Global TradFi & Macroeconomics

According to Farside Investors, US spot Bitcoin exchange-traded funds attracted $242.3 million in net inflows on Thursday (Aug. 27), extending their ninth consecutive trading session of positive flows. The buying streak began on Aug. 17 and has accumulated approximately $3.04 billion in total inflow

U.S. stock index futures traded mixed overnight late Thursday, with Nasdaq-100 futures falling 0.05%, while Dow futures and S&P 500 futures gained 0.15% and 0.01% respectively at 11:37 PM EDT, following strong quarterly earnings from major technology companies. Investors are now focused on Federal

Nvidia reported better-than-expected earnings on August 27, marking its sixth consecutive quarter of earnings surprise. The company's operating margin expanded again, defying expectations of a potential slowdown. The financial performance underscores accelerating AI chip demand driving Nvidia's

According to the Wall Street Journal, Sheikh Tahnoon bin Zayed Al Nahyan's StringZ Holding RSC holds a 49% stake in WLTC Holdings, which backs World Liberty Financial's proposed US trust bank. An entity affiliated with President Donald Trump's family owns another 38%. The Office of the Comptroller o

According to Changxin Technology's H1 2026 earnings report, the company forecasted that global DRAM supply shortages will persist through the second half of 2026. The chipmaker said it will monitor macroeconomic fluctuations and geopolitical developments while focusing on operational efficiency,

According to AXIOS, U.S. officials are targeting the restoration of oil exports through the Strait of Hormuz to 60 percent to 70 percent of pre-conflict levels by mid-September.

According to CNBC, Marvell Technology shares fell 8% in premarket trading on Thursday despite beating second-quarter revenue expectations, as its raised fiscal 2028 outlook failed to meet investor sentiment. The chipmaker expects revenue to grow approximately 50% year-over-year to around $18

President Donald Trump hinted at potential sanctions on Chinese banks over their transactions with Iran when he responded 'Who said I'm not?' to reporters in the Oval Office. The remark came two days after Treasury Secretary Scott Bessent announced Operation Economic Outcast on August 25, a sanction

Bain Capital invested $66 million in RQD Clearing as part of a $74 million funding round for the stock and options clearing firm. Nyca Partners and ABN AMRO's clearing bank provided the remaining capital, according to a company spokesman. The investment comes as the US options market grew 25% from a

Strategy Inc., formerly known as MicroStrategy, ranked as the 10th-most actively traded equity in the United States, generating $4.4 billion in daily trading volume and outpacing companies like Microsoft and Meta in share turnover. The surge is driven by the company's Bitcoin treasury strategy,

According to AXIOS citing U.S. officials, oil tanker traffic through the southern route of the Strait of Hormuz has increased to 20–30 vessels per night in recent weeks, with daily cargo volumes reaching 9–10 million barrels of crude oil. This represents approximately 50 percent of pre-war

JPMorgan projects global food inflation could reach roughly 5% on an annualized basis in the first half of 2027, nearly doubling from an estimated 2.8% in the first half of 2026, according to a report titled 'Food Security is National Security' published July 24. The bank attributes the projected in

On August 28, lithium carbonate surged nearly 5% to approach previous highs after stabilizing above the 150,000 level. Apple futures recovered their full weekly losses amid tight supplies of early-season fruit due to weather

According to a company spokesman, Bain Capital's Tech Opportunities team invested $66 million in RQD Clearing, with the fintech firm raising $74 million in total, including contributions from Nyca Partners and ABN AMRO's clearing bank. RQD has cleared over 500 million stock transactions this year, r

According to a JPMorgan report published July 24, global food inflation could rise to approximately 5% on an annualized basis in the first half of 2027, nearly doubling from an estimated 2.8% in the first half of 2026. The bank identifies two primary drivers: fractured fertilizer supply chains due t

According to AXIOS, over the past month Iran continues firing on vessels passing through the strait but has demonstrated limited precision strike capability. A U.S. official stated that only 2% of ships transiting the waterway have been

On Thursday (Aug 28), U.S. President Trump praised Nvidia's (NVDA) earnings performance and 2028 fiscal year revenue growth forecast on social media. Trump also commended Micron Technology (MU) as one of the world's "hottest"

On Thursday, Nike, Nio, and McDonald's shares fell to historic lows—$38.17 (12-year), $4.30 (52-week), and $259.85 (two-year) respectively—as investors weighed turnaround challenges and weak consumer demand. Nike slipped 0.3%, Nio dropped 0.2%, and McDonald's fell over 2%. Nike faces restructuring c

According to MoneyDJ, USA Rare Earth announced on August 24 the completion of a $1.55 billion capitalization for a special purpose vehicle overseeing the first phase production of the Serra Verde project, with the U.S. government contributing $750 million. The arrangement includes a magnetic rare

Nike Inc. (NKE), Nio Inc. (NIO), and McDonald's Corp. (MCD) fell to fresh 52-week lows on Thursday as investors weighed challenges ranging from restructuring costs and weak consumer spending to intense competition in China's electric vehicle market. Nike shares dropped to a 12-year low of $38.17, Ni