Global TradFi & Macroeconomics

According to Bank of England Governor Andrew Bailey, Federal Reserve Chair Kevin Warsh's latest remarks at the Jackson Hole Economic Symposium carry "real substance." Warsh, who took the Fed's helm in 2026 after succeeding Jerome Powell, has signaled a shift away from the detailed forward guidance t

According to Sosovalue data, U.S. spot bitcoin ETFs recorded $202 million in net outflows on August 28, snapping a nine-day inflow streak that had accumulated roughly $3.04 billion. The reversal marks the first outflow day after bitcoin ETF assets surpassed $100 billion in net assets on August 27.

According to Jin10, Italy's Eni announced on August 29 it is collaborating with Venezuelan authorities to support the country's energy sector recovery. The move comes as the Trump administration seeks to control 55% of actual output from a joint venture involving oilfields with approximately 65

The International Monetary Fund (IMF) forecasts that global inflation will rise to 4.7% by the end of 2026, as the ongoing US-Iran conflict—now spanning six months—continues to disrupt energy markets and shipping routes. The extended regional tensions have weighed on global economic growth, with ene

According to US Treasury Secretary Scott Bessent, Japan has no debt obligations to the US Treasury. In reality, Japan is the largest foreign holder of US Treasuries, with holdings estimated between $1.1 and $1.2 trillion. Between July 31 and August 1, 2026, the US and Japan conducted coordinated

According to Sosovalue data, U.S. spot bitcoin ETFs saw $202 million in net outflows on August 28, breaking a nine-day inflow streak that had accumulated $3.04 billion since August 17. The same day, spot ether ETFs bucked the trend, pulling in $102 million and extending their own buying run to ten c

Nvidia delivered better-than-expected fiscal second-quarter results on Wednesday, marking its fourth consecutive quarter of accelerating revenue growth and issuing a strong outlook for the next fiscal year. The AI chip leader's stellar earnings lifted the broader market Thursday, with the Nasdaq

According to CEO Mark Stewart in an Aug. 14 CNBC interview, Goodyear reported a net loss of $453 million through the first half of 2026, with an operating margin of just 1.6%, falling short of its Goodyear Forward turnaround plan targets. The company's debt remained above $7 billion at the end of

According to Bloomberg, Finland-based smart ring maker Oura is preparing for an IPO as soon as September 2026, seeking up to $30 billion in funding with a potential valuation exceeding $160 billion. The company has already sold over 5.5 million rings and accumulated nearly 5 million paying

According to Kitco News, spot gold fell to $4,549.15 per ounce on Friday following the University of Michigan's final Consumer Sentiment reading for August at 51.7, which, while beating economist expectations of 51, marked a significant decline from July's 55.2. Gold last traded at $4,556.41 for a l

According to Grayscale on Aug. 27, bitcoin's 90-day correlation with the Nasdaq 100 has fallen from more than 60% to roughly 33%, while its correlation with gold climbed to above 50% over the same period, citing Bloomberg data through Aug. 24. The shift reflects investors increasingly treating bitco

Shareholder Serenity recently questioned Sivers Photonics (SIVE) for prioritizing Sweden's domestic market over the U.S. market, calling the strategy "incomprehensible." Serenity noted that Swedish investors focused questions on operational challenges rather than future growth, with roughly

According to CNBC, Salesforce reported stronger-than-consensus earnings on Wednesday, with AI and data annual recurring revenue (ARR) reaching $3.9 billion, more than tripling in a single year. Adjusted earnings per share hit $5.90, nearly double the consensus estimate of $3.27, while non-GAAP

According to Digital Daily, South Korea's central bank raised its benchmark interest rate to 3.00% on August 27, marking the second consecutive monthly hike from 2.75% the previous month. The rate hike of 0.25 percentage points represents the first back-to-back increases since the tightening cycle b

According to ChainCatcher, Arthur Hayes advocates buying Bitcoin, predicting it will perform well in coming years if the U.S. continues monetary expansion, with prices potentially reaching $250,000. Bitcoin has surged approximately 20% since mid-August, boosting its market capitalization by $300

On Friday, U.S. Treasury yields rose after Federal Reserve Chair Kevin Warsh signaled at Jackson Hole that interest rates may need to rise again if inflation fails to move convincingly toward the Fed's 2% target.

According to Evercore ISI analyst Mark Mahaney, the firm raised its price target for Amazon to $335 and maintained an Outperform rating on May 1, citing strong momentum from Rufus, the company's AI shopping assistant. More than 250 million customers used Rufus in 2025, with users 60% more likely to

According to Reuters, investors withdrew $22.33 billion from U.S. equity funds in the week through Aug. 26, marking the biggest weekly outflow since March. Large-cap funds suffered the steepest selling with $24.73 billion in net withdrawals, while mid-cap funds attracted $2.24 billion and small-cap

According to Kitco News, Copper Giant Resources reported Thursday that directional hole MD-070 returned 771 meters grading 0.54% copper equivalent at its flagship Mocoa project in southern Colombia. The interval, beginning 211 meters downhole, contained 0.33% copper and 0.039% molybdenum, with a