Global TradFi & Macroeconomics

On Friday (September 25), USD/JPY fell 1.04% to 157.21 at New York's close, extending losses from earlier in the week. For the week, the pair gained 0.21%, trading between 156.58 and 159.04, after rallying from September 21–24 before nearly retracing all gains on Friday. Other yen pairs also

According to the Atlanta Federal Reserve's GDP Now model, on September 25, the U.S. third-quarter economic growth rate was estimated at 5.0% on an annualized basis, down 0.1 percentage point from the 5.1% estimate issued on September 17. Real personal consumption expenditures (PCE) growth was

On Friday (September 25) in New York trading, the ICE Dollar Index fell 0.32% to close at 100.964 points, marking the sixth consecutive trading session of decline. For the week, the index gained 0.75%, with trading range between 100.179 and 101.398 points. The Bloomberg Dollar Index declined 0.25% t

According to the U.S. Commodity Futures Trading Commission (CFTC), in the week of September 22, equity fund managers increased S&P 500 net long positions at CME (Chicago Mercantile Exchange) by 35,280 contracts to 934,913 contracts. The same period saw net short positions increase by 66,665 contract

According to YPF, Argentina's state oil company raised fuel prices nationwide by 1% starting Friday, September 26, citing a price buffer mechanism implemented in April to manage impact from Middle Eastern conflicts on global crude prices.

According to the U.S. Commodity Futures Trading Commission (CFTC), speculative traders reduced net short positions in Chicago Board of Trade (CBOT) U.S. Treasury futures by 47,352 contracts during the week of September 22, bringing total net shorts to 155,805 contracts.

According to CFTC data, as of the week ending September 22, speculators increased their net long positions in West Texas Intermediate (WTI) crude oil by 8,952 contracts to 148,467. Meanwhile, speculators reduced net short positions across the four major natural gas markets on NYMEX and ICE by 27,105

According to CFTC data, Japanese yen net long positions reached 71,982 contracts in the week ending September 22, while euro net short positions stood at 52,334 contracts.

According to CFTC data for the week through September 22, COMEX gold speculators reduced net long positions by 5,727 contracts to 131,334. Silver speculators increased net long positions by 385 contracts to 13,016. Copper speculators added 17,108 contracts to net long positions, reaching 82,649 con

According to official SEC announcements, the U.S. Securities and Exchange Commission will vote on Wednesday (September 29) on a proposed rule to expand the definition of qualified investors, allowing retail investors greater access to private market investments. Currently, qualified investors are de

According to CBOT data, as of September 25, Chicago wheat futures fell 1.44% this week to $7.04 per bushel, while soybeans rose 1.27% to $13.20 per bushel. Corn futures gained 0.24% to $5.2875 per bushel over the same

Anthropic committed $11.6 billion to Akamai Technologies for cloud computing services over seven years and received a warrant that could give it roughly 5% of Akamai, announced after the U.S. market closed on Thursday. The warrant carries a common-share-equivalent exercise price of $111.33, while Ak

According to Akamai's announcement on Thursday, Anthropic committed to spending $11.6 billion over seven years on Akamai's cloud infrastructure. The deal marks a significant expansion from a $1.8 billion agreement the two companies announced in May, and is the largest contract in Akamai's

Strategy's board approved proposed amendments on September 24 to convert four preferred stocks—STRC, STRD, STRF, and STRK—to daily dividend record dates. Shareholders will vote on the changes at a virtual special meeting scheduled for October 28. If approved, STRC would implement daily record dates

According to Stand With Crypto, the SEC recently authorized tokenized U.S. stocks to trade on public blockchains, while the CFTC exempted crypto wallets and trading applications from broker registration requirements. The moves follow Congress's failure to pass the CLARITY Act, signaling a shift in t

According to Politico, the Trump administration is considering diesel price relief measures this week or early next week, rather than imposing export restrictions, citing three sources familiar with the matter. Potential measures include increasing tax-exempt diesel supply for agriculture and

Moderna (MRNA) and Precigen (PGEN) stocks hit new milestones on Friday as Wall Street analysts issued fresh commentary on the biotech companies' cancer-focused therapies. MRNA shares gained 1.5% to their highest level since January 2023, while PGEN shares edged marginally lower after hitting over

Coinbase reported $1.2 billion in tokenized stock spot DEX trading volume over the past 30 days, ranking 4th among tokenized stock issuers according to data from @tokenterminal. The cryptocurrency exchange trails Robinhood's $10.4 billion, Binance bStocks' $5.6 billion, and xStocks' $1.8 billion in

According to B. Riley and Bernstein on Friday (Sept 25), Moderna (MRNA) reached a 52-week high, gaining 1.5% to its strongest level since January 2023, while Precigen (PGEN) touched over five-year highs. B. Riley initiated coverage of PGEN with a 'Buy' rating and $12 price target, implying more