Global TradFi & Macroeconomics

According to President Donald Trump's Truth Social post warning Iran would face retaliation for three U.S. service members' deaths, oil prices surged on Monday, July 21, with U.S. crude rising 0.9% to $83.23 per barrel and Brent gaining 1.3% to $89.22. The gains in oil prices triggered broader

Archer Aviation's (ACHR) stock is on track for its best week of the year as retail traders pile into the electric air taxi maker following the debut of its Thunder platform. The company's CEO Adam Goldstein said Thunder's

According to the U.S. Space Force, which announced on Friday night that it had awarded seven companies contracts to provide launch services, the order would cumulatively increase the ceiling by $11.4 billion under the National Security Space Launch program's Lane 1. The companies selected are

According to Nvidia's 13G filing on Monday, Nvidia disclosed it beneficially owns 22.25 million Class A ordinary shares of Nebius, representing a 9.3% stake in the neocloud operator. The stake includes 1.19 million shares held directly and 21.07 million shares held via pre-funded warrants, with

On Monday, Paramount Skydance stock fell to a 17-year low of $8.56 after a federal judge issued a temporary restraining order pausing its proposed $110 billion acquisition of Warner Bros. Discovery. Judge Araceli Martínez-Olguín temporarily halted the merger following an antitrust challenge by

According to an SEC filing announced Monday (July 21), New Era Energy & Digital Inc. (NUAI) shares surged more than 26% after Conversant Opportunity Master Fund LP, Conversant GP Holdings LLC, Conversant Capital LLC, and Michael Simanovsky jointly disclosed ownership of 5,387,220 common shares,

According to Axios, Qatar, Egypt, and Pakistan proposed a 10-day ceasefire to the U.S. and Iran on July 21 to reopen the Strait of Hormuz and resume negotiations. The proposal includes halting hostilities, reopening all shipping routes through the strait, and creating time for the U.S. and Iran to r

Bloomberg reported on the 20th (local time) that the KOSPI index's volatility reached 60% in 2026, exceeding Bitcoin's 50% volatility. The high volatility triggered seven circuit breakers at the Korea Exchange this year. Bloomberg identified three primary factors driving this volatility: the

Bloomberg senior ETF analyst Eric Balchunas warned on X that Bitcoin ETFs may be following the historical path of Gold ETFs. Bitcoin and gold are both value-storage vehicles that do not generate cash flow, unlike stocks with earnings support and bonds with interest payments. Fidelity’s IBIT currently has assets under management (AUM) of about $60 billion, down sharply from the $100 billion peak it briefly touched last year. Balchunas’s Historical Comparison of GLD and IBIT (Source: Bloomberg) Ac

According to Bloomberg, on July 20, South Korea's KOSPI index volatility reached 60% (Unicode字符数：约58字符), surpassing Bitcoin's 50% volatility. The elevated volatility prompted the Korean exchange to trigger circuit breakers seven times in 2026. Bloomberg attributed the heightened market swings

The Trump administration announced on Monday (July 20) an incentive program offering reduced import aluminum tariffs for companies that build, expand, or renovate aluminum smelting facilities in the United States. Upon government approval, the tariff rate will drop from the current 50% to

Morgan Stanley has emerged as a leading beneficiary of the AI bond issuance surge, earning $2.3 billion in underwriting fees during the first half of this year, up from $1.4 billion six months prior, according to Yahoo Finance on local time. The bank's success stems from its early positioning in

According to Yahoo Finance, Morgan Stanley has become a leading underwriter in the surging AI-related bond market, generating $2.3 billion in fees during the first half of 2026—a dramatic increase from $1.4 billion in the prior six months. AI bond issuance reached $236 billion from the year's

According to Yahoo Finance, Citi strategist Scott Chronert recently recommended expanding the 'Magnificent Seven' tech giants to include Broadcom (AVGO), Micron (MU), and AMD, arguing the original framework no longer reflects the true drivers of market gains. Chronert noted that framing the market a

South Korea's financial authorities are accelerating the domestic launch of spot Bitcoin ETFs, with focus on establishing safeguards to reduce investor losses before the product rolls out on July 21, according to regulatory announcements. The emphasis on preventive measures reflects lessons from the

South Korea's KOSPI 200 index gained 4% intraday on July 21, expanding its daily advance as trading progressed throughout the session.

On July 21, U.S. negotiators proposed a 10-day ceasefire, prompting crude oil and related futures to decline sharply as the geopolitical premium unwound. The shift reflected reduced immediate conflict risks in oil-supply-sensitive regions. However, the Houthi movement announced an embargo on

JP Morgan maintained its Overweight rating on Korean refining stocks on the 21st and changed its top pick from S-Oil to SK Innovation, citing record-high refining margins driven by renewed conflict in the Strait of Hormuz. The

Elon Musk billionaire investor Mark Cuban said on the Unmoderated News podcast “What It Takes” that employee ownership of company stock should become the norm. He also proposed specific policy mechanisms: governments can offer a corporate income tax rate below 21% as an incentive to encourage CEOs to grant each employee stock warrants or options in the same proportion. Mark Cuban’s Employee Stock Ownership Policy Proposal The policy mechanism Cuban proposed is as follows: governments can offer a

Copper prices are rising driven by artificial intelligence optimism, according to a Yahoo Finance report published on the 21st. Goldman Sachs commodities strategist Lavinia Poselese stated that AI has become the key narrative shaping expectations for future power, grid, and copper demand, with