Global TradFi & Macroeconomics

According to a Bank of America survey, global fund managers have increased equity allocation to the highest level in nearly five years. The latest BofA strategist team survey shows that 56% of fund managers are in net overweight positions on stocks, the highest share since November 2021. Cash alloca

U.S. crude oil futures rose over $1 intraday on August 18 as hopes for a U.S.-Iran peace agreement weakened.

According to Bank of America strategists led by Michael Hartnett, the political outcome of November's U.S. midterm elections could significantly impact stock markets. The team warned that if Republicans perform strongly, stocks will surge. However, if Democrats simultaneously control the Senate

Metaplanet, a Tokyo-listed firm and one of the world's largest corporate Bitcoin holders, agreed to contribute 2,100 BTC (approximately $132.1 million) plus $2.5 million in cash to Nasdaq-listed Super League Enterprise in exchange for stock, preferred shares and warrants, with the deal announced

Metaplanet, Japan's third-largest corporate Bitcoin holder, contributed 2,100 BTC (approximately $132.1 million) plus $2.5 million in cash to Super League Enterprise on Tuesday in exchange for stock, preferred shares and warrants. Super League will be renamed Superplanet, Inc. and trade under

According to the Wall Street Journal, private equity firm KKR has proposed acquiring UGI Corp. for $42.50 per share.

According to BlockBeats, U.S. storage chip stocks fell further at the open on August 18, with Sandisk and Seagate leading declines. Sandisk dropped 9.18%, Seagate fell 9.08%, SK Hynix declined 8.44%, Western Digital fell 8.21%, and Micron Technology dropped 7.62%.

According to BitcoinTreasuries.NET, Royal Bank of Canada recently increased its holdings in MSTR (MicroStrategy) by 46,001 shares, worth approximately $4.45 million. The bank's total position now stands at 385,002 shares, valued at around $37.2 million, representing a 13.5% increase in its

Amylyx Pharmaceuticals (AMLX) shares surged more than 47% on Tuesday after the biotech firm announced its experimental drug Avexitide significantly reduced serious low-blood-sugar events for patients who have undergone weight-loss surgery. The positive Phase 3 trial results set the stage for a

According to Lee Jae-man, investment strategy director at Hana Securities, SK Hynix's market capitalization approaching or nearing Samsung Electronics' level signals overheating in the semiconductor sector. Speaking on Kim Kwang-seok TV on August 17, Lee noted that SK Hynix has fallen about 50%

Amylyx Pharmaceuticals (AMLX) shares surged more than 47% on Tuesday after the biotech company announced that its experimental drug Avexitide significantly reduced serious low-blood-sugar events in patients with post-bariatric hypoglycemia. The Phase 3 Lucidity trial, which enrolled 78 adults,

During Aug 10-14, Prosus repurchased 2.1 million shares at an average price of EUR 39.3216 per share, totaling EUR 81.3 million (approximately USD 94 million). In the same period, Naspers repurchased 734,400 shares at an average price of ZAR 824.3362 per share, totaling approximately ZAR 605.4 milli

Securitize launched the Neuberger Securitize High Income Tokenized Fund on Tuesday, marking the first engagement by Neuberger, a global investment manager with $230 billion in assets under management, as subadvisor to a tokenized fund. The fund, HINC, seeks to generate risk-adjusted returns by inves

Cadillac Mines Corp. shares rallied 3% intraday today on first-time coverage from multiple institutions. BMO Capital Markets (Outperform, CAD 10 target) analyst Andrew Mikitchook highlighted the quality and potential of the company's Kerr-Addison gold mine compared to peers, noting Cadillac's CAD 30

Trading Technologies announced connectivity to Kalshi in June 2026, with live trading expected in Q3 2026, and will support OG.com targeting a Q4 2026 launch for margin-based crypto futures contracts. The integrations respond to institutional demand for prediction markets and crypto derivatives with

The Commodity Futures Trading Commission is seeking public comment on proposed changes to rules governing commodity pool operators and commodity trading advisors. The proposals update Part 4 regulations, which determine registration requirements, disclosure obligations, and compliance standards

Gabriela Santos, Managing Director and Chief Market Strategist for the Americas at J.P. Morgan Asset Management, has recommended investors maintain AI exposure while diversifying across geographies and sectors to buffer against volatility. Santos describes the current market as an 'earnings

The Commodity Futures Trading Commission is seeking public comment on proposed changes to commodity pool operator and commodity trading advisor registration requirements, with a 60-day comment period from Federal Register publication. The proposals update the definition of Qualified Eligible

Trading Technologies announced it will add connectivity to Kalshi and Crypto.com's OG.com exchange, enabling institutional traders to access CFTC-regulated prediction markets and margin-based crypto futures directly from its platform. Kalshi integration is targeted for Q3 2026, while OG.com's crypto

Klarna's stock fell to an all-time low of $13.80–$14.53 following fourth-quarter 2025 results, marking a 20–27% plunge from its immediate prior level. Despite record quarterly revenue of $1.08 billion (up 38% year over year), the Swedish fintech posted a $26 million net loss, a 59% year-over-year