Global TradFi & Macroeconomics

On August 31, Donald Trump said U.S. interest rates are too high, yet markets are pricing a 60% probability of a September Fed rate hike as of September 1. According to Polymarket, a 25-basis-point increase was at 56.5% at 12:05 UTC on September 1, with repricing lifting odds to around 60% by

Bitcoin fell below $77,000 Tuesday evening and Ethereum dropped under $2,400 as renewed U.S.-Iran fighting pushed oil sharply higher and intensified a broader risk-off move across financial markets. The latest leg lower followed fresh U.S. strikes against Iranian targets after attempted attacks on c

On Tuesday, September 1, the ICE U.S. Dollar Index rose 0.26% to 99.682 during New York close trading, with an intraday range of 99.353 to 99.722 points. The Bloomberg Dollar Index also advanced 0.18% to 1,198.27 points, trading between 1,195.18 and 1,198.80 during the day.

According to Bloomberg commodity index data, on Tuesday, September 1, CBOT agricultural futures posted broad gains in New York afternoon trading. The Bloomberg Grain Index climbed 1.60% to 35.9045 points, approaching its June 18, 2024 close of 36.0675 points. CBOT soybean futures surged 2.41% to $13

Wells Fargo, led by chief equity strategist Ohsung Kwon, became the second major bank this week to warn of caution on U.S. stocks amid growing concerns over the sustainability of artificial intelligence investment. As markets enter September, historically one of the weakest-performing months, the ba

On September 1, 2026, from 18:30 to 18:45 (UTC), BTC plunged 0.60% within 15 minutes, trading in the 76581.0–77120.5 USDT range, with a 0.70% fluctuation range. A sharp escalation in geopolitical risks intensified market volatility, while BTC, as a non-yielding asset, came under pressure and pulled back. The primary driver of this move was a new round of U.S. military strikes against Iran. U.S. forces struck Iranian targets near the Strait of Hormuz, sharply increasing the risk of crude oil supp

MSTR announced a strategic transition to a digital capital platform, as CEO Phong Le outlined in a Bloomberg interview and Michael Saylor referenced in a recent tweet. The shift follows a 67% stock decline over the past year, with shares closing at $112.39 on August 20, 2026, reflecting a market cap

According to Bitfinex analysts, Bitcoin surged 24% in August, recording its strongest monthly gain since November 2024, before stabilizing around $78,000. Despite Federal Reserve Chairman Kevin Warsh's

CEO Phong Le outlined MicroStrategy's strategic shift to a digital capital platform in a Bloomberg interview during late August 2026. According to Michael Saylor's recent tweet, the company is emphasizing this evolution from its previous Bitcoin treasury focus, leveraging a cash reserve of $3

According to CME data cited by the Wall Street Journal, Bitcoin gained approximately 24% in August, its best monthly performance since November 2024, and was trading near $78,000 on Tuesday as traders assigned roughly a two-thirds probability to a Fed rate hike in September, up from less than 40% a

On Tuesday, Sept 1, Japan's 10-year government bond yield climbed to 3% for the first time since 1996, while U.S., German, and British long-term borrowing costs reached their highest levels in decades. The UK 30-year yield hit a 30-year peak, and the U.S. 30-year yield recently topped its 2007 level

According to Odaily, BlackRock's IBIT wallet recently received 1,404.5 bitcoin from Coinbase Prime, valued at approximately $109 million. Coinbase Prime provides custody and trading services for institutional

Apple CEO John Ternus sent his first internal memo to employees on Tuesday, calling an upcoming product launch 'phenomenal' on his first official day leading the company. Ternus assumed the CEO role following Tim Cook's transition to executive chairman after a 15-year tenure as CEO. The memo

According to the report, newly appointed Apple CEO John Ternus called an upcoming product launch "phenomenal" in his first official memo to staff on Tuesday, striking a bullish tone on the company's roadmap. Ternus, who previously led hardware engineering, officially assumed the role following Tim C

Meta Platforms stock rose about 1.7% Tuesday to roughly $582 as the company continued tightening privacy protections around its AI smart-glasses business. The move centers on disabling cameras when tampering is detected—a safeguard Meta first announced in July and expanded in late August to close a

Meta Platforms stock rose 1.7% to $582 on Tuesday (Sept. 1) as the company tightened camera privacy protections on its smart glasses, according to Semafor. Meta announced in late August an update that closes a loophole allowing users to begin recording and then cover the camera's LED indicator; the

Komainu introduced custody support for YLDS, a yield-bearing security from Figure Certificate Company. The development responds to rising institutional demand for yield-bearing digital assets with regulatory clarity. YLDS is SEC-registered and fully backed by U.S. Treasury securities, offering insti

According to Shanghai Gold Exchange, gold T+D prices fell 2.14% to 938.5 yuan per gram, while silver T+D declined 3.24% to 15,711 yuan per kilogram on the evening close of September 1.

According to Jin10, Shanghai crude oil (SC) futures rose 7.93% to close at 688 yuan per barrel on Sept 2, as of 2:30 AM close. Meanwhile, Shanghai gold fell 2.07% to 941 yuan per gram, and Shanghai silver dropped 3.14% to 15,749 yuan per

On his first day as Apple's chief executive officer on Tuesday, September 1, John Ternus sent an internal memo to staff previewing a "spectacular" product event scheduled for next week. According to the memo, Ternus confirmed that Apple will hold a major presentation on September 9 (U.S. time) or Se