Global TradFi & Macroeconomics

According to Jin10 Futures, Shanghai aluminum futures rebounded on May 13, with the main contract closing up 240 yuan/ton, or 0.97%. Macroeconomic pressure intensified as U.S. April CPI rose 3.8% year-over-year, the fastest pace since 2023, leading markets to lower expectations for Federal Reserve r

Onshore yuan closed at 6.7905 against the U.S. dollar on May 13 at 4:30 p.m., rising 41 basis points from the previous trading session.

The Shanghai Futures Exchange announced adjustments to silver AG2705 futures contracts effective from their listing. The price limit has been set at 17%, with trading margin requirements of 18% for hedging

According to Jin10, the Shanghai Futures Exchange released warehouse receipts data for commodity futures on May 13. Notable increases included aluminum up 2,034 tonnes, nickel up 2,450 tonnes, copper up 4,317 tonnes, and silver up 35,232 kg. Zinc, stainless steel, and lead also recorded gains,

The AI infrastructure investment wave is sweeping the globe; however, the market is now entering a new turning point. In its latest issue of “Semis Memo: Supply Chain Inheritance,” market research firm Citrini Research pointed out that the investment logic for AI infrastructure has evolved from the intuitive thinking of “buying GPUs” to the more complex stage of “re-pricing power infrastructure and supply chains.” This article will deep-dive into Citrini’s core views and explain how investors sh

According to msx.com, U.S. memory chip stocks rallied in premarket trading on May 13, with Micron Technology (MU.O) gaining 5.2%, SanDisk (SNDK.O) up 3.5%, and Western Digital (WDC.O) rising 3.5%.

According to Cointelegraph, Vietnam's deputy finance minister stated on May 13 that the country may formally launch a crypto asset market in the third quarter of 2026.

According to the International Energy Agency (IEA) monthly report, global refining capacity will decline by 1.6 million barrels per day in 2026 due to attacks, reduced crude oil supply, and export restrictions.

According to the IEA monthly report, since February, global oil supply has lost 14 million barrels per day due to the Strait of Hormuz closure.

According to LME, metal inventories fell on May 13, with copper down 1,450 tonnes, aluminum down 2,250 tonnes, zinc down 1,150 tonnes, nickel down 996 tonnes, lead down 250 tonnes, and tin down 115 tonnes.

Tech stocks rose in pre-market trading on May 13, with Intel up over 4%, SanDisk up over 5%, and Nvidia up nearly 2%.

According to the latest IEA monthly report, U.S. crude oil supply is projected to increase by 610,000 barrels per day in 2026.

According to the IEA monthly report, Russia's oil product exports fell to 2.2 million barrels per day in April, down 340,000 barrels per day from March, marking the lowest level on record. The decline was driven by a gasoline export ban and reduced refinery utilization rates, the International

According to the IEA's April monthly report, OPEC+ crude oil supply decreased by 830,000 barrels per day in April.

According to its monthly report, the International Energy Agency revised its second-quarter oil demand forecast to a decline of 2.45 million barrels per day, raising the downward adjustment from its previous estimate of 1.5 million barrels per day.

According to the International Energy Agency (IEA), the market report originally scheduled for June release and containing 2031 forecasts has been postponed. The report's new release date was not disclosed.

According to Golden Ten Futures and CNEX, China's money market sentiment index reported 47 as of 4 PM on May 13, up 1 point from 2:30 PM. Among institutional segments, large banks reported 45, mid-size and small banks 48, and non-bank institutions 46, each rising 1 point. The index uses a 0–100

According to the IEA monthly report released on May 13, the organization projects that OPEC+ member countries' oil production will decline by 4.7 million barrels per day in 2026.

According to the International Energy Agency (IEA) on Wednesday, global oil inventories declined at a record pace in April amid ongoing Middle East supply disruptions related to Iran. Crude and refined oil stocks fell by nearly 4 million barrels daily in April—equivalent to the combined

According to IEA's monthly report, non-OPEC+ oil production is forecast to increase by 820,000 barrels per day in 2026.