Global TradFi & Macroeconomics

According to SemiAnalysis, ASML raised its full-year 2026 guidance for the second time in Q2, signaling strengthened momentum in the semiconductor equipment cycle. The institution highlighted positive indicators including order visibility extending to 2028, accelerated capacity expansion, planned

According to Korean Economic TV, on July 23, Alphabet announced it will continue expanding capital expenditure to meet artificial intelligence demand. The statement eased market concerns about an AI investment peak, shifting investor focus to Microsoft, Meta, and Amazon and signaling potential

The US dollar strengthened on the 23rd, with the Dollar Index rising to 101.297 as of 8:03 AM Eastern Time, up 0.175 points or 0.173% from the previous close of 101.122, according to Yonhap Infomax. The currency gained as shipping disruptions in the Strait of Hormuz and Red Sea coincided with

According to Yonhap Infomax, on July 23, the U.S. Dollar Index (DXY) rose to 101.297, up 0.175 points (0.173%) from the previous close of 101.122, as shipping disruptions in the Red Sea and Strait of Hormuz drove up international oil prices. Pro-Iran Houthi forces claimed responsibility for

According to Yonhapinfomax, the USD/KRW exchange rate weakened to 1,472.80 Korean won on July 23, down 7.30 won from the previous close. South Korea's surprise stronger-than-expected Q2 GDP growth of 3.7% year-over-year provided support for the won, while foreign investors' net purchase of 2.13

The U.S. Energy Information Administration will release its weekly natural gas inventory report at 10:30 PM Beijing time on July 23.

The U.S. Energy Information Administration (EIA) is set to release its weekly natural gas inventory report for the week ending July 17 shortly.

US stocks opened lower on July 23 (local time), with the Dow Jones Industrial Average down 0.94% to 51,725.23, the S&P 500 falling 0.95% to 7,427.92, and the Nasdaq Composite dropping 1.71% to 25,252.45 as of 9:51 AM. The declines followed disappointing Big Tech earnings from Alphabet and Tesla,

Canadian Prime Minister Carney stated that Canada enters the trade dispute from a position of strength and will take all necessary measures to defend its interests.

From 13:45 to 14:00 (UTC) on July 23, 2026, BTC fell 0.32% over 15 minutes, with the price touching the $64,864.8–$65,145.1 range and the amplitude of 0.43%. Over the past 24 hours, BTC has cumulatively fallen by about 1.66%, with an intraday low of $64,820. Market attention has clearly risen, and volatility has increased. The main driver behind this unusual move is the continued escalation of the military conflict between the US and Iran compounded by rising expectations for a Fed rate hike in

According to Fitch Ratings, default rates in Europe's leveraged financing market declined for the third consecutive month in June, yet market stress continues to accumulate. The rating agency expanded its Market Concern Loan list in its latest European corporate distress and default monitoring

According to IFX, Russia is discussing extending its diesel export ban by one month and its gasoline export ban by six months in recent discussions.

According to Interfax, Russia is discussing extending its gasoline export ban for six months.

According to PANews, on July 23, Ondo Finance announced that its SEC-registered broker-dealer subsidiary Oasis Pro Markets has received authorization from U.S. regulators to launch a regulated tokenized securities market in the U.S. under SEC and FINRA oversight. The authorization enables Oasis Pro

According to Federal Reserve Bank of New York data, the secured overnight financing rate (SOFR) rose to 3.62% on July 22, up 1 basis point from 3.61% the previous day. The effective federal funds rate remained unchanged at 3.63%.

Eurozone consumer confidence index came in at -15.9 in July, beating the forecast of -17 and improving from -17.7 in June, according to the initial reading released on July 23.

According to Jin10 Futures citing Antai Intelligence, silicon wafer prices fell this week (July 23) amid weakening downstream demand, elevated inventory levels, and cost pressures. Wafer supply remains loose as producers maintain normal output, while battery manufacturers focus on inventory

According to BIT trading data, the optical communications sector in U.S. stocks rose across the board on July 23. Lumentum and AAOI led gains with increases exceeding 7%, while Coherent and Ciena climbed

According to Lookonchain, U.S. Bitcoin and Ethereum spot ETFs saw net inflows of 1,064 BTC and 37,753 ETH today (July 23). Over the past seven days, Bitcoin ETFs accumulated net inflows of 10,891 BTC, while Ethereum ETFs received 84,364 ETH in net inflows.

According to MSX.COM data, optical communication and cloud computing stocks surged on July 23, with Hut 8 and MaxLinear gaining over 8%, AAOI, Lumentum, AXTI, and IREN up over 5%, while Corning, Coherent, Nebius, and CoreWeave rose over 2%.