Global TradFi & Macroeconomics

According to Iran's Strait of Hormuz authority, the Hormuz Strait is currently impassable as of July 12, according to an official announcement via social media cited by state news agency. The authority stated that once the situation stabilizes, it will resume processing transit requests and issue ne

According to the company disclosure, Coastal International Holdings Limited, Sino-Coastal Home's controlling shareholder, defaulted on two loans totaling 32 million yuan on July 10. The loans comprised a 7 million yuan term loan and a 25 million maximum term financing facility. As security, the shar

According to Herald Economy, an analyst whose report accurately predicted the KOSPI's recent peak is forecasting on July 12 that the index has reached a technical bottom and will subsequently break above 10,000 points. The prediction comes after the analyst's previous report proved accurate amid rec

According to a Wall Street Journal survey on July 12, economists revised estimates for the economic impact of the Iran war significantly downward compared to April projections. The survey shows U.S. GDP growth for 2026 is now forecast at 2.1%, up from the 2% estimate three months earlier, while the

A majority of U.S. employees now support holding corporations accountable through an AI sovereign wealth fund, according to a national survey conducted in June by research firm Verasight. The survey of 1,690 adults, published earlier this month, found that 69% of Americans support forcing AI firms t

According to PANews, on July 12, Michael Saylor, founder and executive chairman of MicroStrategy, posted Bitcoin Tracker information. Based on historical patterns, MicroStrategy typically discloses changes to its Bitcoin holdings the day after such announcements are

Morgan Stanley analyst Joseph Moore reiterated an overweight rating on Nvidia (NVDA-US) on Friday, July 10, maintaining a price target of $288 per share. Based on Friday's closing price of $210.96, the target implies approximately $77.04 or 36.5% potential upside. Moore's report highlights four

According to BlockBeats on July 12, Serenity identified a new bear-trap pattern targeting tech giants like Nvidia and TSMC. The strategy involves amplifying technical or supply-chain problems to suggest project delays or business setbacks. Companies face a dilemma: failing to respond risks

Samsung Electronics will begin operating its first semiconductor production factory in Yongin, Gyeonggi Province in October 2029, up to two years earlier than the previously discussed 2030-2031 timeline. The acceleration responds to continuing global memory chip shortages and explosive demand. Samsu

According to MBN, Samsung Electronics announced on June 29 that it will accelerate the operational startup of its Yongin semiconductor manufacturing facility to October 2029, advancing the timeline by up to two years from the previously discussed 2030-2031 schedule. The move responds to surging

According to CoinDesk, Christian Lopez, head of blockchain and digital assets at Cohen & Company Capital Markets, said crypto IPO markets have significantly cooled due to investor rotation away from the sector and prolonged macro uncertainty. Several major crypto firms including Kraken's parent

SoFi (SOFI) traded at $18.78 on 10 July 2026, with 24 analysts setting a consensus target of $21.10 and a range from $12 to $31, despite broad agreement on 2026 earnings of approximately $0.59 per share on revenue of roughly $4.68 billion, per StockAnalysis. The $12 bear case applies roughly 20

According to Odaily, the TEM AI Infrastructure Growth Index declined 16% over the past month as executives at major mining companies reduced stakes. TeraWulf CEO Paul Prager's holding company sold 275,000 shares on June 29 at an average price of $26.596, generating approximately $7.3 million, with c

Following the May 27 listing of Samsung Nifty single-stock leverage ETF, trading volumes for the product have surged amid heightened speculation, according to the financial investment industry. The recent volatile KOSPI movements, with sharp swings in market sentiment, have driven increased demand f

Samsung Electronics, SK Hynix, and Micron are projected to see HBM4 memory prices double next year, according to multiple industry sources cited by Taiwan's DigiTimes. The forecast indicates HBM4 pricing will rise from approximately $2 per gigabit

According to DigiTimes citing industry sources, HBM4 prices are expected to surge from around $2 per gigabit in the second half of 2026 to $4-5 or higher in 2027. HBM3E prices, currently at $1.5-1.6 per gigabit, are also expected to rise in tandem. The price surge is driven by soaring demand for HB

According to a maritime consultancy group, the southern corridor of the Strait of Hormuz remained open to shipping on Sunday, despite Iran's announcement of closure amid escalating mutual attacks with the United

US spot Bitcoin and Ether exchange-traded funds returned to weekly net inflows for the first time since early May, collecting a combined $281.8 million over the five trading days ending Friday. Spot Bitcoin ETFs drew about $197.4 million for the week, ending a record eight-week outflow streak that h

U.S. spot bitcoin and ether exchange-traded funds returned to weekly net inflows on Friday (July 11) for the first time since early May, collecting a combined $281.8 million over the week. Spot bitcoin ETFs drew $197.4 million, ending a record eight-week outflow streak that had drained

According to UBS's derivatives strategy team, the bank's Turbu-lens market fragility indicator reached 0.9 on July 12, marking its highest level since mid-September 2025. On a scale from -1 to +1, this reading historically precedes sharp VIX rallies, with strategist Maxwell Grinacoff warning that ma