Global TradFi & Macroeconomics

The EURJPY currency pair broke through a key resistance zone at the intersection of the 184.00 level and the 61.8% Fibonacci correction of the previous downward impulse wave from the end of July. The breakout accelerated the active intermediate impulse wave (3) within the primary impulse wave 1

According to Reuters, NexGen Energy stock rose up to 8.4% on August 17 after reporting ongoing discussions with BHP regarding a potential acquisition of its Rook I uranium project in Saskatchewan. NexGen CEO Leigh Curyer stated the company maintains open dialogue with BHP, noting that BHP has

Mark Cuban declared over the weekend that 'chips as an asset class will be the new crypto.' The Dallas Mavericks owner and Cost Plus Drugs founder referred to high-end semiconductor chips, particularly the GPUs powering artificial intelligence systems, which have become critical infrastructure for t

Wolfspeed, STMicroelectronics, and onsemi surged on Monday as Nvidia's Vera Rubin platform entered full production ramp, signaling increased demand for advanced power semiconductors. The rally followed Nvidia's May 31 announcement that Vera Rubin, the successor to the Blackwell architecture, began r

WTI crude oil climbed 3.0% today to $83.97 per barrel, while Brent crude oil advanced 3.0% to $91.18 per barrel.

S&P 500 options markets are signaling heightened volatility expectations for the August 26-29 window, driven by two major events landing within 72 hours: Nvidia's Q2 FY2027 earnings release scheduled after market close on August 26, and the Federal Reserve's annual Jackson Hole Economic Policy

Oman has intensified efforts to contain an oil spill from the stranded tanker Caroline Bezengi, which is grounded off the coast of the Dhofar/Hallaniyat Islands. The spill originated following an apparent explosion on the vessel, a sanctioned tanker carrying Russian crude. The oil has reached the ma

On Monday, Wolfspeed, STMicroelectronics, and onsemi surged in trading as Nvidia's Vera Rubin platform entered full production ramp, signaling heightened demand for advanced power semiconductors. Vera Rubin officially commenced full production on May 31, incorporating an 800VDC power architecture de

According to Crypto Briefing, Michael Saylor, executive chairman of Strategy (NASDAQ: MSTR), publicly reaffirmed the company's commitment to keeping its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) at or above its $100 par value as of mid-August 2026. After STRC prices fell to the

According to Crypto Briefing, the S&P 500's options market is pricing in increased volatility around Nvidia's Q2 FY2027 earnings (scheduled for August 26 after market close) and the Federal Reserve's Jackson Hole Economic Policy Symposium (August 27-29). The VIX is at 14, its 2026 low, with daily

HIVE Digital Technologies posted $79.1 million in total revenue for Q1 fiscal 2027 ending June 30, 2026, a 73.5% increase year over year and 10.2% sequential growth. Digital currency mining contributed $72.1 million with 1,004 BTC mined, up 147% year over year on 24.0 EH/s average operational

According to Middle East Eye, Omani authorities recently intensified containment efforts for an oil spill originating from the stranded Russian crude tanker Caroline Bezengi off the Dhofar/Hallaniyat Islands. The spill has already reached Oman's mainland coast, prompting focused efforts to

Bernstein analysts stated that SpaceX's plan to build artificial intelligence infrastructure in orbit depends on achieving full reusability of its Starship vehicle. Douglas Harned, Bernstein's aerospace and defense senior analyst, said in an interview with CNBC on Monday that the path toward full re

According to Bernstein aerospace analyst Douglas Harned, Starship reusability is 'absolutely central' to SpaceX's long-term artificial-intelligence infrastructure strategy. Bernstein's forecast assumes approximately 3,500 Starship launches by 2031, with full reusability essential for the company to

Dallas-based asset manager Strive acquired 79 bitcoin between Aug. 10 and Aug. 14, 2026, at an average cost of roughly $63,231 per coin including fees and expenses, lifting its total holdings to 20,246 BTC. CEO and Chairman Matt Cole disclosed the purchase on Aug. 17 via X and directed investors to

According to CEO Matt Cole's disclosure on Aug. 17 via X and an SEC filing, Strive purchased 79 bitcoin between Aug. 10 and Aug. 14 at an average cost of roughly $63,231 per coin, including fees. The purchase lifted the Dallas-based public asset manager's total bitcoin holdings to 20,246 BTC,

According to TheStreet, Gerber Kawasaki CEO Ross Gerber recently posted on X questioning Bitcoin's practical usability compared to gold, arguing that gold remains more accessible for most people in most locations despite years of promises about Bitcoin's payment and financial inclusion use cases. Ge

Peter Schiff posted on X early Monday that gold and silver appear to be breaking out just as Bitcoin is breaking down, framing the divergence as a capital rotation rather than coincidence. Schiff argues that Bitcoin and gold compete for the same pool of investor capital seeking alternatives to

Goldman Sachs assessed the market as overly hawkish on August 16 (local time), with Chief Economist Jan Hatzius stating that a Federal Reserve rate hike in September is very unlikely. In a report released that day, Hatzius argued that inflation news is more likely to improve than worsen as the

Vista Energy stocks rose 5.10% to $71.74 on the 17th at 11 AM local time following news that billionaire investor Peter Thiel's hedge fund Thiel Macro invested in the company. The gain followed disclosure of Thiel Macro's holdings in Vista Energy, Argentina's largest independent energy company. Thie