Global TradFi & Macroeconomics

According to Bank of America's latest fund manager survey, 56% of managers are now overweight on equities, marking the highest level since November 2021, as global investors continue to increase stock exposure. Simultaneously, cash allocations have dropped to an extremely low 3.5%, signaling a

According to prediction market tool PPP, odds for Anthropic becoming the largest 2026 IPO on Polymarket surged to 45% this week, up 37%, narrowly trailing SpaceX at 55%. Market reports suggest Anthropic is actively pursuing an IPO as soon as October, with investor expectations valuing the company at

According to MSX.COM data, NEBIUS stock fell 7% in premarket trading on August 19. The company announced the issuance of $4.5 billion in convertible senior notes, with net proceeds allocated toward supporting continued growth and funding data center

According to The Block, crypto financing company Antalpha reported $12.2 million in Q2 revenue, down 28% year-over-year, and posted a $12.5 million net loss. The loss was driven by fair value declines in the company's tokenized gold holdings, as fluctuations in the underlying asset price resulted in

According to Strive VP Joe Burnett, as reported by ChainCatcher, Strategy's Bitcoin holdings per share reached 0.001967 as of August 2026, up 0.9% since the start of the year. The metric has shown consistent growth across multiple years: 0.000566 BTC per share in 2020; 0.000834 in 2021 (up 47.3%); 0

According to CNBC on August 17, Korean retail investors have increased investments in U.S.-listed stocks following a KOSPI adjustment, with a particular focus on SK Hynix American Depositary Receipts (ADRs) and high-risk leveraged products. The trend has drawn attention from Wall Street as these inv

According to Yinghang Futures research on August 19, China's crude oil futures SC2609 contract closed at 585.8 yuan/barrel, with prices rising throughout the trading session. API data showed declines in both U.S. crude oil and distillate fuel inventories, reinforcing tight supply-demand

According to Herald Economy, South Korea's KOSPI index fell 5.80% to 6471.17 on August 19, with the benchmark briefly dipping to 6400.81 amid broad selloff pressure. Samsung Electronics dropped 7.82% to 247,500 won, while SK Hynix fell 9.75% to 1.5 million won, dragging the two largest-cap stocks' c

Citi Investor Services launched Custody+, a suite of near- and real-time custody solutions designed to support always-on markets and institutional needs. The bank announced the platform following the U.S. rollout of its patented Single Event Processing technology, which now handles over 80% of

Broadcom closed at $380.00 on 18 August 2026, down 3.17%, after a 6% decline on 14 August that markets misattributed to AMD taking its Google TPU business. The actual catalyst was a Bank of America credit note published 14 August: analyst Tom Curcuruto downgraded Broadcom's issuer and bond rating, f

According to BlockBeats, Unitree Technology completed its IPO on August 19, with founder Wang Xingxing, Sequoia Capital's沈南鹏 (Shen Nanpeng), and renowned singer Wang Leehom in attendance at the celebration dinner. Wang Leehom shared how the collaboration evolved from his initial request for a

Applied Materials reported record Q3 FY2026 revenue of $9.12 billion, up 25 percent year-over-year, on August 13, 2026, but the stock fell 5.1 percent that session and dropped 28.9 percent from its June 30 high by the August 18 close at $514.33. Over the nine-month period through late July,

According to Citi Investor Services, the bank is rolling out Custody+, a comprehensive suite of real-time custody solutions for institutional clients. The platform cuts voluntary corporate action processing times by up to 92% in the U.S., with 96% of events completed in under two hours. Custody+

India's Reserve Bank of India Governor forecasted that an average oil price of approximately $90 per barrel is reasonable for this year (2026).

According to RBI Deputy Governor Gupta on August 19, persistent uncertainty stemming from global conditions and weather risks means the best course of action is to wait and observe further. The current juncture offers no room for additional monetary policy

India's Reserve Bank Governor has indicated signs that inflation, which was previously at moderate levels, is trending toward normalization, according to recent remarks.

The Reserve Bank of India Governor stated on August 19 that inflation is anticipated to reach its peak in the third quarter of 2026 before declining thereafter.

ISU Petasys reported Q2 revenue of 379.9 billion won and operating profit of 77.1 billion won, exceeding market forecasts as AI accelerator and switch sales expanded. Securities firms raised profit estimates citing production capacity growth and improved product mix. Meritz Securities

According to ICAEW chief economist Søren Tiru, Britain's July inflation rose to 2.9% on August 19, reviving the possibility of further interest rate increases by the Bank of England. Higher food prices due to drought and surging energy costs have increased the likelihood of inflation

Blackrock maintains its investment case for bitcoin despite the cryptocurrency's 50% decline from its October 2025 all-time high of $126,300, attributing the drop to a positioning correction rather than a fundamental thesis breakdown. In a report titled 'Re-Underwriting Bitcoin,' the asset manager i