Global TradFi & Macroeconomics

On Tuesday (August 12), On Holding (ONON) shares plunged more than 19% in midday trading after the company reported second-quarter revenue of $1.05 billion, falling short of Wall Street's $1.08 billion estimate. The stock marked its steepest single-day decline since its 2021 initial public

Boeing booked 38 gross orders and 43 net orders in July.

According to the Bank of France, the French economy is projected to expand 0.2% in the third quarter of 2026.

According to ChainCatcher, a major bank has begun allowing customers to borrow using Bitwise Solana Staking ETF (BSOL) as collateral, with a maximum loan-to-value (LTV) ratio of 25%, according to Bitwise CEO's statement on X

According to the IA 500 benchmark released by @iafunds, Qwen was the top-performing AI model over the past year, up 42.8% since October 1, 2025, compared to the S&P 500 index up 16.6% over the same period. The IA 500 tracks frontier AI model performance for investment

According to CNBC's David Faber, Riot Platforms has struck a $9 billion, 20-year compute deal with Anthropic, confirmed on Tuesday. The agreement will lease 191 megawatts at Riot's Rockdale, Texas campus, providing Anthropic access to grid-connected power for artificial intelligence computing

According to WSJ's Nick Timiraos, July monthly inflation readings will be closely watched as more Federal Reserve officials seek evidence that inflation can return to the central bank's 2% target without further policy

According to Bloomberg, on July 29, Wall Street began analyzing South Korea's recent leverage exchange-traded fund (ETF) turbulence as a cautionary example of market risks stemming from AI-driven rallies. The analysis aligns the incident with historical market dislocations including the 2018

According to Atlanta Federal Reserve official Venable, inflation remains too high as of mid-August 2026. The prospect for future rate easing depends on developments in the Middle East, the official stated.

Jabil Inc. (JBL) shares jumped nearly 6% on Tuesday after UBS upgraded the stock to 'Buy' from 'Neutral', citing anticipated growth from artificial intelligence investments by Amazon.com Inc., Meta Platforms Inc., and Alphabet Inc. UBS analyst David Vogt maintained the $430 price target, implying ne

According to UBS analyst David Vogt, Jabil Inc. (JBL) shares rose 6% on Tuesday after the firm upgraded the stock to 'Buy' from 'Neutral,' with a $430 price target implying 28% upside. UBS forecasts Jabil's AI-related revenue will grow 50% to $20.3 billion in fiscal 2027, up from $13.5 billion in fi

According to its official announcement, Brazil's CSN received sufficient support from bondholders to complete a debt exchange, providing the steelmaker financial relief amid elevated financing costs. The exchange aims to refinance maturing obligations and reduce debt servicing

The Federal Reserve's overnight reverse repurchase agreements (RRP) totaled $1.25 billion on Tuesday (Aug 11), down from $975 million the previous trading day. Two counterparties participated in the facility.

CBOT soybean futures fell 1.0% intraday today (August 11) to 1,182.75 cents per bushel, while wheat futures declined 1.5% to 629.5 cents per bushel.

According to Sal Naro, Chief Investment Officer at Coherence Credit Strategies, the announcement of Nvidia's $500 billion financing plan released Monday night disclosed limited details on implementation timeline and structure. Traders and fund managers have sought clarification on the potential

According to Cochilco, Chile cut its 2026 copper production forecast to 5.27 million tons following an exceptionally weak first half at major mines. The country's state copper commission simultaneously raised its average price forecast to $5.95 per

Ark Invest purchased 122,422 Nvidia shares worth approximately $26.6 million on Monday (August 10), while trimming its Palantir position, according to portfolio updates. The trades came as both stocks experienced market

According to Barclays strategists Demi Hu and Anshul Pradan, the composition of U.S. Treasury buyers is shifting toward price-sensitive mutual funds, households, and private investors, driving 30-year yields to multi-decade highs. Since the Federal Reserve began reducing its holdings in 2022,

US Bitcoin spot ETFs recorded a net outflow of 2,507.85 BTC on August 10, ending a five-day streak of inflows and reducing total holdings to 1,222,886.68 BTC. The outflow was driven by eight products experiencing net redemptions while four remained unchanged and zero recorded inflows. Despite the

According to Financial Times, the VIX index, Wall Street's barometer of implied stock market volatility, sank below 15 this week. The reading is far below its long-term average and marks the lowest level seen since before the US-Iran conflict began in late