Global TradFi & Macroeconomics

Oxford Economics forecasts the Bank of Japan will raise interest rates faster and higher than previously expected, reaching 1.75% through hikes scheduled for this month, December, and April next year. The revision responds to yen weakness and rising inflation expectations. The institution raised

China's central bank conducted 50 billion yuan in 7-day reverse repurchase operations today with a bid volume of 50 billion yuan and a success rate of 100% at an interest rate of 1.40%. The bank also carried out 359 billion yuan in overnight reverse

According to arXiv on September 1, Princeton researcher Yinhong Zhao published a study arguing that leveraged exchange-traded funds and arbitrage trading significantly drove up stock price volatility. The research found that without single-stock leveraged ETFs, SK Hynix's annualized volatility

China's central bank conducted 5 billion yuan in 7-day reverse repurchase agreements (repos) today at an operating rate of 1.40%, unchanged from the previous day.

According to Oxford Economics, on August 31, the Bank of Japan will hike its base rate in August, December, and April 2027, bringing the policy rate to 1.75%. Oxford Economics also raised its neutral rate forecast to 1.75% from 1.5%, citing BOJ's response to yen weakness and rising inflation

According to reports, the U.S. Environmental Protection Agency (EPA) announced its decisions on 34 small refinery exemption applications for the 2025 compliance year. The EPA granted full exemptions (100%) to 18 applications, partial exemptions (50%) to 11 applications, and rejected 3 applications.

SK D&D set its first-phase rights offering price at 2260 won per share on May 28, and Korean stocks of the company surged to the upper price limit on June 1, the first ex-rights trading day. The Korea Exchange adjusted the base price to 2810 won to reflect share value dilution from the new

According to News1, on September 1, SK D&D announced its first-tranche rights offering price at 2,260 won per share, 26.14% below the initially planned 3,060 won. On the ex-rights day, the stock surged 29.89% to 3,650 won as the Korea Exchange adjusted the reference price to 2,810 won to reflect sha

U.S. 5-year and 10-year Treasury yields rose to their highest levels since early 2025. The 10-year yield increased 2 basis points to 4.778%, while the 5-year yield rose 1.6 basis points to 4.5232%.

On September 1, 2026, the People's Bank of China published midpoint exchange rates for the yuan. USD/CNY weakened to 6.7809, down 19 basis points (yuan appreciation). EUR/CNY strengthened to 7.8406, up 62 basis points, while GBP/CNY declined to 9.1431, down 99 basis points. Other major pairs

According to Jin10, several Chinese technology-focused ETFs saw significant premium spreads on Sept 1, with certain products trading at markups exceeding 24% above their net asset value. The surge in premiums coincided with U.S. 10-year Treasury yields breaking through 4.75%, marking the highest

Meritz Securities launched its MOUM financial platform on the 1st at an event held at Fairmont Ambassador Seoul in Yeouido. The platform integrates stock trading, investment information, artificial intelligence analysis, and global community features, developed over approximately 1 year and 6

South Korea's bond market is expected to show volatility centered on long-term bonds on September 1st, influenced by supply factors including a scheduled 30-year treasury bond auction worth 2.5 trillion won and budget-related developments. Pricing for a September rate hike paused as US 2-year

According to Yonhap Infomax, Meritz Securities launched its fintech platform MOUM on September 1, combining stock trading, AI analysis, and global investor communities. The platform integrates U.S. social investment platforms Stocktwits and Webull, allowing users to view overseas investor

According to the Bank of Korea announced on September 1, the central bank will begin publishing a new News Sentiment Index (NSI) starting this month. The new index, which leverages the latest language models, will be posted weekly on the Bank of Korea's economic statistics system (ECOS) without

According to Bitcoin Magazine, Strategy on September 1 sent a letter to index provider MSCI opposing its proposal to remove "non-operating companies" from its global investable market index, calling the move "misguided" and discriminatory. Strategy noted that MSCI previously proposed similar

According to China Energy Information Service, as of September 1 (the second working day of the pricing cycle), China's benchmark crude oil average price stood at $87.74 per barrel with a change rate of 0.04%. Based on this, domestic gasoline and diesel retail prices are expected to rise by 5 yuan p

Japan's 2-year government bond yield rose 2.5 basis points to 1.77%, reaching its highest level since April 1995.