn.py 4.4.0 Released

    vn.py 4.4.0 is officially released. This version adds notification functionality based on the WeChat iLink protocol, introduces the vnpy_questDB time-series database integration module, upgrades vnpy_esunny to the Esunny QD V9 API, and optimizes the vnpy.alpha data processing and backtesting workflow, while fixing multiple issues related to logging, data downloading, and algorithmic trade execution judgment.

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12 MayTue
17 AprFri
  1. QuantLib:GitHub Releases22

    QuantLib 1.42.1 Released

    QuantLib 1.42.1 is a bug-fix release that removes a regression in the Gsr class which could cause an infinite notification loop. This release provides two installation packages: QuantLib-1.42.1.tar.gz and QuantLib-1.42.1.zip. The related changes were committed by @lballabio in #2543, and the final version number was set by @lballabio-bot in #2545.

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9 AprThu
  1. Howard Marks Memos42

    Howard Marks Memo: Current Dynamics in the Private Credit Space

    In his latest memo, Howard Marks outlines the evolution of the sub-investment grade credit market from the 1970s to the present, focusing on analyzing the drivers behind the rapid growth of direct lending after the global financial crisis, as well as the related issues brought by the rapid deployment of large-scale capital. He points out that the development of direct lending is deeply tied to that of private equity, and the performance of private equity portfolio companies is the core determinant of whether direct loans will succeed in the future.

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24 MarTue
20 MarFri
27 FebFri
  1. PyPortfolioOpt:GitHub Releases20

    PyPortfolioOpt v1.6.0 released

    PyPortfolioOpt v1.6.0 has been officially released, adding support for Python 3.14 and pandas 3.0, while dropping support for Python 3.8 and 3.9. This version reduces dependency size; existing dependencies can be used as optional dependencies via the newly added all_extras dependency set. It also optimizes CLA calculation speed and includes multiple maintenance and documentation updates.

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7 JanWed
  1. Bridgewater: Research & Insights55

    Bridgewater Research: The Macroeconomic Impact of the AI Capital Spending Boom

    Bridgewater released a research report on January 7, 2026, estimating that AI capital spending will contribute about 140 basis points to U.S. GDP growth in 2026 and about 150 basis points in 2027, a scale comparable to the contribution of business investment to growth during the dot-com bubble.

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24 DecWed
26 NovWed
  1. Bridgewater: Research & Insights42

    The Release of Google Gemini 3 Signals the Start of an AI Industry “Resource Grab” Phase

    Bridgewater Co-Chief Investment Officer Greg Jensen and AIA Labs Chief Scientist Jas Sekhon released a viewpoint arguing that Google Gemini 3 is currently the strongest publicly available general-purpose large AI model, with pre-training compute at least 2–3 times higher than GPT-4o, validating that the path of scaling pre-training remains sustainable. This development will drive the AI industry to continue increasing investment in compute, chips, and power, with significant implications for capital markets and the economy.

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13 NovThu
  1. Bridgewater: Research & Insights50

    Bridgewater Research: How Canada Is Responding to U.S. Mercantilism

    Bridgewater released a study on November 13, 2025, analyzing Canada's response path under U.S. high tariffs and USMCA uncertainty. The report notes that Canada's GDP contracted in Q2 2025, after which it adopted a three-pillar strategy of trade diversification, fiscal expansion, and loose monetary policy, aiming to double non-U.S. exports within a decade and add over CAD 300 billion in trade volume. The fiscal deficit for FY2025-26 reached CAD 78 billion, accounting for 2.5% of GDP. The Bank of Canada maintains an accommodative stance, and initial signs of stabilization have emerged in manufacturing orders, residential construction, and the labor market.

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4 NovTue
  1. EDGAR 13F:Scion16

    Scion (Michael Burry) filed its 13F-HR holdings report for the quarter ending September 30, 2025

    Scion (Michael Burry) filed its 13F-HR quarterly holdings report on November 3, 2025, for the reporting period ending September 30, 2025. The report consists of 2 files, with the submission number 0001649339-25-000007, and the institution's registered address is located at 20665 Fourth Avenue, Suite 201, Saratoga, California.

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16 OctThu
  1. Bridgewater: Research & Insights46

    Power Politics: Energy Self-Sufficiency in a Modern Mercantilist World

    Bridgewater released a research report outlining the energy supply and security landscape across the U.S., China, and Europe in the context of modern mercantilism. The report notes that cheap and abundant electricity is critical to the AI race and national competitiveness, and governments are now making energy self-sufficiency a core policy priority. The report also analyzes the differentiated challenges and advantages of the three regions in energy supply chains and power capacity expansion.

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22 SeptMon
  1. Bridgewater: Research & Insights52

    Bridgewater: Inflation Risks Enter a New Era of Structural Uptrend

    Bridgewater released a research report, arguing that the inflation center in the post-pandemic era has risen compared with that before the pandemic, 2% is more like a bottom than an upper limit, and the distribution of inflation outcomes is wider and skewed upward. The report compares the current environment with that in the 2010s, pointing out that restraining factors such as China's export of low-priced goods, shale oil production, and post-crisis deleveraging have weakened; while the medium-term expansion deficit of about 7% of US GDP, the compromised independence of the Federal Reserve, tariffs and trade restructuring, potential depreciation of the US dollar, and AI power and commodity demand constitute structural inflationary pressures.

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10 JulThu
  1. Bridgewater: Research & Insights34

    What Does It Take to Revive U.S. Manufacturing? Part 2: Boosting U.S. Manufacturing Productivity

    Bridgewater, in collaboration with Eclipse, released the second part of its series on reviving U.S. manufacturing, pointing out that U.S. manufacturing lacks competitiveness due to high labor costs and a weak industrial base, and tariffs cannot bridge the cost gap. The report proposes leveraging mature technologies such as automation, computer vision, and additive manufacturing, as well as cutting-edge technologies like generative AI and embodied AI, to boost manufacturing productivity by 1 to 2 orders of magnitude. Scaling the application of these technologies is expected to take nearly a decade.

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