Global TradFi & Macroeconomics

According to Pasterak, U.S. Ethereum spot ETFs saw net outflows of $2.8 million on September 29 (ET). BlackRock's ETHA product experienced $8.9 million in outflows, while other offerings received a combined $6.1 million in inflows. The outflow marked the end of a seven-day consecutive inflow

Sellas Life Sciences (SLS), ImmunityBio (IBRX), Vanda Pharmaceuticals (VNDA), and Iovance Biotherapeutics (IOVA) delivered mixed September stock performance as the broader biotech sector lagged major U.S. equity indices. The SPDR S&P Biotech

According to StockTwits data, Iovance Biotherapeutics (IOVA) gained 77% in September after raising its 2026 revenue guidance to $410 million-$420 million from $350 million-$370 million on Tuesday, representing a $55 million midpoint increase and implying nearly 60% annual growth on strong demand

According to satellite data from Kpler analyzed on September 29, Saudi Arabia's East-West pipeline has partially resumed operations, with nine tankers loading approximately 12.5 million barrels of crude oil since September 27. Three additional tankers completed loading in the past 24 hours.

According to Citi strategists in a report released today (September 30), Japan's yen long-term trend may have shifted toward appreciation amid Bank of Japan rate hikes and rising Japanese interest rates. The strategists noted that the Takayama Yoshimasa administration's policy stance has undergone a

According to Jin10 Futures, domestic LPG prices held elevated levels on September 30, supported by robust deep-processing demand that has maintained a tight market balance since August. Although prices retreated from recent highs, the decline was limited and did not see the sharp pullback observed i

Robin Brooks, a former Goldman Sachs foreign exchange analyst and senior fellow at the Brookings Institution, published analysis on May 29 (local time) disputing claims that yen carry trade unwinding is driving the recent surge in global long-term government bond yields. Brooks argued in posts on

According to Robin Brooks, former Goldman Sachs foreign exchange analyst and senior fellow at the Brookings Institution, the recent surge in long-term U.S. Treasury yields on Sept 29 is primarily driven by excessive fiscal deficits rather than Japanese yen carry trade unwinding. Brooks noted that ma

According to Jin10, offshore CNH HIBOR rates rose across multiple tenors on September 30. Overnight HIBOR climbed 7 basis points to 1.46212%, marking the highest level since July 3. One-week HIBOR increased to 1.46818%, reaching its highest level since July 8, while two-week HIBOR rose to 1.48970%,

According to Jin10, as of 11:33 on Sept 30, China's futures main contracts experienced significant capital flows. On the inflow side, rubber 2701 received 974 million yuan and silver 2612 received 910 million yuan. On the outflow side, CSI 1000 index 2612 saw the largest outflow of 5.194 billion yua

US stock index futures rose during the Sept 30 morning session in Asian markets, driven by declining oil prices and dovish comments from New York Federal Reserve President John Williams. The gains came despite US Treasury yields climbing to multi-decade highs, with the 30-year yield touching 5.6% in

According to Jin10, domestic gold jewelry prices rose 12-16 yuan per gram today (September 30) compared to yesterday. Most brands' pure gold jewelry (足金) prices are now trading in the 1,250-1,262 yuan per gram

According to Yonhapinfomax, U.S. stock index futures rose on the morning of September 30 in Asia trading amid falling oil prices and dovish commentary from New York Federal Reserve President John Williams. E-mini S&P 500 futures rose 0.14% to 7,742.75, while E-mini Nasdaq-100 futures gained 0.08% to

Meta announced on Sept. 28 that it was establishing Meta Enterprise Platform, with Zuckerberg describing it as the “next major pillar” of Meta’s business in the official newsroom post. The initiative will be led by CJ Desai, who recently left MongoDB and will serve as head of enterprise platform, reporting directly to Zuckerberg. Following the announcement, shares of database platform provider MongoDB closed down 18.46% that day. MongoDB Stock Plunges: CJ Desai Leaves After Just 11 Months; Share

BNK Busan Bank forecast on the 30th that the USD-KRW exchange rate could fall below 1,300 won in Q4, driven by a massive trade surplus. Economist Lee Young-hwa attributed the outlook to semiconductor export strength, which pushed the Jan-Aug trade surplus to $202.4 billion — five times the

According to Yahoo Finance, prominent Wall Street analysts are questioning the sustainability of bullish IPO prospects for artificial intelligence model companies like Anthropic and OpenAI today (Sept. 30) over significant mismatches in revenue projections. Torsten Slok, chief economist at Apollo

According to BNK Busan Bank economist Lee Young-hwa on Sept 30, the dollar-won exchange rate could decline below 1,300 won in the fourth quarter, driven by South Korea's massive trade surplus. The bank projected the rate to trade between 1,290 and 1,395 won. Lee noted that semiconductor exports

South Korean banks' mortgage lending rates reached 4.66% in August, rising 18 basis points from the previous month and marking the highest level since November 2022, according to data released by the Bank of Korea on September 30. The increase represents the fourth consecutive monthly rise, driven b

According to Newsis, Hong Kong stocks opened lower on Sept 30 following weakness in U.S. markets but recovered as buying interest emerged. The Hang Seng Index fell 0.52% at open to 24,393.88 points, then pared losses to trade down just 0.006% at 24,522.06 as of 10:59 a.m. local time. The H-share