Global TradFi & Macroeconomics

According to Wolfe Research, momentum stocks saw their best single day since December 2000 on July 31, following the liquidation of hedge fund Situational Awareness. The iShares MSCI Momentum Factor ETF (MTUM) surged 5.5%, marking its largest daily gain since April 9, 2025. Key holdings including

According to Wall Street Journal, KKR is nearing an agreement to acquire Integer Holdings, with an estimated valuation of $127 per share. The deal is expected to be announced as early as next week. Shares of Integer surged 11% on the

Onshore yuan against the US dollar (CNY) closed at 6.7525 at Beijing time 03:00 on July 31, up 3 pips from Thursday's night session close. Trading volume reached 38.2 billion USD.

According to FinanceFeeds report, on July 31, 2026, the Bank of Japan maintained its key short-term interest rate at 1.00% following its July policy meeting. The central bank revised its median real GDP growth forecasts upward, signaling confidence in moderate economic expansion. Suspected

Circle received a limited-purpose trust charter from the New York Department of Financial Services (NYDFS) on July 31, 2026, becoming the company Circle New York Trust under state banking law. The charter authorizes Circle to provide fiduciary and digital asset custody services but prohibits

According to a Bloomberg column, Elon Musk has denied a Wall Street Journal report that Tesla may spin off its China business to facilitate a merger with SpaceX, calling the claim "absurd fake news." However, Bloomberg warns that if Tesla is internally discussing such restructuring, it could

According to ISM-Chicago on July 31, Chicago Purchasing Managers Index (PMI) rose to 57.6 in July, up 0.9 points from the previous month and beating market expectations of 56.0. The rebound marks a recovery after June's 6.0-point decline to 56.7, which was the steepest drop since November of the

Fred Hickey, founder of The High-Tech Strategist investment newsletter, said the months-long correction in gold prices may be forming an important bottom as investors grow skeptical of what he calls the biggest technology bubble in history. In an interview with Kitco News, Hickey explained that

According to Fred Hickey, founder of The High-Tech Strategist investment newsletter, the recent correction in gold prices—from a January peak of around $5,600 per ounce to below $4,000—may signal an important market bottom. Hickey told Kitco News that massive capital diversion into artificial

WTI September crude futures closed up $1.08, or 1.29%, at $84.67/barrel on July 31, advancing 22.23% for the month but declining 5.19% this week. Abu Dhabi Murban crude futures fell 8.37% to $78.54/barrel, down 19.07% this week despite gaining 13.81% in July, when it reached $114.92/barrel on July 2

WTI September crude oil futures rose $1.08 to $84.67 per barrel today, up 1.29% on the session. The contract declined 5.19% over the week but has gained 22.23% in July. Abu Dhabi Murban crude fell 8.37% to $78.54 per barrel, with a weekly decline

Shanghai Gold Exchange gold futures (T+D) closed down 0.71% to 881.08 yuan per gram on Friday, July 31, while silver futures (T+D) fell 0.99% to 14,094.0 yuan per kilogram.

South Korea announced on the 31st (local time) that it will begin importing Argentine crude oil starting next year and finalized a double taxation prevention treaty with Argentina, following President Lee Jae-myung's state visit to Buenos Aires. Wi Sung-rak, Director of the National Security

Shanghai Futures Exchange WTI crude oil December 2026 futures closed up 0.71% at 553.80 yuan per barrel in overnight trading on July 31. Shanghai gold futures declined 0.89%, while Shanghai silver futures fell 1.01% in the same

According to sources cited by media, the New York Federal Reserve on Friday (July 25) directed at least two major U.S. banks to monitor the yen-to-euro exchange rate.

According to National Security Advisor Woo Sung-lak, South Korea and Argentina finalized multiple cooperation agreements on July 31, marking significant progress in energy and investment ties. The countries agreed to begin formal crude oil imports from Argentina in 2027, following a pilot program th

Reddit Inc. (RDDT) secured a procedural victory in its legal battle against AI data harvesting after a federal judge denied motions to dismiss key claims against Perplexity AI and SerpApi. The court ruling allows Reddit to advance claims under Section 1201 of the Digital Millennium Copyright Act

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