Global TradFi & Macroeconomics

According to MBA data, U.S. 30-year fixed mortgage rates rose to 6.65% in the week ending July 10, compared to 6.58% the previous week.

Oklo (NYSE: OKLO) closed at $46.24 on July 14, 2026, down roughly 47% from its January 9 high of $115.72, as 25 analysts polled by S&P Global disagree about the stock's value by a factor of ten — the street-high target stands at $140 while the street-low sits at $14, with the average at $86.95,

According to Standard Chartered, chief strategist Eric Robertson stated on July 15 that interest rates have entered a structurally higher regime. U.S. rates will not return to zero, he noted, with similar increases occurring in Europe and Japan. Robertson highlighted that higher financing costs will

Hong Kong stocks rose on July 15, with the Hang Seng Index closing at 24,681.10 points, up 340.37 points or 1.40%, marking three consecutive daily gains. The Hang Seng Tech Index closed at 4,740.49 points, up 61.03 points or 1.30%. The gains were driven by easing US June inflation data reducing

Applied Digital (NASDAQ: APLD) closed at $28.47 on July 14, 2026, yet every analyst price target sits above the market price—the lowest at $40 and the highest at $106 across 11 analysts polled by S&P Global, with an average of $73.36, according to data

According to S&P Global, Applied Digital closed at $28.47 on July 14, 2026, below the lowest analyst price target of $40 among 11 polled analysts, implying 40% upside. The street-high target sits at $106, representing a 272% bull case, with an average of $73.36. Fiscal Q3 2026 revenue

According to the New York Post, Gulf oil producers are planning new pipelines and ports to bypass the Strait of Hormuz following Iranian attacks on shipping. Goldman Sachs analyst Alexandra Paulus said on Monday that by end-2027, new pipelines should transfer 45% of pre-war Persian Gulf oil

BNY Mellon reported second-quarter revenue of $57.0 billion on July 15, marking a 13% increase compared to the same period last year.

According to KB Securities analyst Kim Dong-won on July 15, Samsung Electronics stock has fallen 30% from its June 18 peak of 362,500 KRW to 254,500 KRW, yet the brokerage maintains a buy rating with a 600,000 KRW price target. Kim attributed the recent decline to investor sentiment contraction

According to MSX.COM data, ahead of U.S. market open on July 15, AI-related stocks showed mixed movements. Marvell (MRVL) rose 1.04%, Broadcom (AVGO) gained 1.17%, while Micron (MU) declined 1.11% and NVIDIA

According to Kevin Hassett, chair of the White House Council of Economic Advisers, 67 economists surveyed by Bloomberg incorrectly predicted the June CPI report yesterday (July 14). The June CPI fell 0.4% month-over-month, marking the largest monthly decline in six years, attributable to

The USD-KRW exchange rate reversed course during the London trading session, rising after earlier declines as Middle East tensions escalated. At 5:04 PM, the rate stood at 1,492.20 won, down 0.80 won from the previous Seoul session close, but up 1.70 won from the New York close at 6 AM. The rate

According to Yonhapinfomax, USD-KRW climbed to 1,493.20 on July 15 amid heightened Middle East geopolitical tensions driving global dollar strength. The Korean won weakened from 1,484.70 in just one hour as market risk-off sentiment intensified. Iran's government spokesperson disclosed that U.S.

According to Foresight News, T. Rowe Price's active crypto ETF TKNZ, approved by the SEC on June 12, has expanded its qualified asset list to 17 cryptocurrencies, adding HYPE and BNB. The fund's sponsor, T. Rowe Price Sponsor LLC, signed digital asset trading and liquidity agreements with StoneX

According to Jin10, JP Morgan's global investment strategist Madison Faller said investors should look beyond tech giants and focus on the broader AI value chain. She highlighted capital-intensive, hard-to-replace assets including semiconductors, infrastructure, utilities, and industrials. Faller

According to Japan's Ministry of Economy, Trade and Industry, a tanker carrying Mexican crude oil for Cosmo Oil is expected to arrive at Japan's Yokkaichi refinery as early as Friday (July 15), marking the first Mexican oil shipment to enter Japan since the U.S.-Israel-Iran conflict began in late

According to a statement from Libya's Akakus Oil Operations Company, the company's crude oil production reached 332,056 barrels per day in July, marking the highest daily output since 2014.

According to Jin10, on July 15, economist Nouriel Roubini warned that inflation remains the largest risk facing markets, driven by geopolitical tensions, deglobalization, and increased government spending. Roubini cautioned that if U.S. consumer price inflation reaches 5%-6%, the 10-year Treasury

According to Zhitong Finance, on July 15, Northbound capital recorded net inflows of HK$13.364 billion into Hong Kong stocks, with Shanghai Connect accounting for HK$4.497 billion and Shenzhen Connect HK$8.866 billion. Key buying targets included Alibaba-W (HK$3.09 billion), Tencent (HK$1.805 billi