Global TradFi & Macroeconomics

Berkshire Hathaway ended its 14-quarter selling streak in Q2 2026, recording net stock purchases of approximately $20 billion. For the first half of 2026, the company accumulated $39.4 billion in stock purchases against $27.8 billion in

According to BofA analysis, the Bull & Bear indicator reached 9.7 in the week ending August 5, marking its highest level since 2021 and entering the sell signal zone. The rise was driven by high-yield fund inflows, narrowing global high-yield and AT1 spreads, and improved index breadth. Weekly fund

US Bitcoin spot ETFs recorded a net inflow of 1,899.60 BTC on August 6, marking the fourth consecutive trading day of positive inflows. Total holdings rose to 1,223,658.34 BTC. The August 6 inflow was smaller than the August 5 figure of 3,989.89 BTC, but funds continued to flow into the ETFs,

According to recent comments, U.S. Treasury Secretary Yellen characterized the second-quarter GDP growth slowdown to 1.5% (annualized) from the prior 2.1% as a "very noisy figure." She attributed the deceleration to technical factors, including the Strategic Petroleum Reserve drawdown, while

US Bitcoin spot ETF total holdings rose to 1,223,658.34 BTC on August 6, with net inflows of 1,899.60 BTC marking the fourth consecutive trading day of net inflows. Weekly holdings have accumulated 10,946 BTC in net additions over the past seven trading

Fed analysis indicates the US labor market's breakeven employment level—the monthly job growth needed to maintain a stable unemployment rate—may have fallen below 10,000 due to a sharp slowdown in immigration, according to a FEDS Notes report. In July, US nonfarm payrolls declined by 23,000,

Thomas Barkin, President of the Richmond Federal Reserve, stated that the Fed will return inflation to 2% and that multiple paths exist to achieve this goal. He noted that the current environment resembles sailing against headwinds, requiring tightened policy if price pressures persist, though he

Russ Savage, billionaire founder of Rockstar Energy, has purchased over 12 million Celsius shares, giving him approximately 4.7% stake in the cryptocurrency lending platform. According to a social media post, Savage is calling for the removal of CEO John

Russ Savage, billionaire founder of Rockstar Energy, has purchased millions of shares of Celsius and is now calling for the removal of CEO John Fieldly. According to a Twitter post, Savage controls more than 12 million shares of Celsius, representing approximately a 4.7% stake in the

Citi lowered its target price for Micron Technology stocks from $1,500 to $1,150 following the Future of Memory and Storage (FMS) conference. The revision reflects adjusted DRAM and NAND pricing assumptions after meetings with memory supply chain and third-party experts, alongside applying an 8x pri

According to Webull, the U.S. Treasury market has expanded to $31 trillion from $4.5 trillion in 2007, but traditional major buyers including China, Japan, and the Federal Reserve face weakened purchasing capacity to absorb the growing debt

Kakao agreed to a 6.3% salary increase for 2026, with an additional 3 million won special incentive bonus, according to reports. The announcement came after market close today (August 11). Meanwhile, Kakao's Q2 operating profit reached 276 billion won, up 36% and marking a quarterly record, while th

According to Zhitong Finance, on August 11, Chinese Finance Investment Management Ltd (00605) approved a RMB 35 million loan through its subsidiary Shenzhen Lingda Microfinance. The loan, issued to two customers, carries a six-month term and an annual interest rate of 1.44%.

The US July employment report is set for release as markets price in approximately 50% probability of a Federal Reserve rate hike in September. According to a Dow Jones survey, July nonfarm payrolls are forecast to increase by 83,000, up from 57,000 in June, while the unemployment rate is expected t

Tesla's allocated funds for California's MyFirstEV program have been fully depleted in just 4 days since the program launched on August 3. According to the program data, 30% of the allocated budget remained as recently as 22 hours ago, indicating rapid demand for the

According to Cass data, U.S. manufacturing employment rose by 5,000 in July, though the sector remains in a downtrend. The weakness aligns with declining activity in the trucking sector, signaling broader softness in goods-producing

According to Bloomberg, the Trump administration announced on Tuesday a $3 billion mining project aimed at strengthening domestic critical mineral development ahead of next month's US-China summit. The Defense Department's Strategic Capital Office will provide a $1.4 billion loan to Silica

President Trump called for the US to achieve the world's lowest interest rates, similar to levels from 30 years ago. He described Fed Chair Waller as 'fantastic' but criticized the Federal Reserve board as 'very political' and suggested some Fed officials 'may have bad intentions'. Waller, whom Trum

KOSPI, Samsung Electronics, and SK Hynix staged a sharp recovery after a severe plunge, with analyst Kim Hyo-jin from the securities industry presenting a framework of three barriers to retesting previous highs. On July 31, KOSPI surged 17.91% in a single day to close at 6,595.45, while Samsung Elec

Republic Services $RSG increased its quarterly dividend by 7.20% to $0.67 per share. This marks the company's 23rd consecutive annual dividend increase.