Global TradFi & Macroeconomics

According to Bitget market data, on July 20, Nasdaq-100 components showed mixed intraday performance. Semiconductors, storage, and AI infrastructure sectors led gains, with Lumentum surging 7.37% on strong AI data center interconnect demand, Teradyne rising 5.27%, and Western Digital

Morgan Stanley named Nvidia Corp. (NVDA) and Broadcom Inc. (AVGO) as its top picks in AI compute following the recent semiconductor sell-off. The firm identified memory stocks as a 'compelling entry point' after their pullback, according to a CNBC report citing analyst Joseph Moore's note on

According to Morgan Stanley, on Monday analyst Joseph Moore said the firm's preferred AI investments remain Nvidia Corp. (NVDA) and Broadcom Inc. (AVGO), while identifying memory stocks as a "compelling entry point" following the recent pullback. The VanEck Semiconductor ETF (SMH) fell 9% last

UK 10-year gilt yields rose to 5.025% intraday on July 20, marking the highest level since July 14, up 7 basis points for the day.

According to UAnalyze/Industry Data Center, Alphabet will report Q2 2026 earnings on July 22 (July 23 early morning Taiwan time), with market attention centered on the company's artificial intelligence data center and infrastructure capital expenditure plans. Intel is slated to report earnings on Ju

The XRP Ledger recorded an 8x surge in tokenized U.S. Treasuries from April 2025 to April 2026, growing from $50 million to $418.5 million according to Trensik, a platform tracking verified real-world assets on XRPL. The growth reflects increasing institutional demand for regulated,

According to Trensik, a platform tracking verified real-world assets on the XRP Ledger (XRPL), tokenized U.S. Treasuries surged from $50 million in April 2025 to $418.5 million by April 2026, marking an 8x increase in one year. The sharp rise reflects growing institutional demand for regulated,

The USD-KRW exchange rate traded in the early 1,480 KRW range during the New York session on the 20th. At 9:35 PM, the rate stood at 1,482.30 KRW, up 3.80 KRW from the previous session, according to the foreign exchange market. The rate reversed earlier declines driven by SK Hynix's American

According to SoSoValue, global listed companies (excluding mining firms) made net bitcoin purchases of just $1.33 million in the past week as of July 20, down 98.4% from the previous week. Strategy did not increase its BTC holdings, while Japanese-listed Metaplanet similarly made no

According to Yonhapinfomax, the USD/KRW exchange rate rose to 1,482.30 won on July 20, up 3.80 won from the previous session. The dollar index climbed to 100.890 after Houthi forces announced an immediate maritime blockade of Saudi Arabia, raising geopolitical risk appetite for the U.S.

According to the European Commission, nine construction chemicals companies from France, Germany, and Spain received formal objections on suspicion of price-fixing cartel activity. The companies, including Sika, Cemex, Chryso, Mapei, Master Builders Solutions, MC Bauchemie, TAM, Liesen, and Remel, a

According to Shanghai Nonferrous Metals, the import copper premium over domestic copper widened to $100 per ton last Friday, up from $20 per ton in late January and marking the first time the premium has reached three digits since May last

According to Russia's Foreign Ministry spokesperson Maria Zakharova on July 20, Ukraine conducted the fifth attack on Caspian Pipeline Consortium (CPC) tankers at the sea terminal between July 17-20. Multiple vessels servicing Kazakhstani oil operations were struck by drone attacks, resulting in

According to Hong Kong Economic Journal, HSI July futures reported 25,085 points tonight at approximately 10:31 p.m. on July 20, down 67 points or 0.27%, trading at a discount of 58 points with 11,895 contracts traded. The Hang Seng China Enterprises Index futures stood at 8,366 points, down 21 poin

According to JPMorgan Chase's global co-head of FX Meera Chandan, sterling will be supported by its relatively high yield before Britain announces its autumn budget, typically in November. Prior to the budget announcement, sterling trading will depend on more tangible factors like economic growth an

From 13:45 to 14:00 (UTC) on July 20, 2026, BTC fell 0.48% on the 15-minute candlestick timeframe, with a price range of 64,209.4–64,760.9 USDT and an Ampl of 0.85%. Market volatility intensified, and the Filled Amount was low, indicating that short-term funds’ risk-avoidance sentiment is heating up. The main drivers behind this abnormal move are the ongoing escalation of the U.S.-Iran military conflict. For the ninth consecutive night, the U.S. military carried out airstrikes in Iran. Iran thre

According to a company statement, Antofagasta Plc strengthened emergency response measures Monday at its Los Pelambres copper mine in central Chile as severe winter weather impacts the region. The company deployed heavy equipment to clear roads and support surrounding communities while protecting on

Brent crude oil surged to $88.26 by press time following a series of Iranian attacks on vessels in the Strait of Hormuz and subsequent U.S. air raids on Iran, which triggered Iranian missile launches against neighboring countries hosting American assets. The escalation occurred after Brent crude

According to MarketWatch, Brent crude oil surged to $88.26 by mid-July 2026 amid escalating Iranian military actions against vessels in the Strait of Hormuz and retaliatory U.S. air raids. Iranian missile attacks on regional American assets prompted the Pentagon response, raising geopolitical

According to Toronto-Dominion Bank managing director and senior economist Leslie Preston, recent weeks' oil price gains could erase downward pressure from lower gasoline prices on Canada's July CPI. The bank's report notes that despite oil prices remaining below recent highs, it still expects Canada