Global TradFi & Macroeconomics

According to CNBC, Wall Street has set a 12-month gold price target of $5,400 per ounce on August 22, citing structural support from rising global debt levels and a weakening U.S. dollar. UBS commodity analyst Giovanni Staunovo noted that factors driving gold's gains last year—including elevated

Canadian Prime Minister Justin Trudeau recently stated that the United States intends to maintain high tariffs on Chinese heavy trucks. The remark reflects ongoing discussions between Canada and the U.S. regarding trade policy toward

UBS Global Wealth Management raised its S&P 500 index target for year-end 2026 to 8,100 on Thursday, compared to the index's closing price of 7,641.16 earlier in the week. The 6% upside reflects stronger corporate profit prospects and expected continued earnings growth in 2027. UBS also lifted its m

Canadian Prime Minister Carney announced on August 22 that Canada's countermeasures against the U.S. will primarily focus on steel, dairy, and other sectors.

According to Bitcoin News, the SPAC merger plan for BSTR Holdings to become a Bitcoin reserve company through Cantor Equity Partners I has been terminated. The company must pay Cantor Equity Partners I $10 million by September 19 and $5 million by December 1, or Blockstream Capital Partners may be r

Macro investor Jordi Visser stated that wealthy investors should hold Bitcoin as an "anti-decay" hedge against AI-driven growth compression across traditional assets. In a conversation with Anthony Pompliano on Saturday, Visser argued that AI-driven competition was compressing multiples across

According to SoSoValue data, US spot Bitcoin ETFs pulled in roughly $1.92 billion this week, their strongest inflow week since October's flash crash, as macro investor Jordi Visser argued that wealthy investors should hold Bitcoin as an "anti-decay" hedge against AI-driven compression of returns acr

According to Canadian PM Carney, Canada will impose retaliatory tariffs on approximately $20 billion in U.S. goods effective September 8, with measures targeting steel, dairy, aluminum, and automotive sectors. Carney stated the details of the new tariff measures will be disclosed in the coming

According to Daum, SK Hynix ADR traded at a premium exceeding 40% against the company's South Korean shares as of August 19, driven by massive purchases from Korean investors. Since the ADR's July 10 Nasdaq listing through August 19, Korean investors cumulatively bought net $835 million

Major US stock indices ended their three-week winning streaks this week as rising bond yields and oil prices pressured equities. The S&P 500 fell 1.43%, the Nasdaq Composite declined 2.05%, and the Dow Jones Industrial Average dropped 0.85%. Long-term Treasury yields surged to levels not seen in

Bitget CEO Gracy Chen said Bitcoin could finish 2026 broadly around current levels despite its recent rally, forecasting the cryptocurrency could end the year $10,000 to $20,000 above or below its current price. Chen cited interest rates and macroeconomic conditions as factors limiting Bitcoin's

According to Bitget CEO Gracy Chen, Bitcoin could finish 2026 within $10,000 to $20,000 of its current price, as rising interest rates and tightening macroeconomic conditions may limit the cryptocurrency's upside over the remaining months of the year. Chen said higher interest rates would increase y

According to Serenity, the U.S. government released space transportation policy documents this week, designating the industry as a priority focus area. The policies include a target of 1,000 annual space launches and re-entries by 2030, positioning rocket manufacturers like Rocket Lab (RKLB) to

Bitcoin rose to $79,500 this week after the US Treasury doubled bond buyback operations from $2 billion to $4 billion per operation. The Treasury decision pulled the 10-year Treasury yield down roughly six basis points to about 4.647%, while the 30-year yield slid nine basis points to 5.196%. The

Bitcoin rallied to $79,500 this week following the US Treasury's announcement to double its bond buyback operations to $4 billion per transaction, effective September 9. The move, which eases borrowing costs and injects liquidity into markets, triggered a rotation into bitcoin as a hedge against

According to Interfax Agency on August 22, Russian Agriculture Minister Oksana Lut announced the government plans to support grain producers through state grain purchases, subsidized loan extensions, and sales subsidies. The ministry is also exploring alternative export routes for agricultural produ

According to Fairmint CEO Joris Delanoue, on August 22, the rapidly expanding tokenized stock market faces fragmentation risks similar to the 1960s "paper crisis" that overwhelmed traditional securities systems. The global tokenized stock market has grown to approximately $2 billion, up from

According to Bloomberg, Citadel executed approximately 100 block trades totaling over $4 billion on Friday (August 21) to unwind the stock portfolio acquired from Situational Awareness, an AI hedge fund that faced margin pressures. The firm has already reduced over 80% of the related portfolio

According to Axios, 16 million barrels of oil were transported out of the Strait of Hormuz overnight on August 21.

According to Jin10, U.S. Treasury Secretary Bessent is set to announce details of a new economic isolation plan against Iran on Monday. The plan represents a shift in strategy, moving from military strikes to comprehensive economic pressure through new sanctions, maritime blockades, and increased ec