Global TradFi & Macroeconomics

MoonPay has signed a definitive merger agreement to acquire North Capital Investment Technology, a private-markets infrastructure platform. The crypto payments company is expanding into regulated securities infrastructure through this acquisition. North Capital operates registered broker-dealers, an

According to Odaily, analyst Serenity said on X that investors should not focus solely on 5% U.S. 10-year and 30-year Treasury yields. Using Subway sandwiches as an example, prices have risen from approximately $5 to roughly $20 after tax over 12 years—an annual increase of about 12%. Serenity

According to Apollo Global Management Chief Economist Torsten Slok, record-high diesel prices today pose a greater inflation threat than the Federal Reserve currently anticipates. Slok stated that diesel-related transportation costs, unlike gasoline prices, have inelastic demand due to their

During 14:00–14:15 UTC on September 25, 2026, BTC plunged 0.42% within 15 minutes, falling from around 84027 USDT to 83175 USDT, while the intraday Ampl reached 1.02%. Although the move was limited in magnitude, its pace was rapid, reflecting short-term selling amid mounting macroeconomic headwinds and cautious sentiment. The primary driver of the move was the Fed’s announcement of a 25-bps rate hike, bringing its target range to 3.75%–4.00% and sending a hawkish signal. This was compounded by c

Korean retail investors emerged as the dominant buying force in domestic chip stocks over the past two months, absorbing approximately $4.3 billion in foreign sell pressure during early August 2026 and driving the Kospi index to rebound more than 20% from its late-July 2026 lows. Foreign

Goldman Sachs raised its forecast for US hyperscaler AI infrastructure spending, projecting capital expenditures could reach $1.4 trillion by 2027. The revised estimate surpasses Goldman's prior projection of roughly $1.1 trillion and exceeds Wall Street's consensus of approximately $920 billion. Th

According to Goldman Sachs, the bank raised its forecast for U.S. hyperscaler AI infrastructure spending to $1.4 trillion by 2027, up significantly from its previous estimate of $1.1 trillion and well above Wall Street's broader consensus of roughly $920 billion. Goldman previously projected hypersc

The S&P 500 gained 0.07% at the opening bell while the Nasdaq Composite advanced 0.12%, as AI-linked technology shares attracted buyers despite Treasury yields reaching their highest levels since 2007. The 10-year Treasury yield climbed to roughly 5.2% and the 30-year approached 5.5%, creating

According to CryptoBriefing, in early August 2026, Korean retail investors absorbed nearly $4.3 billion in foreign selling of semiconductor stocks in a single week, emerging as the market's dominant buying force. Domestic individual investors channeled approximately $85.6 million into the

According to Yonhap Infomax, on September 25, the USD/KRW exchange rate traded at 1,354.70 won in the New York session at 8:49 p.m., down 11.30 won from the previous close. The decline was driven by weakness in the USD/JPY pair and a falling dollar index in both London and New York markets. The rate

US stock indices opened higher on the 25th (local time) at 9:55 AM New York Stock Exchange time, driven by artificial intelligence optimism. The Dow Jones Industrial Average rose 262.51 points (0.51%) to 51,612.49, the S&P 500 gained 28.63 points (0.37%) to 7,732.76, and the Nasdaq Composite

According to Yonhapinfomax, on September 25 (morning U.S. time), the Dow Jones Industrial Average rose 0.51% to 51,612.49, the S&P 500 gained 0.37% to 7,732.76, and the Nasdaq Composite climbed 0.49% to 27,070.59. Market sentiment improved amid growing AI optimism, driven by Meta's recent

Fermi Inc. (FRMI) and TensorWave TEX1 extended the closing of their $6.5 billion, 222-megawatt data center lease from September 30 to October 31, 2026, according to the company's release. The parties are still negotiating a guaranty of certain lease obligations with an investment-grade

According to Eni, Italy will implement price caps on diesel and gasoline starting September 28 for a 30-day period, with a potential extension through the end of the year.

According to Fermi's official statement, the company extended the closing date of its $6.5 billion, 15-year data center lease with TensorWave from September 30 to October 31, citing ongoing negotiations for an investment-grade guarantor to back the 222-megawatt facility. Fermi shares traded at $4.60

Costco Wholesale (COST) stocks drew analyst attention Friday after multiple firms updated their price targets and ratings following the company's fiscal fourth-quarter results released Thursday. Roth Capital maintained a $781 price target with a 'Sell' rating, citing slower year-over-year growth in

Following Costco's Q4 report, multiple analysts adjusted price targets amid debate over membership growth. Net sales increased 11.2% year-over-year to $93.9 billion, with total revenue at $95.72 billion and paid membership reaching 84.1 million, up 3.8%. Analysts flagged slower new-member

The University of Michigan Consumer Sentiment Index final reading for September came in at 46.3, exceeding the consensus forecast of 45.5 and the preliminary reading of 45.8.

U.S. five-to-ten-year inflation expectations remained at 3.4% in September, matching both the previous month's reading and market expectations. The metric tracks long-term inflation outlook among consumers and