Global TradFi & Macroeconomics

NVIDIA is scheduled to release its fiscal second-quarter earnings on the 27th, with LS Securities forecasting record-breaking results of $91.9 billion in revenue and earnings per share of $2.08. Despite the anticipated strong performance, LS Securities analyst Hwang San-hae noted that NVIDIA's

According to LS Securities analyst Hwang San-hae, Nvidia will report second-quarter revenue of $91.9 billion and earnings per share of $2.08 on August 27, marking another record-breaking quarter. While Nvidia's strong earnings are expected, LS Securities noted that stock market reaction remains

According to Investing.com, Moderna's stock surged over 170% on August 21 following positive Phase 3 trial results for its personalized mRNA cancer vaccine, co-developed with Merck. The breakthrough marks a potential shift away from the company's heavy reliance on COVID-19 vaccine

According to HSBC analyst Frank Lee, ahead of Nvidia's August 26 earnings report, the company's next significant valuation re-rating will be driven by a new narrative rather than financial results alone. Frank Lee believes this narrative should position Nvidia as "the world's largest open-source

According to Odaily, Morgan Stanley added approximately 321 BTC over two consecutive days (Aug. 20-21), spending $21.91 million through its MSBT spot Bitcoin ETF. The bank's total Bitcoin holdings now stand at 6,995 BTC, valued at approximately $515 million.

According to Jin10, Canadian Prime Minister Chrystia Freeland announced on August 22 that trade negotiations with the United States have been suspended. Canada will implement retaliatory tariffs equivalent to the 50% tariff the U.S. plans to impose, to protect Canadian workers and

According to CCTV, on August 21 at midnight, Canadian Prime Minister Chrystia Freeland announced the decision to suspend trade negotiations with the United States.

According to Bloomberg, the U.S. Customs issued guidance on August 22, announcing 50% tariffs on select Canadian goods. The tariffs will take effect Saturday at 00:01 ET.

Samsung Electronics and SK Hynix, collectively referred to as '삼전닉스,' face projections of shareholder returns reaching up to 300 trillion won. The mechanism involves selling portions of dollar reserves earned overseas, converting them to won, and using the won for expanded shareholder returns.

According to BlockBeats, on August 22, the U.S. Commodity Futures Trading Commission's Innovation Advisory Committee held its first meeting, chaired by CFTC Chair Michael S. Selig, with numerous crypto industry founders and executives attending. The session catalyzed broad gains across crypto and re

According to MarketWatch, on Thursday (August 22), the 10-year U.S. Treasury yield rose approximately 5 basis points to 4.69%, while the 30-year yield broke above 5%, marking the highest level since 2007. This came

International gold prices have surged over 12% in roughly a month, triggering renewed investor interest in bank gold products in South Korea. As of August 19, combined gold deposit balances at three major commercial banks reached 1.7822 trillion Korean won, rebounding for the first time in

Grayscale Head of Research Zach Pandl identified Ethereum, Solana and BNB Chain as potential beneficiaries of proposed U.S. fundraising rules in an Aug. 19 analysis. The assessment connects the Securities and Exchange Commission's Regulation Crypto Assets proposal with investor focus on

According to Tushar Jain, co-founder of Multicoin Capital, Strategy's perpetual preferred stock STRC has failed to recover to par value despite Bitcoin's significant rally on August 22, citing dividend yield that is too low. STRC, initially positioned as a fixed-income product, has experienced

According to Ken Griffin's letter to clients on Friday (August 21), Citadel has disposed of over 80% of the risk in its original acquired portfolio through more than 100 block trades worth over $4 billion, involving 10 different stocks. Griffin described these trades as "the largest single-day block

Korean banks reported renewed demand for gold investment products as of the 19th, following an international gold price rebound exceeding 12% over approximately one month. Three major South Korean banks recorded combined gold banking balances of 1.7822 trillion won as of the 19th, marking a

According to Bespoke Investment, Nvidia will report earnings and guidance on Wednesday, August 26, after market close. With a market cap of $5.26 trillion and a 7.6% weight in the S&P 500, the chipmaker's results are expected to significantly impact broader markets. Options traders anticipate Nvidia

According to MSX.COM, AI stocks rose sharply at the U.S. market close today, with Tempus AI surging 9.06%, SoundHound AI gaining 5.02%, Snowflake up 3.58%, Palantir rising 3.44%, and EPAM advancing 3.35%. Major U.S. indices also posted modest gains, with the Dow Jones Industrial Average closing up 0

According to Jin10 Data on August 22, Mexico's chief trade negotiator expressed confidence in securing more lenient U.S. tariff terms for automotive and steel exports, similar to terms currently under negotiation between Washington and Ottawa. Mexico has not yet reached a comparable agreement with t