Global TradFi & Macroeconomics

SoftBank announced on December 29 the acquisition of DigitalBridge Group for approximately $4 billion, valuing the asset manager at $16 per share, a 15% premium over pre-announcement trading levels. The deal is expected to close in the second half of 2026, pending regulatory approval. DigitalBridge

According to Hugh Pill, chief economist at the Bank of England, the central bank should raise its base rate to 4% from the current 3.75%, he said today at an Edinburgh Chamber of Commerce roundtable. Pill characterized the increase as a signal to counter upside inflation risks amid geopolitical and

U.S. Vice President Vance stated yesterday that approximately 15 million barrels of oil passed through the Strait of Hormuz on September 2.

According to Oppenheimer, SpaceX (NASDAQ: SPCX) surged 7.6% on September 3 to trade near $151, its highest level in three months, after analyst Timothy Horan raised his price target on the stock to $280 from $250 and maintained a Buy rating. Horan cited SpaceX's positioning in the near-term

According to the Dutch Central Bank, the institution repatriated approximately 86 tons of gold reserves from the United States and Canada to London between March and August 2026 to diversify holdings and prepare for potential crises. France consolidated its total 2,437 tons of gold reserves

According to Federal Reserve data, the Fed's overnight reverse repurchase agreement (RRP) usage reached $702 million on Thursday, September 3, with 4 counterparties participating. This represents an increase from $525 million recorded the previous trading day.

Apple closed at $324.96 on September 2, flat on the day, as John Ternus completed his second trading session as CEO of the $4.74 trillion company following his official start on September 1. The stock sits 6% below its 52-week high of $344.57, with the 'Surprise and Shine' iPhone launch event

International copper futures closed up 0.67% overnight, with Shanghai copper gaining 0.53%, aluminum rising 0.47%, zinc up 0.28%, and nickel declining 0.47%. Shanghai lead fell 0.12%, while tin advanced 0.76%. Aluminum oxide surged 1.33%, aluminum alloy increased 0.08%, and stainless steel eased

JP Morgan and Goldman Sachs are increasing their engagement in cryptocurrency discussions as midterm elections approach, according to a recent tweet from Base. The tweet highlighted this trend without providing specific details about the nature or content of these discussions. The development

According to the U.S. Attorney's Office for the Southern District of New York, Linqto founder William Sarris has been charged with six federal counts over an alleged $450 million pre-IPO investment scheme. The 75-year-old is charged with two counts of securities

According to Businesswire, ProCap Financial, the bitcoin treasury company backed by Anthony Pompliano, sold approximately 50 BTC on Sept 4, with proceeds used to repurchase over 2% of outstanding shares at a 40% discount to net asset value (NAV). Since launching its share buyback program, the compan

Michael Darda, chief economist and macro strategist at Roth Capital Partners, stated the US labor market shows no signs of overheating based on June and July 2026 data. US labor force participation fell to 61.5% in June 2026, the lowest reading since March 2021, then declined further to 61.4% in Jul

Bitcoin reclaimed $80,000 on Thursday, trading near $80,270 and up close to 3% over 24 hours, as XRP, Ethereum, and BNB rallied alongside a broader stock market advance. The surge followed comments from Fed Governor Christopher Waller, who signaled he could support holding the Fed's benchmark

Blackstone imposed a 5% quarterly redemption cap on its flagship private credit fund BCRED in Q2 2026 after withdrawal requests reached approximately 10% of outstanding shares, roughly $4.4 to $4.5 billion. This marks the first time the firm has enforced the redemption gate since BCRED's launch in 2

According to Hargreaves Lansdown platform data, gilt purchases surged 34% in the 30 days leading up to August 21, 2026, as long-term UK yields climbed to 5.83%, the highest level since 1998. The sell-off was driven by concerns about the UK fiscal deficit, heavy global debt issuance, and

Tyson Foods, the U.S. largest meat processor, slashed its full-year adjusted operating income outlook for the second time in a month, citing severe cattle shortages that have compressed profit margins significantly. The company now projects adjusted operating income of $1.85

According to Bitwise, on September 2, XRP was the most asked-about cryptocurrency at a presentation to roughly 400 wealth managers, surpassing Bitcoin, Solana, and stablecoins. US-listed XRP ETFs have accumulated approximately $1.8 billion in net inflows since their November 2025 launch, according t

According to Michael Darda, chief economist at Roth Capital Partners, the U.S. labor market showed no signs of overheating as of June 2026. Labor force participation fell to 61.5% that month, marking its lowest level since March 2021, before declining further to 61.4% in July. Nonfarm payrolls

On Thursday, September 3, Italian 10-year sovereign debt yields fell 5.0 basis points to 4.158% during European market close, marking the largest decline in the eurozone's bond market. German 10-year yields dropped 3.3bp to 3.343%, while French yields declined 4.7bp to 4.204%. Spanish and Greek 10-y

The Institute for Supply Management (ISM) reported in August that the US services sector Purchasing Managers' Index (PMI) reached 55.4, rising 1.3 points from July's 54.1 and exceeding the market forecast of 54.3. The August figure marks the 26th consecutive month of expansion in the services sector