Global TradFi & Macroeconomics

Japan's 10-year government bond yield rose to 3% for the first time since September 1996, marking a significant milestone for the nation's bond market after three decades.

According to the U.S. Environmental Protection Agency, Chicago soybean futures reached their highest level since 2023 this week, following the agency's announcement of 1.76 billion renewable fuel credit exemptions for 2025—the largest package issued to

As of September 1, Bitcoin had edged back up to around $78,770 but still failed to reclaim the $80,000 mark. Iran launched missiles overnight at two U.S. Air Force bases in Jordan, and U.S. President Trump said in the White House Oval Office and in an interview with Fox News, “We’re going to hit them hard.” Trump also said U.S. GDP growth could reach as high as 20% and stated that such growth would not cause inflation, arguing against Fed rate hikes despite strong economic data. Direct U.S.-Iran

Early September, Hong Kong Dollar overnight interbank rates fell 82 basis points to 3.28%, marking the steepest decline since July 2. The drop reflects improved liquidity conditions at the start of the month, reducing overnight HKD financing

NH Investment & Securities ended its single CEO system in late June with the appointment of Shin Jae-wook and Bae Gwang-soo as co-CEOs, marking the first dual leadership structure since the company's founding. The transition followed a board decision in April

According to the Financial Supervisory Service, NH Investment & Securities appointed Shin Jae-wook and Bae Gwang-soo as co-CEOs on June 30, ending over a decade of single CEO leadership. The move marks the first co-CEO structure since the company's 2014 merger. Shin will oversee investment

According to Cantor Fitzgerald, the investment bank recently raised Coinbase's price target from $184 to $212 and maintained its overweight rating. The firm cited Bitcoin's recent rebound above $80,000 and subsequent revival of valuations across the crypto ecosystem. As the leading U.S. compliant

According to Westpac, the New Zealand Reserve Bank is expected to raise interest rates by 25 basis points to 2.75% on September 2, in line with market consensus. The bank forecasts that the RBNZ's policy guidance will signal rates reaching 3% by year-end, with a peak near 3.3%. Westpac assesses the

According to traders on September 1, India's central bank may sell dollars ahead of the spot market opening to support the rupee.

The Bank of Korea removed the phrase 'rate hike stance' from its August monetary policy statement, drawing market attention to how long actual market rate declines may take. The central bank previously removed identical language in January 2023 when concluding its rate hike cycle, and market rates t

S&P Global reported that Japan's manufacturing Purchasing Managers' Index (PMI) reached 54.9 in August, up from 54.5 in July, marking the eighth consecutive month of expansion. The improvement represents the fastest pace of growth since April, driven by a surge in new orders for semiconductor and ar

According to Yonhap Infomax, as of early morning September 1 trading in Asia, E-mini S&P 500 futures rose 0.08% to 7,705.25, while E-mini Nasdaq-100 futures fell 0.05% to 296,497.25. Markets remained mixed as geopolitical tensions in the Middle East persisted following U.S. military action against I

According to Yonhapnews, the Bank of Korea's Monetary Policy Committee removed the phrase "rate-hike bias" from its August policy direction statement. In January 2023, the committee made a similar move after completing its rate-hike cycle at 3.5%, yet market interest rates did not decline

According to S&P Global, Japan's August manufacturing PMI reached 54.9 on September 1, extending eight consecutive months of economic expansion and rising from 50 in July. The increase marked the fastest pace of improvement since April. New orders posted their sharpest growth in eight and a half

According to data released by Kpler on September 1, five vessels transited the Strait of Hormuz region on August 31, remaining relatively flat compared to the previous weekend but well below the 10-day average of approximately 14 vessels. Of the five ships, four entered the strait with no tankers pr

According to BlockBeats, trader xm39 significantly expanded a WTI crude oil long position on Hyperliquid on Sept. 1, increasing holdings to 34.04 million shares through multiple rolling operations. The position grew by 25.91 million shares—a 319% increase from before the operations—with an

According to Beating, Tim Cook stepped down as Apple CEO on September 1, handing the role to John Ternus; Cook remains with the company as executive chairman. In his final letter to all employees, Cook said Ternus truly understands what it takes to build products that change the world, and

According to Jin Lian Chuang, China's LNG supply volume in August 2026 reached 50.1 billion cubic meters, up 1.2% month-on-month but down 9.4% year-over-year. Imported LNG volume surged 9.3% to 11.7 billion cubic meters, offsetting a slight decline in domestic production to 38.4 billion cubic meters

CrowdStrike and Palo Alto Networks are experiencing significant stock gains as artificial intelligence drives both cybersecurity threats and demand for advanced security solutions. CRWD and PANW stocks have doubled year to date, marking a sharp turnaround for the cybersecurity sector which was