Global TradFi & Macroeconomics

According to Morgan Stanley analyst Joseph Moore, cited by Citrini, DRAM prices in data centers rose at least 25% in the third quarter of 2026 compared to second quarter projections, exceeding earlier forecasts. The memory shortage stems from surging AI demand consuming available DRAM capacity,

On Monday (July 20) during European afternoon trading, UK 10-year gilt yields rose 8.1 basis points to 5.032%, with gains accelerating after U.S. market open. The 2-year yield rose 5.2bp to 4.399%, while the 30-year yield climbed 9.1bp to 5.747%. The 2/10-year yield spread widened 2.947bp to 63.313b

Oracle (ORCL) and Bloom Energy (BE) stocks fell in Monday morning trade after New Mexico rejected a natural gas pipeline application critical to Oracle's Project Jupiter data center. BE's stock dropped more than 7%, while ORCL's shares fell 3.5%, trading at their lowest level since April 2025. The r

From 15:45 to 16:00 (UTC) on July 20, 2026, BTC saw a slight short-term rise of 0.55% within 15 minutes, trading in a range of 65,241.6–65,662.2 USDT, with an Ampl of 0.64%. Market volatility was limited, but geopolitical risk-off sentiment became the main short-term focus. The core driver behind this move is the ongoing escalation of the military conflict between the US and Iran. The US carried out a ninth consecutive night of military strikes on Iran. Iran threatened to blockade the Strait of

According to VanEck analyst Matthew Sigel, on Monday, July 20, Oracle (ORCL) and Bloom Energy (BE) shares fell sharply after New Mexico rejected applications for a natural gas pipeline supplying Oracle's Project Jupiter data center. ORCL dropped 3.5% to its lowest level since April 2025, while BE

From 15:00 to 16:00 (UTC) on July 20, 2026, BTC rose 0.85% over the hour. Its price range was 64,415.9 to 64,985.7 USDT, with an amplitude of 0.88%. The price rebounded from the low to around 64,955, edging close to the 24-hour high. Safe-haven sentiment has improved, but overall trading volume remains low, with limited market participation. The main driver behind this move is the ongoing escalation of the military conflict between the US and Iran. The US carried out airstrikes on multiple Irani

On Monday (July 20), Germany's 30-year Bund yield rose 3.2 basis points to 3.651% in European trading. The 10-year yield climbed 2.5 basis points to 3.150%, trading within a range of 3.117%-3.154% and forming a W-shaped pattern with a notable dip at 19:30 Beijing time. The 2-year yield

During Monday's European session close on July 20, German 30-year government bond yields rose 3.2 basis points to 3.651%. The 10-year yield gained 2.5 basis points to 3.150%, while the 2-year yield increased 0.7 basis points to 2.792%. The 2/10-year yield spread widened by 2.123 basis points to 35.8

According to Alex Svanevik, Nansen CEO, on July 21, he turned bullish on Apple, citing five key reasons including improved Siri capabilities, user-end AI inference development, strong cash flow, new leadership, and brand value. Svanevik noted that Siri's experience in iOS 27 Beta showed notable impr

According to Bloomberg, the 60-day correlation coefficient between South Korea's KOSPI index (Korea's benchmark equity index) and the Nasdaq 100 index reached 0.46 on July 20, approaching a two-year high. The reading is roughly three times higher than the five-year average of 0.16, signaling

According to Strategy's latest SEC filing, the Bitcoin treasury firm raised $263.5 million in net proceeds between July 13–19 by selling 2,732,318 MSTR shares through its at-the-market offering program, bringing its USD Reserve to $3.225 billion. The company's Bitcoin stash of 843,775 BTC remained u

Netflix returned to the investment-grade corporate bond market on July 21, issuing bonds due 2036 at a spread of 95 basis points above U.S. Treasuries, according to sources familiar with the matter. The streaming giant plans to use the proceeds to repay approximately $1 billion in debt maturing

According to Yonhapinfomax, U.S. 10-year Treasury yields rose by 2.50 basis points to 4.567% on July 20 (EDT morning), while 2-year yields climbed 2.60 basis points to 4.198%. Bond prices fell as inflation concerns stemmed from intensifying U.S.-Iran military operations and Houthi forces'

According to Capitec Macroeconomics, the gap between 10-year and 2-year U.S. Treasury yields is expected to narrow further in coming months, potentially leading to a full yield curve inversion. The macroeconomic research firm cited geopolitical tensions around the Strait of Hormuz as a

On Monday (July 20), Eurozone sovereign bond yields moved higher in late European trading. France's 10-year yield rose 2.2 basis points to 3.948%, while Italy's 10-year yield climbed 2.7 basis points. Spain's 10-year yield gained 2.0 basis points to 3.609%, and Greece's 10-year yield increased 2.2 b

According to a Chevron statement, the company is shutting down oil production at its Petronius platform in the Gulf of Mexico and evacuating all personnel to land in response to an approaching tropical storm. Chevron said oil production at its other Gulf of Mexico operations continues at normal

Morgan Stanley overtook Goldman Sachs as the top AI debt-deal bank in 2026 as global AI-related debt issuance nears $570 billion. Morgan Stanley CEO Ted Pick states that 2026 data center capital expenditure is running near $850 billion, up from a $575 billion forecast made in November 2025. The

According to Bitcoin.com News, Morgan Stanley overtook Goldman Sachs as Wall Street's top AI debt-deal bank in 2026 as global AI-related debt issuance approached $570 billion. Morgan Stanley CEO Ted Pick noted that data center capital expenditure surged to roughly $850 billion in 2026, up 48% from a

According to BlockBeats, Alphabet stock rose 2.8% on July 20, boosting the combined wealth of Google co-founders Larry Page and Sergey Brin by approximately $15 billion. Page's net worth increased by around $8 billion to $292.4 billion (second globally), while Brin's rose by $7.4 billion to $269.7 b

On July 20, German DAX 30 index closed up 0.12% at 24,862.78 points. France's CAC 40 rose 0.11%, Italy's FTSE MIB gained 0.04% with its banking index up 0.71%, while the UK's FTSE 100 fell 0.73%.