Global TradFi & Macroeconomics

According to MarketWatch, citing FactSet data, 12 of 15 S&P 500 companies that increased dividends at an average annual rate exceeding 15% over the past five years outperformed the benchmark index. The S&P 500 posted a 82.2% total return over the period through September 15, with reinvested dividend

Beth Hammack, President of the Cleveland Federal Reserve Bank, stated on the 25th (local time) that recent increases in US Treasury yields were driven by rising real interest rates rather than inflation concerns. Speaking at a conference hosted by the Cleveland Fed, Hammack attributed the yield

On Friday (September 25), the U.S. 10-year benchmark Treasury yield initially approached its highest level since 2007 at 5.3228% before closing at 5.1604%, down 3.74 basis points for the day. The yield posted a weekly gain of 16.44 basis points and traded within a range of 4.9204%-5.2254%. The 2-yea

According to The Block, Bitcoin surpassed JPMorgan Chase analysts' estimated production cost of $85,000 this week, marking the first time the cryptocurrency traded above this level in 280 days. Nikolaos Panigirtzoglou, leading the bank's analysis, noted that the price breakthrough could provide

Paramount SkyDance will delist from Nasdaq on October 5 and begin trading on the New York Stock Exchange on October 6.

On Friday (Sept 25), offshore Chinese yuan (CNH) closed at 6.7227 against the US dollar at New York close, down 68 pips from Thursday's close. Intraday trading ranged from 6.7134 to 6.7258. The offshore yuan has declined over 0.4% this week, with losses across the past four trading

On Friday, Sept 25, U.S. index futures closed higher in New York: the S&P 500 futures rose 0.51%, Dow futures gained 0.93%, and Nasdaq-100 futures climbed 0.51%. Russell 2000 futures increased 0.17%.

Michael Burry, the investor who predicted the 2008 financial crisis, warned on Friday (Sept 25) in a Substack article that major technology companies are rapidly expanding AI infrastructure investments, risking significant asset write-downs in 2028 or 2029 if future capacity exceeds market demand. B

Spot gold fell 2.11% this week, closing Friday (September 25) at $4,285.81 per ounce, while COMEX gold futures declined 2.35% to $4,321.40. Spot silver dropped 2.93% over the week to $64.32 per ounce, with COMEX silver futures down 3.60% at $64.73. The State Street Metals and Mining ETF fell 0.26%

According to Politico on Sept. 25, the Trump administration will not pursue a diesel export ban to address record-high heating oil prices triggered by Iran tensions. Instead, three sources said the administration is considering shifting the issue to state governments, including expanding the use

According to the Wall Street Journal, Blue Energy Partners, backed by the Trump administration, is accelerating oil production expansion in Venezuela and may challenge Chevron's position as the country's largest private oil producer within the coming

OG.com Markets filed with the Commodity Futures Trading Commission (CFTC) on Thursday seeking approval to offer perpetual futures tied to individual stocks. The platform proposed new rules allowing cash-settled single-stock futures that never expire and can trade 24 hours a day, five days a week. OG

According to Federal Reserve Chair Beth Hammack, on September 26, the recent surge in U.S. Treasury yields is not driven by loss of confidence in inflation decline, but primarily by rising real rates, strong economic outlook, fiscal policy, and competition for investor funds. Hammack noted that infl

Meta Platforms Inc. (META) is upgrading safety notifications in its Muse artificial intelligence assistant after an ethical hacker discovered a security flaw that could potentially grant unauthorized access to a user's cloud-based private emails and files through Meta's bug bounty program. The

According to Jin10, Iran's Foreign Minister Araghchi said on September 26 that Iran has submitted a concrete seven-day plan to the United States. He stated that if the U.S. accepts the proposal, the Strait of Hormuz will ultimately reopen. Araghchi noted that the measures required from the U.S.

According to The Information, Meta discovered a security flaw in its Muse AI assistant that could grant unauthorized access to users' cloud-hosted private files and emails on Friday. The vulnerability, identified through Meta's bug bounty program, was initially classified as a "SEV-2" incident

According to Bitwise CEO, the Bitwise Solana Staking ETF recorded net inflows exceeding $110 million this week, with the CEO noting strong investor interest in Solana on the platform.