Global TradFi & Macroeconomics

ASM International NV raised its 2027 revenue guidance above €4.6 billion from a prior range of €3.7–4.6 billion, driven by surging demand for semiconductor manufacturing equipment. The Dutch chipmaking equipment maker also guided third-quarter revenue of €1.1 billion, plus or minus 5 percent at

Royal Caribbean Cruises Ltd. has guided down its 2026 net yield growth to 2.35%-2.85%, citing cautious outlook for the second half of the year. Despite geopolitical tensions in the Middle East affecting cruise demand, the company maintains strong confidence in its European routes, with Chief

On Tuesday, July 28, as the Federal Reserve opened its FOMC policy meeting, U.S. Treasury yields declined across the curve. The 10-year yield dropped 5.06 basis points to 4.5981%, while the 2-year yield fell 5.17 basis points to 4.2706%, and the 30-year yield declined 4.58 basis points to 5.0907%.

Microsoft, Meta, Apple, and Amazon report earnings this week, with investors prioritizing evidence that record AI spending is generating revenue over traditional profit metrics. Alphabet established the benchmark on July 22 when its shares fell roughly 4% after hours despite beating nearly every

According to BeInCrypto, Alphabet raised its 2026 capital expenditure guidance to a range of $195 billion to $205 billion on July 22, up from the prior range capped at $190 billion. Despite posting second-quarter revenue of $119.8 billion—a 24% annual increase with diluted earnings of $9.11 per

South Korea's National Pension Service and other pension funds net purchased 105 billion won in Korean stocks during July as the KOSPI index crashed more than 2,400 points. On July 28, pension funds bought 113.5 billion won worth of stocks as the KOSPI plunged over 10 percent. NPS Chairman Kim

According to the Korea Exchange, as the KOSPI index dropped over 10% on July 28, South Korea's National Pension Fund and related entities made net purchases of 113.5 billion won on the day. Throughout July 1-28, these pension funds accumulated net purchases totaling 105 billion won despite market

Grayscale analyzed the Hyperliquid (HYPE) spot ETF and found it outperformed Bitcoin (BTC), Ethereum (ETH), Solana (SOL), and XRP spot ETFs in cumulative fund inflows by market capitalization since its launch. The crypto asset management company stated the HYPE ETF attracted the fastest

tastytrade launched Prediction Markets, offering retail customers CFTC-regulated event contracts through the same brokerage platform used for stocks, options, and futures. The launch makes tastytrade the first brokerage to use Apex Fintech Solutions' turnkey futures commission merchant

According to Bloomberg commodity indices, CBOT grain futures posted mixed gains on Tuesday, July 28 at the close of New York trading. The Bloomberg Commodity Grain Index rebounded 0.67% to 32.1052 points. CBOT corn futures climbed 1.48%, while wheat futures rose 0.72%. Soybeans advanced 0.49% to $12

Amkor Technology (AMKR) shares fell more than 24% on Tuesday, breaking below the 200-day moving average for the first time since August 2025. The drop followed the company's third-quarter revenue forecast of $1.95 billion to $2.05 billion on Monday, below the consensus estimate of $2.12 billion.

According to B. Riley, Amkor Technology (AMKR) shares plunged over 24% on Tuesday, breaking below their 200-day moving average for the first time since August 2025. The stock recorded its biggest single-day decline since March 2020. B. Riley lowered its price target to $65 from $75, citing

Onshore yuan (CNY) traded at 6.7710 against the U.S. dollar at Beijing time 03:00, down 85 pips from Monday night close. Trading volume reached 30.995 billion U.S. dollars.

According to market expectations, the Federal Reserve faces a 40% probability of a rate hike as the FOMC convenes this week, with 3 to 4 committee members potentially supporting an immediate increase. However, Chair Kevin Warsh shows no immediate urgency to act, citing concerns about supply-side

Abu Dhabi Murban crude futures fell 1.13% to $83.48 per barrel as of July 28.

According to Shanghai Gold Exchange, gold and silver futures closed lower on July 28 evening. Gold T+D declined 0.4% to close at 878.96 yuan per gram, while silver T+D fell 0.34% to 13,962.0 yuan per kilogram.

Shanghai Futures Exchange (SHFE) crude oil futures contract 2609 fell 2.48% overnight to close at 526.80 yuan per barrel. In the same session, SHFE gold futures declined 0.73% and silver futures fell 1.43%.

Jim Ferraioli, Head of Crypto Research at Charles Schwab, determined Bitcoin's fair value to be approximately $95,000 based on mining production economics. Ferraioli stated to Coindesk that this assessment derives from the cost structure of Bitcoin mining operations, where efficient miners produce o

According to Coindesk, Jim Ferraioli, Head of Crypto Research at Charles Schwab, determined Bitcoin's fair value at approximately $95,000 yesterday, basing the assessment on mining economics rather than short-term market sentiment. Ferraioli noted that the most efficient miners produce one BTC at a