Global TradFi & Macroeconomics

The Indonesian Nickel Smelter Association (FINI) stated on Wednesday that nickel product exports continue to face delays due to the government's mandatory rare earth element testing program. The delays persist despite assurances from the presidential staff office to resolve bottlenecks, with

According to Mining Weekly, Indonesia's Nickel Refiners Association (FINI) said on Wednesday that rare earth element testing mandated by the government continues to delay nickel product exports. About 120 inspection reports remain pending, affecting major mining regions including Sulawesi, the

According to SoSoValue data, Bitcoin spot ETFs recorded net inflows of $32.1 million on July 29 (U.S. Eastern Time). BlackRock's IBIT led daily inflows with $89.83 million, bringing its cumulative net inflows to $60.42 billion. Fidelity's FBTC saw the largest daily outflow at $43.08 million.

According to SoSoValue data, Ethereum spot ETFs posted net outflows of $18.65 million yesterday (July 29). Fidelity's FETH ETF led the outflows with $16.07 million, though its historical cumulative net inflows remain at $2.105 billion. Morgan Stanley's MSSE saw the largest single-day inflows at $14.

According to ChainCatcher, citing SoSoValue data, Bitcoin spot ETFs saw total net inflows of $32.11 million yesterday. BlackRock's IBIT led with single-day inflows of $89.83 million, bringing its historical cumulative net inflows to $6.04 billion. Fidelity's FBTC recorded the largest single-day

According to Trader T, Bitcoin spot exchange-traded funds saw net inflows of $32.1 million yesterday (July 29). BlackRock's IBIT led the surge with net inflows of $89.8 million, while Fidelity's FBTC and Ark's ARKB recorded net outflows of $43.08 million and $14.62 million,

JPMorgan recently adjusted its interest rate forecast on July 30, revising expectations for a 25 basis point Federal Reserve rate increase in December 2026. The bank previously predicted the Fed would keep rates unchanged

According to JPMorgan Chase, the firm expects the Federal Reserve to raise rates by 25 basis points in December 2026, reversing its previous forecast of unchanged rates for this year.

According to SoSoValue data, Bitcoin spot ETFs saw net inflows of $32.1099 million yesterday (July 29). Blackrock's IBIT led inflows at $89.8281 million, bringing its total historical net inflows to $60.421

Sangsangin Securities forecasts the USD-KRW exchange rate will maintain elevated levels over the next 5 years if domestic investors continue overseas asset investment, according to a report published on the 30th by analyst Choi Ye-chan. The brokerage projects two scenarios: a Taiwan-style path

According to Yicai, global chip stocks experienced a sharp selloff from Friday's close through Wednesday (July 29), with the world's top 20 semiconductor companies losing over $1.5 trillion in combined market capitalization, according to FactSet data. NVIDIA's market cap fell by nearly $250

Japanese action game and cryptocurrency assets company Gumi, through its subsidiary gC Labs, will officially launch the crypto investment fund “SBI Crypto Fund I” on Aug. 1, jointly established with SBI Financial Services. The fund size is approximately 3 billion yen (about $18.3 million), with a term of three years. It uses a private placement structure, with multiple institutions, including the Daiwa Securities Group, participating in the investment. --- “SBI Crypto Fund I” fund structure and

According to FarsideUK data reported by BlockBeats, Bitcoin spot ETFs recorded net inflows of $32.1 million yesterday (July 29), while Ethereum spot ETFs experienced net outflows of $32.9 million. BlackRock's IBIT led Bitcoin inflows with $89.8 million, while Fidelity's FBTC saw outflows of $43.1 mi

Four major South Korean research firms — Embrain Public, KStat Research, Korea Research, and Hankook Research — released National Index Survey (NBS) results on the 30th showing 42% of respondents support interest rate cuts to stimulate the domestic economy. The poll surveyed 1,000 adults aged 18 and

According to a survey by Embrain Public, K-Stat Research, Korea Research, and Korean Research released on July 30, 42% of South Koreans believe the central bank should cut interest rates to stimulate domestic demand. Another 29% favor maintaining current rates, while 20% support increases to

According to Jin10, Japan's two-year government bond auction on July 30 saw weaker-than-expected demand, with a subscription ratio of 3.63, below the 12-month average of 3.81. The bid-to-cover ratio also declined from 4.82 in the previous auction. The tail spread widened to 0.007 from 0.005 last mon

CXMT (ChangXin Memory Technologies) stock was listed on the Shanghai STAR Market on its first trading day, with the share price surging 472% versus the issue price. Implied market cap briefly surpassed $500B during the day, at one point overtaking Intel’s market cap. On July 24, Goldman Sachs held a closed-door expert meeting focused on China’s memory industry on the eve of CXMT’s listing. Participating experts estimated that China’s DRAM leader’s annual production capacity would double by 2030

Kioxia Holdings Corp. shares crashed 65% from their June peak, fueling speculation the Japanese memory chipmaker will accelerate dividend payouts and share buybacks. The selloff erased roughly $245 billion in market

According to Bloomberg, Kioxia Holdings Corp. shares fell 65% from their June 22 all-time high of ¥112,700 in July, erasing roughly $245 billion in market value. The sharp decline has sparked market speculation that the Japanese memory chipmaker will accelerate dividend payouts and share buybacks.

According to Jin10, Malaysia palm oil futures declined 16 ringgit (0.34%) to 4648 ringgit per ton on July 30, marking the third loss in four trading days. The October contract, equivalent to approximately $1137.82 per ton, weakened as competitor vegetable oils and crude oil prices retreated.