Global TradFi & Macroeconomics

According to PANews, on Sept 16, Fed Chair Warnock abandoned the neutral rate framework, stating the concept is useful only in academia and provides no guidance for rate decisions. The shift reflects a broader policy recalibration: Warnock has also restructured post-meeting press conferences,

Bank of America raised its AMD price target from $620 to $720 on Friday, citing the Anthropic-Akamai infrastructure deal as evidence that agentic AI workloads will drive broader CPU demand. BofA estimates the server CPU market will expand from $61 billion in 2026 to $211 billion by 2030, and raised

According to BlockBeats, on September 25, Akamai Technologies surged 20% in U.S. premarket trading after signing a seven-year, $11.6 billion computing power agreement with Anthropic. In the broader market, tech giants showed mixed premarket movement: Tesla gained 1.1%, Nvidia rose 0.7%, Amazon

Treasury yields hit multi-decade highs this week, with the 30-year Treasury yield reaching its highest level since 2004 yesterday and the 10-year note building on its biggest single-day jump in over a year. The rapid climb stems from persistent inflation and a growing U.S. debt pile, exposing

The Canadian dollar weakened beyond C$1.41525 per US dollar on September 25 as the gap between Canadian and US short-term bond yields kept pressure on the currency. Wise showed one US dollar buying C$1.41525 at 07:55 UTC on September 25, extending a decline that Reuters described on September 22 as

According to Mortgage News Daily, the 30-year fixed mortgage rate jumped to 7.45% yesterday (September 24), marking a sharp increase amid surging Treasury yields. The 30-year Treasury yield reached its highest level since 2004, while the 10-year note extended gains from its largest single-day jump i

According to Jin10, India's state-run refiners plan to increase U.S. LPG imports by over 25% next year, raising annual contract volumes from 2.2 million tons to approximately 2.76 million tons. Indian Oil Corporation, Bharat Petroleum Corporation, and Hindustan Petroleum Corporation are seeking to p

Mizuho Securities initiated coverage of Tower Semiconductor on September 25 with an Outperform rating and a $300 price target, citing the company's dominant position in silicon photonics for AI optical connectivity as the primary catalyst. The move follows a similar bullish call from Barclays

According to a Stacker report carried by KVIA on September 24, internal data from Velotrade showed that the share of its active traders running at least part of their strategy through an API or automated system rose from 34% to 76% over four months. A review of published rules at 15 proprietary trad

According to Wise data, the Canadian dollar weakened beyond C$1.4150 per US dollar on September 25, with the exchange rate at C$1.41525 as of 07:55 UTC. The decline was driven by widening interest-rate differentials between Canada and the US. Canada's two-year government bond yield stood at 3.393% o

Cipher Digital (CIFR) announced it extended the lease term at its Barber Lake data center from 10 years to 20, increasing total contracted revenue from $3.8 billion to over $9 billion. The additional 10-year commitment comes from an unnamed AI lab and is expected to generate about $5.2 billion in in

Cipher Digital (CIFR) announced on Friday that it extended the lease term at its Barber Lake data center from 10 years to 20 years, more than doubling contracted revenue at the site from $3.8 billion to over $9 billion. The additional 10-year commitment from an unnamed leading AI lab is expected to

U.S. Treasury yields climbed today following the release of durable goods data. The 30-year yield gained 1.85 basis points to 5.481%, while the 10-year yield rose 2.36 basis points to 5.186%.

KuCoin opened spot trading for tokenized representations of Apple, Robinhood, Strategy and SpaceX on September 23. The exchange added four new xStocks—AAPLX, HOODX, MSTRX and SPCXX—to its spot market, giving eligible users access to equity-linked assets without traditional brokerage accounts. The to

U.S. August durable goods orders came in at 0% month-over-month (initial reading), beating the -0.3% forecast and marking a reversal from July's 1.1% gain.

According to U.S. Commerce Department data, durable goods orders excluding transportation rose 0.3% month-on-month in August, falling short of the 0.60% forecast. The prior month's reading was also revised upward from 0.40% to 0.7%.

U.S. non-defense capital orders excluding aircraft increased 1.6% month-over-month in August, surpassing the 0.5% forecast. The prior month's reading was revised upward to 0.6% from an initial 0.0%.

Tesla CEO Elon Musk announced mass production of the Semi electric truck has begun at the Nevada factory opening on the 25th (local time). The announcement came as the facility in Sparks, Nevada, which began production in late April, represents Tesla's first manufacturing site built exclusively

BlackRock's spot Bitcoin ETF IBIT showed 30-day at-the-money implied volatility at approximately 37.4% with an IV rank of 11.9 as of September 23, according to Saxo Bank analysis. The IV rank placed current volatility expectations near the bottom of the 12-month range. Realized volatility over the p