Global TradFi & Macroeconomics

According to the Financial Times, Sable Offshore is among a handful of companies in advanced negotiations with Venezuela to develop oil fields and is expected to sign a contract soon.

The Alliance for Automotive Innovation (AAI), representing most US auto sales companies, sent a letter to congressional leadership on the 3rd (local time) requesting legislation to permanently ban the sale, import, and manufacturing of Chinese connected vehicles and related hardware and software

According to Financial Times, U.S. Trade Representative Greir said the coordination between the UK and EU presents an obstacle to a U.S.-UK trade deal.

According to Korea Exchange, on September 4, KOSPI closed at 6579.48, up 0.26%, but intraday volatility surged as the index swung 240 points between a high of 6682.97 and a low of 6439.39. The sharp swing reflected mounting headwinds: U.S. Federal Reserve Chair Kevin Walsh's Jackson Hole speech

According to SoSoValue data, Ethereum spot ETFs recorded total net inflows of $141 million on September 3 (US Eastern time). BlackRock's ETHA ETF led with single-day net inflows of $72.07 million, bringing its cumulative net inflows to $1.28 billion. Fidelity's FETH followed with $65.11 million in d

According to SoSoValue data, Bitcoin spot ETFs recorded net inflows of $731 million yesterday (September 3, U.S. Eastern Time). BlackRock's IBIT led inflows with $454 million, bringing its historical cumulative net inflows to $63.94

According to Ark Invest Tracker, Ark Invest reduced its position in Brera Holdings by 10,853 shares (approximately $42,000) yesterday (September 3). The divestment was tracked by the Ark Invest monitoring platform, which follows Cathie Wood's investment

According to Odaily, Micron plans large-scale equipment investment by end of 2026 to ramp up HBM4 production capacity, aiming to add as much as 60,000 wafers per month. Industry sources cited by Korea's ETNews indicate Micron will own approximately 100,000 wafers per month in HBM capacity by year-en

According to American Automobile Association data, U.S. diesel prices reached a record high of $5.78 per gallon on Thursday, exceeding the previous peak set during Russia's 2022 invasion of Ukraine. Since the escalation of U.S.-Iran tensions in February, diesel prices have surged 53%, driven by

According to Jin10, Jonathan Kearns, a former Reserve Bank of Australia (RBA) official, predicted on September 4 that the central bank will likely raise rates again later this month, with property prices expected to fall around 10%. Kearns stated he is "quite confident" the RBA will hike in Septembe

According to JPMorgan Chase's September 2 investor call notes, Nvidia issued FY28 revenue guidance of 70% growth, constrained by supply rather than demand. If supply were sufficient, the company could achieve over 100% growth. Inference has become the largest and expanding segment of data center

SK Hynix faces market speculation about redeeming its Money Market Fund (MMF) investments next week, stirring South Korea's bond market. The speculation stems from the company's significant MMF investment on July 19 and recent reduction in bond investments, leading market participants to believe red

Snowflake Inc., Dell Technologies, and Atlassian Corp. stocks each reached 52-week highs on Thursday as analyst upgrades and strong financial results drove gains. Snowflake jumped 16%, while Dell Technologies and Atlassian each climbed over 4%. The rallies followed Goldman Sachs and Raymond James ra

ProCap Financial sold 50 Bitcoin to repurchase more than 2% of its outstanding shares at approximately a 40% discount to net asset value. The company now holds approximately 5,305 BTC, maintaining its position as one of the larger publicly traded Bitcoin treasury firms on the Nasdaq. The

Renewed hostilities between the United States and Iran are driving oil prices higher as concerns mount over potential disruptions in energy supplies. Brent crude settled 1% higher in recent sessions, reflecting increased geopolitical risks. The escalating tensions center on the strategic Strait of

A US missile struck a residential home during a wedding celebration in Kuhestak village, Hormozgan province, southern Iran on September 1, killing at least four people including two children aged 4 and 16, and injuring 67 to 68 others. Vice President JD Vance confirmed US Central Command is

According to market participants and bond market reports on September 4, rumors circulated that SK Hynix planned to redeem investments from money market funds (MMFs) next week. The speculation triggered volatility in South Korea's bond market, as some observers believed redeemed funds could flow

According to Barclays strategist Venu Krishna, via Yahoo Finance on September 3, roughly half of S&P 500 companies mentioned artificial intelligence in recent earnings calls, but only 12% provided concrete figures quantifying the value created by AI. The gap highlights a disconnect between