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Macro and policy stories from the live cache.
BitMine Adds $73 Million in ETH, Pushing Holdings to 4.8% of Supply
BitMine Immersion Technologies (NYSE: BMNR), the Ethereum treasury company chaired by Fundstrat's Tom Lee, bought 42,197 ETH worth roughly $73 million over the past week, according to the company's own…
Most FDA advisers say peptides like BPC-157 and TB-500 should be made available in the U.S. Here’s what happens next.
The FDA is deciding whether seven peptides can be legally compounded, potentially opening the door to broader use in Americans.
Japan June 2026 inflation: Headline jumps to 1.7% y/y (prior 1.5%)
Just the data this post, I'll have more to come on this separately. ---Japan Inflation Rate June 2026:Headline Y/Y 1.7% expected 1.7%, prior .5%Core (ex-food) Y/Y 1.6% expected 1.6%, prior 1.4%Ex-Food and Energy…
Gold slumps to near $4,050 as Middle East conflict fuels inflation worries
Gold price (XAU/USD) faces some selling pressure to around $4,050 during the early Asian session on Friday.
Japan’s National CPI climbs 1.7% YoY in June, Core CPI rises as expected
Japan’s National Consumer Price Index (CPI) rose by 1.7% YoY in June, compared to the previous reading of 1.5%, according to the latest data released by the Japan Statistics Bureau on Friday.
SEC Commissioner Hester Peirce Warns Against Crypto Vaults and Lending
SEC Commissioner Hester Peirce warns that crypto vaults and lending protocols may fall under federal securities law. The post SEC Commissioner Hester Peirce Warns Against Crypto Vaults and Lending appeared…
EUR/JPY extends rally as ECB hike buzz tests Yen risks
The EUR/JPY extends its advance for the third straight day, set to end the week with solid gains as traders brace for the end of the week.
The August stock-market slump is a myth — so why does Wall Street keep repeating it?
More than 200 years of data show stocks typically gain in August, while market volatility sits well below average.
S&P 500 flashes sell signals — options traders are bracing for wild swings in Apple, Meta and Microsoft
Nervous investors set the stage for massive post-earnings moves in Wall Street’s biggest stocks.
Yes, the AI stock selloff looks terrifying. But it might actually save the bull market.
The hottest tech trades of 2026 just got slammed — smart investors are buying anyway.
AMD’s rivalry with Nvidia is increasingly moving into a new realm
The chip makers are best known for competing in the GPU business, but they’re stepping up their offerings in the attractive market for server CPUs.
The stock market’s calm is cracking. Here’s how to prepare for an August shock.
August is historically brutal for market volatility. Here’s how to protect your portfolio.
Trump rolls out a new wave of global tariffs. Here are the latest rates.
President Donald Trump and U.S. Trade Representative Jamieson Greer are making a fresh move with tariffs on Thursday.
Indonesian Rupiah: BI may still need to tighten – MUFG
MUFG’s Lloyd Chan reports that Bank Indonesia kept its policy rate at 5.75%, surprising expectations for a hike, as recent Rupiah stabilization allowed policymakers to stay on hold.
ServiceNow’s stock falls as a new AI threat overshadows earnings beat
While ServiceNow’s earnings beat proved that its AI momentum is picking up, the launch of OpenAI Presence reignited fears of enterprise software disruption
These 16 states are offering tax-free shopping days as back-to-school costs soar to over $800 per student
As inflation continues to squeeze household budgets, parents and students are on a mission to find back-to-school bargains.
Tesla sees a $214 billion wipeout as investors pan Elon Musk’s plan to spend ‘as fast as we can’
Tesla’s stock has its worst drop in a year after the company’s earnings call leaves Wall Street with more questions than answers.
Goldman Sachs CEO Breaks With Wall Street to Back Crypto Clarity Act
Solomon's endorsement splits with JP Morgan's Jamie Dimon and banking trade groups, who warn the bill's stablecoin-yield provisions could pull deposits away from traditional lenders.
Bitcoin slides below $65K as Iran conflict fuels $100 oil and bond-yield surge
Bitcoin price forecasts diverge as US-Iran war tensions fueled an ongoing oil and bond-market surge, while July Fed rate-hike odds neared 40%.
Nasdaq-Listed Zhibao Wants a Bitcoin Treasury, Plans to Sell $220M in Stock for BTC
A Shanghai-based insurance-tech company trading below $1 wants to build a bitcoin treasury by taking BTC directly as payment for new shares.
Economic and event calendar in Asia Friday, July 24, 2026 - Inflation data from Japan
I'll get a post up with a preview of the Japanese inflation data separately. The Tokyo area data for June (Tokyo CPI comes out earlier than national CPI) indicated rising…
Bitcoin treasury company erases 7.7M shares after selling 177 BTC – yet Bitcoin per share fell
The $11.7 million convert vanished, leaving a simpler capital stack and a tougher test for replacement funding. The post Bitcoin treasury company erases 7.7M shares after selling 177 BTC –…
Crypto industry to contribute $55B to US economy in 2026: NCA study
The research released by the organization said that crypto companies will directly or indirectly lead to 232,000 jobs across the entire US economy in 2026.
Bitcoin May Have Already Bottomed—If the Fed Helps, Says Grayscale
The crypto asset manager thinks the four-year cycle is dead, suggesting Bitcoin's price will follow macro forces and the Fed's next move.
Swiss Franc hits 13-month low as rising Oil prices boost bets on Fed hike
USD/CHF climbs to its highest level since June 2025 on Thursday, supported by a broadly stronger US Dollar (USD) as the expanding war in the Middle East pushes Oil prices…
EUR/USD Price Forecast: Bears target a break below 1.1350 support
EUR/USD trades on the back foot on Thursday as the expanding war in the Middle East pushes Oil prices higher and fuels hawkish Federal Reserve (Fed) expectations, boosting demand for…
BTC treasury firm Empery Digital invests $20M in AI data center developer Cardinal Data Power
The investment marks Empery’s latest push into AI infrastructure as the company shifts capital away from its Bitcoin treasury strategy.
The story gets worse: 30 year mortgage rates reach the highest level since August 2025
The 30 year fixed rate mortgage according to Freddie Mac reached 6.58% in the week ending July 23. That is the highest level since August 21, 2025. Last week, the…
$131 billion crypto vault boom will test the limits of SEC’s friendlier crypto stance
On July 22, SEC Commissioner Hester Peirce warned that some crypto vaults and onchain lending strategies may fall under federal securities laws. According to her, the regulatory risk depends on…
United States: PCE Methodology tweaks seen as marginal – TD Securities
TD Securities economists Eli Nir and Oscar Munoz analyze upcoming BEA methodology changes to United States (US) Personal Consumption Expenditures (PCE) Price Index inflation for portfolio management, legal services, and…
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