Global TradFi & Macroeconomics

According to Jin10, China's import crude oil shipping market showed signs of recovery on July 9, as VLCC tanker rates continued to rebound globally. The China Import Freight Index (CTFI) reported 4,332.25 points on July 9, up 8.3% from July 2, according to the Shanghai Shipping

According to onchain analyst Yujin, on July 11, a whale took profits of $770,000 from SK Hynix stock (Korea) but subsequently gave back all gains on U.S. Hynix stock.

US stock indices ended higher on Friday following a strong debut from South Korean memory chip maker SK Hynix as investors prepare for the earnings season. The S&P 500 ended 0.4% higher, while the Nasdaq 100 rose 0.3% and the Dow Jones Industrial Average gained 0.3%. SK Hynix surged 13% above

Tesla CEO Elon Musk directed staff to adopt Grok 4.5, the AI model from xAI, citing lower token costs. The directive follows Tesla's $200 weekly cap on external AI tools, effective Monday. The move coincides with Grok 4.5's release on Wednesday, developed to counter Anthropic's Claude Fable 5, as

Gene Munster of Deepwater Asset Management projects that Alphabet's Google Cloud and Amazon's AWS will exceed consensus revenue estimates for the quarter ending June, driven by strong demand for AI infrastructure. Google Cloud revenue is expected to jump 70% year over year in June, above the consens

U.S. stock indices closed higher on Friday as South Korean memory chip maker SK Hynix delivered a blockbuster debut, with the S&P 500 gaining 0.4% to 7,575.39 and the Nasdaq 100 rising 0.3% to 29,825.11. SK Hynix opened at $170 on the Nasdaq, surging approximately 13% above its $149 offering

According to Gene Munster of Deepwater Asset Management, Google Cloud and AWS are projected to beat Q2 earnings expectations. Google Cloud revenue is forecast to jump 70% year-over-year in the June quarter, outpacing the 64% consensus estimate, while AWS is expected to grow 34% year-over-year,

According to CCTV News, Iran's Foreign Minister Abbas Araghchi condemned the U.S. Treasury Secretary's revocation of sanction exemptions on Iranian oil sales on July 11, stating the action violated Article 9 of the Iran-U.S. Memorandum of Understanding. Araghchi said the breach is part of a series o

According to Yahoo Finance, Meta stock surged 5.9% on Friday, July 10, turning year-to-date gains positive as markets grew optimistic about new revenue opportunities to offset massive AI infrastructure investments. The company unveiled its Muse Spark 1.1 AI model with aggressive pricing: $1.25

According to Reuters, Nvidia stock rose 4% to $210.96 on Friday, July 10, outpacing the Nasdaq Composite's 0.3% gain, despite Meta accelerating its self-developed AI chip rollout. Meta announced plans to begin mass production of its proprietary "Iris" AI accelerator as early as September, with

StoneX forecasts gold will finish the year near $4,000 per ounce and silver will trade between $55 and $60 per ounce, according to the firm's Q3 Commodities Outlook. Gold dipped below $4,000 in late June as investors stepped back from fresh investment, with the S&P falling almost 5% in one week in e

According to Bloomberg and multiple Wall Street strategists, the Philadelphia Semiconductor Index surged 83% year-to-date through the first half of 2026, significantly outpacing the S&P 500 and the Magnificent Seven tech stocks, which remained relatively flat over the same period. As AI hardware de

According to StoneX's Q3 Outlook, gold is likely to finish 2026 close to $4,000 per ounce, while silver will trade between $55 and $60 per ounce. Rhona O'Connell, Head of Market Analysis for EMEA & Asia at StoneX, attributed recent gold price weakness to uncertainty over the Iran conflict and

According to Bloomberg, SK hynix said on July 10 that the South Korea-based memory chipmaker may sell more US-listed shares if returns improve and its stock price remains stable. The company plans to increase its US investment, according to SK Group Chairman Chey Tae-won. SK hynix raised $26.5

The Philippine Stock Exchange issued a formal penalty notice dated July 9, 2026, against First Gen Corporation for violating eight disclosure provisions under Article VII of exchange rules. The violations relate to the company's handling of material information about change-of-management clauses

According to Financial News, KOSDAQ margin account balances declined from 9.856 trillion won on May 27 to 7.796 trillion won as of July 9, marking a 20.9% drop over 1.5 months. The withdrawal accelerated in recent weeks, with June 10 balances of 8.966 trillion won falling to 7.796 trillion won by Ju

According to Reuters on July 10, Altera, the Intel spinout now controlled by Silver Lake, is preparing for a public listing with approximately 20% annual growth and operating income more than doubling. The programmable-chip company was fully separated from Intel last September when Silver Lake

According to Lookonchain, a trader who suffered a $4.4 million loss on SKHX and failed twice to profit switched strategies on July 11, opening a 96,251 NVDA long position worth $20.22 million with 3x leverage.