Global TradFi & Macroeconomics

According to Barclays, eurozone interest rates remain trapped in an endless cycle of hope and fear, with German 10-year yields hitting 3.15% on July 31, the weakest level in over two decades for the month. The bank's rates strategists noted that front-end rates and global factors continue to

Hanwha Aerospace announced on the 31st that its Q2 consolidated revenue reached 9.2929 trillion won with operating profit of 1.3655 trillion won, marking the first time quarterly operating profit exceeded 1 trillion won. The results surpassed market expectations, with revenue growing 47.2%

Reddit shares fell 10% in overnight trading ahead of Friday despite reporting strong second quarter results, as investors focused on the company's warning about volatile search traffic. The social media platform's revenue in the second quarter rose 61% to $805 million, beating expectations of $730 m

Reddit shares dropped 10% in overnight trading Friday despite crushing Q2 earnings expectations, as investors zeroed in on the company's warning about volatile search traffic. Revenue surged 61% year-over-year to $805 million, far exceeding the $730 million consensus forecast, while earnings per sha

NatWest released second quarter results on July 31, with pretax operating profit reaching £2.29 billion, beating market expectations of £2.01 billion. Net profit came in at £1.60 billion versus an estimate of £1.39 billion, while total profit hit £4.50 billion against a forecast of £4.39 billion. Ne

According to Odaily, Taiwan Weighted Index rose 7.98% on July 31, closing at 43,119.75 points, up 3,186.45 points. Taiwan Semiconductor Manufacturing Company (TSMC) gained 9.9% on the day.

According to Lookonchain monitoring, James Wynn's 50x SP500 short position was partially liquidated 4 hours ago on July 31. The trader currently holds 164.96 SP500 shorts valued at approximately $1.23 million, with a new liquidation price

JP Morgan stated on the 31st that liquidations of leveraged exchange-traded funds (ETFs) contributing to volatility in the Korean stock market have been completed to appropriate levels. The investment bank reported Korean stocks declined 40% from their peak since mid-June, triggered by fundamental c

According to E-Daily, South Korea's National Pension Service (NPS) changed its investment classification for Kores Co., Ltd. (KRX: 010130) from simple investment to general investment on July 31. The shift comes 2 years and 4 months after the NPS reclassified the holding from general to simple inves

According to JP Morgan on July 31, South Korea's leverage exchange-traded fund (ETF) liquidation has reached an appropriate level following intense deleveraging since mid-June. The country's stock market has fallen 40% from its recent peak, driven by fundamental concerns and capital flow shifts,

According to BlockBeats, JPMorgan Chase raised its Amazon price target from $330 to $365 on July 31, maintaining an overweight rating on the stock.

Strategy (MSTR) stock closed the July 30 trading session at $97.74, gaining 4.73% from the previous close of $93.33, despite the company reporting an $8.22 billion net loss for the second quarter. The loss

MicroStrategy reported an $8.22 billion net loss for the second quarter ending June 30, driven by a $8.32 billion unrealized loss on its Bitcoin holdings as BTC declined approximately 14% in the quarter. However, MSTR stock rose 4.73% on July 30, closing at $97.74, reflecting investor focus on the c

According to the Wall Street Journal, Situational Awareness hedge fund experienced a steep monthly decline of approximately 67% in July 2026, according to sources familiar with the matter. The fund, founded by former OpenAI researcher Leopold Aschenbrenner, was hit hard as AI stocks retreated

According to Guru Club, Indonesia's benchmark stock index fell 4.2% to 5,688.57 points on June 4, marking the lowest level since December 2020.

Bloom Energy Corp. (BE) shares surged nearly 9% in overnight trading late Thursday after short seller Hunterbrook Capital released a report alleging the company's fuel cells do not meet claimed performance metrics. The stock advance came despite the allegations, as retail investors focused on the co

Tesla, Inc. (TSLA) stocks jumped 2% overnight late Thursday after CEO Elon Musk denied a report that the company was preparing to separate its China business ahead of a possible SpaceX merger, calling the claim 'absurdly fake news.' The denial came in response to a WSJ report stating that Tesla

Late Thursday, Bloom Energy Corp. (BE) shares surged nearly 9% in the overnight session despite short seller Hunterbrook Capital releasing a new report claiming the company's fuel cells fail to meet disclosed efficiency and output benchmarks. Hunterbrook alleged that Bloom's systems fall below

Tesla CEO Elon Musk denied late Thursday that the company was preparing to separate its China business ahead of a possible SpaceX merger, calling the report "absurdly fake news" and stating the idea "has never even come up in a discussion." Tesla shares jumped 2% in overnight trading following his r

On July 30, 2026 (Eastern Time), Microsoft (MSFT) rewrote the narrative logic around AI investment in a quarterly report. By the close of trading that day, Microsoft’s share price was $451.10, up 15.51% on the day, with its market cap increasing by about $450 billion. The number not only marked the company’s largest single-day gain since October 2008, but also surpassed NVIDIA’s record for the biggest single-day increase in market cap—$441 billion—set on April 9, 2025, becoming the largest singl