Global TradFi & Macroeconomics

Five major U.S. banks will report second-quarter earnings on the same day next Tuesday, July 15, according to analyst Mike Mayo and industry observers. Bank of America and JPMorgan Chase are expected to release results first in the morning, followed by Wells Fargo approximately 30 minutes later.

Backblaze (BLZE) and Penguin Solutions (PENG) climbed to fresh 52-week highs on Thursday. Backblaze released its first-quarter 2026 Drive Stats report highlighting AI-driven storage demand, while Penguin Solutions extended its post-earnings rally following strong fiscal third-quarter results

According to Bloomberg on Thursday, July 9, Subversive ETFs has filed applications for two new exchange-traded funds designed to track the Nasdaq 100 and S&P 500 indexes while excluding all companies founded, controlled, or led by Elon Musk. The proposed funds, with ticker symbols QQNE and SPNE,

Galaxy Digital (GLXY) stocks rose nearly 2% in midday trade Thursday as the company completed the first phase of its Helios data center campus in Texas earlier this week, delivering 133 megawatts of capacity to CoreWeave. The stock gained alongside Bitcoin's recovery, though retail sentiment on

On Thursday (July 9), Galaxy Digital (GLXY) stock rose nearly 2% as crypto-linked equities gained alongside Bitcoin's recovery, according to Stocktwits. However, retail sentiment on the platform has remained bearish over the past week, with traders citing frustration over unclear tenant timelines fo

Federal Reserve Bank of Dallas President Lorie Logan stated at a New York Federal Reserve conference on market liquidity that implementing open market operations through a voluntary central clearing mechanism

Following renewed US-Iran tensions announced at the NATO Leaders Summit in Ankara, Brent crude oil surged over 10%, prompting a Bitcoin selloff from its early-week high of $64,000 to around $62,900. According to CryptoQuant analyst Darkfost, Bitcoin faces further downward pressure as oil prices

According to Jin10, Federal Reserve official Logan stated that strong markets must balance leverage usage to maintain stability.

According to Jin10, Federal Reserve public market operations manager Perlly expects money market conditions to tighten amid increasing Treasury issuance.

TeraWulf Inc. (WULF) shares jumped nearly 7% on Thursday after the company announced plans to raise around $3.5 billion in debt to finance a new AI-focused data center campus in Kentucky. The financing package, which includes the company's first leveraged loan and high-yield bonds, is being led by

According to Bloomberg, TeraWulf Inc. (WULF) shares jumped 7% on Thursday after the company announced plans to raise around $3.5 billion in debt to finance an AI-focused data centre campus in Kentucky. The financing would mark the company's first foray into the leveraged loan market, with Morgan

Gold fell 14.1% in Q2, the worst quarterly performance in 12 years, according to Invesco's quarterly gold outlook. The decline was driven by spiking energy prices that raised inflation expectations and introduced the possibility of Federal Reserve rate hikes. On 24 June, gold dipped below $4,000 an

According to Invesco's quarterly gold outlook, gold fell 14.1% in Q2 2026, marking the worst quarter in 12 years, with prices dipping below $4,000 per ounce on June 24 for the first time since November 2025. Despite the correction, Invesco maintains a constructive outlook for the remainder

According to Blocksbridge Consulting, investors today examined executive stock sales, governance practices, and shareholder alignment at leading Bitcoin miners as AI-driven mining stocks retreat.

Dallas Federal Reserve President Lorie Logan, a 2026 FOMC voting member, is set to deliver remarks within the next few minutes.

On Thursday (July 9), the Federal Reserve's overnight reverse repurchase agreement (RRP) usage reached $57.72 billion with 6 counterparties, up from $33.47 billion in the previous trading day.

The Federal Reserve accepted $5.772 billion in a fixed-rate reverse repo operation from six counterparties today (July 9).

Brazil's B3 stock exchange launched options on bitcoin, ether, and solana futures on July 6, expanding its regulated crypto derivatives offering for local traders and asset managers. The new contracts allow participants to manage digital asset exposure through exchange-traded instruments without

According to a B3 circular, Brazil's B3 stock exchange launched options on bitcoin, ether, and solana futures on July 6, expanding its regulated crypto derivatives offering. Call and put options on bitcoin futures are denominated in Brazilian reais, while ether and solana futures are denominated in

The U.S. 30-year Treasury auction on July 9 cleared at a yield of 5.058%, up from the previous result of 5.02%. The increase reflects a 3.8 basis point move in long-dated government debt yields.