Global TradFi & Macroeconomics

DeFi Development Corp (DFDV) added 55,491 SOL tokens worth approximately $5.78 million to its treasury, disclosed Monday, pushing total holdings to roughly 2,388,923 SOL and SOL equivalents. The Nasdaq-listed Solana treasury company simultaneously established a $300 million at-the-market program

Bank of America raised its US semiconductor industry growth forecast to a total addressable market of $3.2 trillion by 2030, up from a previous $2.7 trillion estimate, according to an Investing.com report. BofA now models an 18% compound annual growth rate between 2026 and 2030, up from 14%,

According to Investing.com, Bank of America raised its U.S. semiconductor industry growth forecast, now modeling an 18% compound annual growth rate (CAGR) between 2026 and 2030, up from its previous 14% estimate. The total addressable market is expected to reach $3.2 trillion by 2030, compared to

According to BitcoinTreasuries.NET, Barclays Bank, which manages $2.3 trillion in assets, reiterated its buy rating on Bitcoin Treasury company Strategy and set a $160 price target. The bank classified MSTR alongside fintech giants Visa and

Alpaca has partnered with BridgeWise to integrate AI-powered investment analysis into its broker infrastructure platform used by financial institutions globally. The collaboration connects BridgeWise's AI-driven securities analysis with Alpaca's Broker API, enabling financial platforms to combine

U.S. spot Ethereum ETFs recorded approximately $121 million in net inflows in the latest reported session, marking their second consecutive positive day. BlackRock's ETHA accounted for roughly $80.5 million of that total. Over the same period, Bitcoin ETFs experienced $463 million in weekly

According to ChainCatcher, U.S. Treasury Secretary Janet Bessent will testify before the House Financial Services Committee tonight at 22:00 regarding the state of the international financial system. Market participants are focused on whether Bessent will signal new

According to stockanalysis.com, Honeywell Aerospace (HONA) closed at $164.08 on 14 Sep 2026, with a 12-month base case target of $195, representing +19% upside. SpaceX (SPCX) closed at $148.15, with a $165 target, or +11%. HONA has fallen 25.5% since its first regular-way session on 29 June after

According to Jin10 Futures, on September 15, SC crude oil futures closed at 893.8 yuan per barrel, briefly touching 930 yuan earlier, while Brent crude held above the $100 per barrel mark. The rally is driven primarily by geopolitical escalation in the Middle East translating into tangible supply ch

India's unemployment rate in August came in at 5.0%, lower than the market expectation of 5.2%.

Investors reduced their global equity exposure in September as U.S. Treasury yields broke above 5%, according to Bank of America's latest fund manager survey. The net share overweight global equities fell to 49% from 56%, while cash positions increased. The shift occurred after the U.S. 10-year Trea

According to Bloomberg, UBS strategists led by Bhanu Baweja said AI-driven stock gains are broadening as AI-related spending converts into profits across industrial, healthcare, utilities, and financial sectors. The team maintains bullish exposure to AI while adding macro hedges, targeting the

According to Jin10, China's central bank halted its increase in buy-sell repurchase operations on September 15, with both two-week and one-month tenors rolled over equally. This marks the end of two consecutive months of increased operations. The overnight secured lending rate (DR001) traded at a we

Bank of Korea staff presented research findings at the August Monetary Policy Board meeting indicating the neutral interest rate may have risen, according to meeting minutes released on the 15th. The staff stated the neutral rate declined over the long term since the 2000s but has rebounded

Hong Kong stocks closed lower on September 15, with the Hang Seng Index falling 1% to 24,667.24 points, the Hang Seng China Enterprises Index down 0.96% to 8,204.91 points, and the Hang Seng Tech Index declining 0.62% to 4,291.34 points. The decline was driven by concerns over AI development

According to Cnyes, Hong Kong's stock market declined on September 15 as the Hang Seng Index fell 1% to close at 24,667.24 points, marking a two-month low. The National Enterprises Index dropped 0.96% to 8,204.91 points, while the Hang Seng Tech Index declined 0.62% to 4,291.34 points. Daily

According to minutes from the Bank of Korea's August monetary policy meeting released on September 15, the BOK's operations department suggested that the neutral interest rate may have risen. The department stated that while the neutral rate had declined over the long term since the 2000s, it has re

According to Jin10, China's Ministry of Finance will auction CNY 35 billion in 91-day discount bonds (2026 Accounting Discount Bonds, Series 60) on September 16, 2026. The competitive bidding will take place from 10:35 to 11:35 a.m. The bonds will begin accruing interest on September 17 and mature o