Global TradFi & Macroeconomics

According to Evercore ISI analyst Mark Mahaney on May 1, the firm raised its price target for Amazon (AMZN) to $335, citing strong momentum from Rufus, the company's AI shopping assistant. Mahaney maintained an Outperform rating and projects that Rufus and related AI features could collectively

According to U.S. Treasury Secretary Scott Bessent on August 28, the U.S. and Japan acknowledged that their joint intervention in July-August was intended to prevent extreme yen volatility from driving up U.S. Treasury yields. Bessent stated that as a major holder of U.S. Treasury bonds, Japan's

According to Moneydj, on August 24, USA Rare Earth announced completion of a $1.55 billion capital raise for its Serra Verde Phase 1 special purpose vehicle, with the U.S. government contributing $750 million. The arrangement includes price floor protections for rare earth elements, with terms

Bank of England Governor Andrew Bailey praised Federal Reserve Chair Kevin Warsh's latest speech as carrying "real substance," according to remarks made at the Jackson Hole symposium. Warsh has been signaling a shift in Fed communication strategy, moving away from extensive forward guidance toward a

According to an announcement on Aug. 27, the U.S. Securities and Exchange Commission declared Evernorth Holdings Inc.'s Form S-4 effective, clearing the way for Armada Acquisition Corp. II (Nasdaq: XRPN) shareholders to vote on the planned merger. The registration statement becoming effective

According to Kitco News, on Friday (August 29), spot gold fell to $4,543.80 per ounce after the U.S. Bureau of Labor Statistics released employment data showing a downward revision of 79,000 to nonfarm payrolls for the 12 months to March 2026. The revision represented a 0.1 percent decline. Gold

On Friday, August 28, investor Michael Burry trimmed his position in Veeva Systems (VEEV) after the stock nearly doubled in recent months, reducing his stake to approximately 3% while maintaining the holding. According to his Substack post, Burry remains bullish on Veeva's intrinsic value and

According to its statement, Nasdaq-listed bitcoin mining company Bitdeer mined 273.5 BTC and sold 273.5 BTC in the week ending August 28, resulting in zero net increase. The company continues to maintain a zero bitcoin holding

According to Ripple Prime, Delta One business went live on Aug. 27, offering institutional clients total return swaps on U.S. equities, indices, and digital assets with cross-margining across supported asset classes. The launch expands Ripple Prime's multi-asset prime brokerage platform to include e

According to Benzinga, Broadcom (AVGO) declined over 1.5% on Friday, August 28, as semiconductor tariff uncertainty pressured chip stocks amid broader concerns over AI infrastructure supply chains. The tech sector fell 1.31%, underperforming the S&P 500's 0.14% decline. Reports indicated the Trump a

According to Financial News, on August 29, South Korea's finance ministry is proceeding with the original draft of a bill designed to prevent stock price depression during shareholder inheritance and gifting, despite a presidential instruction for full review issued earlier this month. The bill is e

According to Reuters, multiple risks are converging in September as global investors return from summer break. Iran's war and tensions in the Strait of Hormuz continue to roil energy prices, while the U.S. Federal Reserve and Bank of Japan will hold rate decisions, potentially driving volatility

According to Bank of America Global Research report released on August 27, global DRAM and NAND spot market supply sufficiency ratio has dropped below 50% in September, with prices expected to rise 10-20%. The bank cited strong AI infrastructure demand, prioritized supplies to major customers from c

According to Yicai, Blue Owl Capital-managed funds led US$2.4 billion in debt financing for IREN, an Australia-based AI data center operator, to purchase Nvidia Blackwell Ultra graphics processing units and expand its Mackenzie facility in British Columbia. The package comprises a US$1.2 billion se

According to Shinhan Investment & Securities, the Currency Debasement ETF that debuted earlier in 2026 has rebounded 24.8% from recent lows as of late August. The rally follows weak first-half returns amid growing demand for alternative assets, driven by U.S. fiscal instability and declining

According to Jeffrey Roach, Chief Economist at LPL Financial, Fed Chair Kevin Warsh's Jackson Hole speech this morning may lack explicit policy details, but footnotes and citations could reveal important clues about future monetary policy direction. Roach advised investors to listen for

According to ETF market data, South Korean investors shifted funds into low-risk products on August 29 as the domestic stock market continued its pullback. The KODEX Money Market Active ETF led inflows over the past week with 531.9 billion won in new capital, as investors temporarily withdrew from e

According to Kitco News, Copper Giant Resources Corp. (TSXV: CGNT; OTCQB: LBCMF) reported Thursday that directional hole MD-070 returned 771 meters grading 0.54% copper equivalent (CuEq) at its Mocoa flagship project in southern Colombia. The interval, which began 211 meters downhole,

According to Kitco News, spot gold fell to a session low of $4,549.15 on Friday (Aug 29) following the University of Michigan's final August Consumer Sentiment reading, which came in at 51.7 — better than the consensus forecast of 51 but significantly below July's 55.2. Year-ahead inflation

According to Affirm's fiscal fourth-quarter earnings reported on Thursday and CEO Max Levchin's remarks to CNBC, the buy now, pay later firm posted revenue of $1.17 billion, surpassing the $1.11 billion LSEG estimate. Gross merchandise volume reached $14.1 billion, beating the $13.39 billion