Global TradFi & Macroeconomics

Nvidia is in talks to invest as much as $3 billion in SoftBank-backed SB Energy, according to reports. The proposed investment is part of discussions between Nvidia, OpenAI, and SB Energy over roughly $100 billion in credit support for an Ohio data center project. The potential equity investment

According to The Information, Nvidia is in talks to invest as much as $3 billion in SoftBank-backed SB Energy to support a major data center project for OpenAI in Ohio. The proposed investment is part of broader discussions between the three parties regarding roughly $100 billion in credit support f

BlackBerry achieved positive operating cash flow in the first quarter of 2026, the first time since 2017, marking a milestone in its strategic shift toward automotive systems and cybersecurity software. The company's QNX automotive operating system now accounts for approximately half of total

According to Jin10, on August 17, Shanghai Containerized Freight Index Europe route futures surged over 10% intraday. Typhoon disruptions affecting Chinese ports have reduced available vessel capacity and increased cargo rejections, providing short-term support to valuations. Spot freight rates on t

Fuel prices in the Philippines will increase starting Tuesday, August 18, Energy Secretary Sharon Garin announced on Monday, August 17. Gasoline will rise by P2.49 per liter, diesel by P3.84 per liter, and kerosene by P5.01 per liter. The increases follow last week's rollback, when oil firms cut

According to Energy Secretary Sharon Garin's announcement on August 17, fuel prices in the Philippines will increase effective August 18, with gasoline rising by P2.49 per liter, diesel by P3.84 per liter, and kerosene by P5.01 per liter. This increase follows last week's rollback, when oil firms

According to BlockBeats, on August 17, Piper Sandler raised PayPal's (PYPL) price target from $42 to $59.

According to Bloomberg, Chinese memory chipmaker CXMT surpassed Tencent as China's most valuable company last week after its market value topped US$500 billion. The company, which listed on Shanghai's STAR Market on July 27, manufactures DRAM chips for AI servers, vehicles, and consumer devices. The

10x Research founder Markus Thielen stated that Bitcoin reaching $1 million per coin by 2030 would require approximately $15 trillion in new capital, calling this target "mathematically impossible" in remarks published on 15 August. In an interview with Cointelegraph, Thielen described the

Japan's Cabinet Office reported that the country's real GDP increased 0.3% quarter-on-quarter during the second quarter, marking three consecutive quarters of growth. The growth was primarily driven by a reduction in oil imports following a blockade of the Strait of Hormuz, which decreased overall i

According to Japan's Cabinet Office, the country's real GDP expanded 0.3% quarter-over-quarter in Q2 (April–June), achieving three consecutive quarters of growth, announced on August 17. On an annualized basis, this translates to 1.1% growth. However, domestic demand declined, with personal

According to Morgan Stanley and Bank of America research, Microsoft's Azure cloud business achieved a record annual revenue milestone exceeding $100 billion this year, as major hyperscalers begin demonstrating returns on massive artificial intelligence infrastructure investments. Amazon's AWS

According to Jin10, on August 17, Japanese automakers including Toyota, Honda, and Nissan face dual pressures from yen appreciation and Middle East conflict. Morningstar senior analyst Vincent Sun noted that rising yen will force carmakers to choose between raising overseas prices—risking market

Last week, the U.S. Treasury auctioned $42 billion in 10-year Treasuries, with the auction yield reaching 4.683%, its highest level since the eve of the 2007 global financial crisis. U.S. federal debt is approaching $40 trillion, annual interest expenses exceeded $1 trillion for the first time, and the debt-to-GDP ratio has reached approximately 100%. The Indonesian rupiah has fallen below its level during the 1997–1998 Asian financial crisis, declining 7.2% year to date. Three Historical Transm

Japan's 20-year government bond yield rose 6.5 basis points to 3.815% today.

SpaceX stock rebounded nearly 30% in August, prompting Korean retail investors to purchase $187.88 million (approximately 266.2 billion won) worth of shares between August 3 and August 14, according to Korea Securities Depository data released on August 17. The surge

According to Jin10, South Africa's financial regulators plan to finalize new rules requiring over-the-counter (OTC) derivatives transactions to undergo central clearing within two years, with the rules expected to take effect by 2028. The South African Reserve Bank stated the framework aims to

According to Korea Securities Depository, South Korean retail investors net-bought $187.88 million (266.2 billion won) worth of SpaceX stock during August 3-14, making it the most-purchased foreign stock this month. Shares rallied to $140 on August 14, up 29.2% from a low of $108.37 on July 31,

According to Wall Street Journal, Nvidia has significantly reduced its financing guarantee for OpenAI's Ohio data center project to under $120 billion from an originally discussed $250 billion, amid investor concerns over the chip manufacturer's risk exposure to large financing initiatives. The

Goldman Sachs Chief Economist Jan Hatzius concluded in global macro research released on August 16 that a Fed rate hike in September is “extremely unlikely,” unless the economic data for August, released in early September, undergoes a dramatic shift—a scenario Goldman Sachs considers non-baseline. In terms of employment, both July nonfarm payroll employment and household-survey employment declined month over month, while estimated underlying trend employment growth was only about 5,000 jobs per