Global TradFi & Macroeconomics

Micron Technology stocks posted their strongest one-day gain in nearly two months on Thursday before slipping nearly 3% in overnight trading. The initial rally was supported by Tesla CEO Elon Musk's statement that Micron provided a 'very significant allocation' of memory chips on 'reasonable

According to Korean Economic TV, LS Electric posted record second-quarter revenue of 1.577 trillion won (up 32% year-over-year) and operating profit of 178.5 billion won (up 64%) on July 24, driven by surging AI datacenter demand. New orders soared 243% to 2.0835 trillion won, the highest

According to BlockBeats, on July 24, the combined off-balance-sheet AI-related debt of Alphabet, Microsoft, Amazon, Meta, and Oracle reached $1.65 trillion, up approximately eight-fold from four years prior and exceeding their combined on-balance-sheet liabilities of $1.35 trillion. Under U.S.

According to SoSoValue data, Ethereum spot ETFs saw total net inflows of $26.32 million on July 23 (U.S. Eastern Time), marking the fifth consecutive day of inflows. Fidelity's FETH led the gains with $14.93 million in single-day inflows, bringing its cumulative net inflows to $2.15 billion.

According to ChainCatcher citing SoSoValue data, Bitcoin spot ETFs recorded total net outflows of $225 million yesterday (July 23). Morgan Stanley's MSBT led inflows with $5.01 million, bringing its historical total to $400 million. BlackRock's IBIT saw the largest outflows at $202 million,

According to ChainCatcher, Ethereum spot ETFs saw net inflows of $26.32 million yesterday (July 23), extending a five-day inflow streak. Fidelity's FETH led individual funds with $14.93 million in single-day inflows, bringing its total net inflows to $2.149 billion; BlackRock's ETHA followed with $8

According to ZhiTong Finance, the Hang Seng Index fell 1.27% to 24,891 points at midday on July 24, while the Hang Seng Tech Index declined 1.69%. Midday trading volume reached 117.1 billion Hong Kong dollars. Rising oil prices due to Middle East tensions have fueled inflation concerns and

Gate News: According to the latest Gate TradFi data, KR200 (Korea Composite Stock Price Index 200) has dropped by 6% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

LPL Financial's Chief Equity Strategist Jeff Buchbinder analyzed US midterm election impacts on stocks, with the elections now 4 months away. The analysis shows that despite volatility during midterm election years, the S&P 500 has risen after all 18 midterm elections since 1954, averaging an 18.2%

US initial jobless claims dropped to 187,000 for the week ending May 18, the lowest level since September 1969, according to the Department of Labor on May 23. The figure fell 22,000 from the prior week, defying widespread fears that artificial intelligence adoption would trigger mass layoffs.

According to LPL Financial, the S&P 500 has risen in all 18 periods following U.S. midterm elections since 1954, with an average gain of 18.2%. Chief equity strategist Jeff Buchbinder noted that while midterm election years historically show below-average market performance (4.6% average return),

According to the U.S. Department of Labor, the number of Americans filing initial jobless claims for the week ending July 18 fell to 187,000 on a seasonally adjusted basis, the lowest level since September 1969. This represents a decrease of 22,000 claims from the previous week. Economists note

According to JinLian Create, on July 31, China's gasoline and diesel retail prices are expected to rise by more than 0.08 yuan per liter as international crude oil remains supported by Middle East geopolitical tensions. Refineries report stable feedstock supplies with increased restocking demand

According to Bank of America report issued on July 22, Nvidia released its Vera CPU architecture featuring 88 custom ARM cores and 1.2TB/s memory bandwidth, emphasizing that single-core performance determines AI agent response speed. AMD responded on Thursday during its AI Day, stating that its

UBS Asset Management forecasts continued inflation easing and declining bond yields, stating on July 23 (local time) that Middle East energy supply disruptions will ease over time. The asset manager attributes this outlook to declining inflation expectations despite elevated geopolitical tensions, w

According to Yonhap Infomax, WTI crude oil futures prompt spread rose to $5.18 on July 23, marking its highest level since May 1 after climbing approximately $4.5 this week. The prompt spread measures the price difference between nearest-month and next-month crude oil futures contracts; a higher

According to UBS Asset Management on July 23, core inflation pressure continues to ease, with June consumer price index data showing core inflation declining month-over-month for the first time since 2020. The asset manager noted that the 10-year inflation break-even rate (BEI) fell to 2.25%

According to BitcoinTreasuries.NET, South Korea's Mirae Asset Global Investments increased its MSTR (MicroStrategy) holdings by 25,573 shares, worth approximately $2.42 million, on July 24. The company now holds 135,951 MSTR shares valued at approximately $12.87 million.

According to Jin10, the overnight CNH HIBOR fell 10 basis points to 1.28061% on Friday, hitting its lowest level since June 5. Meanwhile, Hong Kong Monetary Authority's 300 billion yuan intraday repurchase facility utilization exceeded 30%. Other tenors showed mixed movements: one-week HIBOR

ANZ maintained its Brent crude oil price forecast at $92 per barrel for the end of the third quarter of 2026, reflecting uneven recovery in Persian Gulf oil flows.