Global TradFi & Macroeconomics

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

According to E-Daily, Tesla CEO Elon Musk announced on September 25 at the company's dedicated Semi facility opening in Sparks, Nevada, that mass production of the Semi electric truck has begun. The facility targets annual production of 50,000 units, with production having started in late April.

US spot Ethereum exchange-traded funds recorded five consecutive days of net inflows through September 24, accumulating approximately $746.5 million with zero outflows on the final day. The streak reflects growing investor appetite for regulated ETH exposure, pushing cumulative net inflows since

Citadel is expanding its quantitative investing arm and recruiting AI researchers from artificial intelligence labs, joining a hedge fund industry competition for machine learning talent that now positions Wall Street against Silicon Valley. The firm accepted over 350 interns in June 2026, its

According to Saxo Bank's September 23 analysis, BlackRock's Bitcoin spot ETF (IBIT) saw 30-day at-the-money implied volatility compressed to roughly 37.4%, with an IV rank of just 11.9—placing volatility expectations near the bottom of their 12-month range. Over the prior 20 trading sessions,

According to Crypto Briefing, US spot Ethereum ETFs recorded $746.5 million in cumulative net inflows over five consecutive trading days through September 24, with zero outflows on the final day. BlackRock's iShares Ethereum Trust (ETHA) led on September 24 with $26.8 million, followed by Fidelity's