Global TradFi & Macroeconomics

The Bank of England left interest rates unchanged at 3.75% on Thursday, though three members voted in favor of a rate hike as the ongoing Middle East energy crisis continues to fuel inflationary pressures. Economists had expected only two members to support a rate increase. The decision reflects the

Japan slashed its growth forecast for fiscal year 2026 to 0.9% on Thursday, down from the 1.3% projection issued in January. The Cabinet Office cited surging crude oil prices and a weaker yen as primary drivers of the downgrade. The revision exposes how quickly Middle East tensions can reshape the o

The US Commerce Department reported on July 30 (local time) that second-quarter real GDP grew 1.5% on an annualized basis, marking a deceleration from the first quarter's 2.1% growth rate and falling short of the market expectation of 2.1%. The slowdown was driven by decreased federal government

According to Kitco News, the Bank of England left interest rates unchanged at 3.75% on Thursday, as expected. However, three MPC members voted in favor of a rate hike, exceeding the two votes anticipated by economists. The decision reflects the central bank's balance between managing imported

According to Japan's Cabinet Office on Thursday (July 30), the government downgraded its fiscal 2026 growth forecast to 0.9% from 1.3%, citing surging crude oil prices and a weakening yen squeezing the import-dependent economy. The revision reflects new assumptions: crude oil is now modeled

According to Sanli Futures research, gold prices retreated below the $4,000 per ounce support level on July 30 following the Federal Reserve's decision to hold interest rates steady and escalating U.S.-Iran military tensions. The U.S. military launched airstrikes against Iran on Wednesday evening in

According to Freddie Mac, the U.S. 30-year fixed mortgage rate reached 6.66% last week, marking the highest level in one year.

Italy's national power company Enel reported first-half 2026 revenue of €40.92 billion, exceeding analyst expectations of €40.06 billion. Adjusted net profit reached €39.3 billion against forecasts of €37.5 billion, marking outperformance on both top and bottom lines during the

Spot palladium reached $1,300 per ounce, rising 2.39% intraday on July 30.

Bank of England's Prudential Regulation Authority has begun investigating London-based investment banks and hedge funds' exposure to Asian AI stocks, the Financial Times reported on May 29. The regulatory scrutiny follows volatility in semiconductor stocks, including SK Hynix's approximately 15%

According to the Financial Times, the Bank of England's Prudential Regulation Authority (PRA) began examining London-based investment banks and hedge funds' exposure to Asian AI stocks on July 29, amid growing concerns over concentrated positions in companies like SK Hynix, TSMC, and Cambrian

Universal Music Group reported second-quarter revenue of €32.9 billion, in line with analyst forecasts. Excluding currency headwinds, Q2 revenue grew 13.3% year-over-year. The company's Q2 EBITDA came in at €610 million, below analyst expectations of €643 million. For the first half of 2026, UMG

Arm Holdings CEO Rene Haas stated during a CNBC interview on Thursday that Nvidia Corp. and Alphabet Inc.'s chips validate Arm's growing role in AI infrastructure, as the industry's largest AI providers increasingly adopt Arm-based CPUs over traditional x86 processors. Haas said the shift toward Arm

According to Jin10, on July 30, UK Prime Minister Starmer hinted he has told President Trump that Britain will not "ignore" North Sea resources, signaling government support for new oil and gas drilling projects. The government is reportedly considering approving development of the Jackdaw and

Banco Santander, Spain's largest bank, disclosed in regulatory filings that it holds approximately $4.3 million in US spot Bitcoin exchange-traded funds. The position represents part of a broader trend among traditional financial institutions building Bitcoin exposure through regulated

Gate News: According to Gate’s official announcement, Gate has completed the second phase of its direct IPO: the distribution of allocated shares for Jersey Mike’s (JMKE) and the refund of assets from unsuccessful subscriptions. The final subscription price was $23 per share. Users whose subscription applications were successful have received JMKE shares, which have been issued to their Gate Stock Account. For users whose subscriptions were unsuccessful, the USDT and GUSD have been refunded to G

According to veteran macro investor Jordi Visser, the era of massive returns from artificial intelligence investments is over. Speaking on a recent podcast, Visser said the AI trade that once promised seven to eight times returns now offers closer to 30% annually—a meaningful shift driven by new cor

Banco Santander, Spain's largest bank, has disclosed a $4.3 million position in US spot Bitcoin ETFs in official regulatory filings. The investment reflects a broader trend among traditional financial institutions building Bitcoin exposure through regulated channels. Santander scored 35% on

According to Jin10, oil transshipment services through the Hormuz Strait have resumed activity after a brief slowdown, successfully redirecting millions of barrels amid heightened tensions in the Middle East. Ship-to-ship (STS) transfers occur outside the strait, with vessels typically disabling