Global TradFi & Macroeconomics

According to Societe Generale strategist Kiyong Seong, the Bank of Korea raised its benchmark rate by 25 basis points on July 16, with signals indicating a potential consecutive rate hike in August. Although Governor Rhee Chang-yong's remarks were viewed as hawkish, markets had previously

According to UBS, on July 15, the bank raised its 12-month price target for AMD to $700 from $670 while maintaining a Buy rating. Analyst Timothy Arcuri expects Amazon and Anthropic to become major customers for AMD's next-generation MI450X AI accelerator. AMD's stock has surged 112% over the past t

Michael Burry posted an image on X late Wednesday mocking the AI data center boom as a "fantasy," targeting Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META), Oracle (ORCL), Microsoft (MSFT), Caterpillar (CAT) and Nvidia (NVDA). The same day, U.S. President Donald Trump called data centers

According to CME data, on July 15, trading and open interest in energy and precious metals diverged. Gold, silver, and WTI crude all saw declines in both volume and open positions. Gold volume fell by 54,619 contracts to 143,347, with open interest down 2,417 to 381,272. Silver volume decreased by 1

Michael Burry posted an AI-generated image late Wednesday titled "Heptalogy of Data Center Fantasy," depicting Alphabet, Amazon, Meta Platforms, Oracle, Microsoft, Caterpillar and Nvidia as books in a fictional series, signaling skepticism toward the AI data center boom. The same day, U.S.

According to Korean Securities Depository, Korean retail investors purchased $173 million worth of SK Hynix ADR on July 15, the chipmaker's first trading day on Nasdaq following its listing through American Depositary

According to Jin10, the Chicago Mercantile Exchange (CME) energy commodities trading volume report for July 15 has been updated in the Jin10 data center.

According to 21Shares macro research chief Stephen Coltman on July 16, the U.S. June PPI data released Wednesday likely satisfies the Federal Reserve. The data further confirms the inflation slowdown trend reflected in prior CPI data that came in below market expectations. Coltman stated that the Fe

CME's foreign exchange futures trading volume report was updated on July 15, according to Jin10 Data Center. The latest data is now available for review.

According to TruStage chief economist Steve Rick, U.S. PPI data came in below forecast on July 16, a positive development for the Federal Reserve. Rick noted that the softer price data suggests inflation may be gradually approaching the Fed's target and could reinforce market expectations that

According to Bernstein, TSMC's Q2 revenue reached the high end of guidance and slightly exceeded market expectations on July 16, driven by strong demand for advanced process nodes and AI chips. The firm maintains its Outperform rating with a U.S. ADR target price of $430, implying 14% upside from th

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020.

ASML Holding NV raised its 2026 revenue forecast to 43 billion euros to 45 billion euros, up from an earlier range of 36 billion euros to 40 billion euros, as the stock headed into Thursday poised for a second straight week of gains. The upgrade is driven by strong demand for advanced

ASML Holding NV raised its 2026 revenue forecast to 43 billion to 45 billion euros (approximately $49 billion to $51 billion) this week, CEO Christophe Fouquet announced, driven by strong demand for AI-related semiconductor manufacturing equipment. The company lifted its earlier guidance range

According to CNBC, Alibaba and Baidu shares rose 5% and 4% respectively on July 16 after both announced collaborations with Apple on Apple Intelligence features for China. Alibaba said its Qwen model would be integrated into Apple Intelligence across iOS, iPadOS, macOS, and visionOS for Chinese

Cantor Fitzgerald has partnered with tokenization platform Securitize to develop services supporting blockchain-based initial public offerings and the issuance of tokenized securities. The collaboration combines the investment bank's expertise in equity capital markets with Securitize's digital

According to their joint statement on July 15, Securitize and Cantor Fitzgerald announced a partnership to enable blockchain-based IPOs and follow-on offerings while maintaining existing regulatory frameworks. Cantor will provide equity capital markets expertise and trading capabilities, while Secur

The UK government nationalized British Steel today (July 16), bringing the company under state ownership.

Netflix faces mounting analyst skepticism ahead of its earnings announcement on the 16th (local time), with Wall Street struggling to identify catalysts for the streaming giant's stock recovery. The company's shares have declined 19% this year and dropped over 40% over the past 12 months,

According to CNBC, Netflix stock has declined 19% year-to-date and over 40% in the past 12 months as the company prepares to report earnings on July 16 (local time). Wall Street analysts expressed skepticism about near-term stock drivers, with Jefferies noting they are "still looking for