Global TradFi & Macroeconomics

According to Argus Media, wait times for vessels at the Panama Canal reached 19 days on August 28, the highest level since 2022, forcing LPG tankers to take unprecedented routes including circumnavigating South America. Ship-tracking data confirmed two ultra-large tankers conducted an unusual ship-t

After about one month of joint intervention by Japan and the United States, the Japanese yen rebounded from a 40-year low of approximately 164 to 155.23, but gains have not sustained and the currency is now approaching 160 again. Strategists note that while the intervention successfully slowed the y

CrowdStrike reported second-quarter fiscal 2027 results on August 26, 2026, sending shares up 20.5% to $227.96 on August 27, the stock's largest one-day gain in at least five years. Q2 revenue reached $1.4709 billion, up 25.8% year over year, while annual recurring revenue (ARR) accelerated to $5.84

According to its August 19 financial report filed with the SEC, Wolfspeed reported Q4 fiscal 2026 revenue of $149.6 million, down 24.1% year on year, with GAAP gross margin of -25% and non-GAAP gross margin of -20%. The stock closed at $29.09 on August 19, then fell 9.42% to $26.35 on August 20 on 9

Samsung Biologics submitted a securities registration on the 28th for a 3 trillion won capital increase through a rights offering to existing shareholders followed by a public offering of unsubscribed shares. According to the electronic disclosure system, the company plans to issue 2.27 million

According to Ukraine's General Staff, Ukrainian forces struck Russia's Yaroslavl oil refinery, one of the largest fuel production facilities, overnight on Aug 28, triggering a fire. The facility is located 280 km northeast of Moscow. Yaroslavl Governor Mikhail Yevrayev stated that all 67 drones

According to tech columnist Tae Kim at Barron's, Michael Burry acknowledged gains on Nvidia and Microsoft calls placed ahead of earnings on Thursday. His Nvidia calls appreciated between 50% and 60% in less than 24 hours after the chipmaker reported $96.2 billion in quarterly revenue, exceeding

According to Stocktwits, IREN Ltd. shares declined more than 8% in overnight trading late Thursday (Aug 27) after reporting fiscal fourth-quarter revenue of $137.2 million, below analyst consensus of $157.14 million. The bitcoin miner and AI infrastructure company posted an adjusted loss of $0.41

According to Jin10, Bank of China's Vice President Liu Chenggang stated on August 28 during the bank's 2026 interim earnings call that net interest margins in the second half will trend toward stabilization and recovery. While newly issued yuan-denominated loans show signs of stabilization,

According to Seoul Econom, Samsung Biologics (207940) submitted a securities filing on August 28 to issue 2.27 million new shares at approximately 1.322 million won per share, raising about 3.9 trillion won. The proceeds will fund the acquisition of

According to Jin10, major economic indicators are scheduled for release next week. The U.S. non-farm payroll data and unemployment rate for August will be published on September 4 at 20:30 (UTC+8), while the ISM Manufacturing PMI and ISM Services PMI are due on September 1 at 22:00 and September 3 a

According to KBS News, South Korea's KOSPI index fell 1.79% to 6,788.88 yesterday (August 27), marking its first decline in four trading days, despite NVIDIA surging over 8% overnight. The selloff was driven by combined pressure from foreign investors and domestic institutions unloading large-cap se

On August 25, the U.S. Treasury unveiled Operation Economic Outcast, designating over 60 entities in Iran-related sectors including digital assets, technology, gold, aviation, and shipping. Two days later, President Trump signaled potential escalation, responding to questions about sanctioning

Michael Burry thanked veteran tech journalist Tae Kim on Thursday after Kim praised the investor for making substantial profits on Nvidia (NVDA) and Microsoft (MSFT) call options placed ahead of recent earnings reports. Burry disclosed his Nvidia calls appreciated 50% to 60% in less than 24 hours fo

According to Arthur Hayes speaking on Laura Shin's Unchained Podcast, MicroStrategy's (Nasdaq: MSTR) mNAV premium compressed to 0.74x as of August 27, erasing the company's historical market advantage. MSTR holds 840,447 BTC but faces annual dividend obligations of approximately $1.5 billion on

According to Cnyes, China's A-stock market declined on August 28, with major indexes closing in negative territory. The Shanghai Composite Index fell 0.11% to 3,952.18 points, the Shenzhen Component Index dropped 0.68% to 13,953.07 points, and the ChiNext Index declined 1.41% to 3,424.40 points.

The SEC has declared Evernorth's Form S-4 registration statement effective on August 27, setting the stage for Armada Acquisition Corp. II shareholders to vote on September 30, 2026, on the proposed business combination. If approved and closing conditions are met, the combined company will trade on

According to Palo Alto Networks CEO Nikesh Arora, on Friday, August 28, the AI-driven memory chip "supercycle" will eventually turn cyclical as excess profits attract innovation and cheaper production methods. "All supply constraints over time have to equate. When excess profits are made in a

According to Korean Economic Daily, South Korea's KOSPI index surged 23% over six months since February, yet 77% of the market's 803 listed companies experienced declining market capitalization. The concentration stems from capital inflows to mega-cap stocks Samsung Electronics and SK Hynix, which a

Circle (CRCL) and Coinbase (COIN) shares fell more than 3% following a Wall Street Journal report that JPMorgan Chase and a consortium of major banks were exploring stablecoin issuance after the advancement of the CLARITY Act. The declines reflected investor concern over potential competition from t