Global TradFi & Macroeconomics

According to the U.S. Energy Information Administration (EIA), American oil production is expected to average 13.83 million barrels per day in August, a slight increase from 13.82 million barrels per day in July. The EIA forecasts production will decline to 13.77 million barrels per day in

According to the Korea Exchange on August 29, South Korean refining stocks S-Oil, SK Innovation, and GS have surged on expectations of improved refining margins through next year. GS has risen 133% year-to-date, while S-Oil is up 85.8% and SK Innovation up 17% since January 2. The gains

According to CNBC analysis citing S&P Global assessments, Big Tech's massive AI infrastructure investments are straining balance sheets. In the second quarter ended June, Meta's free cash flow plummeted 91% year-over-year as capital expenditures surged 88% to $31.1 billion. Alphabet posted its

According to Colombia's National Hydrocarbons Agency, oil production in July declined 2.46% year-over-year, with an average daily output of 727,920 barrels.

According to Colombia's National Hydrocarbons Agency (ANH), liberalized natural gas production declined 9.41% year-over-year in July, falling to 722 million cubic feet per day.

According to ChainCatcher citing on-chain analytics platform Arkham, BlackRock's ETHA ETF accumulated $1.02 billion in Ethereum over the past 9 days with an average purchase price of $3,060 per token, with zero net sell days recorded during the

According to S&P Global and Moody's, Meta Platforms, Amazon, Alphabet, and Microsoft are confronting unprecedented pressure on their balance sheets as artificial intelligence buildout accelerates. The four hyperscalers are projected to spend roughly $960 billion on capital expenditures in 2027,

Fed Chair Kevin Walsh delivered a hawkish policy speech on August 28 at the Jackson Hole Global Central Bankers Conference, signaling the central bank remains committed to fighting inflation. Walsh stated that improved inflation readings over the summer "do not indicate a meaningful improvement" in

According to Guru Club, spot gold crashed nearly 3% on Friday, August 28, falling to around $4,464 per ounce and breaking below the $4,500 level as Federal Reserve Chair Powell reiterated the central bank's commitment to its 2% inflation target at Jackson Hole. Powell warned that if inflation does n

According to Hanmi Pharma's announcement on August 24, the South Korean pharmaceutical company agreed to license its Phase 1 obesity treatment candidate HM17321 to Roche subsidiary Genentech. The deal is valued at up to $23.05 billion, with a non-refundable upfront payment of $1.9 billion, plus

According to Kitco News, Federal Reserve Chair Kevin Warsh said Friday at the Jackson Hole Economic Symposium that inflation remains a bigger concern than the slowing labor market, signaling a tightening bias. Warsh noted the Fed's preferred inflation measure, the 12-month PCE price index, stands at

According to Kitco News, spot gold fell sharply to $4,543.80 per ounce on Friday (August 28) following the U.S. Bureau of Labor Statistics' announcement of a downward revision to nonfarm employment. The preliminary benchmark revision totaled -79,000 (-0.1 percent) for the 12-month period through

According to Zangle, a crypto data analytics firm, U.S. spot Bitcoin and Ethereum ETFs saw net inflows of $1.156 billion and $746.7 million respectively during the week of August 21-27. The inflows came as the U.S. Securities and Exchange

Affirm Holdings reported stronger-than-expected fiscal fourth-quarter results on Friday, with revenue reaching $1.17 billion versus the $1.11 billion estimate, while gross merchandise volume hit $14.1 billion, surpassing the $13.39 billion expectation. CEO Max Levchin told CNBC that high gas

According to Cointelegraph analysis, this week Bitcoin's rally above $80,000 drove crypto stocks soaring, with miners and digital asset treasury companies posting double-digit gains. Bitcoin extended its weekly advance past 23%, while Ether gained nearly 30% to trade above $2,500 over the past week,

According to Korea Exchange data, Samsung Electronics shares fell 3.38% to 257,000 won on Aug 28, while SK Hynix declined 4.45% to 1.653 million won. Despite current weakness, major securities firms maintained buy ratings, citing Samsung's massive shareholder return plan and competitive advantages i

Salesforce shares jumped 23% on August 27, marking their best single day since 2020, after the company reported revenue growth of 11% and announced a strategic partnership with Anthropic dubbed "Claudeforce." Annualized revenue from Salesforce's Agentforce AI products soared 240% year-over-year to e

According to MarketWatch, Microsoft (MSFT) stock hit a six-day consecutive winning streak on Friday (August 28), marking its longest winning stretch since October 2025. The stock closed up 1.68% at $513.53 per share, with cumulative gains of 6.7% over the six-day period. The rally reflects

According to Guru Club, on August 29, President Trump announced reaching an oil agreement with Venezuela, stating that the US has gained majority control over 65 billion barrels of oil reserves.

According to Yonhap Infomax, on August 28, the USD/JPY exchange rate surged to 160.082 yen in New York afternoon trading, marking the first time above 160 yen since July 31 coordinated intervention by Japan and the U.S. The dollar index (DXY) rose 0.506% to 99.655, the largest single-day gain since