Global TradFi & Macroeconomics

Focus on price action and volatility across stocks, bonds, forex, commodities, and major indices. Analyze macro indicators like interest rates, inflation, employment, and policy expectations to decode global liquidity shifts, risk sentiment, and cross-market correlations.
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JPMorgan: Hedging demand for Bitcoin ETFs exceeds that for gold, while short interest in IBIT shares is near a yearly high

JPMorgan analyst Nikolaos Panigirtzoglou and his team said in their latest report that short positions in BlackRock’s iShares Bitcoin Trust ETF (IBIT) remain at one of the highest levels of the year, while short positions in the SPDR Gold ETF are below their historical average. This divergence shows that Bitcoin’s overall positioning environment is currently more cautious than gold’s, possibly due to greater hedging demand. Debasement Trade Stalls: Bitcoin ETF Inflows Recover Only 50%, While Gol
GLD0.44%
MarketWhisper·09-18 03:04
摩根大通報告比特幣ETF對沖需求高於黃金

Gold Falls to 929.1 Yuan/Gram, Down 3.5% Since September Start

According to Jin10 Futures, gold (Au99.99%) retreated to 929.1 yuan/gram as of September 17, declining 3.5% since the beginning of September. The pullback was driven by rising crude oil prices following Saudi pipeline shutdowns amid Middle East tensions, which pushed inflation expectations higher, a
XAU-0.79%
GateNews·09-18 03:01
Gold Falls to 929.1 Yuan/Gram, Down 3.5% Since September Start

Bank of Japan Forecasts CPI to Accelerate Above 2% in H2 FY2026

According to the Bank of Japan, consumer price inflation is likely to accelerate significantly to above 2% in the second half of fiscal year 2026, aligning with the central bank's economic outlook. Real interest rates remain at relatively low levels, while medium- to long-term inflation
GateNews·09-18 03:01
Bank of Japan Forecasts CPI to Accelerate Above 2% in H2 FY2026