Global TradFi & Macroeconomics

According to CTWANT, a three-member Japanese parliamentary delegation departed for China on August 24 to meet with top Communist Party officials and attempt to repair bilateral relations, particularly seeking resumption of rare earth mineral supplies. The delegation comprises one member from the

According to reports, President Trump said Monday that the U.S. desperately needs Canadian aluminum, stating "We have no aluminum. Most of our aluminum comes from Canada, and we need it very much." On the same day, Trump proposed building an aluminum plant in Inola, Oklahoma, writing on social

According to the 13F filing submitted by Duquesne Family Office, as of the end of the second quarter of 2026, billionaire investor Stanley Druckenmiller had fully exited his positions in Intel, Micron, and Broadcom, all of which he established in the first quarter, while initiating a new position in AMD stock. The AMD position represented approximately 0.8% of the assets reported in the Q2 filing. Why Druckenmiller Exited Intel, Micron, and Broadcom Intel and Micron have both more than doubled i

During Xiaopeng's earnings call on August 24 evening, CEO He Xiaopeng highlighted that advanced general-purpose humanoid robots face significantly greater technological challenges and innovation difficulties than intelligent vehicles—"at least 20 times higher." He further noted that the scarcity

According to Kiwoom Securities, the nation's top-ranked brokerage announced today (August 25) an analysis of its high-net-worth clients' investment behavior based on end-July data. The firm's individual customer base surged 11% year-over-year to 9.05 million, with particularly strong growth among ul

According to CNBC's Jim Cramer on Monday (Aug 24), U.S. 30-year Treasury yields surged to 5.3%, the highest level in 20 years, directly threatening stock valuations. The 10-year yield also climbed to 4.7%, reflecting growing investor concerns about fiscal deficits, inflation, and massive

According to Jin10 Futures, the CFETS-NEX yuan funding sentiment index fell 2 points to 53 as of 10:15 on August 25, compared to 55 at 8:45 a.m. Breakdown by institution type: large banks recorded 52 (down 2 points), mid-sized banks 55 (down 2 points), and non-bank institutions 51 (down 2 points).

According to Jin10, Shanghai gold traded at 1,003.15 yuan per gram during morning trading on August 25, 1.8 yuan lower than the international gold price of approximately 1,004.95 yuan per gram.

Foreign investors net purchased 13,423 contracts of 3-year Korean Treasury bond futures on the 24th, marking their largest buying activity in three trading days ahead of the Bank of Korea Monetary Policy Committee meeting. The buying pressure coincided with simultaneous demand in the interest rate s

NVIDIA will release its closely watched quarterly earnings report on August 26, but it faces the risk that even a strong report may not provide much of a boost to its stock. Yahoo Finance data shows that NVDA stock fell after earnings releases in 6 of the past 8 quarters. UBS analyst Tim Arcuri said in a report that the numbers matter more than the narrative and expects investors to gain greater confidence after the earnings report that FY2027 earnings per share will exceed $15. NVIDIA Stock Fel

Tesla will unveil the production model of its autonomous robotaxi 'Cybercab' on September 3 in Austin, Texas, according to Yahoo Finance on August 25. The launch event is part of Tesla's plan to strengthen its core autonomous driving capabilities for large-scale growth. Tesla stocks closed

According to Yonhapinfomax, foreign investors made significant purchases in South Korea's 3-year Treasury futures and interest rate swaps (IRS) on August 25, with net buying of 13,423 futures contracts and 1-year IRS declining 3.50 basis points, ahead of the Bank of Korea's monetary policy

According to Yahoo Finance, Tesla will unveil the production prototype of its autonomous Cybercab robotaxi on September 3 in Austin, Texas. The vehicle is designed exclusively for autonomous driving and features no steering wheel or brake pedal. The announcement comes after Nevada regulators

Hanmi Pharmaceutical shares fell 10% on the 25th morning despite announcing a 3 trillion won obesity drug licensing deal with Genentech the previous day. The stock traded at 486,000 won as of 9:41 AM, down 54,000 won from the prior close. The decline followed a 39% surge over the preceding three tra

On August 24, U.S. Eastern Time, the optical communications sector faced a broad-based sell-off. Data from Gate 股票行情数据 showed that Applied Optoelectronics（AAOI） opened sharply lower, touching an intraday low of $102.10 before closing at $107.63, down 13.77% on the day, with its market cap falling back to $9.1 billion. It continued weakening to $106.95 in after-hours trading, down 0.63%. The sector-wide spillover effect was significant—Roundhill Optical Module ETF (LYTE) fell 7.3%, Coherent (COHR

According to The Kobeissi Letter, hedge funds posted net outflows of U.S. stocks last week at the largest single-week level since April 2025's "liberation day" week, ending a consecutive 3-week period of net inflows. Individual stocks accounted for approximately 53% of total selling, with 9 out of 1

Morgan Stanley diagnosed the current economic cycle as resembling the period immediately after World War II, according to a report issued on the 24th (local time) by Chief Investment Officer (CIO) Mike Wilson. Wilson explained that the economy has entered a phase similar to that era, driven by

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