Global TradFi & Macroeconomics

According to Glassnode, Bitcoin has rebounded approximately 26% since its mid-August low, with U.S. spot Bitcoin ETFs recording net inflows of $2.23 billion over the same period—the strongest seven-day inflow this year with no single outflow day. The rebound was triggered by a record short squeeze o

Nvidia stocks fell over 1% in morning trade on August 26 as the company heads into its second-quarter earnings report. Bank of America analyst Vivek Arya stated in a CNBC interview that the company's balance sheet, cash generation, and ability to support the broader AI ecosystem could be more

According to Bank of America analyst Vivek Arya, Nvidia's fundamentals are 'checking every box' ahead of its Q2 earnings report on August 26. Speaking to CNBC, Arya stated that the company could generate $1 billion in daily free cash flow within the next year, noting that 'there is no other company

According to media reports citing sources, Russia's Novatek refinery halted crude oil processing on August 26 following drone strikes.

On August 26, during European afternoon trading, UK 10-year gilt yields rose 3.3 basis points to 5.020%, marking significant gains following the release of the PCE inflation data, the Federal Reserve's preferred inflation gauge, at 8:30 p.m. Beijing time. Two-year gilt yields climbed 3.0 basis point

According to three sources, Russia's Norsi refinery halted crude oil processing after drone strikes on August 26.

Felix Prehn, a former investment banker who now educates retail investors, discussed gold's five-week rally during what is shaping up as the metal's best month since 1999. Gold traded around $4,650 on Tuesday, while the 30-year Treasury yield touched 5.34% last week, near a 20-year high. Prehn

According to Bitget market data, Nasdaq-100 constituent stocks showed divergent movements during today's session. Storage, optical communication, and technology stocks gained strength, while software and enterprise services stocks

According to Kitco News, gold reached around $4,650 this week, on pace for its best month since 1999, though still below the record set in late January. Former investment banker Felix Prehn highlighted growing market concentration risks, noting that the top 10 companies in the S&P 500 now

According to the U.S. Department of Commerce, new orders for durable goods in July reached $339.3 billion on a seasonally adjusted basis, up $3.6 billion or 1.1% month-over-month. This exceeded market expectations of a 0.5% increase. Excluding transportation equipment, orders grew 0.4%, while

According to Guru Club, WTI crude oil futures recovered more than 3% of their intraday losses on Aug 26, rising 0.06% to settle at $82.41 per barrel.

According to William Blair, Moderna and Merck's personalized mRNA cancer vaccine Intismeran Autogene (mRNA-4157/V940) combined with Keytruda achieved positive Phase III trial results for melanoma treatment recently, hitting key efficacy endpoints. Moderna's stock jumped 177% to $174.38, marking a

The U.S. Treasury Department auctioned 2-year floating rate notes (FRNS) today at a discount rate of 0.055%, up 5 basis points from 0.050% on July 29. The auction received a bid-to-cover ratio of 3.14.

XRP fell 6.23% over 24 hours to around $1.38, marking the steepest decline among the top 10 cryptocurrencies by market capitalization according to CoinMarketCap data. The pullback follows a rapid rally that saw XRP surge from around $1.00 on August 18 to an intraday high near $1.69, with the token s

According to media reports, Indian oil tanker HAANA recently attempted to transit through the Oman Corridor, an alternative southern route south of the Strait of Hormuz, but was forced to abandon passage after receiving a

Bernstein expects Bitcoin to reach $150,000 by mid-2027 under its base case scenario, citing rising government debt and currency debasement as tailwinds for the scarce asset. The firm forecasts BTC returning to roughly $125,000 by end-2026 before advancing to $150,000 in H1 2027, with a cycle peak n

Europe's STOXX 600 index closed up 0.12% at 657.30 points today (August 26). The eurozone STOXX 50 index rose 0.36% to 6,478.98 points, while the FTSE Eurofirst 300 index gained 0.07% to 2,624.99 points.

According to Wall Street Journal reporter Nick Timiraos, Federal Reserve Chair Kevin Powell faces a critical question in his major speech this week at Jackson Hole: whether elevated U.S. inflation stems from one-time shocks such as tariffs and geopolitical tensions, or reflects an overheating

European markets closed higher on August 26. Germany's DAX 30 index rose 0.32% to 26,349.22 points. France's CAC 40 climbed 0.54%, Italy's FTSE MIB gained 0.54% with the banking index jumping 1.07%, and the UK's FTSE 100 edged

According to WSJ, JPMorgan Chase, Bank of America, Wells Fargo, and Santander are advancing plans to form a global stablecoin alliance to explore stablecoin infrastructure jointly supported by major financial institutions. The alliance aims to collaborate on bank-issued or bank-backed stablecoins fo