Global TradFi & Macroeconomics

On August 28, Japan conducted a 2-year government bond auction with a bid-to-cover ratio of 2.97, falling below the 12-month average of 3.74.

President Donald Trump praised Nvidia Corp. and CEO Jensen Huang on Thursday following the company's Q2 earnings report, which showed revenue more than doubled to $96.2 billion and a forecast of 70% growth in fiscal 2028. Trump posted on Truth Social that such achievements are 'only possible in

According to Morgan Stanley strategists on Aug 28, the bank has shifted its focus to China's A-shares after taking profits on Hong Kong stock positions. The strategists, including Laura Wang, Chloe Liu,

India's 10-year benchmark government bond yield rose to 6.9136% on August 28, marking the highest level since June 12.

According to Benzinga and Forbes data, Nvidia stock surged 8.7% on Thursday (Aug 27) following the company's Q2 earnings report and guidance, boosting CEO Jensen Huang's net worth by an estimated $14.9

Michael Burry thanked tech columnist Tae Kim after Kim praised the investor for making 'a killing' on Nvidia and Microsoft calls ahead of earnings in the past month. Burry's Nvidia calls gained 50% to 60% in less than a day following second-quarter results on Wednesday, while his Microsoft calls

Nvidia paused parts of a financing program for AI cloud companies last week, according to a Wall Street Journal report citing people familiar with the matter. The chipmaker's stock slipped 1% in after-hours trading Thursday following the report. The initiative, unveiled in early July, offered

Affirm Holdings Inc. (AFRM) shares jumped over 10% overnight late Thursday, heading toward early July highs, after the buy now, pay later firm's fourth-quarter results exceeded Wall Street expectations. The company posted revenue of $1.17 billion against consensus estimates of $1.11 billion and

IREN Ltd. shares tumbled more than 8% in overnight trading late Thursday after the bitcoin miner and AI infrastructure company reported quarterly earnings below Wall Street expectations. The company reported fiscal fourth-quarter revenue of $137.2 million, missing the $157.14 million analyst

According to Jin10 Futures, China's futures markets saw significant capital flows on August 28 at 11:31. CSI 1000 index futures (2609 contract) led outflows with 79.71 billion yuan, while lithium carbonate futures (2701 contract) attracted the largest inflows at 17.92 billion yuan.

The U.S. Federal Trade Commission is investigating Alphabet Inc.'s YouTube over potential consumer protection law violations related to account suspensions, according to a Bloomberg report citing people familiar with the probe. The investigation, ongoing since last year, examines whether YouTube vio

President Donald Trump praised Micron Technology's (MU) $10 billion investment in U.S. research labs on Thursday, calling the company one of the hottest in the world. Micron announced last week it would invest the sum over the next decade in a research institution focused on the memory supply

According to Jin10, offshore Chinese yuan Hong Kong Interbank Offered Rate (CNH HIBOR) on Friday, Aug 28 showed mixed movements across tenors, with the one-week rate rising to 1.42970%, marking its highest level since Aug 20. Overnight HIBOR also climbed to 1.37697%.

Michael Burry scored substantial profits on Nvidia call options placed ahead of the chipmaker's earnings report on Thursday, with the contracts appreciating between 50% and 60% in less than a day. He sold half the position shortly after opening it, characterizing the calls as a hedge against a

Marvell Technology shares fell about 8% in after-hours trading Thursday after the chipmaker reported second-quarter revenue of $2.739 billion, up 37% from a year earlier and modestly above Wall Street expectations of $2.71 billion, but guided adjusted gross margin for Q3 lower to 57.5%–58.5%, down f

Affirm Holdings Inc. (AFRM) shares rallied over 10% late Thursday following a strong fourth-quarter earnings beat. The buy-now-pay-later firm reported revenue of $1.17 billion, surpassing Wall Street expectations of $1.11 billion, with net income of $4.62 per diluted share compared to the $0.85 expe

According to The Wall Street Journal, Nvidia paused new revenue-sharing deals with AI cloud providers last week, causing its stock to slip 1% in after-hours trading Thursday. The program, launched in early July, offered credit support to smaller cloud firms in exchange for a cut of revenue from

According to Stocktwits, IREN Ltd. shares fell more than 8% in overnight trading late Thursday after the bitcoin miner and AI infrastructure company reported fiscal fourth-quarter earnings below Wall Street expectations. The company reported Q4 revenue of $137.2 million, below the $157.14 million an

According to TokenPost, Korea Investment & Securities plans to enter the tokenized securities market for stocks and bonds, leveraging its prior experience as an early mover in note issuance and other markets. Digital Asset Strategy Division head Park Sung-jin said the company aims to become the

According to TradingBeats monitoring, Polymarket trader "xm39" reversed its war-escalation bullish thesis on August 28, liquidating 1.759 million WTI crude oil contracts for $14.253 million at a $282,000 loss, then shorting crude this morning. The trader simultaneously reduced its "U.S. will