Global TradFi & Macroeconomics

According to Morgan Stanley CIO Mike Wilson on August 24, the current economic cycle bears similarities to the post-World War II era, characterized by elevated nominal GDP growth and inflation persistently above 2%. Wilson noted that U.S. Treasury yield trends have reversed course, with long-term in

RUM Group secured a six-year GPU services agreement valued at approximately $13.7 billion with an unnamed U.S. cloud customer, a deal CEO Chris Pavlovski said positions the company's Quake AI division to compete with CoreWeave, Nebius and other neocloud operators. The contract covers GPU capacity an

According to Bloom Energy’s (NYSE: BE) quarterly report for the quarter ended June 30, Q2 revenue surpassed $1 billion for the first time, rising 165% year over year. Management raised its full-year 2026 revenue guidance to $3.9 billion–$4.2 billion. Growth was driven by a $25 billion partnership with Brookfield Asset Management and power-supply contracts with multiple technology giants. Bloom Energy Q2 2026 Earnings Highlights: Revenue Surpasses $1 Billion for the First Time Bloom Energy produc

According to SoSoValue data, Solana spot ETFs recorded net inflows of $33.49 million overnight on August 24. Bitwise Solana Staking ETF (BSOL) led with $24.99 million in daily net inflows, bringing its total historical inflows to $948 million. Fidelity Solana Fund ETF (FSOL) followed with $4.84 mill

Gate News, August 25 — According to Gate market data, as of press time, GF (GoldFinger) is trading at $0.00742, up 46.11% over the past 24 hours. It reached a high of $0.00798 and a low of $0.00477, with 24-hour trading volume reaching $23.8k. Its current market cap is approximately $130 million. GF is the native governance token of the GoldFinger project. GoldFinger is an RWA (real-world asset) project focused on connecting precious metal assets, including gold, copper, and silver, with the Web

South Korea's National Pension Service has not initiated active dollar purchases in the spot foreign exchange market despite the USD-KRW exchange rate falling to the 1,370 won range, marking a yearly low. On the 25th, according to sources familiar with the matter, policymakers and market

The Canadian government will announce retaliatory tariffs against the United States on May 25 (local time), according to foreign media reports citing a government statement on May 24 (local time). Four cabinet ministers including Innovation Minister François-Philippe Champagne and Foreign Minister M

According to Yonhap Infomax, the dollar-won exchange rate fell to 1,370 won on August 25, marking its lowest level in 13 months since July 2025. The currency pair hit a daily low of 1,376.50 won earlier in the session. Market participants noted that the rapid decline accelerated after signals

According to CNBC host Jim Cramer on Monday (Aug 24), AI data center expansion faces mounting regulatory and political headwinds. Pennsylvania and Texas have imposed stricter requirements, including mandatory infrastructure cost absorption by developers and tighter environmental standards. Cramer st

US President Donald Trump threatened to impose 50% tariffs on Canadian automobiles, trucks, auto parts, and steel effective January 1, escalating a trade conflict between the two nations. The Trump administration already imposed 50% tariffs on approximately $20 billion worth of Canadian imports

According to The Fact, Nvidia's stock declined 2.91% to $208.48 on August 24 (local time), marking its seventh consecutive trading day of losses—the longest streak since September 2022. The company will report its fiscal Q2 2027 earnings on August 26, with a conference call beginning at 6 a.m. KST o

According to Leaders Index, a research firm analyzing South Korea's top 500 companies by revenue, operating profits surged nearly 279 trillion won over the past year through August 25, 2026. However, capital expenditures

According to Yonhapinfomax, HM Pharmaceutical's stock fell 9.35% to 489,500 Korean won on August 25 morning, reversing gains from the previous day when it surged 30% following the announcement of a technology transfer agreement with Roche subsidiary Genentech. The company transferred a non-GLP-1

According to the Reserve Bank of Australia's latest meeting minutes, the central bank indicated that inflation risks are balanced rather than tilted upward. The shift in the RBA's stance reflects an adjustment in its assessment of inflationary pressures in the Australian

According to Vietnam's Ministry of Industry and Trade, on August 22, Vietnam made a final determination in its third anti-dumping review of H-beam steel originating from China, reducing anti-dumping duties from 13.38% to 6.78% for manufacturers and exporters Hebei Jinxi Type Steel, and its

According to Reserve Bank of Australia minutes released Tuesday (August 25), several policy committee members indicated that rate hikes may be necessary given upside inflation risks, while others argued the current cash rate of 4.35% is working to bring inflation down and provides time to assess

According to the latest Reserve Bank of Australia (RBA) meeting minutes, the current cash rate is positioned at the upper end of both model and market neutral rate estimates, though the bank acknowledges uncertainty in these

According to the Reserve Bank of Australia's August monetary policy meeting minutes, the central bank held interest rates unchanged at 4.35%, determining that maintaining the current level is appropriate. The RBA noted that the present rate is gradually helping rebalance the economy. However,

According to the RBA meeting minutes released on August 25, the Reserve Bank of Australia noted it will receive data on inflation, employment, and GDP before its September meeting.