Global TradFi & Macroeconomics

According to financial sources, Capital Research and Management Company (CRMC), the investment advisory arm of Capital Group, has become the third-largest institutional shareholder of Shinhan Financial Group. On August 26, CRMC acquired an additional 115,260 shares of Shinhan Financial, bringing

According to State Street Markets executive Choi Ji-wook commenting on September 2, South Korea's consumer price inflation likely peaked in August at 3.1% year-over-year and is expected to remain in the 2.5-3.0% range through the first quarter of 2027. Choi noted that oil price uncertainty remains e

The South Korean government reversed its Individual Savings Account (ISA) tax reform policy on the 1st of the previous month, one month after the initial announcement. The reversal removes the proposed 5-year contract limit and annual contribution carryover restrictions that had drawn significant

Dell reported on September 2 that Q2 revenue surged 58% year-over-year to $47 billion, prompting the company to raise full-year revenue guidance by $25 billion to $192 billion. The company also increased its AI-optimized server revenue forecast to $74 billion from the prior estimate of $60 billion.

According to E-Daily, BuBang Co., Ltd. (parent company of Cuckoo rice cooker) announced on September 2 that its board approved the cancellation of 3.38 million treasury shares, representing 5.93% of total issued shares. The shares are scheduled for cancellation on September 9 with a planned amount o

Spot Bitcoin Exchange-Traded Funds (ETFs) attracted $3.5 billion in net inflows during August 2025, marking the strongest monthly performance since July 2024. The surge reflects heightened institutional demand for regulated Bitcoin exposure, according to commentary from analyst Nate Geraci. The infl

The Trump administration will deploy all available measures to prevent US 10-year Treasury yields from exceeding the 5% threshold, according to a forecast by Oxford Economics released on local time September 1. As of that date, 10-year yields had climbed to 4.79%, driven by investor inflation

According to Nate Geraci, Spot Bitcoin ETFs attracted $3.5 billion in inflows during August 2025, marking the best month since July 2024. The surge coincided with Bitcoin's 25% price increase throughout the month, reflecting growing institutional appetite for regulated exposure to the

According to Jin10 Futures, the CNEX-NEX yuan liquidity sentiment index stood at 48 as of 10:15 on September 2, up 1 point from 08:45. By institution type, large banks, mid-size and small banks, and non-bank institutions reported sentiment indices of 47, 49, and 47 respectively, each up 1 point.

Japan's 5-year government bond yield rose 4 basis points to 2.295% today, marking an all-time high.

According to the Reserve Bank of New Zealand, economic recovery resumed in the third quarter of 2026, though the expansion remains uneven across sectors and regions.

According to Jin10, multiple grain and gold stock ETFs declined significantly on September 2. Grain ETF PUYIN dropped 6.4%, while Grain ETFs HUAXIA and GUOTAI each fell 5.8%. Gold stock ETFs also retreated, with WINRICH

According to ChainCatcher, Hyperliquid Strategies, the native treasury company of Hyperliquid, expanded its equity purchase agreement with Chardan Capital Markets from $1 billion to $2.5 billion. Further stock sales below $12.02 per share following the initial $1 billion sale will be subject to

According to Robinhood's announcement, the company will host its third annual HOOD Summit in Houston on September 29-30, 2026. CEO Vlad Tenev will deliver the keynote address at 5:30 p.m. CT on September 29, unveiling new products and features for active traders. The following day will feature

People Power Party leader Jang Dong-hyeok called for a National Assembly investigation and special prosecution into alleged lobbying involving single-stock leveraged ETF approvals during a press conference at the National Assembly on September 2nd. Jang labeled the controversy 'ETF Gate' and cited t

According to multiple brokerages per Yonhap Infomax, the Dollar-Korean Won spot market average rate (MAR) quotation reached par level today (September 2). The NDF fixing position remained square, indicating neutral positioning among market participants ahead of the opening

Anthropic signed a $35 billion cloud computing agreement with Lambda, a cloud computing provider backed by Anthropic and NVIDIA, with some of the capacity located at the Beacon Point campus being built by Hut 8 (HUT) in Nueces County, Texas. HUT shares initially rose after the news emerged before retreating, closing at $77.57 on Sept. 1. Anthropic and Lambda’s $35 Billion Agreement Anthropic signed a $35 billion agreement with NVIDIA-backed cloud computing provider Lambda to build data center co

According to the Reserve Bank of New Zealand (RBNZ), the central bank raised its annual CPI forecast to 2.4% for September 2027, up from the previous projection of 2.0%.

The Reserve Bank of New Zealand projects its official cash rate (OCR) to reach 3.28% by September 2029.

According to the Reserve Bank of New Zealand, the central bank revised its official cash rate (OCR) forecasts today. The December 2026 OCR is now expected at 2.81%, down from the previous forecast of 2.84%, while the September 2027 OCR is projected at 3.12%, slightly up from the prior guidance of 3.