Global TradFi & Macroeconomics

Advanced Micro Devices Inc. (AMD) reported second-quarter results on Wednesday, with Morningstar projecting the chipmaker's server CPU business to grow more than 70% in 2027 driven by AI infrastructure demand. The research firm cited 107% year-over-year data center revenue growth and upcoming

According to Morningstar, AMD's server CPU business is expected to grow more than 70% in 2027, driven by AI infrastructure demand, while the company's overall data center business is projected to grow more than 100%. The projection comes after AMD's Q2 results, which reinforced the research firm's l

According to Foresight News, Bybit launched 3 U.S. stock perpetual futures contracts today, August 5: Shopify (SHOPUSDT), Biogen (BIIBUSDT), and Vertex Pharmaceuticals (VRTXSTOCKUSDT). The contracts support up to 25x leverage. During the launch period, users enjoy limited-time

According to Chinastock, citing informed sources, Chinese fast-fashion retailer SHEIN plans to launch its Hong Kong IPO roadshow this Thursday (August 7). The China Securities Regulatory Commission approved SHEIN's offshore listing application on July 10, authorizing issuance of up to 342 million or

According to Huawen Futures, platinum and palladium futures contracts surged on Aug 5, with pt2610 rising 9.18% to 441.15 and pd2610 up 8.51% to 329.65. Both contracts gapped higher and posted intraday gains exceeding 5%, breaking out from prior consolidation ranges. Supply deficit expectations,

According to Youanalyze, SpaceX's second-quarter capital expenditure jumped to $18.4 billion overnight on August 5, a six-fold increase from $2.8 billion a year earlier, triggering a stock selloff that sent shares down more than 10% to approximately $111 in premarket trading. Of the total capex,

According to BitcoinTreasuries.NET, Raiffeisen Bank International disclosed that it increased its holdings of Bitcoin Treasury company Strategy by 3080%, now holding 5,980 shares worth $554,000. The Austrian bank, with total assets of $258 billion, previously held a significantly smaller position in

Gate News reports that, according to Gate’s official announcement on August 6, 2026, the Gate Futures Stock Zone will launch live trading of the KIOXIA (Kioxia Holdings, 285A.T) perpetual contract at 10:00 (UTC+8) on August 6, 2026. The contract will be settled in USDT, support long and short positions with 1x–20x leverage, and allow users to select their leverage when placing an order. KIOXIA is Japan’s leading storage chip manufacturer, focusing on R&D and manufacturing across the entire NAND

According to the Financial Investment Association of Korea, credit financing balance in the South Korean stock market fell to 27.4 trillion won yesterday (August 4), marking the lowest level this year. The figure has declined steadily since hitting a record high of 38.6 trillion won on

Kansas City Federal Reserve President Jeff Schmid said Tuesday that monetary policy is not restrictive and that returning inflation to 2% will require tighter policy. His remarks came less than a week after the Fed held interest rates at 3.50%-3.75%, a decision that three officials opposed,

According to statements made Tuesday, Kansas City Federal Reserve President Jeff Schmid said monetary policy is not restrictive and tighter policy will be needed to bring inflation back to the Fed's 2% target. His remarks followed the Fed's decision last week to hold interest rates at 3.50%-3.75%, a

Baron Securities, an FCA-regulated corporate finance adviser founded by Jeremy Woodgate and Peter Cunningham, has launched in London to help Canadian small-cap mining companies raise capital and secure secondary listings in the UK. The firm plans to advise Canadian exploration and mining companies s

Baron Securities, an FCA-regulated corporate finance adviser founded by Jeremy Woodgate and Peter Cunningham, has launched in London with a focus on helping Canadian exploration and mining companies raise capital and secure secondary listings in the UK. The boutique firm plans to advise Canadian

According to Zhitong Finance, on August 5, northbound investors recorded net outflows of 1.398 billion HKD in Hong Kong stocks. Shanghai Connect saw net sales of 1.577 billion HKD, while Shenzhen Connect recorded net purchases of 179 million HKD. Top net purchases included SMIC (00981) and

According to Citi, the USD-KRW exchange rate will further stabilize following its decline from 1,560 won to 1,420 won levels, supported by improved dollar supply, active currency hedging by export companies, and measures by Korean monetary authorities. Citi economist Kim Jin-wook estimated that the

According to Jin10, the Nasdaq 100 index rallied 9.3% in just four days as of August 5, marking the strongest rebound since April 2025, with market capitalization surging by $3.5 trillion. The rally was driven by strong earnings reports that boosted investor confidence in artificial intelligence

According to Yonhap Infomax, South Korea's government bond yields fell sharply on August 5 as international crude oil prices plummeted amid expectations of reopening the Strait of Hormuz, easing inflation concerns. The 3-year bond yield dropped 71 basis points to 3.669%, the lowest level since

Wall Street bonuses are projected to rise across investment and commercial banking based on first-half financial data from 20 asset management firms and 15 major banks. Equity sales and trading bankers are expected to see the largest increases at 20-30% or more, while advisory bankers including

Citadel posted a 5.9% return in July following the completion of its acquisition of Situational Awareness, according to fund performance data.

According to S&P Global Market Intelligence, bankers working in equity sales and trading are projected to see bonuses rise between 20-30% or more in the first half of 2026, the largest increases in the finance industry. Advisory bankers, including M&A dealmakers, could see increases of 15%-20%,