Key Market Information Gap on October 28th, A Must-See! | Alpha Morning Report

- U.S. public debt-to-GDP ratio will surpass Italy and Greece by 2030, per IMF forecasts, reaching 143% vs. 137% and 130%. - Trump-era tax cuts, $1T defense spending, and political gridlock drove deficits above 7% of GDP since 2025. - Italy/Greece reduced deficits via austerity and EU funds, while U.S. faces debt servicing costs exceeding education/transport budgets. - Analysts warn U.S. debt path is unsustainable without structural reforms, as political stalemate blocks spending cuts or tax hikes.

- PBOC establishes Beijing and Shanghai centers to advance digital yuan strategy, enhancing domestic infrastructure and global reach. - Digital yuan pilot transactions exceed 14.2 trillion yuan, supported by 225 million wallets, while PBOC enforces crypto bans to mitigate risks. - Dual-center model balances domestic innovation with international collaboration, expanding digital yuan adoption through commercial banks. - China’s strategy aims to reshape global CBDC perceptions, leveraging regulatory rigor an

- Trump praised Argentina's Milei for a landslide election win, linking it to U.S. financial gains amid a 6% peso surge against the dollar. - U.S. Treasury's $20B currency swap and $40B total stake aim to stabilize Argentina's economy, despite 53% poverty rates and political instability risks. - Milei's austerity reforms face challenges: poverty deepening, congressional alliances needed, and potential peso collapse if reforms stall. - Markets reacted positively to the election, with Argentine bonds and sto

- Cardano (ADA) faces bearish signals with a potential 20% price drop to $0.5085, marked by a death cross pattern and declining DeFi TVL. - BigBear.ai (BBAI) surged 300% YTD on defense AI contracts but faces valuation skepticism, trading at 13× forward sales vs. $5.83 estimated fair value. - The stock's $390M cash and $380M contract backlog contrast with C3.ai's 50% decline and legal issues, highlighting sector volatility. - Analysts remain divided on BigBear's OB3-aligned government opportunities versus e