Global TradFi & Macroeconomics

According to investing.com, Tesla delivered 486,532 vehicles in Q3, about 5% above UBS' consensus estimates, with Model 3 and Model Y accounting for 478,237 units. The automaker also produced 464,391 vehicles during the quarter, with deliveries up 1.3% from Q2 and production rising nearly

Dan Niles, founder and portfolio manager at Niles Investment Management, said on Monday that he is growing more cautious on technology stocks as bond yields climb, but remains bullish on Nvidia, which he sees as a standout beneficiary of the artificial intelligence boom. In a CNBC interview, Niles c

According to the U.S. Department of Energy, American strategic petroleum reserve (SPR) inventories fell to 283.767 million barrels as of September 25, marking the lowest level since 1982. The inventory declined by 7.85 million barrels from the previous week's 284.552 million barrels. The drawdown

According to Dan Niles, founder and portfolio manager at Niles Investment Management, Nvidia remains his favored pick in technology stocks on Monday, calling it the "tip of the spear" for the artificial intelligence trade. He cited the chipmaker's strong growth prospects, reasonable valuation at

Microsoft (MSFT) received multiple bullish analyst calls on Monday, with Melius Research upgrading the stock to 'Buy' from 'Hold' and setting a $665 price target, while Scotiabank raised its price target to $615 from $510. The upgrades were driven by Microsoft's leadership in enterprise

According to Melius Research, Microsoft (MSFT) received a bullish upgrade on Monday, October 5, with analyst Ben Reitzes raising the stock to 'Buy' from 'Hold' and setting a $665 price target. Melius believes Microsoft and cybersecurity providers could benefit from growing concerns around AI

Citi strategists led by Beata Manthey said global stocks could keep rising into 2027 as earnings growth remains strong enough to support equities. The MSCI All-Country World Index gained about 12% in 2026 and remains close to record highs, with Citi maintaining a "resilience" view despite the

According to Citi strategists, the S&P 500 and Dow Jones Industrial Average could continue rallying in 2027 on the back of strong earnings growth. Citi's U.S. equity team raised its S&P 500 target to 8,100 and projects earnings of $400 per share in 2027, up from $350 in 2026. The bank noted global e

According to President Trump, oil price increases are no longer primarily driven by the Strait of Hormuz, as record volumes of oil now flow daily. Instead, refinery capacity has become the key factor, Trump stated today. Russian refineries are being destroyed by Ukraine, while some U.S. states,

According to IKAR General Manager Dmitry Rylko, Russia shipped over 2.4 million tons of wheat in September, exceeding the latest forecasts by 20%.

According to Lookonchain, public companies added 3,342 BTC to their holdings last week (Sept 28–Oct 4), valued at approximately $286.31 million. Stablecoin supply rose by $715.8 million during the same period. Meanwhile, decentralized exchange trading volumes declined, with spot volume falling by 3

According to ISM data released on Monday (October 5), U.S. services input cost index climbed to 74.0 in September, marking the highest level since July 2022, amid mounting tariff and fuel price pressures. The ISM non-manufacturing index declined slightly to 54.9 from 55.4 in August, while S&P

On October 5, Spain's 10-year government bond yield rose 4 basis points to 4.126%, approaching recent highs. France's 10-year yield fell 1 basis point to 4.860%, while Italy's 10-year yield rose 2.1 basis points to 4.626%. Greece's 10-year yield rose 1.4 basis points to 4.490%.

Metaplanet sold 10,000 Bitcoin and repurchased 11,000 BTC in Q3, ending Sept. 30 with 44,000 BTC. The Tokyo-listed company executed the round-trip transaction to demonstrate to credit investors and rating agencies that its cryptocurrency reserves can be converted into cash to meet financial

The S&P 500 gained about 0.4% as tech stocks rallied, pushing the Nasdaq Composite roughly 0.7% higher to a fresh record high. The strength was driven by Nvidia, Meta, Microsoft, and Tesla, all of which gained more than 1%, while the Dow Jones Industrial Average slipped around 0.2%. The rally

The US 30-year Treasury yield reached 5.6959% during intraday trading, marking its highest level in 24 years, according to a report by Walter Bloomberg on October 5. The yield later settled at 5.689%, representing an increase of 5.89

According to Politico, President Trump will soon require the U.S. Treasury to study measures for lowering diesel prices and will urge states to take action to reduce fuel costs.

Tokenized stocks generated $3.96 billion in decentralized exchange (DEX) volume during September, according to data from @tokenterminal. The volume represents a 106-fold increase since last November, reflecting growing institutional interest in tokenization and decentralized finance. This surge

According to @tokenterminal, tokenized stocks generated $3.96 billion in decentralized exchange (DEX) volume during September, marking a 106-fold increase since November of last year. Tokenized stocks are blockchain-based representations of traditional equities, enabling easier trading and