Global TradFi & Macroeconomics

According to Jim Cramer on CNBC, Nvidia's board approved an additional $150 billion in share repurchases on Monday, bringing the total remaining authorization to $235 billion. The chipmaker said the increase is the largest in its history and expects to complete the program through fiscal 2028. Nvidi

According to budget documents, Russia expects to collect 200 billion rubles annually from windfall taxes on mining and metals companies between 2027 and 2029.

According to Capital Economics chief economist James Reilly, the 10-year U.S. Treasury yield—currently near its June 2007 high—will "significantly decline to 4.25%" by the end of 2027. Reilly attributes recent yield increases primarily to rising oil prices and strong U.S. economic growth, rather

According to the SEC's most recent fails-to-deliver disclosure covering the second half of August, defense drone company Ondas (ONDS) became Wall Street's most failed-to-deliver security, with 20,954,097 shares undelivered in the National Securities Clearing Corporation's Continuous Net Settlement s

According to the London Bullion Market Association (LBMA), the organization is reviewing complaints received in August 2026 concerning gold from the Pueblo Viejo mine in the Dominican Republic.

According to CoinDesk, Apollo's chief economist Torsten Slok warned on September 29 that AI agents automatically managing household finances could spark a "slow-motion bank run" by transferring low-yield deposits to higher-return accounts. Slok noted that U.S. checking accounts currently offer an

From 16:15 to 16:30 (UTC) on September 28, 2026, BTC rose 0.71% over the short term, trading in the 83,370.4–84,186.4 USDT range with an amplitude of 0.98%. Although the price rebounded slightly, it was still down approximately 0.80% over the preceding 24 hours, fluctuating within a narrow range between $82,571 and $84,999, while market volatility remained relatively subdued. The primary driver of this move was expectations of tighter macro liquidity. The FED announced a 25-bps rate hike, bringi

White House National Economic Council director Hassett stated on September 28 that the three-month annualized core inflation rate is approaching the Federal Reserve's target level, without disclosing specific

According to sources cited by Jin10 and Iranian state media ISNA, Iranian officials privately expressed pessimism on Sept. 29 about reaching an agreement with the U.S. to end hostilities and reopen the Strait of Hormuz before the November 3 midterm elections. Limited progress was made during talks h

Quant's native token QNT surged more than 300% from roughly $65 to above $350 in about a week after The Clearing House selected Quant to power its On Chain Money Initiative for tokenized deposit settlement across U.S. financial institutions. The selection positions Quant's infrastructure at the

International gold futures fell more than 3% on September 28 (US Eastern Time), reaching their lowest level since August 26, as surging crude oil prices intensified inflation concerns. At 10:07 a.m. Eastern Time, December delivery gold futures (GCZ6) on the COMEX exchange traded at $4,177.90 per

US bank stocks faced pressure last week as the Federal Reserve is expected to raise short-term interest rates as much as twice more this year, while Meta's new AI agent Muse demonstrated ease in helping customers switch financial services. The shift in rate hike expectations flattened the Treasury y

David Zervos has joined the U.S. Treasury Department as a counselor in the Office of the Secretary, Treasury announced on Monday. Zervos spent nearly two decades at Jefferies, most recently as the firm's chief market strategist, and was among the candidates Treasury Secretary Scott Bessent

GQG Partners Chairman and CIO Rajiv Jain disclosed during the firm's half-year results call in August 2026 that three of its four main funds shifted to an overweight position in technology and semiconductors, reversing his 2025 stance when he aggressively sold Nvidia, Alphabet, and Amazon while

According to Treasury, Wall Street strategist Zervos joined the Treasury Department on Monday as a counselor in the Office of the Secretary to advise Treasury Secretary Bessent. Zervos spent nearly two decades at Jefferies as the firm's chief market strategist and is known for challenging market

According to Axios reporting, bank stocks fell last week amid growing expectations that the Federal Reserve will raise interest rates as much as two more times this year. The KBW Bank Index, tracking 24 major banks, fell 10.2% to $175.57 on Friday, down from a 52-week high of $195.55 on

According to GQG Partners' August 2026 half-year results call, the firm shifted three of its four main funds to an overweight position in technology and semiconductors, reversing its 2025 strategy of aggressively reducing holdings in Nvidia, Alphabet, Amazon, and Microsoft. The reversal came as the

IREN Limited (NASDAQ: IREN) closed at $44.12 on 25 September 2026, down 42.3% from its record close of $76.41 on 5 November 2025, according to Nasdaq daily closing data. The decline occurred even as management's end-2026 AI Cloud annualised run-rate revenue (ARR) target climbed from $3.4bn to more t

According to TheEnergyMag, bitcoin miner Hut 8 secured a $1.07 billion senior secured revolving credit facility on September 29, with a four-year term. The funds will support the company's liquidity needs and energy and digital infrastructure

White House advisor Hassett deflected a question on U.S. Treasury yields today, recommending that the inquirer ask Treasury Secretary Bessent instead.