Global TradFi & Macroeconomics

Eli Lilly, the world's largest pharmaceutical company, released its quarterly financial results on August 5. Revenue reached $23 billion, representing a 48% year-over-year increase, while net profit grew 25% to $7.1 billion with a net margin of 31%. The earnings report positions the company as a

According to Hong Kong Exchanges and Clearing Limited filings and comments from founder Duan Yongping on Xueqiu, Bubble Mart holdings decreased from 7.65% to 5.55% recently. Duan attributed the change to put option expiration and partial call assignment, not a divestment. He stated the position

According to market data, Oracle's 5-year credit default swap spreads recently reached approximately 215 basis points, surpassing the 2008 financial crisis high. The spike follows a $70 billion AI data center expansion plan and a credit rating downgrade to BBB-. Oracle's capital expenditure has

Langham Design Group Limited (02262) reported first-half profit of HK$2.324 million for the six months ended June 30, 2026, up 46.16% year-on-year, according to its official announcement. Revenue, however, declined 4.06% to HK$187 million, primarily due to slower project progress in China's real

An Iranian Deputy Foreign Minister stated that the United States' return to the Islamabad Memorandum of Understanding is a necessary condition for reopening the Hormuz Strait, but emphasized it would not be sufficient on its own, according to Iran's IRNA news agency. The official did not specify

Houthi forces claimed an attack on a Saudi oil tanker in the Gulf of Aden, though Saudi government and shipping companies have not confirmed the incident. The damage extent and vessel status remain unconfirmed. The Gulf of Aden serves as a key route for Red Sea and Suez Canal passage, separate

The U.S. Treasury maintained its existing language on coupon bond issuance guidance in its Quarterly Refunding Announcement (QRA), keeping the phrase 'at least for the next several quarters' unchanged. Markets interpreted this decision as signaling no increase in coupon bond issuance until after

SanDisk estimates the NAND market will exceed $300 billion in revenue in calendar year 2026, up 3 times year-over-year.

According to Commitments of Traders (COT) Report data, non-commercial (large speculative) Bitcoin futures traders held a record net long position as of last week, indicating significant bullish positioning by this category of market

Oracle's 5-year credit default swap (CDS) spread reached approximately 215 basis points, marking an all-time high that surpasses the peak recorded during the 2008 financial crisis. The credit market reaction stems from the company's $70 billion AI datacenter expansion plan and a credit rating

According to Barron's and Wall Street Journal data, StockCharts displayed an incorrect value for the NYSE Advance-Decline Line on July 27. The daily A-D value should be +707, according to the data review and Barron's/WSJ records. The platform has been notified to correct the

According to Barron's, Eli Lilly's Foundayo oral obesity treatment posted Q2 2026 sales of $98 million, falling short of consensus expectations above $100 million. The underperformance highlights investor concerns, as weekly prescriptions reached only 30,000 during the first 16 weeks post-launch

According to claims from Houthi forces, the group attacked a Saudi oil tanker in the Aden Gulf recently. However, Saudi government officials and shipping companies have not yet confirmed the incident, with details of damage and vessel condition remaining unverified. The Aden Gulf, a key shipping cor

The onshore Chinese yuan (CNY) closed at 6.7457 against the U.S. dollar on August 11 at 4:30 PM, down 15 pips compared to the previous trading day.

AppLovin reported Q2 results with revenue of $1.92 billion, missing analyst expectations of $1.94 billion despite 53% year-over-year growth, triggering a post-market stock decline of up to 28%. The miss occurred because core metrics including revenue, EBITDA guidance, and free cash flow failed to si

France's 30-year government bond yield recently climbed to 4.8004%, marking its highest level since October 2008. The yield rose 3 basis points in the latest session.

Wall Street institutions remain divided on the Federal Reserve's September interest rate decision, with CME FedWatch data showing a near-even split between holding rates steady at 49% and implementing a 25 basis point hike at 47%. The uncertainty stems from conflicting assessments of labor market st

The Iranian Foreign Ministry spokesperson referenced the geographic characteristics of a shipping route through the Hormuz Strait agreed upon between Iran and Oman. The statement follows earlier proposals to separate vessel traffic, with entry routes on the Iranian side and exit routes on the

On August 5 morning, U.S. stock indexes rose across the board as part of a five-day rally. The S&P 500 gained 0.5% and the Nasdaq 100 advanced 0.2%. Among individual stocks, Nvidia surged 4.4% and Eli Lilly

Morgan Stanley-led banks are pursuing a bond issuance to refinance debt for Anthropic's Texas campus project. According to the deal structure, Google's guarantee only becomes effective after construction