Global TradFi & Macroeconomics

According to latest quarterly earnings, Microsoft shares soared 19% to $460 and Amazon jumped 15% to $271 this week, while Alphabet gained 7% to $356, as Wall Street reorients its valuation logic away from capital spending scale toward actual cash flow generation. AWS, Azure, and Google Cloud all

According to Securities Times, Hong Kong Exchanges and Clearing (HKEX) launched 5-year RMB government bond futures on August 3. The product is the only government bond futures contract in the offshore market, designed to meet growing demand from offshore investors for interest rate risk management a

Veteran Wall Street investor Jim Bianco warned on the 2nd local time that artificial intervention by the Federal Reserve or Treasury Department to lower Treasury yields could backfire and push rates higher instead. Bianco stated via X that inflation is currently unsettling markets, and any policy

Foreign investors net sold 283 billion won in South Korean government bonds on July 31, a sharp departure from typical month-end patterns when World Government Bond Index (WGBI) inflows drive purchases exceeding 2 trillion won. The reduced buying intensity follows statements by Japanese Finance

According to Jin10 and sources, the U.S. Treasury Department likely used euros instead of dollars to fund its yen intervention on Friday (August 3), Reuters reported. The New York Federal Reserve Bank requested at least two major U.S. banks to check yen-to-euro exchange rates, according to two

According to Yonhap Infomax, veteran Wall Street investor Jim Bianco warned on August 2 that artificial Federal Reserve or Treasury intervention to lower U.S. Treasury yields would paradoxically push rates higher. Bianco said via X that policies aimed at suppressing rates risk being perceived as

South Korea's Financial Services Commission imposed stricter delisting criteria on the KOSDAQ market while simultaneously introducing single-stock leveraged exchange-traded funds (ETFs) that redirected liquidity toward KOSPI large-cap stocks. The dual policy created compounding pressure on KOSDAQ-li

According to Grayscale, the U.S. Dollar Index traded at 99.73 today, declining 0.05% during the session.

Nasdaq 100 Index futures rose 1% today, driven by optimism surrounding ongoing U.S.-Iran negotiations.

Gate News: According to the latest Gate TradFi data, XBRUSD (Brent Crude UKOIL) has dropped by 6% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

According to Jin10, domestic gold jewelry prices in China rose approximately 5 yuan per gram on August 3 compared to the previous Saturday, with most brands quoting 1,231 yuan per gram for pure gold pieces.

According to Xunce's announcement on July 31, the Hong Kong-listed company expects to swing to profit of 72.51 million yuan for the six months ended June 30, compared with a loss of 89.43 million yuan in the same period of 2025. The stock surged 26.3% to 130.7 HKD during intraday trading, then

Reuters, citing two officials, said Japan could officially announce a joint currency-rate action with the United States on August 3, and the action is still ongoing. Finance Minister Satsuki Katayama is expected to make a statement, and Atsushi Mimura, the chief foreign-exchange policy adviser to the Ministry of Finance, said the ministry is closely coordinating with and operating alongside the monetary-policy divisions. Bitcoin trades near $63,000, and yen volatility could spill over into risk

According to a newly released research report from TrendForce, the focus of the AI industry is shifting from training to inference, driving memory architecture from a single HBM-centered setup to a new inference memory hierarchy with three technology roles: HBF, SSD POD, and SRAM. The competitive landscape for memory makers’ stocks such as SK hynix is facing reshuffling. HBM’s training-era role: TSV-based vertical stacking and the 2TB/s bandwidth advantage According to the TrendForce report, HBM

According to Italy's Defense Ministry, Italian naval forces intercepted a sanctioned Russian oil tanker west of Pantelleria in the Mediterranean on August 2. The ship's captain refused to cooperate, prompting Italian military personnel to board and inspect the vessel. The operation was supported

SK Hynix reduced its credit market investment to approximately 1 trillion won last week, marking a notable decline from its previous weekly investment scale of around 3 trillion won in credit instruments alone, according to bond industry sources. Market participants attribute the reduction to

According to Yonhapinfomax, SK Hynix's credit market investments fell to approximately 1 trillion won last week, down sharply from the 5+ trillion won in weekly investments (including credit bonds, commercial paper, and derivatives) recorded during June and July. The decline reflects improving cred

SK Hynix (000660.KS) stock’s revenue in this quarter’s financial report came in below market expectations. The shipment mix continues to shift from commodity DRAM to HBM, dragging down the overall ASP growth rate. Analyst Bubble Boi said this isn’t a problem unique to SK Hynix, but rather the pressure the memory industry is about to face together, with Samsung Electronics’ and Micron’s financial reports also showing similar signals. SK Hynix this-quarter financial highlights: the financial impac

FED Chair Kevin Warsh is reportedly considering cutting the number of FOMC meetings held each year (the current pace has been maintained at 8 meetings per year since 1981). He has asked FED officials to submit input. The related adjustment could be confirmed as early as before the September 15–16 meeting; the new rules are most likely to take effect in 2027. The remaining meetings in 2026 will still be held according to the established schedule. Warsh Looks to Cut Planned Annual FOMC Meetings: C

According to SoSoValue, HYPE spot ETFs recorded net outflows of $14.75 million during the trading week ending July 31. Bitwise ETF BHYP saw the largest outflows at $12.26 million for the week, while 21Shares ETF THYP recorded net outflows of $2.49 million. As of the latest update, total assets