Global TradFi & Macroeconomics

According to Futures Quick News PRO, multiple Chinese government departments announced housing support policies on September 1, lifting terminal demand expectations and triggering a rebound in glass futures prices. Separately, escalating U.S.-Iran tensions and reported disruptions in the Strait of

According to JPM U.S. Markets Intelligence head Andrew Tyler on Aug 31, the bank's trading team is temporarily abandoning its near-term bullish stance on U.S. equities, shifting to a tactical cautious/neutral position ahead of the Federal Reserve's Sept 16 rate decision. The move follows Fed Chair P

According to The Information, OpenAI has purchased tens of thousands of Mac mini and Mac Studio computers in recent months, dedicating them to reinforcement learning and training AI agents capable of autonomous computer operation. Anthropic is similarly leasing Mac mini units via Amazon Web

Lotte Rental is launching its first public dollar bond offering, with bookbuilding scheduled for this month. The South Korean car rental company announced yesterday it selected Citigroup Global Markets, Credit Agricole, HSBC, and Mizuho Securities as lead underwriters for the Eurobond (RegS)

According to Jin10 Futures, the CNEX money market sentiment index fell to 48 as of 08:45 on September 1, down 2 points from 16:00 the previous day. Sentiment indices for large banks, mid-size banks, and non-bank institutions were 47, 49, and 47 respectively, each declining 2 points.

According to insurance regulators, South Korea's eight major insurers—five property insurers (Samsung, DB, Hyundai, KB, Meritz) and three life insurers (Samsung, Hanwha, Kyobo)—showed a significant reversal in interest rate sensitivity during the first half of 2026. When market rates fall 100

According to Jin10 Futures, on September 1, Chinese fuel oil prices rose amid easing oil market conditions and low refinery inventory levels. Downstream restocking combined with tight supply and steady demand is expected to support the market's upward momentum. Trading activity is anticipated to

According to Huaxin Futures research note from Sept 1, Shanghai gold futures contracts closed overnight at 959.84, down 1.88%, while silver closed at 16,212, down 2.74%. The 10-year U.S. Treasury yield rose 2 basis points to 4.75%, marking the fourth consecutive trading day of gains and reaching

According to Jin10, Japan's capital expenditure excluding software rose 2.9% quarter-over-quarter in the second quarter ended June 30. Capital expenditure including software gained 1.6% year-over-year, beating economist expectations of a 0.3% decline. Sales climbed 5.9% annually while operating

Japan's 5-year government bond yield rose 2 basis points to reach a record high of 2.225% as of September 1.

According to the China Foreign Exchange Trade System (CFETS), the yuan exchange rate index reported 101.87 on August 31.

According to India's statistics bureau, the country's economy grew 7.8% in the second quarter ending June, exceeding expectations and demonstrating resilience despite geopolitical tensions and rising oil prices affecting trade. The financial services, real estate, and information technology

Spot platinum and palladium prices rose in early trading on September 1, with platinum up 0.37% and palladium gaining 0.49% as of 8:30 AM Beijing time.

DB Securities raised its target price for Samsung Electro-Mechanics stocks to 2 million won from 1.5 million won, maintaining a 'buy' rating, as the company's multi-layer ceramic capacitor (MLCC) and flip-chip ball grid array (FC-BGA) businesses experience significant price

Japan's manufacturing PMI fell to 54.9 in August from 55.1 in July, according to official economic data. The decline indicates a slight slowdown in factory activity.

Korean financial holding companies will implement K-IFRS No. 1118 (IFRS18) starting January next year, changing how operating profit is calculated. Non-recurring expenses currently treated as non-operating items, including regulatory fines and donations, will be reclassified into the operating

According to DB Securities, the investment firm raised its price target for Samsung Electro-Mechanics to 2 million won on September 1, up 37.2% from the previous close of 1.458 million won on August 31. The brokerage cited surging demand for high-value semiconductor components in AI data centers,

South Korea's manufacturing PMI fell to 52.3 in August, declining from 53.1 in July.