Global TradFi & Macroeconomics

Sberbank, Russia’s largest bank, is preparing to expand its lineup of cryptoasset-backed lending products. According to the Russian news agency TASS, Anatoly Popov, Deputy Chairman of the Executive Board of Sberbank, said the bank would accept Ethereum ($ETH) and Tether ($USDT) as collateral for loans, supplementing its existing Bitcoin ($BTC)-backed offerings. Popov noted that Sberbank already has practical experience working with cryptoassets. As the new regulatory framework prepared in Russia

India's 10-year benchmark sovereign yield hit its highest level since June 11 on August 31.

According to Nomura Research Institute, U.S. Treasury Secretary Benson is expected to meet with Bank of Japan Governor Ueda on September 1 during the G20 finance ministers meeting. Nomura's chief economist Kiuchi Takahide noted that the Japanese yen has fallen below 160 against the dollar and

European Central Bank Executive Board member Isabel Schnabel stated clearly at the Jackson Hole symposium on August 29 that, for tokenized financial markets to operate stably, they must rely on assets whose supply can be expanded by central banks. Stablecoins are a complement to, rather than a substitute for, central bank money. The ECB’s Pontes project will go live in September, connecting the euro area’s settlement infrastructure, TARGET Services, with blockchain platforms. Schnabel’s Core Pos

According to Goldman Sachs on August 31, the bank raised its diesel production margin forecast more than twofold, citing Middle East tensions and the Russia-Ukraine war that are tightening global refining markets. Refinery outages are currently 60% above seasonal normal levels, while finished fuel i

According to Guru Club, on August 31, para-xylene (PX) futures contracts rose 4% intraday to 8,360 yuan per ton.

According to Goldman Sachs (via Jin10), on August 31, the bank raised its profit forecast for diesel production by more than double, citing increased attacks on refineries in the Middle East and Russia that are tightening the global refining market. Goldman Sachs now predicts that refining one

According to Farside Investors data, U.S. spot Bitcoin ETFs saw net outflows of $201.9 million on August 28, ending a streak of nine consecutive trading days of net inflows. Fed Chair Kevin Warsh sent hawkish signals at the Jackson Hole global central banking conference, emphasizing that inflation has not returned to the 2% target at a sufficient pace. The market-implied probability of a September rate hike rose from approximately 35% to nearly 56%. Nine-Day Streak of Net Inflows for Spot Bitcoi

According to Barclays, the Federal Reserve is expected to raise interest rates by 25 basis points in both September and December 2026. The forecast represents a shift from the bank's prior prediction, which anticipated rates would remain

According to the China Council for the Promotion of International Trade, the global trade friction index reached 102 in June 2026, marking a high level. Trade friction measures involving amounts rose 2.4% year-over-year and 11.8% month-over-month. Among 13 major industries monitored, electronics, ch

According to Jin10, the Japanese yen fell below the 160 mark against the U.S. dollar on August 31, exposing further weakness and raising the likelihood of Bank of Japan intervention. Strategists warned that key resistance levels likely sit near 161, followed by 162.9 to 163.3, where authorities

According to Jin10, Hong Kong's HKD overnight interbank offered rate rose to its highest level since December 2024 on August 31.

According to BlockBeats, Fed Chair Kevin Warsh delivered his maiden speech at the Jackson Hole Global Central Bank conference on August 31, emphasizing inflation control as the priority despite limited disinflation progress. Warsh highlighted that U.S. consumer spending, business capital

According to BlockBeats and TradingBeats data, on August 31, whale "Top US Stock Winner" exited its HYPE positions, with contract longs declining from approximately 152,800 coins to 11.82 coins, and spot holdings reduced to approximately 3,749 coins. The whale has shifted its main exposure to U.S. e

Bank of Korea researchers Jung Hee-wan and Lee Jae-ho published a report on the 31st analyzing consumption in semiconductor-beneficiary regions. Monthly consumption in high-exposure areas such as Icheon, Hwaseong, and Cheongju was approximately 4% higher than other regions after bonuses were

According to Bitcoin.com, Coinbase and Better this week launched Bitcoin-backed mortgages, allowing qualified homebuyers to borrow against bitcoin holdings to cover down payments while maintaining standard Fannie Mae loans. The product announcement follows a waitlist period indicating over $260

According to the Bank of Korea, consumption in high-exposure semiconductor regions increased approximately 4% above the national average in the first half of 2026, the central bank reported on August 31. The bank's report titled 'BOK Issue Note: Consumption in Semiconductor-Benefit Regions'

Samsung Electronics and SK Hynix recorded their lowest daily trading volumes of the year on May 28, according to Korea Exchange data released May 31. Samsung Electronics traded 15,106,746 shares on May 28, representing 49.6% of its yearly average volume of 30.45 million shares, while SK Hynix traded

China's leading DRAM maker, ChangXin Memory Technologies, reported strong results for the first half of 2026: revenue of 150.31 billion yuan, up 873.64% year over year. Technically, ChangXin Memory Technologies' self-developed LPDDR6 chips have a peak speed of 12,800 Mbps. On August 29, Xiaomi announced that the Xiaomi 18 Fold would be the first device in the world to feature ChangXin LPDDR6, with a launch expected in September. ChangXin Memory Technologies H1 2026 Financial Data According to Ch

According to Korea Exchange, Samsung Electronics' trading volume on August 28 reached 15.1 million shares, marking the lowest level this year and falling to approximately half of the annual average. The decline reflects weakness in semiconductor stocks, rising U.S. Treasury yields, and heightened ge