Global TradFi & Macroeconomics

According to Melius Research's Head of Technology Research Ben Reitzes during a recent CNBC interview, the recent correction in semiconductor stocks represents a compelling buying opportunity. Reitzes described the selloff as the "exclamation point" of the latest AI pullback, driven by investor

According to Kpler, a maritime tracking agency, Iraq's crude oil exports via the Strait of Hormuz totaled over 30 million barrels between July 4 and August 4, representing a 71% decline from the pre-war monthly average of 105 million barrels.

According to Yonhapinfomax data, the U.S. 10-year Treasury yield fell 4.60 basis points to 4.638% on August 4 as of 9:31 a.m. ET. The 2-year yield declined 5.70bp to 4.199%, while the 30-year yield dropped 3.20bp to 5.199%. The yield curve steepened, with the 10-year to 2-year spread widening to 43.

According to Yonhapinfomax, the USD/KRW closed at 1,426.80 won on August 4, down 3.00 won from the previous day, amid U.S. Treasury Secretary Scott Bessent's remarks on currency volatility. Bessent stated that if the yen weakens, other currencies may follow, and noted that "excessive volatility

Dinari announced Tuesday it has become the first company to allow eligible U.S. investors to trade over 700 tokenized stocks using USDC through self-custody wallets. The move follows a partnership with Circle that enables U.S. individuals and businesses to buy and sell every stock in the S&P 500

Dinari said Tuesday it has become the first company to allow eligible U.S. investors to trade over 700 tokenized stocks using USDC through self-custody wallets. Through a partnership with Circle, U.S. individuals and businesses can now buy and sell every stock in the S&P 500 directly onchain. Dinari

SpaceX will release its first quarterly earnings report as a public company after the market closes on August 4, with the stock trading at $117 at press time, up 2.75% from the intra-day low but down approximately 15% from its $135 IPO price and more than 50% from its post-listing peak. The report f

According to Deutsche Bank, the banking giant maintains a fourth-quarter 2026 gold forecast of $4,600 per ounce while estimating the metal's fair value could reach $4,700 per ounce by year-end. Gold traded at $4,059 as of August 4, down more than 6% year-to-date. Despite the pullback, Deutsche Bank

On Tuesday, August 4, UK gilt yields declined across the curve during late European trading. The 2-year gilt yield fell 7.4 basis points to a daily low of 4.232%, while the 10-year yield dropped 5.9 basis points to 4.893%.

According to Jin10, China's central bank announced it will conduct 500 billion yuan worth of outright reverse repo operations on August 5, with a 3-month maturity. Meanwhile, data from Japan's central bank indicated that it likely did not intervene in the foreign exchange market on Monday. U.S.

According to BIT, on August 4, U.S. storage sector stocks surged broadly. Seagate Technology (STX) rose 3.68%, Western Digital (WDC) climbed 4.19%, SanDisk (SNDK) jumped 10.6%, Micron Technology (MU) gained 7.75%, and SK Hynix ADR

Gold traded near $4,060 an ounce on Aug. 4 as geopolitical risk supported demand while expectations for higher U.S. interest rates limited the rebound. Spot gold rose 0.2% to $4,062.41 an ounce by 5:04 a.m. GMT, and U.S. gold futures gained 0.7% to $4,117.50, with traders balancing uncertainty

Silver traded close to $59 an ounce on Tuesday, Aug. 4, as geopolitical uncertainty and renewed precious-metal demand offset concerns about higher U.S. interest rates. Spot silver rose 1.2% to $58.88 by 6:50 a.m. GMT, outperforming gold's smaller gain. Markets were pricing a 65% probability of a

The MSCI Nordic Index rose 1% to 399.39 points today (August 4). The Nordic industrial sector led gains among ten sectors, while Nokia surged 6.5% as the top performer among Nordic stocks.

Spot gold rose 0.2% to $4,062.41 an ounce on August 4, with U.S. gold futures gaining 0.7% to $4,117.50. Geopolitical risk supported demand, while a roughly 65% market-implied probability of a Federal Reserve rate increase in September limited gains. According to Citi, gold is forecast to

According to ChainCatcher, Intel (INTC.O) stock surged 10% today, while the Philadelphia Semiconductor Index (SOX) advanced 6.2%, based on Gate Trading data.

On Aug. 4, spot silver rose 1.2% to $58.88 per ounce amid geopolitical uncertainty and renewed precious-metal demand offsetting concerns about higher U.S. interest rates. The metal faces a tightening technical range, with resistance at $59.20 potentially opening the path toward the $60

According to Jin10, market pricing no longer reflects expectations for a 25 basis point rate hike from the Bank of England this year. Traders have shifted their positioning away from this scenario.

According to BlockBeats, on August 4, traders no longer expect the Bank of England to hike rates by 25 basis points for the remainder of the year.

Hashdex, a Brazilian asset manager, is liquidating its DEFI spot bitcoin exchange-traded fund after August 17, according to a filing with the U.S. Securities and Exchange Commission reported by CoinDesk. The closure marks the first U.S. spot bitcoin ETF liquidation involving a fund that holds bitcoi