Global TradFi & Macroeconomics

According to comments from U.S. Treasury Secretary Scott Bessent during a CNBC interview on Aug. 20, the U.S. Treasury will increase long-term Treasury bond buyback limits to at least $4 billion per operation, more than doubling from the previous $2 billion cap. Bessent stated the Treasury

Waymo, Alphabet's robotaxi unit, unveiled an in-house chip designed to process sensor data and run advanced AI models in real time. The five-nanometer application-specific integrated circuit processes and combines raw information from vehicle cameras, radar and lidar before feeding it into an AI

Tradeweb completed a live on-chain US Treasury settlement using Canton Network in 2026, marking the first real-time on-chain US Treasury trade settled against tokenized cash, according to Tradeweb. DTCC plans tokenized asset trades in July 2026 with full production in October, covering

Tempus AI Inc (TEM) shares jumped 9% on Thursday following BTIG analyst Mark Massaro raising the firm's price target to $80 from $70, implying 31% upside potential. Massaro cited the company's plan to handle gene sequencing once Moderna and Merck's personalized cancer vaccine receives U.S. Food and

Forbes suggested that Bitcoin could play a significant role as a neutral reserve asset in the global financial system. The US-based business and economics magazine stated Bitcoin has the potential to offer an alternative to the growing debate surrounding the US dollar's reserve currency status.

Target and Walmart reported in earnings released this week that same-store sales grew despite consumer caution driven partly by rising oil prices. Target saw same-store sales increase 3.8% in the latest quarter, marking its second consecutive quarter of solid growth following years of weak

Federal Reserve's overnight reverse repurchase agreement (RRP) stood at $225 million with one counterparty on Thursday (August 20), up from $155 million on the previous trading day.

According to EPA data released in July, the United States generated 796 million gallons of D4 biodiesel blending credits, down from 841 million gallons in June. In the same month, the U.S. generated 1.29 billion units of D6 ethanol blending credits, compared to 1.28 billion units in June.

According to CME FedWatch data on August 21, the probability of the Federal Reserve maintaining interest rates unchanged in September stands at 65.4%, while the probability of a 25 basis point rate increase is 34.6%.

DDR5 memory prices approached 500% year-over-year increases in some high-capacity configurations as of August 18, according to industry reports, while hyperscale data-center buyers have already reserved supply extending into 2027. TrendForce reported on August 17 that Germany's DDR5 price index

According to Bank of America's latest global fund manager survey, equity allocations among professional investors reached 56%, the highest level since November 2021. The survey also identified rising bond yields as the second-largest threat to equity markets, second only to concerns over an AI

LME base metals closed mixed today (August 20). Tin led gains with a $253 jump to $55,803 per ton, while nickel posted the largest decline, falling $233 to $16,880 per ton. Copper closed down $13 at $14,036, aluminum dropped $22 to $3,205,

According to Citi's currency strategist team, on Thursday, the bank downgraded its three-month USD index forecast to 98.34 from 102.12. Strategist Daniel Tobin cited the U.S. Treasury's plan to double its 10–30 year Treasury buyback program in November as a key driver. The expanded buybacks are

According to preliminary plans, Angola plans to load 30 ships of crude oil in October, down from 34 ships scheduled for September.

Strategy Inc. announced Aug. 19 that it published investor briefings covering its common stock and five preferred securities. Executive Chairman Michael Saylor amplified the release on X, reposting the company's announcement with the comment 'Six securities. One Strategy.' Each instrument

According to the Polish News Agency, a draft law shows the Polish government plans to increase the corporate income tax rate to 30% for large utility companies and fuel enterprises in 2027.

According to Strategy's official announcement on Aug. 19, MSTR published investor briefings covering its common stock and five preferred securities, with Executive Chairman Michael Saylor amplifying the release on X with the comment "Six securities. One Strategy." STRC offers a 12% annual

According to TD Cowen analyst Steve Scala, the firm maintained a "hold" rating on Merck on Thursday, even after the company announced successful cancer vaccine trial results on Wednesday. Merck's stock closed at $152.20 on Wednesday, above Cowen's $137 price target. Scala noted that the positive tr

According to Bloomberg, on August 21, Franklin Templeton received regulatory approval to integrate tokenized assets into traditional investment funds. The company plans to deploy its tokenized money market fund within ETFs and mutual funds, functioning as both fund holdings and collateral. SEC

The Conference Board reported on local time July 20 that the US Leading Economic Index (LEI) rose 0.2% to 99.5 in July, exceeding market expectations of 0.1% growth. The increase was driven by improvements in unemployment insurance claims, housing building permits, and the yield curve spread