Global TradFi & Macroeconomics

The S&P/CS 20-City Composite Home Price Index (non-seasonally adjusted) rose 1.6% year-over-year in May, exceeding economist expectations of 1.3%. The index's prior reading was revised upward to 1.2% from the originally

The S&P/CS 20-City Home Price Index rose 0.2% month-over-month in May, surpassing market expectations of 0% and improving from April's -0.04% decline.

The S&P/CS Composite-20 House Price Index rose 0.9% month-over-month in May, down from 1% in the prior month.

According to Bloomberg senior ETF analyst Eric Balchunas, on July 28, semiconductor ETFs dominated U.S. stock market pre-market trading by volume, with SOXL leading the top 15 most-traded ETFs. Ten out of the top 15 pre-market ETFs were semiconductor-related, up from five in the previous day's top 1

According to Redbook, the U.S. business retail sales year-over-year rate rose to 8.1% for the week ending July 25, up from 7.8% the previous week.

According to Bloomberg, Visa is cutting approximately 2,600 employees, or about 7% of its workforce, with layoffs affecting its technology and product teams. CEO Ryan McInerney said the company aims to improve operational efficiency and redirect resources toward high-potential business areas. Visa p

According to BlockBeats, on July 28, President Trump stated that new tariffs will not harm the U.S. economy.

According to Morgan Stanley analysts, the firm released a report on July 27 presenting three frameworks for calculating generative AI return on invested capital (ROIC). The frameworks cover GPU rental services from hyperscale cloud providers, model API operations on proprietary infrastructure, and m

According to Yonhapinfomax, the USD/KRW exchange rate fell to 1,459.40 won on July 28, down 9.10 won from the previous close as of 9:07 p.m. in New York. The decline was driven by dollar selling from exporters including SK Hynix ahead of month-end, and foreign investors' net short positions of 43,00

Micron Technology Inc. (NASDAQ: MU) stocks fell 6.59% to approximately $840.88 in pre-market trading on Tuesday, following a 2.25% decline to $900.20 in the previous session. Investors reduced exposure to semiconductor companies amid concerns about whether massive AI infrastructure investments can g

According to Jin10, spot gold and silver consolidated at lower levels during the intraday trading session in the evening pre-market period.

Micron Technology Inc. (NASDAQ: MU) stock fell 6.59% to approximately $840.88 in pre-market trading on Tuesday, extending losses from the previous session when shares dropped 2.25% to $900.20. The decline reflects growing investor concerns about whether massive AI infrastructure investments can

According to IIR, Kuwait Oil Company shut down portions of its Al-Zour refinery on July 18 due to a power outage, with the facility capable of processing 615,000 barrels per day. The company expects to restart parts of the refinery before

According to Bank of America, on July 28, the Federal Reserve is expected to keep interest rates unchanged in July. The bank noted that a rate hike would be unprecedented: since 1994, the Fed has never raised rates when market probability of a hike fell

According to Jin10, U.S. ADP employment changed by 15,000 for the week ending July 11, down from 16,500 in the prior week.

The U.S. goods trade deficit reached $101.5 billion in June, better than the forecasted $100 billion deficit but an improvement from May's $105.8 billion shortfall.

According to Global Markets Investor, the Japanese yen fell below 163 against the US dollar, reaching its weakest level in 40 years on July 28. The move pushed USD/JPY to levels last seen in 1986. Hedge funds have increased bearish bets against the yen to 114,030 contracts worth approximately $8.7 b

According to BeInCrypto data, Ethereum has gained 19.6% over the past month, outperforming Bitcoin's 5.2% rise and leading the 20 largest cryptocurrencies. The ETH/BTC ratio climbed to 0.030 on July 27, marking its strongest reading in 3 months, indicating Ethereum's relative strength against Bitcoi

According to Bloomberg, Janus Henderson fund manager Alison Porter said on July 27 that the AI industry is entering a "circular funding" phase: growing AI applications demand more computing power, which in turn drives tech giants to increase capital expenditure continuously. Porter noted that

Alphabet announced second-quarter earnings on Wednesday and raised the top end of its 2026 capital expenditure forecast to $205 billion as the company rushes to open new data centers for artificial intelligence. Shares of Google's parent fell 7% on Thursday, with Amazon, Meta and Microsoft stocks al