Global TradFi & Macroeconomics

According to Crypto Briefing, spot gold prices fell over 1% to around $4,355.85 per ounce on September 10, with an intraday low of $4,323.78, amid rising oil prices triggered by Middle East supply disruptions. The decline reflects growing inflationary concerns that could prompt the Federal Reserve t

According to Jin10, European Central Bank Vice President Bovic warned on Monday (September 15) that market valuations driven by artificial intelligence hype are susceptible to correction. "These price-to-earnings and forward price-to-earnings ratios are unprecedented or unseen for a long time," he s

According to Life Asset Management, on September 14, the hedge fund urged Samsung Electronics to repurchase and cancel its preferred shares, which are trading at approximately 26% discount to the company's common stock. Life Asset Management has asked Samsung's board to review the proposal at its

Tokenized equities platform xStocks achieved over $1 billion in decentralized exchange trading volume in the past 30 days, with SPYx, a tokenized version of the SPDR S&P 500 ETF, driving the surge. Raydium, an automated market maker on Solana, processed approximately 75% of the flows. SPYx has

According to Coinglass data, the Crypto Fear and Greed Index stands at 68 today, up 12 points from yesterday, indicating a greed sentiment in the market.

Japan's tertiary industry activity index rose 0.4% month-over-month in July, rebounding from a decline of 0.2% in the prior month.

According to official data released September 15, China's August industrial output accelerated to 5.2% year-over-year, with high-tech manufacturing growth reaching 16.7%. Social consumption growth remained subdued at 0.4%, though communications equipment surged 27.3% while vehicle sales

According to Reuters, Vietnam's Finance Ministry is considering issuing dollar-denominated sovereign bonds for the first time since 2014, people familiar with the matter said.

According to Guru Club, the Taiwan dollar weakened to 31.836 against the U.S. dollar today, marking the lowest level since August 26.

According to Guru Club, the Indonesian rupiah declined for the fourth consecutive trading day on September 15, with USD/IDR rising 0.2% to 17,677. The streak marks the longest dollar appreciation stretch since late July, driven by rising oil prices and broad U.S. dollar strength. President Prabowo S

According to Jin10 Futures, crude oil prices surged yesterday before retreating as U.S. President Trump's reassurances about Russia-Ukraine ceasefire on energy infrastructure and potential Iran talks sparked a selloff. Prices recovered subsequently, ending the session moderately higher. The market r

Allianz released a special report recently warning that debt raised by hyperscaler companies through external borrowing for massive artificial intelligence investments resembles a hidden iceberg, appearing calm on the surface while crisis risks intensify below. According to the German financial

According to Allianz's latest report released on September 15, long-term debt of America's eight largest technology companies surged 86% in the first half of 2026. The company flagged that over $1 trillion in off-balance-sheet commitments—primarily unfinalized data center leases and AI computing or

According to a Bernstein research report released on September 14, the firm maintained its positive outlook on AI infrastructure and raised price targets for three semiconductor companies. Bernstein set Nvidia's target price at $400, Broadcom at $575, and Applied Materials at $700, with all three as

According to Financial Times, the European Central Bank staff committee urged management on September 15 to clarify whether President Christine Lagarde will leave before the end of her term. In a letter to the ECB Executive Board, staff representatives warned that leadership instability could

According to ChainCatcher, Apple has accepted Samsung Electronics' storage chip pricing for Q1 2027. DRAM is priced close to $2.0 per gigabyte, while NAND flash memory is near $0.33 per gigabyte, representing a 30-40% increase compared to Q3 2026 pricing.

Goldman Sachs released a report analyzing US stock market performance during Federal Reserve rate hike cycles, finding the S&P 500 historically averages a negative 2% return in the three months following the start of Fed rate increases. The investment bank attributes short-term weakness to

According to Jin10, India's central bank announced on September 15 it will withdraw 1 trillion rupees (approximately 12 billion USD) from the banking system through sovereign bond sales. Following the announcement, the five-year bond yield climbed 13 basis points while the benchmark 10-year yield ro

According to PANews citing SoSoValue data, Bitcoin spot ETFs recorded total net inflows of $160 million yesterday (September 14, U.S. Eastern Time). BlackRock's IBIT led single-day inflows with $134 million, bringing its all-time net inflow total to $64.138 billion. Fidelity's FBTC came second with

According to SoSoValue data cited by ChainCatcher, Ethereum spot ETFs recorded net inflows of $121 million on September 14. BlackRock's ETHA led single-day inflows at $80.50 million, bringing its historical cumulative net inflows to $13.09 billion. Grayscale's Ethereum Mini Trust ETF (ETH)