Global TradFi & Macroeconomics

Brent crude oil surged 11% to $83.31 on Monday, marking one of the sharpest daily gains since the US-Iran conflict escalated in late February. The rally was driven by renewed US military strikes on Iranian targets over the weekend and Washington's plan to take direct control of the Strait of

Micron Technology reported fiscal third-quarter results on June 24 that exceeded analyst expectations, with revenue of $41.46 billion against forecasts of $35.59 billion and adjusted earnings per share of $25.11 versus consensus estimates of $20.60. The strong performance drove the

According to a CNBC interview with Joe Kernen today in the Oval Office, President Trump questioned whether Bitcoin should be taxed as a capital gain, arguing the asset has evolved into a form of money. Using a coffee purchase as an example, Trump suggested that Bitcoin transactions should not

According to MicroStrategy's announcement on June 29, 2026, the company unveiled its Digital Credit Capital Framework, equipping it to treat Bitcoin as a flexible capital resource. The framework includes a $1.25 billion Bitcoin monetization program and $2 billion in repurchase authorizations

The onshore yuan closed at 6.7779 against the US dollar on July 14 at 4:30 PM, rising 38 basis points from the previous trading day.

Gate News reports that, according to a relevant market official announcement on July 15, 2026, TZA (three-times short small-cap stock daily ETF), AMDD (one-times short AMD daily ETF), and KORU (three-times long Korea stock market daily ETF) will complete reverse split and split consolidation operations. The Gate platform will simultaneously support and carry out this adjustment. Among them, TZA and AMDD will conduct reverse split and split consolidation operations, with reverse split and split c

According to Jin10 Futures, on July 14, EU safeguard quota clearance concerns and rising import uncertainty prompted European steelmakers to raise benchmark offers for September-delivery hot-rolled coil to €710–720/ton. The quota constraints have forced cancellations of some overseas orders and

US spot Bitcoin ETFs posted a $424.66 million outflow on July 14, marking the largest single-day exit in July. The outflow reversed a brief period of positive weekly flows.

According to Jin10, BCA Research analyst Felix Vezina-Poirier said on July 14 that surging oil prices could encourage the United States and Iran to cool their Middle East conflict. Both sides are willing to demonstrate strength but do not want to see consequences of larger-scale escalation, the anal

According to Bloomberg, Asian oil refiners have recently resumed negotiations for U.S. crude spot shipments as escalating U.S.-Iran tensions disrupt vessel traffic through the Strait of Hormuz. At least three industry participants involved in U.S. crude sales and Asian refining procurement

US President Donald Trump announced on the 13th (local time) that he would impose a 20% fee on all cargo passing through the Strait of Hormuz to recover costs of providing military protection to vessels using the waterway. Industry experts and shipping operators told the New York Times that the

Barclays forecasts the Bank of Korea will unanimously raise its base rate by 25 basis points at the July monetary policy meeting. Barclays economist Son Bum-gi stated this decision is appropriate given that second-quarter headline and core inflation rates exceeded the BOK's forecasts by 10 basis poi

Physical AI-themed ETFs in Korea recorded double-digit negative returns over the recent one month, driven by a 30% decline in Hyundai Motor stock. As of the 14th, ACE K휴머노이드로봇산업TOP2+ ETF posted a -34.67% return for the recent one month, according to KOSCOM ETF CHECK. The decline reflects market

According to Koscom ETF CHECK as of July 14, physical AI-themed exchange-traded funds suffered significant losses, with one-month returns dropping to as low as -34.67%. The ACE K Humanoid Robot Industry Top 2+ ETF recorded -34.67% returns, while other physical AI funds tracking Hyundai Motor saw

According to Jin10, Huashun Petroleum announced on July 14 that it expects net profit attributable to shareholders for the first half of 2026 to reach 68-88 million yuan, representing a year-over-year increase of 384.02%-526.38%. The company attributed the profit surge to geopolitical tensions that

According to reports published on July 14, South Korean brokers including Mirae Asset Securities, Hyundai Securities, and Korea Investment & Securities downgraded SK Hynix's second-quarter operating profit estimates. Mirae Asset cut its forecast by approximately 12% to 62.3

The U.S. Treasury paid $81 billion in tariff refunds this fiscal year, up from $5 billion a year earlier, after the Supreme Court struck down Trump's tariffs in a 6-3 February ruling. The court found Trump exceeded his authority by using the International Emergency Economic Powers Act (IEEPA) to

According to Treasury data reported by Agence France-Presse, U.S. tariff refunds totaled $81 billion in the fiscal year ending July 2026, up from $5 billion the previous year. The surge followed the Supreme Court's 6-3 decision in February that found Trump exceeded his authority by using the