Global TradFi & Macroeconomics

The Federal Reserve's latest meeting minutes indicated the central bank made no decision on the number of policy meetings, with Fed Chair Wosh confirming the 2026 meeting schedule remains unchanged.

According to Federal Reserve meeting minutes, Fed Chair Jerome Powell announced that the central bank will hold policy meetings six times per year, approximately every two months. Powell noted that this frequency allows for more information to accumulate between consecutive meetings.

Spot gold rose 3.5% to $4,489.41 per ounce following the Federal Reserve's policy meeting minutes release on August 19, showing minimal market reaction to the announcement.

Jeremy De Pessemier, asset allocation strategist at The World Gold Council, argues gold's supply-and-demand dynamics and resilience across market environments warrant a distinct portfolio allocation separate from broad

According to S3 Partners, Moderna's stock surged 160% intraday on Wednesday (Aug 19), marking a record rally that inflicted significant losses on investors betting on its continued decline. Short sellers faced estimated paper losses of $5 billion at intraday prices, with year-to-date cumulative loss

According to Hungarian Prime Minister, the Paks nuclear power station is expected to restart six idle turbines on Sunday, August 23.

According to sources cited by Jin10, U.S. and Canadian negotiators have agreed to reduce tariffs on certain steel and aluminum products from 50% to 25% under a proposed interim trade agreement announced August 20. The reduction came after U.S. President Trump paused planned 50% tariffs on Canadian g

Bill Chandler, chief communications officer of Lululemon Athletica, will depart on September 4, ahead of new CEO Patrick Oulette's official start on September 8. Chandler is the third senior executive to leave the company before Oulette's appointment. Earlier this month, Lululemon's chief AI and

Bill Chandler, Chief Communications Officer at lululemon Athletica, will depart on September 4, ahead of new Chief Executive Officer Calvin O'Neal's official start on September 8. Chandler is the third senior executive to leave before O'Neal's tenure begins. Last week, lululemon's Chief AI and

According to S&P, on August 19, S&P upgraded Micron Technology's rating to BBB+ with a positive outlook, citing increased confidence in the company's near-term demand prospects.

According to Brazil's Central Bank, Brazil received net capital inflows totaling $1.504 billion in August through August 14. The previous week saw $851 million in net inflows.

Schlumberger executives said the company expects to reactivate up to 15 oil drilling rigs currently located in Venezuela within less than a year.

According to the U.S. Treasury, the department announced Wednesday it will at least double the size of liquidity-support buybacks for 10- to 30-year securities beginning Sept. 9, raising the maximum operation size from $2 billion to at least $4 billion. The move pushed longer-dated Treasury prices h

According to Fxstreet analysis on August 20, market expectations for a U.S. interest rate hike have declined significantly since the Federal Reserve's July meeting. CME FedWatch tool data shows the probability of a 25-basis-point rate increase in September now stands at 34%, down from

According to Jin10, on August 20, three Federal Reserve officials dissented on maintaining rates unchanged at the July meeting, arguing for rate hikes due to core inflation then at 2.6%, above the Fed's 2% target. However, recent data is weakening their case. July's CPI report showed core inflation

BlackRock's Q2 2026 13F filing disclosed over $1 trillion in semiconductor stocks including Nvidia, Broadcom, and Micron, while hedge funds Bridgewater and Point72 sharply reduced exposure during the same quarter. Bridgewater cut its Micron position by 92.1% and AMD by 58.3%, while Point72 trimmed N

Based on BlackRock's Q2 2026 Form 13F filing, the investment giant held over $1 trillion in semiconductor stocks as of end of Q2 2026, with Nvidia (NVDA) accounting for $388.56 billion, Broadcom (AVGO) $150.43 billion, and Micron (MU) $121 billion among its largest disclosed chip

According to Jin10, on August 20, U.S. President Trump and Canadian Prime Minister Carney both expressed optimism about reaching a final trade agreement. Trump stated on Wednesday that "we have already reached a deal with Canada" and noted that Canadian representatives "presented the conditions we n

Grayscale submitted its fourth amendment to convert its Zcash trust into an exchange-traded fund, while disclosing that DCG International Investments Ltd., a subsidiary of its parent company Digital Currency Group, is in discussions to acquire approximately 200,000 ZEC tokens worth about $110

According to a Securities and Exchange Commission filing, Grayscale submitted its fourth amendment to convert its Zcash Trust (ZCSH) into an exchange-traded fund for listing on NYSE Arca. The filing also disclosed that DCG International Investments Ltd., a subsidiary of Grayscale's parent company