Global TradFi & Macroeconomics

According to Société Générale's rate strategists, reported by Jin10 on August 28, 2027 budget negotiations will pose a key risk to eurozone government bond markets. The talks could refocus investor attention on fiscal challenges and political uncertainty facing Italy and Spain. The strategists recommended investors maintain a short position on French government bonds while moderately favoring Italian and Spanish bonds. They noted that persistent geopolitical uncertainty and elevated oil and gas

On August 19, Strategy Inc. (formerly MicroStrategy) briefly ranked as the 10th-most actively traded U.S. equity, generating $4.4 billion in daily trading volume and outpacing Microsoft and Meta in raw share turnover. The stock moved 49.2 million shares on August 19 and 46.9 million shares on August

Sportradar Group AG (NASDAQ: SRAD) expanded its partnership with Polymarket today to cover 20+ sports leagues and competitions globally, adding roughly 300,000 matches per year of premium data, live streaming, and integrity services. The expansion includes exclusive streaming rights for Germany's

Germany's export price index in July climbed to 4.2% year-over-year, up from 3.5% in the prior month.

According to a company spokesman, Bain Capital's Tech Opportunities team took a $66 million stake in RQD Clearing in July as part of a $74 million funding round, with Nyca Partners and ABN AMRO's clearing bank providing additional capital. The US options market grew 25% year-over-year to an

According to Yahoo Finance, Raymond James analyst Simon Leopold raised Nvidia's target price to $550 on Aug 27, up from $352, implying 130% upside. This valuation would suggest a market cap of $13 trillion, compared to the chipmaker's current $5.2 trillion. Nvidia reported second-quarter earnings o

German import prices rose 6.8% year-on-year in July, according to economic data, coming in below the consensus forecast of 6.9% and up from 6.1% in the prior period.

USA Rare Earth, MP Materials, Energy Fuels, and Critical Metals announced significant developments in US rare earth production during late 8月. On 8月24日, USA Rare Earth completed $1.55 billion capitalization for its Serra Verde Phase 1 production special purpose vehicle, with $750 million

According to Japan's Ministry of Finance, the 2-year Japanese government bond auction on August 28 saw weak demand with a bid-to-cover ratio of 2.97x, below the previous auction's 3.63x and the 12-month average of 3.74x. The tail (spread between average and minimum accepted prices) widened to 0.034

According to Morgan Stanley, the bank has shifted its market focus toward Chinese A-shares after taking profits on Hong Kong stock positions on August 28. The firm's strategists Laura Wang, Chloe Liu, and Vicky Wu cited renewed momentum in the AI super cycle, stabilization of global markets, and res

According to Affirm's Q4 results reported late Thursday (August 28), AFRM stock jumped over 10% overnight toward early July highs after beating Wall Street expectations. Revenue came in at $1.17 billion versus consensus of $1.11 billion, while net income per diluted share reached $4.62, far

According to Jin10, on August 28, European Central Bank policymaker Fabio Panetta (note: original text identifies as Kazaks) signaled that the ECB cannot allow inflation to take hold and stated that rate hikes are among the key tools to combat price pressures. "The possibility of a rate hike is

According to Jin10 Futures, China's asphalt average price rose to 4,700.29 yuan/ton this week, up 141.34 yuan/ton or 3.1% week-over-week on Aug 28. On the cost side, although the Strait of Hormuz remains closed, revival expectations have improved, leading crude oil prices to decline moderately week-

According to Goldman Sachs, Salesforce shares rose 13% after-hours on Aug 26 following stronger-than-expected second-quarter earnings. Subscription revenue exceeded expectations by 0.3%, while EBIT and free cash flow margins beat

According to BlockBeats, on August 28, markets are closely watching Federal Reserve Chair Jackson's inaugural Jackson Hole speech, focusing on three key areas. First, traders are uncertain whether Jackson leans toward a hawkish or neutral-hawkish stance and which inflation level would trigger his s

SK Gas announced on May 27 the absorption merger of SK Advanced, scheduled for completion on November 4, with SK Gas as the surviving entity and SK Advanced ceasing to exist. The merger follows four consecutive years of operating losses at SK Advanced, totaling 129

According to Edaily, SK Gas announced on August 27 the absorption of SK Advanced effective November 4 in an all-stock merger, maintaining a 1:0 ratio with no new shares issued. SK Advanced has recorded four consecutive years of operating losses, including 140 billion Korean won in 2025, primarily

According to Barron's tech columnist Tae Kim, Michael Burry made significant gains on Nvidia (NVDA) and Microsoft (MSFT) call options on Thursday. Burry's NVDA calls, purchased shortly before the chipmaker's earnings report on Wednesday, appreciated 50% to 60% within less than 24 hours before he