Global TradFi & Macroeconomics

According to Yonhapinfomax, the USD/KRW exchange rate fell to 1,428.00 won as of 11:37 p.m. on July 30, down 18.70 won from the previous close, with intraday lows touching 1,419.00 won. The USD/JPY rate declined 3.29% to 157.96 yen, marking its largest single-day drop since April, with Japanese

Eli Lilly's stock fell as much as 4.5% in intraday trading on July 30, marking its largest single-day decline since April, after pharmacy benefits manager Cigna warned that GLP-1 prescription drug growth slowed in the second quarter. Cigna CFO Ann Dennison said in an earnings call: "We observed GLP-

According to BlockBeats citing BIT market data, Strategy's STRC (perpetual preferred stock) rose 2.35% intraday on July 31 to $89.43, marking its highest price since July 2. Strategy is scheduled to release its Q2 financial results on July 31 at 5 a.m. UTC+8. Additionally, founder Michael Saylor st

On Wednesday, Ark Invest sold $4.4 million worth of crypto-related stocks including Bitmine, Block, Robinhood, and Bullish shares, according to the firm's daily trading disclosure. The largest sale was 120,665 Bitmine shares worth about $2 million, followed by Block ($1.1 million) and Robinhood ($1.

Citi analysts recommend buying USD/JPY call spreads ahead of Friday's Bank of Japan decision, with a one-month expiration and strike prices of 160.50/162. The strategists believe the yen has room to weaken, as BOJ Governor Ueda Kazuo is unlikely to signal more hawkish policies than market

According to ChainCatcher, the U.S. Commodity Futures Trading Commission (CFTC) issued a proposed rule notice (NPRM) today to amend sections 37, 38, 39 and sections 1.52, 1.55 of CFTC regulations. The public comment period will close 60 days after publication in the Federal Register. The

According to Yonhap Infomax, on July 30, the U.S. 10-year Treasury yield rose 4.80 basis points to 4.67%, while the 2-year yield fell 1.10bp to 4.227%. The 30-year yield climbed 7.10bp to 5.213%, marking the highest level since 2007. The spread between 10-year and 2-year yields widened sharply

On July 30, German 2-year government bond yields fell 5.2 basis points to hit a daily low of 2.763%, according to market data. The 10-year Bund yield declined 0.7 basis points to 3.154%, while euro-zone peers also saw declines: French 10-year yields fell 2.1 basis points to 3.940%, Italian 10-year y

According to Goldman Sachs traders, the S&P 500 lacks near-term catalysts to break out significantly from its roughly two-month trading range, which was further pressured on Wednesday with a 1.5% decline. The Nasdaq 100 sank 2.1%, extending losses from June's peak to 11%. Goldman Sachs estimates th

Alphabet Inc.'s Google on Thursday launched Gemini Robotics ER 2, a reasoning model designed to help robots plan and coordinate complex tasks in real time. The model serves as a high-level reasoning system that breaks down objectives into smaller steps, coordinates multiple robots simultaneously and

Amazon is set to announce its second-quarter earnings after the bell on Thursday. Analysts expect earnings per share of $1.82 and revenue of $196.47 billion, according to estimates compiled by LSEG. Investors are closely watching Amazon and other hyperscalers' capital expenditures as sentiment

According to sources, Russia's Ryazan oil refinery halted operations on Wednesday (July 30) following a drone attack.

Amazon is set to report its second-quarter earnings after the bell on Thursday (July 31), according to LSEG estimates. The company is expected to deliver earnings per share of $1.82 and revenue of $196.47 billion. AWS revenue is anticipated at $40.54 billion, with advertising revenue expected at $19

Shares of Nvidia-backed Nebius (NBIS) rallied on Thursday morning, on track to register their biggest single-day gain, amid a broader rally across the market after Microsoft (MSFT) earnings lifted sentiment. NBIS stock rose nearly 30% in morning trade and was among the top trending on Stocktwits. Th

Tokenized gold spot trading volume reached $90.7 billion in the first quarter as physical bullion rallied above $5,600 per troy ounce, but only $63 million worth of Tether Gold (XAUT) and PAX Gold (PAXG) is currently being used as collateral on Aave v3 and Morpho, according to a RedStone report.

The Bank of England left interest rates unchanged at 3.75% on Thursday, though three members voted in favor of a rate hike as the ongoing Middle East energy crisis continues to fuel inflationary pressures. Economists had expected only two members to support a rate increase. The decision reflects the

Japan slashed its growth forecast for fiscal year 2026 to 0.9% on Thursday, down from the 1.3% projection issued in January. The Cabinet Office cited surging crude oil prices and a weaker yen as primary drivers of the downgrade. The revision exposes how quickly Middle East tensions can reshape the o

The US Commerce Department reported on July 30 (local time) that second-quarter real GDP grew 1.5% on an annualized basis, marking a deceleration from the first quarter's 2.1% growth rate and falling short of the market expectation of 2.1%. The slowdown was driven by decreased federal government

According to Kitco News, the Bank of England left interest rates unchanged at 3.75% on Thursday, as expected. However, three MPC members voted in favor of a rate hike, exceeding the two votes anticipated by economists. The decision reflects the central bank's balance between managing imported

According to Japan's Cabinet Office on Thursday (July 30), the government downgraded its fiscal 2026 growth forecast to 0.9% from 1.3%, citing surging crude oil prices and a weakening yen squeezing the import-dependent economy. The revision reflects new assumptions: crude oil is now modeled