Global TradFi & Macroeconomics

Saudi Arabia and the United Arab Emirates requested Japan on the 19th (local time) to increase oil storage in Japanese tanks from 8 million barrels each to up to 10 times that amount. The request came from three sources cited by the New York Times as Gulf oil producers seek to expand overseas

According to a survey of analysts by LSEG, Walmart is expected to report fiscal second-quarter earnings per share of 74 cents and revenue of $186.77 billion before the market bell on Thursday. Analysts are closely watching how tariff refunds shaped the quarter's results, as competitors including

According to the New York Times on August 19, Saudi Arabia and the United Arab Emirates have urged Japan to increase its crude oil storage capacity by up to 10 times from the current approximately 8 million barrels per tank. Two sources also indicated that the two Gulf nations are pursuing similar d

According to Benzinga citing Reuters and Goldman Sachs data, Amazon, Alphabet, Meta Platforms, and Oracle have issued approximately $194 billion in bonds year-to-date through early July, representing a 79% increase compared to $108 billion for all of 2025. Goldman Sachs forecasts these four

According to Goldman Sachs Chief Economist Jan Hatzius on August 20, the market's pricing for a September FOMC rate hike remains hawkish. The bank judged that a Fed rate increase on September 15-16 is unlikely unless August employment and inflation data show marked reversal. Supporting this view:

According to Korea Exchange, daily average trading volumes for South Korea's listed ETFs fell to 17.4 trillion won this month, down 47.6% from July, amid tightened regulations on single-stock leveraged products. Financial authorities strengthened oversight by raising the basic margin requirement for

SK Hynix and the US Treasury announced major buyback programs on the 19th to restore investor confidence. SK Hynix disclosed plans to purchase and cancel ₩40 trillion worth of treasury shares—representing 3.3% of total outstanding shares—over three months, marking its first buyback decision in

The US government operates a covert oil route through the Strait of Hormuz, moving millions of barrels daily, Axios reported citing US officials. The operation, conducted over the past few weeks, enables 15 to 20 tankers to transit the southern channel along Oman's coast each night, delivering

According to JPMorgan, SK Hynix announced on Wednesday that it will increase shareholder returns commitments from 2025 to 2027 to over 50% of cumulative free cash flow, up from a previous cap of 50%. The adjustment could result in at least $130 billion in

According to Axios on August 20, the U.S. government is secretly operating an oil transport corridor through the Strait of Hormuz's southern route, moving approximately 10-15 million barrels of crude oil daily into global energy markets. Two U.S. government officials cited by Axios described the ope

Bitcoin rose approximately 5.59% on August 19, driving Strategy (MSTR) shares up 12.15%. MSTR opened at $94.54, closed at approximately $103.76, and reached an intraday high of $106.90. The latest SaylorTracker data indicates that the unrealized loss on Strategy’s 840,447 Bitcoin holdings narrowed to $5.35 billion. MSTR Stock Trading Data on Wednesday Wednesday’s MSTR trading data was as follows: Open: $94.54 Intraday high: $106.90 (briefly breaking above the $100 mark) Close: Approximately $103

Baidu (9888.HK) announced its Q2 financial results on Aug. 18, reporting total revenue of 31.3 billion yuan; AI business revenue reached 12.5 billion yuan, up 25% year over year and accounting for approximately 50% of the company’s total business revenue for the second consecutive quarter. AI cloud infrastructure revenue increased 50% year over year to 7.3 billion yuan, while GPU cloud revenue grew 283% year over year, further accelerating from 184% in Q1. Three Quantitative Metrics for Baidu’s

The Wall Street Journal’s chief economics correspondent, Nick Timiraos, known as the “Fed whisperer,” revealed in his latest article that four members of the Senate Banking Committee, led by Senator Chris Van Hollen, jointly sent a letter to Fed Chair Kevin Warsh on August 19, demanding that he publicly disclose all details of his communications with U.S. President Trump. The Gap in Warsh’s Schedule: No Record of Calls with Trump During His First Five Weeks in Office According to Timiraos’s repo

According to Bitfinex Alpha's latest weekly report on August 20, Bitcoin spot ETFs saw net inflows of $486.8 million over the past two trading days, with approximately 7,600 BTC absorbed—more than 8 times the equivalent new mining output in the same period. Market profit-taking has nearly

According to Jin10, offshore Chinese yuan Hong Kong Interbank Offered Rate (CNH HIBOR) on Thursday, August 20, showed most tenors holding steady. The one-year HIBOR declined to 1.66803%, marking a seven-week low since July 21. Overnight HIBOR fell 2 basis points to 1.41152%; one-week HIBOR held

According to the China Gold Association's official statement released on August 19, the U.S. Department of Homeland Security added domestic gold enterprises to the Uyghur Forced Labor Prevention Act (UFLPA) entity list, prohibiting their products from entering the U.S. market. Following this, the

According to Jin10, as of August 20 at 11:31 CST, China's main futures contracts recorded significant capital movements. Shanghai Gold 2610 (SGX 2610) saw inflows of 57.60 billion yuan, while Shanghai Silver 2610 received 26.87 billion yuan. On the outflow side, CSI 1000 2609 (CSI 1000 stock

In early trading on August 20, China's domestic futures contracts showed mixed performance. Among gainers, Shanghai silver rose nearly 5%, platinum climbed over 4%, Shanghai gold and palladium gained over 2%, while rapeseed oil rose nearly 2%. Shanghai tin, palm oil, and natural rubber posted

According to Barron's, Nvidia (NVDA) stock declined 0.9% on August 19 after the chipmaker gained approval to ship more chips to Chinese customers, with investors focusing on its August 26 earnings report. Citigroup analyst Atif Malik reiterated a $300 price target and buy rating, expecting Nvidia's

According to recent podcast remarks, Cathie Wood of ARK Invest is avoiding high-bandwidth memory (HBM) suppliers SK Hynix and Micron despite AI's booming demand, citing historical precedent from Tesla. She noted that when supply chain bottlenecks inflate component costs, tech companies typically