Global TradFi & Macroeconomics

According to Reuters, Micron agreed on October 6 to pay Netlist $600 million for a five-year patent license covering high-bandwidth memory (HBM) technology, with quarterly payments of $30 million. Netlist's CEO C.K. Hong stated the agreement "further demonstrates the value of our AI memory technolog

According to Gate data, Brent crude oil (XBRUSD) rebounded to $104 per barrel as of today (October 6), trading at $104.00, with a 24-hour decline of 0.8%.

According to Wells Fargo, on Tuesday the analyst firm removed 500 megawatts of expected computing capacity resales from its 2027 estimates for Meta, representing roughly $5 billion in high-margin revenue. The removal reflects the firm's view that Meta will need to retain computing power to support i

According to IIR Energy, Saudi Arabia's Jazan refinery is expected to resume operations in November following maintenance. The Samref refinery, located near Yanbu on the Red Sea coast, has reduced operational capacity due to damage to the east-west

The International Energy Agency (IEA) will meet on Wednesday to discuss the potential release of diesel and crude oil stocks.

Securitize (SECZ) stock rose nearly 8% in early Tuesday trading to around $12.60 after the tokenization platform announced a partnership with South Korean technology company LG CNS. The rally came as South Korea prepares to introduce a new framework for tokenized securities, with the country's

SpaceX (SPCX) shares climbed about 20% since Thursday, reaching their highest level since June across three consecutive sessions. Goldman Sachs maintained a 'Buy' rating and raised its price target to $230 from $220, implying around 30% upside from current levels, according to TipRanks. The firm

According to Goldman Sachs and TipRanks, SpaceX (SPCX) shares rallied approximately 20% since Thursday, climbing to their highest level since June. The firm raised its price target to $230 from $220, implying around 30% upside from current levels, and maintained a 'Buy' rating. Goldman expects AI s

According to ChainCatcher, tokenization platform Securitize announced a memorandum of understanding with South Korea-based tech firm LG CNS on Tuesday to develop tokenized asset and digital infrastructure services for Korean financial institutions. The collaboration will explore tokenized funds,

According to U.S. Treasury auction results, the department auctioned $58 billion in three-year Treasury notes on October 6, with a yield of 4.932% and a bid-to-cover ratio of 2.62.

According to CME FedWatch data, on October 7, the Federal Reserve is expected to hold interest rates unchanged in October with an 80.6% probability, while a 25 basis point rate hike carries a 19.4% probability.

According to LME closing data today (October 6), copper futures closed down $5 to $14,415 per ton, while aluminum rose $6 to $3,134 per ton and zinc advanced $22 to $3,766 per ton. Nickel retreated $32 to $15,682 per ton, tin fell $130 to $54,184 per ton, and lead declined $2 to $1,873 per ton.

According to Michael Saylor's recent Twitter post, Bitcoin, Nvidia (NVDA), and MicroStrategy (MSTR) have delivered superior annualized returns compared to traditional equities, with Bitcoin returning 38%, NVDA 65%, and MSTR 52% in what Saylor describes as the 'Bitcoin Standard Era.' The tweet

Winklevoss Asset Services has filed a preliminary S-1 registration statement with the U.S. Securities and Exchange Commission, proposing a spot Zcash exchange-traded fund that would trade under the ticker WINK on Nasdaq. The ETF would hold ZEC directly with Gemini Trust Company as custodian and

Central bank officials emphasized this week at a meeting in Italy that gold's appeal as a safe-haven asset is growing amid heightened geopolitical uncertainty and sanctions risks. According to Gioia Cellai, deputy general manager of markets and monetary policy operations at the Bank of Italy, gold's

bStocks officially launched 77 tokenized stocks on the 1inch decentralized exchange platform on October 6, enabling users to trade traditional assets directly on blockchain. The move enhances liquidity and trading efficiency in the DeFi sector. BNBCHAIN has surpassed $30 billion in tokenized stock t

France's 10-year government bond yield fell 11.0 basis points on Tuesday, October 6, during European market close, declining for the third consecutive trading day to 4.750%. The yield briefly dropped to 4.703% at 19:52 Beijing time, approaching the September 28 low of 4.702%. Italy's 10-year yield f

According to the U.S. Energy Information Administration (EIA) in its latest Short-Term Energy Outlook, Middle East oil production and exports are expected to gradually recover in the fourth quarter of 2026 despite ongoing supply constraints, with reduced outages reaching their lowest level since the

According to LSEG data, Marvell Technology raised its fiscal 2028 revenue guidance to approximately $20 billion on Tuesday (October 6), exceeding analyst expectations of $18.2 billion by roughly 10%, amid strong demand for custom data center chips. The company's stock surged 7.12% to $290.55

On Tuesday, Zoltan Kurali, deputy governor of Hungary's central bank, outlined a scenario where Hungary could adopt the euro as early as 2031 if the government meets eurozone convergence criteria by 2029. Kurali said at an investment forum that under this scenario, Hungary could join the ERM-2