Global TradFi & Macroeconomics

SharonAI Holdings Inc. (SHAZ) signed a $1.32 billion cloud computing service agreement with a global artificial intelligence lab on Thursday (July 16), with revenue expected to commence in the first and second quarters of 2027. The company will deploy cloud computing solutions across data center

According to Bloomberg ETF analyst Eric Balchunas, DTCC Digital Assets head Nadine Chakar stated on the Trillions program that DTCC processes $4 quadrillion in settlement annually. No existing blockchain can handle this scale, so DTCC is collaborating with Canton, Stellar, and others to advance

According to BIT, on July 17, the Philadelphia Semiconductor Index fell to its lowest level in over a month, declining 4.45%.

GBP/USD fell 0.50% intraday on July 16, trading at 1.3472.

According to The Kobeissi Letter, last week, retail investors net-sold $125 million of SanDisk stock, the largest sell-off among all individual equities. Apple and Tesla faced net sales of $120 million and $105 million respectively, as retail traders lock in profits following a historic rally in

On Thursday (July 16), UK 10-year gilt yields rose 2.8 basis points to 4.966%, with intraday peaks touching 5.002% before pulling back. The 30-year and 50-year yields climbed 2.9 and 3.0 basis points respectively, while two-year yields gained 2.5 basis points to 4.340%.

Dallas Federal Reserve President Lorie Logan, a 2026 FOMC voting member, will deliver remarks in approximately 10 minutes.

Netflix is set to report quarterly earnings on Thursday for the period ended June 30, as the media industry faces consolidation, spinouts and intensified competition. The streaming giant has been navigating increased scrutiny over its ad-supported tier progress and business strategy amid a

According to LSEG analyst estimates, Netflix is set to report second-quarter 2026 earnings on Thursday with estimated earnings per share of 79 cents and revenue of $12.59 billion. The company previously guided for 2026 advertising revenue to reach $3 billion, doubling its ad revenue

AST SpaceMobile (ASTS) and Rocket Lab USA (RKLB) stocks fell sharply in Thursday midday trade, with ASTS dropping over 15% to lows last seen in December and RKLB declining over 10% to a three-month low. The declines occurred ahead of SpaceX's (SPCX) Starship test flight and followed Piper Sandler's

According to ChainCatcher, U.S. spot Ethereum ETFs recorded inflows of $96 million in the first three trading days of this week, with BlackRock's fund capturing the majority of capital. The Robinhood Chain ecosystem's growing demand also supported Ethereum's

According to Yonhapinfomax, SK Hynix ADR plunged 7.94% to $162.45 on July 16, marking its second consecutive day of sharp decline after dropping 9.00% on July 15. The stock has fallen below its initial listing price of $170 on July 10. The Philadelphia Semiconductor Index declined over 3%, with

Ondo Finance launched tokenized stocks backed by The Depository Trust Company infrastructure on July 16, marking the first use of DTC Tokenized Entitlements in tokenized securities. The ONDO token surged past $0.38 following the announcement, its first notable price movement in weeks. The launch

According to Freddie Mac, U.S. 30-year fixed mortgage rates averaged 6.55% for the week of July 16, marking the highest level since August 28, 2025. The rate increased from 6.49% in the previous week.

According to Freddie Mac, the average 30-year mortgage rate in the U.S. reached 6.55% last week, the highest level since August 2025, up from the previous week's 6.49%.

On July 16, Ondo Finance launched tokenized stocks backed by DTC Tokenized Entitlements, and the ONDO token surged past $0.38. The first two assets using this model are Circle's publicly listed stock (CRCL) and the SPDR S&P 500 ETF Trust (SPY), represented onchain as CRCLon and SPYon. Both tokens ar

According to Apollo Global Management's chief economist Torsten Slok, in 2026, the traditional 60/40 portfolio allocation—60% stocks for returns and 40% bonds for stability—has been replaced by an AI vs. non-AI split. The S&P 500's top ten holdings now account for approximately 40% of the index,

According to the Federal Reserve Bank of New York, the Secured Overnight Financing Rate (SOFR) was reported at 3.64% on July 15, up from 3.63% the previous day. The effective federal funds rate remained unchanged at 3.63%.

NuScale Power's SMR stock closed at $8.36 on July 15, 2026, down 85% from its $57.42 52-week high, with Wall Street analyst targets now spanning $7 to $25 — the widest bull/bear spread in the nuclear sector. The company holds the only small modular reactor design approved by the US Nuclear

According to Kpler data and sources familiar with the flows, Iraq's crude oil loadings more than doubled in the first half of July, reaching approximately 1.2 million barrels per day, compared with about 500,000 bpd in June. The increase comes after several months of restricted exports, with