Global TradFi & Macroeconomics

According to Yemen's authorities, 73 vessels transited the Strait of Mandeb over the past 48 hours on September 12, representing 98.6% of daily traffic levels prior to the blockade imposed on July 20. The authorities stated that apart from Saudi vessels, international shipping through the strait

According to Bank of America analyst Vivek Arya via MarketWatch on Sep 11, Marvell Technology (MRVL) could unlock $30 billion in revenue from its high-margin XPU Attach business by end-2029. The analyst cited the company's sticky connectivity products and custom chips as key drivers of growth in

According to Citrini analyst jukan, AMD has recently surpassed Qualcomm to become the world's third-largest fabless semiconductor company, the analyst said on X platform.

According to regulatory filings released Friday (September 12), Oracle founder Larry Ellison initiated a stock trading plan on June 22 to sell up to 50 million shares worth approximately $7.5 billion by October 24. This marks an unusually large transaction; since founding Oracle in 1977, Ellison

Murata notified customers it will phase out production of select MLCC specifications across nine series (GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, ZRA) by March 31, 2029, with final orders due March 31, 2028. The restructuring reallocates

Economists intensified calls for a Federal Reserve rate hike following the release of August US Consumer Price Index (CPI) data on September 11. The headline CPI rose 0.4% month-over-month and 3.4% year-over-year, matching market expectations, while core CPI increased 0.3%

According to Financial Times and citing sources, Leopold Aschenbrenner's hedge fund Situational Awareness invested approximately $315 million in options premiums last week (September 10-11) targeting AI and semiconductor stocks including AMD, SK Hynix, CoreWeave, Bloom Energy, Intel, SanDisk, and

According to Bank of America analysis, U.S. diesel prices surged past $6 per gallon on Friday, marking a record high, with gains exceeding 55% since the U.S.-Iran conflict disrupted global oil supply. This far outpaced gasoline's 40% increase over the same period, according to American Automobile

According to ESMA's latest H1 2026 report, multiple tokenized versions of the same stock may lead to liquidity fragmentation, as disclosed by Ledger Insights. The European Securities and Markets Authority flagged that while tokenization offers potential benefits including improved efficiency,

Kim Seong-hwan, CEO of Korea Investment & Securities, expressed concerns about bond management strategy amid potential US interest rate increases during a meeting with correspondents on May 10 (local time) at Lotte Palace Hotel in New York. The remarks came as the firm manages over 40 trillion won i

According to U.S. media reported on Sept. 12, the Federal Bureau of Investigation seized over $40 million in gold bars, approximately $2 million in cash, and dozens of luxury watches from the residence of former Central Intelligence Agency official David J. Rush. The case involves significant

According to Financial Times, on September 13, Vy Capital disclosed holdings worth approximately $40 billion in SpaceX, representing a 3.4% stake, making the venture capital firm the fifth-largest shareholder according to Bloomberg data. The firm first invested in SpaceX in 2016 when the company

Larry Ellison, Oracle's 82-year-old co-founder, was absent from the company's latest earnings call, marking a rare step back from public view after decades of leading investor communications. Oracle has appointed Clay Magoyrk and Mike Sicilia as co-CEOs to steer the company's shift toward cloud

According to Token Terminal, Base tokenized stocks reached a daily DEX trading volume of $100 million today, marking an all-time high. The figure grew from zero to $100 million in just 26 days, according to Base founder Jesse Pollak. Over the past 30 days, the total trading volume reached $730.9 mi

According to Wall Street research firms, Robinhood Markets (HOOD-US) received a buy rating from StoneX Equity Research on September 8, with a 170 USD target price—42.7% above the September 8 closing price of 119.10 USD. StoneX cited Robinhood's expansion beyond commission-free stock trading into

According to Yahoo Finance, SpaceX CFO Bret Johnsen revealed this week at Goldman Sachs' Communacopia & Tech conference that the company targets launching its first orbital computing satellites in 2027, with continuous deployment of computing capacity to orbit by 2028. Johnsen stated, "When these st

According to ChainCatcher citing SoSoValue data, Ethereum spot ETFs saw net inflows of $216 million on September 12. BlackRock's ETHA led the inflows with $149 million, bringing its historical total net inflows to $13.013 billion. Bitwise ETF ETHW recorded $29.09 million in daily net inflows.

According to CME FedWatch data, the probability of the U.S. Federal Reserve raising its benchmark interest rate by 25 basis points on September 16 surged to 87.29% as of September 11, from 59.43% on September 4. The USD-Korean won exchange rate fell 6.00 won to 1,344.10 won last week, marking the

According to Yonhapinfomax, Seoul's bond market is expected to weaken this week (September 14-18) amid Middle East tensions and rising global oil prices. Last week, 3-year sovereign bond yields surged 9.3 basis points to 4.020%, while 10-year yields climbed 8.7 basis points to 4.542%, steepening