Global TradFi & Macroeconomics

According to BIT analysis, NEAR-USDT has demonstrated high correlation with AI-themed market movements as of July 29, with synchronized price action during both uptrends and downturns. While AI-related gains have primarily benefited DRAM stocks, energy assets, and broad-based ETFs such as South

EUR/USD rose to 1.14 today, up 0.13% in intraday trading.

On July 29, Woori Investment Securities raised deposit rates for individual customers by 0.05 to 0.30 percentage points in response to the base rate increase. The firm's commercial paper-based fixed deposits maturing in 1 year or 270–364 days now offer 3.80% annually on a pre-tax basis for individua

According to Ned Davis Research chief macro strategist Joe Kalish, reported by Jin10 on July 29, the Federal Reserve will likely raise rates by September, making this week's meeting crucial. With market pricing already reflecting a rate hike this year, Kalish argued for a near-term increase to

According to BNP Paribas Markets 360, on July 29, the bank expects the Federal Reserve to maintain interest rates at their current level, though a surprise rate hike cannot be entirely ruled out. The base case scenario is a single rate hike in December; however, the bank noted there is significant r

According to GPIF, the Japan Government Pension Investment Fund appointed three companies in May to manage Japanese government bonds, marking its first active management hirings in five years. The appointments were confirmed by the fund's

ASMPT (HK:0522) stock declined 7.8% to HK$128.6 after the company reported mid-year results today, with intraday lows touching HK$128.2 and trading volume exceeding HK$820 million. The company posted shareholder profit of HK$589 million for the first half, up 174% year-over-year, with sales

According to Gate Ventures' latest weekly report, Bitcoin rose 1.1% and Ethereum gained 4.4% this week amid global risk asset volatility. Spot Bitcoin ETF inflows reached $33.8 million for the week, marking the lowest level since launch, while spot Ethereum ETF attracted $103.9 million. The fear and

According to Jin10, offshore yuan Hong Kong Interbank Offered Rate (CNH HIBOR) showed broad increases on Wednesday, July 29. Overnight HIBOR rose 12 basis points to 1.37788%, marking its highest level since July 23. One-week HIBOR held steady at 1.40000%, two-week HIBOR rose to 1.43606%, and

Bitcoin declined to the $63,000 range ahead of the Federal Reserve's interest rate decision on the 29th. Yahoo Finance attributed the decline to falling AI-related stocks, uncertainty over the Fed's next rate decision, and delays in cryptocurrency-related legislation in Congress. The market faces re

Visa announced its strongest Q3 earnings in history on July 28: net revenue of $11.5 billion (up 14% year over year), and payment volume rose 10% year over year, breaking through $4 trillion for the first time. That same day, CEO Ryan McInerney sent an internal memo announcing layoffs of about 2,600 positions; in his letter, McInerney said that AI is “accelerating” the evolution of how the entire organization works. Visa Q3 2026 earnings data: net revenue of $11.5 billion, up 14% year over year

According to MarketWatch, space-related exchange-traded funds and individual stocks plunged sharply in July amid rising concerns about U.S. defense spending and political uncertainty. Procure Space ETF (UFO-US) fell 13.5% through late July after declining 22.4% in June, while other space-themed

According to Barron's, UBS analyst Brian Meredith raised Berkshire Hathaway Class A stock's price target to $877,848 on July 28, implying 15% upside from current levels. Meredith upgraded the target from $854,596 and maintained a "buy" rating, estimating the stock's intrinsic value at

According to Korean financial sources, yen exchange volume at the country's five major banks hit a 19-month high this month, with 31.5 billion yen exchanged between July 1–27 as the won-yen exchange rate fell to the 800 won-per-unit level. The surge reflects increased demand from both summer

Bitcoin declined to the $63,000 range on the 29th as the cryptocurrency market faced pressure from multiple factors ahead of the Federal Reserve's rate decision, according to Yahoo Finance. The report identified artificial intelligence-related stock declines, uncertainty surrounding the Fed's next r

Bitcoin miner Ionic Digital Inc. (NASDAQ: IOND) climbed more than 25% from its $50 opening price to nearly $63 in its Nasdaq debut on July 28. Ionic went public through a direct listing rather than a traditional initial public offering, with existing shareholders selling shares directly and the

According to Yahoo Finance, Bitcoin fell to around $63,000 on July 29 ahead of the Federal Reserve's interest rate decision, pressured by declining AI stocks, uncertainty over Fed policy, and delayed cryptocurrency legislation. Market participants on Polymarket lowered the probability of the

According to Reuters, Ionic Digital Inc. (NASDAQ: IOND) climbed more than 25% from its $50 opening price to $63 in its Nasdaq debut on Tuesday, July 28, giving the Bitcoin miner an implied valuation of approximately $2.75 billion. Ionic went public through a direct listing rather than a

According to the Japan Petroleum Association (PAJ), Japan's commercial crude oil inventories declined by 320,605 thousand liters to 10.8845 million kiloliters for the week ended July 25. Refinery BPSD utilization rate fell to 88.7% from 89.6% the previous week.