Global TradFi & Macroeconomics

According to The New York Times, on May 25, approximately 1,500 vessels stranded in the Persian Gulf for nearly three months may require weeks or even months to resume normal passage despite U.S.-Iran negotiations to reopen the Strait of Hormuz. Shipping companies must resolve vessel priorities, tra

According to Jin10, gold prices surged over 1% on May 25 as market optimism over a potential Iran peace accord pushed down oil and the U.S. dollar. The decline in oil and dollar eased concerns about sustained inflation and elevated interest rates. UBS analyst Giovanni Staunovoν noted that

According to Seeking Alpha, Goldman Sachs strategist Ben Snider recently revealed an "insensitive portfolio" of equities with positive earnings momentum but low exposure to artificial intelligence trading. The portfolio includes Eli Lilly, Reddit, Newmont, Archer-Daniels-Midland, and Casey's

According to Guoyuan Futures research, the U.S. and Iran reached a consensus on the framework of a memorandum of understanding (MOU) over the weekend (May 25). The market anticipates this could pave the way for peace negotiations, with expectations that reopening of the Strait of Hormuz would

According to sources, Syzran oil refinery in Russia halted oil processing following a drone attack on May 21.

According to the Philippines Automotive Manufacturers' Association (CAMPI) and Truck Manufacturers' Association (TMA), vehicle sales fell 18.9% year-over-year to 27,225 units in April, down from 33,580 units the previous year—the steepest decline since August 2021. Rising oil prices driven by

According to two sources, Caspian Pipeline Consortium (CPC) oil exports rose 5% in April to 6.314 million tons, up from March levels.

According to Jin10, on May 25, 2026, People's Bank of China Governor Pan Gongsheng met French Central Bank Governor François Villeroy de Galhau to exchange views on global and Chinese economic conditions, China-France and China-Europe financial cooperation, and global economic governance. Pan

U.S. stock markets remain closed today (May 25) in observance of Memorial Day, the national holiday honoring fallen soldiers.

Opening Global crude oil markets experienced sharp declines on Monday as Middle East tensions showed signs of easing, but supply constraints remain acute. Brent and WTI crude futures both fell more than 5% intraday, with prices approaching the $90 per barrel psychological threshold. However,

According to Macroeconomics Office analyst Thomas Matthews, most major economies are unlikely to cut interest rates in 2026 even if the Middle East conflict ends, according to research cited by Jin10. If the war's conclusion sparks a bond market rally, the scale of gains will vary by region based on

According to Guru Club, the main coking coal futures contract opened its daily limit-up on May 25, with intraday gains narrowing to 8.34%, currently trading at 1,299 yuan per ton.

According to Morgan Stanley's latest research published on May 25, Asia is entering an energy investment supercycle exceeding $5.5 trillion as artificial intelligence reshapes global energy demand. The bank identifies four key drivers: AI data centers, regional power shortages, geopolitical

According to Shenyin Wanguo Futures (via Jin10), on May 25, PX supply and demand are both declining due to low downstream utilization rates and seasonal weakness in terminal demand. Middle East tensions easing also puts downward pressure on prices through reduced production costs and sentiment.

According to the Bank of Israel, the central bank cut its benchmark interest rate to 3.75% today (May 25), in line with market expectations.

According to BlockBeats, Kevin Warsh, personally appointed by President Trump, was sworn in as Federal Reserve Chair on May 25. The shift marks Trump's first full assumption of political responsibility for U.S. economic and inflation performance, following his prior attribution of high rates, weak h

On May 25, Sichuan Province and Ansteel Group Co., Ltd. signed a strategic cooperation framework agreement in Chengdu. According to the agreement, the two parties will collaborate on green and efficient development of vanadium-titanium strategic resources, building a world-class vanadium-titanium ne

According to BlockBeats, this week crypto markets will focus on U.S. economic data including PCE inflation, initial jobless claims, and housing data, key indicators for the Federal Reserve's June rate decision. Markets predict the Fed will maintain interest rates unchanged in June, based on

According to BlockBeats, on May 25, SpaceX disclosed a $20 billion GPU lease agreement with Valor Equity—a fund linked to Elon Musk's associate Antonio Gracias—ahead of the company's IPO. Valor holds over 7.3% of SpaceX, valued at $90 billion to $140 billion based on target IPO valuations. The lease