Global TradFi & Macroeconomics

According to Seoul Economics, South Korean beauty company Derma Lab Global hit a 52-week high of 275,500 Korean won on July 29, closing at 265,000 won as the broader KOSPI fell over 5% amid semiconductor stock selloffs. The stock has gained approximately 80% since the start of 2026. Institutional i

According to Tom Lee, research director at Fundstrat, on Wednesday the Federal Reserve is most likely to maintain interest rates unchanged, citing recent progress in inflation data. Lee noted that latest inflation readings

According to Jin10, Australia's federal government has committed 4 million Australian dollars to assess the feasibility of building a new refinery in Western Australia on July 29. The proposed facility would be the country's first major refinery built since the 1960s. Currently, Australia operates o

According to Foresight News, HeartSciences (HSCS), a Nasdaq-listed company, submitted preliminary merger documents to the SEC yesterday for its proposed combination with Fortitude Mining Holdings, a Zcash mining subsidiary of DCG. The transaction involves issuing approximately 107.6 million shares o

Meta Platforms and BlackRock announced Tuesday they will jointly build a 1-gigawatt artificial intelligence data center in El Paso, Texas, with completion targeted for 2028. The venture shifts Meta's infrastructure costs off its balance sheet onto private investors, with BlackRock-managed funds

According to ChainCatcher, Grayscale CEO Mintzberg has applied to sell GXRP ETF shares at a price approximately 45% lower than the January application submitted by founder Barry Silbert and Chief Legal Officer Craig Salm. Over the past six months, GXRP's outstanding shares have declined from 5.79 mi

According to Goldman Sachs analysis shared by Nick Timiraos, the fed funds futures market is pricing a one-in-three probability that the Federal Reserve will raise rates today. Goldman noted that regardless of whether the Fed decides to hike or cut, the outcome will represent the largest surprise at

The Federal Reserve announced that its FOMC meeting will resume as scheduled on Wednesday morning (Beijing time: evening) at 9:00 AM.

According to JPMorgan Chase on July 29, the U.S. Treasury is expected to avoid signaling larger future bond issuance when announcing its quarterly refunding plan next week, to prevent roiling the bond market ahead of November midterms. The bank estimates a $3.7 trillion funding gap over the next

Bernstein lowered its price target on Circle (CRCL) to $140 from $190 while maintaining an Outperform rating, with analyst Gautam Chhugani publishing a note on Wednesday that assessed the Open USD consortium as a lesser competitive threat than market sentiment suggests. Circle's USDC stablecoin

SpaceX revenue projections for 2026 and 2027 were published alongside analyst price targets ranging from $225 to $300. The projections estimate total revenue accelerating from $39 billion in 2026 to roughly $65 billion to $75 billion in 2027, driven by Starlink operations currently generating an est

According to Bernstein analyst Gautam Chhugani (via The Block), the firm cut Circle's (CRCL) price target to $140 from $190 today, maintaining an 'outperform' rating and implying roughly 118% upside from the current stock price of $64.32. Bernstein also lowered its 2026 year-end USDC supply

The Korean government announced additional regulatory measures for single-stock leveraged exchange-traded funds (ETFs) on the 29th to address heightened volatility in Korean stocks. Deputy Prime Minister and Minister of Economy and Finance Koo Yun-chul chaired an emergency market monitoring

SoFi Technologies reported stronger-than-expected second-quarter results on Wednesday, with adjusted net revenue of $1.2 billion, up 40% year-over-year. However, SoFi stock fell 6% in pre-market trading to approximately $15.76, as investors reacted negatively to the company's unchanged

Seagate Technology Holdings (STX) received multiple analyst upgrades Wednesday following a Q4 earnings beat, with Rosenblatt raising its price target to $1,400 from $1,300 and maintaining a Buy rating. The hard disk drive maker reported Q4 earnings per share of $5.71 on revenue of $3.63 billion,

According to Yonhap Infomax, South Korea's government announced additional measures on July 29 to regulate single-stock leverage ETFs and curb market volatility. The announcement came during an emergency meeting presided over by Deputy Prime Minister and Finance Minister Koo Yun-chul, with

On July 28, China's leading down jacket manufacturer Bosideng (03998) released its 10th Environmental, Social and Governance (ESG) report, disclosing 2025/26 fiscal year sustainability achievements. The company, which has operated in the down apparel sector for 50 years, has integrated sustainable p

According to Jin10 citing HSBC analyst Daragh Maher on July 29, the U.S. dollar could weaken if the Federal Reserve holds interest rates unchanged, as markets have already priced in some rate hike expectations. Maher noted that at least three Federal Reserve members would need to vote for a rate hik