Global TradFi & Macroeconomics

Citigroup raised its 12-month price target on SanDisk (SNDK) stock to $2,500 from $2,025 per share on Thursday, following Micron's better-than-expected F3Q26 results and citing structurally favorable NAND industry conditions. SNDK stock soared 21.5% on Thursday, its best single-day performance

The U.S. Army selected Titan Mining and REalloys on June 25 to build critical mineral processing facilities. Titan Mining's Toronto-listed shares rose 4.36% to close at 3.11 CAD, while REalloys shares fell 14.52% to 14.25 USD on the

According to Maeil Business, Samsung Group will announce a 1 quadrillion won (approximately 50% of South Korea's GDP) investment plan over the next decade on June 29 at the Blue House. The investment marks the largest scale initiative ever announced by a South Korean enterprise. Samsung plans to

According to Hong Kong Exchanges and Clearing disclosure on June 25, Global Horticulture Limited resubmitted its application to list on the Hong Kong Stock Exchange's main board, with Zhaoyin International serving as the sole sponsor. The company is a leading manufacturer and exporter of

According to Zhitong Finance, as of June 26, the Hang Seng Index bull-bear street warrant ratio stands at 55:45. Bear warrant concentration peaks in the 23,900–23,999 range with 333 contracts (down 118 from the previous trading day), while the 23,600–23,699 range saw the largest new additions with 2

According to Hong Kong Exchanges and Clearing disclosure on June 25, Neurobiological Technologies Limited (neurobiological pharma company) submitted a listing application to the Hong Kong Stock Exchange Main Board, with J.P. Morgan, CITIC Securities, and HSBC serving as joint sponsors. The company o

According to Smart Finance, on June 26, Hang Seng Index June futures closed at 23,005 points, down 76 points or 0.329%, trading at a discount of 72 points. Open interest totaled 69,474 contracts, down 57,162 contracts, with net open interest at 31,740 contracts, down 9,149 contracts.

According to Zhi Tong Caijing, Hang Seng Index ADR rose 0.17% overnight to 23,115.76 points on Thursday. Among large-cap blue chips, HSBC Holdings climbed 0.51%, while Tencent Holdings declined 0.63%.

Chicago Federal Reserve President Austen Goolsbee, a 2027 FOMC voting member, indicated that falling oil prices could pose downside risks to the U.S. economy.

Federal Reserve Bank of New York President John Williams said on June 25 that current monetary policy is "fully capable" of bringing inflation down to the Fed's 2% target, though risks to achieving both employment and price stability remain. U.S. Commerce Department data released the same day

Roughly $10 billion in notional value of Bitcoin options expires on Deribit at 4 p.m. on Friday, June 26, in Singapore, adding pressure to a market battered by fading institutional demand and macro headwinds. The expiring contracts account for about 37% of open interest on Deribit, the largest

NetEase announced in an official Hong Kong Exchanges and Clearing (HKEx) filing that the company will become a dual primary listing on the exchange effective from June 30.

According to China Securities Journal, China's domestic prices rose moderately in the first half of 2026, with consumer inflation climbing and producer prices turning positive year-on-year, marking a structural recovery. The producer-consumer price gap widened further. Analysts expect prices to

iShares Silver Trust, the world's largest silver ETF, added 73.13 tonnes to its holdings yesterday (June 24), bringing total holdings to 14,991.13 tonnes.

Austan Goolsbee, president of the Chicago Federal Reserve and a 2027 FOMC voter, is scheduled to deliver remarks within minutes.

Micron Technology (MU-US) shares surged over 15% to $1,213.56 on Thursday, June 25, following the release of stronger-than-expected earnings. Multiple investment banks, including JPMorgan Chase, Goldman Sachs, and Bank of America, have raised their price targets for the memory chip maker, with

According to SPDR Gold Trust data, the world's largest gold ETF saw holdings decline by 6.28 tonnes on June 24, with current holdings standing at 1,007.075 tonnes.

According to Guru Club, WTI August crude oil futures closed up 2.25% at $71.92 per barrel on June 26. Brent July crude oil futures rose 2.06% to $75.26/barrel, while Abu Dhabi Murban crude oil futures gained 3.13% to $68.53/barrel.

According to U.S. media reports, Iran proposed charging all vessels transiting the Hormuz Strait an annual passage fee that could generate up to $40 billion in revenue, on Thursday, June 26. The proposal came after Iranian Revolutionary Guard forces attacked a cargo ship in the strait. U.S.

According to CME FedWatch, on June 26, there is a 69% probability the Federal Reserve will keep rates unchanged in July, with a 31% chance of a 25 basis point hike. Looking further ahead, CME data shows a 36.6% probability of unchanged rates by September, a 48.8% chance of a cumulative 25bp