Global TradFi & Macroeconomics

According to Pemex CFO Alberto Jimenez in a company call on Friday, the Mexican state oil company is analyzing possible debt refinancing operations with Mexico's Finance Ministry. Jimenez said Pemex is coordinating with the ministry to include debt repayment amounts in the government's 2027 budget a

A federal judge permitted Reddit's Digital Millennium Copyright Act (DMCA) anti-circumvention claims to proceed against AI startup Perplexity AI and scraping firm SerpApi on Friday, July 31, denying motions to dismiss allegations that the companies unlawfully bypassed technical safeguards to

According to Farside Investors, BlackRock's iShares Bitcoin Trust (IBIT) recorded net inflows of $209.6 million during the week of July 27-30, accounting for more than the entire US spot Bitcoin ETF market's $203.9 million inflow, as all other funds combined saw net outflows. The average Bitcoin ETF

Peter Schiff criticized Strategy Inc.'s STRC preferred stock policy on July 31 following the company's second-quarter earnings release, arguing the policy prioritizes preferred shareholders over common stockholders. Schiff's comments came as MSTR shares fell 7% and Strategy reaffirmed its

On July 31, according to an X post by Peter Schiff, the bitcoin investor criticized Strategy Inc. (Nasdaq: MSTR) over its preferred-stock strategy, arguing that the company's commitment to keeping STRC near its $100 stated value creates a direct conflict with common shareholders' interests. Schiff s

According to on-chain data platform Unfolded, publicly traded US companies hold 1.24 million Bitcoin, representing 92.7% of the total institutional Bitcoin reserves held by listed companies worldwide. In the last 12 months, US-listed companies added 510,000 BTC to their

According to The Wall Street Journal, Richmond Federal Reserve President Tom Barkin said on July 31 that there is "ample justification" for further policy tightening to recover some of last year's rate cuts. However, he acknowledged that with June inflation data showing weakness, the Fed has time to

According to Jin10, UN Secretary-General Antonio Guterres called for an immediate halt to military operations in the Gulf region and a full restoration of international navigation rights in the Strait of Hormuz and the Bab el-Mandeb Strait, urging resolution through diplomatic channels. Guterres

Apple Inc. (AAPL) shares fell nearly 10% during Friday afternoon trading after the company issued weaker-than-expected fourth-quarter revenue guidance. The decline left Wall Street analysts divided, with several firms adjusting price targets in response to supply constraints and margin pressures. St

According to earnings call disclosures on Thursday, Strategy Inc. (MSTR) Chairman Michael Saylor announced the company is shifting away from its historically "100% allocation to bitcoin," stating "maybe the best way to buy the most bitcoin is not to buy the most bitcoin," and will instead hold a

According to Serbian national television, Serbia received another sanctions exemption from the U.S. regarding NIS, a Russian-owned oil company. The exemption marks a repeated grant of relief from American sanctions targeting the petroleum

The Japanese yen experienced significant volatility for a second consecutive day on the 31st, with the dollar-yen exchange rate trading at 159.434 yen as of 10:47 AM ET, up 0.087 yen (0.055%) from the previous session, according to Yonhap Infomax. The currency pair recorded an intraday range

According to Yonhap Infomax, on July 31 (10:47 a.m. EDT), the USD/JPY exchange rate held at 159.434 yen, up 0.055% from the previous session, amid intervention by Japanese authorities. The yen saw intraday volatility exceeding 2 yen, with highs of 160.875 and lows of 158.518. The dollar index

USD/JPY touched an intraday low of 158.32 on July 31, declining 0.7% during the trading session.

According to the Intercontinental Exchange (ICE), for the week ending July 28, Brent crude oil speculators reduced net long positions by 6,948 contracts to 185,083 contracts. Diesel speculators increased net long positions by 2,654 contracts to 87,194 contracts.

MEMX LLC will merge with stock and options exchange BOX, with the combined entity controlled by Canada's largest securities exchange group TMX Group Ltd. The new MEMX group is valued at $2.3 billion; TMX will invest $800 million in cash and hold 59% equity stake. The transaction is expected to

USD/JPY dropped approximately 70 pips in recent trading, currently quoted at 158.82.

On Friday July 31, the Federal Reserve's overnight reverse repurchase agreement (RRP) usage reached $2.151 billion with 4 counterparties, up from $1.076 billion in the prior trading session.

Microsoft investors face an August 11 deadline to take control of a fraud lawsuit alleging the company concealed problems with Copilot, its primary artificial intelligence product. The lawsuit covers anyone who purchased Microsoft stocks between May 1, 2025 and January 28, 2026, claiming the company

Microsoft investors have until August 11 to join a class-action lawsuit alleging the company hid flaws in its Copilot artificial intelligence product while promoting it publicly. The suit covers investors who purchased Microsoft stock between May 1, 2025 and January 28, 2026. Named allegations