Global TradFi & Macroeconomics

According to its earnings report, Nvidia beat analysts' expectations yesterday (August 26) with quarterly revenue growth exceeding 100% year-over-year, sending its stock more than 6% higher premarket. The chipmaker issued 2028 fiscal year revenue guidance of 70%, significantly above analysts' 44% pr

Federal Reserve Chair Kevin Warsh faces pressure to clarify the central bank's policy direction at the Jackson Hole symposium this week, according to Natixis economists Christopher Hodge and Selin Aker. The economists wrote in their Jackson Hole preview that Warsh must address concerns following a s

Spot gold and silver prices declined in early U.S. trading Wednesday after July PCE inflation data exceeded expectations. The July PCE rose 0.2% on the month and 3.7% from a year earlier, above expectations for a 0.1% monthly gain and a 3.6% annual rate, pushing Treasury yields higher. The inflation

Aakash Doshi, Head of Gold Strategy at State Street Investment Management, sees $5,000 gold by year-end firmly back in play and views $10,000 as a matter of 'when, not if' as concerns over unsustainable sovereign debt return to the forefront of global financial markets. Gold rallied roughly 15% in A

According to Kitco NewsWire, spot gold declined to $4,633.50 an ounce on Wednesday after July PCE inflation came in hotter than expected, pushing Treasury yields higher. July PCE rose 0.2% on the month and 3.7% year-over-year, above forecasts for 0.1% monthly and 3.6% annual gains, while core PCE in

According to Kitco News, Aakash Doshi, Head of Gold Strategy at State Street Investment Management, said gold surged roughly 15% in August, marking its best monthly performance since January 1999. Spot gold last traded at $4,621.30 per ounce, down 0.79% on the day. Doshi told Kitco News

According to Foresight News, Nasdaq-listed Hyperliquid Strategies Inc (ticker: PURR) raised $647 million through committed equity financing and increased its HYPE token reserves to 29.3 million from 12.5 million as of June 30, 2026. Total assets reached $2.06 billion, with HYPE holdings valued at $1

Canada's current account balance swung to a surplus of CAD 8.836 billion in the second quarter, significantly exceeding the CAD 3.9 billion forecast and reversing from the previous quarter's deficit of CAD 7.18 billion. The stronger-than-expected result marks a sharp reversal from Q1's CAD 7.18 bil

U.S. wholesale inventories rose 1.3% month-over-month in July, according to initial data, surpassing the forecast of 0.2% growth and matching the prior month's reading of 0.2%.

The U.S. merchandise trade deficit in July widened to $118.8 billion, exceeding economists' forecast of $100.5 billion and deteriorating from June's $101.5 billion deficit. The larger-than-expected shortfall reflects increased imports relative to exports during the

According to Jin10, Federal Reserve official Austan Goolsbee stated that inflation control remains the biggest short-term concern. He noted that the current labor market is unusual, characterized by low hiring and low layoffs, while three-month inflation data appears

Dan Ives, senior managing director at Yorkville Ives, said Friday that Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL, GOOG) stocks could be among the next beneficiaries of Nvidia's (NVDA) continued strength. In an interview with CNBC, Ives said Nvidia's results showed how the AI ecosystem con

Dan Ives of Yorkville Ives told CNBC Friday that Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) could lead the next wave of artificial intelligence-related gains, as investors look beyond Nvidia for continued beneficiaries of the AI boom. Ives said demand for AI infrastructure has

Robinhood Chain recorded its strongest trading day since mid-July with approximately $443 million in DEX volume, more than 3 million transactions, and active wallets exceeding 115,000. The surge was driven by meme coin gains and real-world asset (RWA) expansion, with total onchain RWA value

According to Jin10, on August 27, European Central Bank officials discussed whether to adopt a 'moderately restrictive' monetary policy to bring inflation back to its 2% target. The meeting minutes showed that while some officials would have supported a rate hike last month, all governing council me

According to BlockBeats, on August 27, Bitget CFD chief analyst Lewis Huang said U.S. PCE inflation data and the Jackson Hole global central bank conference are key market focal points this week. The market will closely monitor whether the Federal Reserve adjusts interest rates and how it

BlackRock Head of Digital Assets Robbie Mitchnick stated that bitcoin's risk-off narrative is the one to bet on long term, speaking to CNBC on Wednesday as the cryptocurrency rallied toward $80,000. Mitchnick argued that bitcoin's fundamental risk and return drivers can point in the opposite

According to BlackRock Head of Digital Assets Robbie Mitchnick, speaking to CNBC on Wednesday, bitcoin's risk-off characteristics are emerging as the dominant long-term investment narrative as the asset consolidates near $80,000 following a sharp rally from the $60,000s. Mitchnick argued that

Binance co-founder Changpeng 'CZ' Zhao stated on Thursday at the Bitcoin Asia 2026 conference in Hong Kong that bitcoin could overtake gold in market value in the next bull cycle. Zhao said gold's market capitalization remains about 10 times larger than bitcoin's, arguing that closing this gap

According to Shanghai Gold Exchange, Gold T+D fell 0.82% to 993.28 yuan/gram during the evening session on Aug 27, while Silver T+D declined 0.43% to 16,640 yuan/kilogram.