Global TradFi & Macroeconomics

GE Vernova's stock fell 8.7% following its earnings announcement, marking the largest single-day decline since December 2025. The company raised its full-year revenue guidance to $455–465 billion, a $1 billion increase, while maintaining its adjusted EBITDA margin outlook. The decline reflects

Tesla's Chief Financial Officer disclosed that the company's electric vehicle order backlog in the second quarter reached its largest level since 2023, according to the CFO's statement.

According to YNA Infomax data, on July 22 (3 p.m. ET), the U.S. 2-year Treasury yield climbed to 4.3020%, marking its highest level since February 2025, while Fed funds futures reflected a 33.7% probability of a rate hike at next week's FOMC meeting (July 28-29), up from roughly 20% a day earlier. T

According to ChainCatcher, Tesla's stock fell 5% in after-hours trading. Elon Musk stated that scaling Optimus robot production will face significant difficulties.

Samsung Electronics announced a dedicated robotics division on the 22nd, triggering a sharp rebound in domestic robotics stocks. Rainbow Robotics, a Samsung subsidiary, closed 16.28% higher at 478,500 won on the 22nd, while Cosmo Robotics, TX Robotics, and N Robotics hit the daily upper limit with g

The Trump administration's temporary 10% global tariff expires on July 24 (local time), prompting the US Trade Representative (USTR) to implement new tariffs under Section 301 of the US Trade Act. The transition follows a February US Supreme Court ruling that declared existing reciprocal tariffs

Alphabet reported Q2 2026 revenue of $119.8 billion on July 22, up 24% year-over-year and beating market expectations of $116.9 billion. Cloud division revenue jumped 82% to $24.8 billion, also exceeding analyst estimates of $22.3 billion, driven by strong demand for AI infrastructure and

According to the Korean Exchange, domestic robot stocks surged on July 23 after Samsung Electronics announced the establishment of a robotics business division on July 22. Rainbow Robotics, a Samsung subsidiary, closed up 16.28% at 478,500 won, while three other robot-related stocks—Cosmo Robotics,

As of July 22, the Trump administration is preparing to replace its temporary 10% global tariff with new Section 301-based duties when the measure expires on July 24. According to Korean government officials and the U.S. Trade Representative, USTR will announce additional tariff measures on July 23.

According to Financial Times, under an upcoming EU sanctions package against Moscow, Greek shipping company Dynagas will be permitted to continue transporting Russian liquefied natural gas (LNG).

Yemen-based Houthi forces said they attacked a Saudi oil tanker for violating the maritime blockade they have implemented. The group characterized the vessel as non-compliant with their restrictions on shipping in the

Crypto exchange-traded funds attracted $252 million on July 21, with Bitcoin ETFs recording $203.14 million in net inflows during their sixth consecutive session of institutional demand. Blackrock's IBIT led the category with $163.89 million, pushing total Bitcoin ETF assets above $80 billion to

According to Bitcoin.com News, on July 21, Bitcoin spot ETFs attracted $203.14 million, extending a six-day inflow streak and pushing combined assets above $80 billion. Blackrock's IBIT led the category with $163.89 million of the day's inflows, accounting for more than 80% of total flows. Ether ETF

According to Alphabet's earnings call on Wednesday (July 23), the company's cloud business backlog reached $514 billion, up from $460 billion last quarter, driven primarily by strong demand for AI infrastructure and solutions. The company also announced plans to expand use of third-party compute

According to the Korea Exchange, South Korea's KOSPI experienced unprecedented volatility in July, with 11 sidecars (temporary halts on programmed trading) triggered through July 22, marking the highest monthly count on record. The market also saw 2 circuit breakers activated during the same

SpaceX stocks closed at $123.54 on July 21, up 3.08%. The company will release its first quarterly earnings since going public on August 4, followed by a partial lockup expiration on August 6. The rebound follows an eight-session decline that pushed shares below the $135 IPO price due to valuation c

According to Maeil Business Newspaper, SpaceX will release its first earnings report as a public company on August 4, with partial lock-up restrictions on 911.5 million shares held by employees and early investors lifted two days later on August 6. The restrictions cover approximately 20% of all loc

According to an announcement from S&P Dow Jones Indices and Pantera Capital on July 21, the companies launched a new digital asset index that ranks blockchain networks and protocols based on aggregate protocol revenue rather than market capitalization or token price. The index launched with 18

Coinbase Canada CEO Eric Richmond confirmed this week that the company is developing its Everything Exchange platform for Canadian users. Richmond told BNN Bloomberg the platform will combine crypto, stocks, ETFs, and prediction markets in a single app, though no hard launch date has been

According to Coinbase Canada CEO Eric Richmond in an interview with BNN Bloomberg this week, the company is expanding its "Everything Exchange" to Canadian users—a single platform combining crypto, stocks, ETFs, and prediction markets in one account. Tokenized stocks, which are shares recorded on a