Markets

Trump’s June trades valued at up to $263 million, disclosure shows

More than 1,000 securities transactions were recorded in June, with holdings ranging from ETFs to individual stocks. Federal filings detail trades in Palantir, Berkshire Hathaway and Meta.

Alibaba plans $10.2 bln Hong Kong share placement, largest ever

The e-commerce giant's HK$80 billion follow-on offering would be the largest primary share sale by a Hong Kong-listed company. Proceeds will fund AI infrastructure expansion.

Jefferies flags metals breakout risk on currency debasement concerns

Analysts initiate buy ratings on Canadian miners as fiscal deficits and currency risks drive early moves in gold and crypto. Copper and industrial metals seen as next in line.

CTA equity positioning returns to pre-Iran levels: BofA

Systematic trend-following funds have rebuilt equity exposure to levels last seen before the Iran conflict, with further gains possible if volatility continues to ease. BofA warns of potential $100 billion in global equity sales if markets turn bearish.

Nvidia server prices rise over 15% as memory costs surge

AI chipmaker Nvidia increases data center server prices amid soaring DRAM costs. Major cloud providers face higher expenses for systems shipping early next year.

Pound seen rising as yield gap with euro widens, UBS forecasts

UBS expects sterling to strengthen against the euro to 0.85 by late 2027, citing a 1.5 percentage point yield advantage and fading risk premiums. ECB’s final hike in September may reinforce the trend.

London Gas Oil holds near $1,241 as traders eye $1,328 resistance

London Gas Oil futures consolidate in a tight range ahead of a potential breakout above $1,260. Technical indicators suggest limited near-term momentum.

CryptoArticle

Bitcoin’s 2022 vs 2026 crash: Why this downturn differs materially

Institutional adoption has reshaped Bitcoin’s latest downturn, with corporate treasuries and pension funds accumulating during drawdowns—a shift absent in 2022’s liquidity-driven collapse.

Emerging market currencies hit fresh highs as dollar weakens

MSCI emerging market currency index rises 0.3% to extend eight-week winning streak, while equities gain 1.3% as U.S. yields rebound.

CryptoArticle

Regulatory clarity, not macro factors, driving Bitcoin surge: analysts

U.S. crypto policy developments, including the CLARITY Act vote in September, are cited as primary drivers behind Bitcoin's recent breakout from its trading range, analysts say.

CryptoArticle

Cardano surges 11% in largest daily gain since August

ADA climbs to $0.2282 as broader crypto market rallies; Bitcoin and Ethereum also advance. Weekly gain exceeds 27%.

Bitcoin hits extreme overbought RSI 91.8 as price tests $72,914

Bitcoin’s five-hour RSI surged to 91.8, Money Flow Index hit 100, and price briefly touched $72,914 on Aug 20. Trading strategies outline key entry, stop and target levels amid extreme volatility.

Apple authorizes $110 billion stock buyback, largest under Cook's tenure

Tech giant's latest repurchase program follows a $100 billion authorization in 2024. Buybacks reduce outstanding shares, boosting per-share metrics for long-term investors.

U.S. Senate to vote on crypto Clarity Act in September

Legislation setting a regulatory framework for digital assets faces a pivotal Senate vote on Sept. 15 after summer recess delays. Passage would define SEC and CFTC oversight roles and could boost mainstream adoption.

Global markets digest August 2026: equities rise, bonds wobble, Bitcoin surges

U.S. stocks extend gains on CTA normalization, while 30-year Treasury yields hit 19-year highs before easing. Bitcoin breaks above $79,000 amid ETF inflows and Treasury buyback expansion.

Swiss housing prices set to rise further; buyers face affordability squeeze

Rising real estate values and low mortgage costs are supporting Swiss home prices, but structural supply constraints and tax changes are reshaping affordability and investment decisions.

BofA flags stable CTA Treasury shorts, rising EUR/USD short-cover risk

Bank of America notes U.S. Treasury futures positioning remains heavily short with limited near-term cover risk, while slower-moving trend followers face pressure to reduce stretched EUR/USD short bets as the dollar weakens.

China orders recall of 4.3 million vehicles over faulty door handles

Tesla and eight automakers recall vehicles in China due to electronic door handles that may fail to open in emergencies. Regulators push for stricter standards amid safety concerns.

China’s humanoid robot games expand from niche event to strategic showcase

Beijing’s World Humanoid Robot Games now feature over 100 teams, marking the shift from university contests to a government-backed platform for industrial and consumer robotics.

Moody’s lifts TTM Technologies outlook to positive on AI demand

Ratings agency upgrades TTM’s corporate family rating outlook to positive from stable, citing strong AI-related data center growth and diversified revenue streams. Acquisitions and leverage targets highlighted.

Mexico's S&P/BMV IPC jumps 2.14% on Industrials, Consumer gains

The benchmark index advanced as miners and industrial firms led gains, while Walmart de Mexico weighed on the session. The peso strengthened modestly against the dollar.

Hims & Hers faces Visa penalties over dispute surge

Telehealth firm Hims & Hers faces nearly $75,000 in Visa penalties after disputes in its weight-loss subscription business exceeded acceptable levels. Exit requires reducing dispute rate below 1.5% for three months.

Anthropic hires ex-Google chip chief to lead AI hardware push

Salek joins Anthropic's compute team as the AI lab ramps up in-house semiconductor development and secures $250 million in chip funding for UK firm Fractile.