Global TradFi & Macroeconomics

According to The Wall Street Journal, President Trump has called Federal Reserve Chair Kevin Warsh repeatedly since May, reaching out in bursts before going quiet for stretches. The calls have centered on how the Iran war and artificial intelligence are affecting the economy, though interest rates h

According to Bank of America's August 5 report, the bank raised its USD/JPY forecasts for Q3 to 153 (from 154) and Q4 to 149 (from 152), reflecting recent U.S.-Japan joint foreign exchange intervention and the Bank of Japan's hawkish stance. BofA projects the yen will appreciate approximately 6%

According to Euroz Hartleys, the U.S. tungsten scrap export ban effective later in August will tighten supplies for buyers outside the United States. The brokerage noted the ban should increase availability of recycled tungsten domestically, benefiting Australian-listed tungsten sector

According to Mirae Asset Securities, professional investors ranked in the top 1 percent by one-month returns most heavily accumulated Samsung Electronics on Aug 6 morning. SK Hynix and Samsung Electro-Mechanics ranked second and third respectively among stocks purchased by high-performing traders on

International Finance Center analysts Jo Eun and Choi Seong-rak projected the dollar index will show gradual strength through year-end, driven by US relative growth advantage and AI-related investment expansion. The analysts stated in their August 6 report that while major investment banks' dollar

According to Zhitong Caijing, the Hang Seng Index fell 1.75 percent, dropping 452 points to 25,463 during midday trading on August 6, while the Hang Seng Tech Index declined 1.87 percent. MINIMAX-W (00100) surged over 16 percent against the broader market decline following its formal inclusion in t

According to SEC filings, Coinbase (COIN) director Wilson Frederick R sold 35,068 shares at an average price of $144.32 per share on August 3, totaling approximately $5.06 million. Following the transaction, his direct shareholding decreased to 197,389 shares.

According to SEC filings disclosed via ChainCatcher, Robinhood (HOOD) General Counsel Daniel Martin Jr sold 10,000 shares of the company at an average price of $90.42 per share on August 3, totaling approximately $904,200. Following the transaction, his direct shareholding was reduced to 461,396 sha

According to Odaily, Mastercard has completed its acquisition of stablecoin payments company BVNK, integrating its on-chain settlement and wallet infrastructure into its global network. The deal, announced in March with an estimated valuation of up to $1.8 billion including $300 million in

According to ChainCatcher, precious metals rallied on August 6, with data from WEEX TradFi showing strong gains driven by safe-haven demand repositioning. Gold (PAXG) surged 4.88%, silver (XAG) rose 4.71%, and platinum (XPT) climbed 2.30% in the past 24 hours. WEEX Labs attributed the advance

The Korean won strengthened 0.7% to 1,414.55 per U.S. dollar, marking its highest level since October, amid selling pressure from Korean exporters on the greenback.

Woori Financial Research Institute predicted on August 6 that the Bank of Korea will decide on a 'hawkish freeze' at its Monetary Policy Board meeting on August 27. The institute expects the base rate to remain at the current 2.75%, citing the need to monitor July rate hike effects, downward

According to Farside data cited by BlockBeats, U.S. Bitcoin spot ETFs saw net inflows of $244.4 million yesterday (August 5), with BlackRock's IBIT leading at $196.8 million. Ethereum spot ETFs received $60.8 million in net inflows during the same period, with BlackRock's ETHA accounting for $50.3 m

According to Yardeni Research, the market is shifting its investment focus away from AI hype toward tangible results, with Amazon, Alphabet, Microsoft, and Oracle now being evaluated based on actual capital spending, signed contracts, and cloud revenue growth. The four major cloud providers'

According to Jin10, DBS Bank's chief executive officer stated that the bank does not expect the Federal Reserve to raise interest rates in 2026, but will adjust trading positions based on market expectations.

According to Jin10 data, on August 6, the one-week offshore Chinese yuan Hong Kong interbank offered rate (CNH HIBOR) dipped to 1.41803%, breaking away from its two-week high. The overnight CNH HIBOR fell 2 basis points to 1.27879%, while the two-week

The Chief Executive Officer of DBS Bank stated that the bank does not expect the U.S. Federal Reserve to raise interest rates for the remainder of 2026. However, the CEO added that the bank will adjust its trading strategy based on evolving market

MUFG senior foreign exchange analyst Michael Wan forecasted in a report published local time the 5th that the Korean won would benefit most among Asian currencies if the Japanese yen continues its strengthening trend, followed by the Thai baht, Singapore dollar, and Philippine peso. The forecast is

Reuters, citing four people familiar with the matter, reported that the Trump administration could formally announce as early as August 6, U.S. Eastern Time, that it will impose tariffs of at least 15% on polysilicon-derived products while setting minimum import prices for four categories of products: polysilicon, silicon wafers, solar cells, and solar modules. Bloomberg separately reported that officials are also preparing a temporary offset mechanism under which importers that invest in domest

Japan's 30-year government bond auction saw competitive bids of 3.86 times today, down from 4.55 times in July, indicating softer demand for the longer-dated debt.