Global TradFi & Macroeconomics

According to Federal Reserve data, overnight reverse repurchase (RRP) usage reached $5.087 billion on Monday (November 2), with 6 counterparties participating. This marked an increase from $4.375 billion recorded on the previous trading day.

Iranian President Masoud Pezeshkian stated on the 2nd (local time) that Iran is working to resolve issues through dialogue and the Supreme Leader has granted the government certain authority in this regard. He made these remarks at a national governors and major city mayors meeting, emphasizing that

According to the San Francisco Federal Reserve, the El Niño climate pattern—expected to be the strongest on record—poses a substantial risk of inflation rising in 2027, though it may also boost employment. Researchers at the regional Fed estimated that the current climate event has already pushed overall price levels up approximately 0.3 percentage points during April through July of this year. The World Meteorological Organization predicted in October that the current El Niño could be the most

The US manufacturing sector sustained its expansion in October with accelerated momentum, as the Institute for Supply Management (ISM) reported a manufacturing Purchasing Managers' Index (PMI) of 55.5, up 1.0 point from September's 54.5 and exceeding the market forecast of 54.6. The expansion

According to the ISM, U.S. manufacturing PMI reached 55.5 in October, exceeding market expectations of 54.6 and rising 1.0 point from September's 54.5. The production index climbed to 59.0, the highest level since November 2021, while the new orders index stood at 55.5. Manufacturing activity

U.S. 30-year Treasury yield fell 6.57 basis points to 5.243%, marking its lowest level since September 9.

According to Morgan Stanley on November 2, 60% of Russell 3000 index constituents have fallen at least 20% since June, signaling the U.S. stock correction is nearing its end. Chief U.S. equity strategist Michael Wilson noted that the S&P 500 has recently begun to catch down, a pattern typically

European Central Bank policymaker Peter Kazimir stated on November 2 (local time) that last week's interest rate freeze was not the endpoint of monetary tightening. The Slovakia central bank governor emphasized that the effects of monetary policy tightening are still spreading throughout the

According to Yonhap Infomax, on Nov 2, ECB policymaker Peter Kazimír signaled that last week's interest rate hold is not the end of monetary tightening. In a column titled "The Limits of Patience," the Slovak central bank governor said the rate freeze was correct, as monetary policy effects

Nvidia, Costco, and Nike are among 12 companies that objected to trading of their shares on OKXICE TSV, according to the venue's Oct. 30 notice. The additions bring the total number of objecting issuers to 50, up from 38 on Oct. 28 and nine on Oct. 15. Under the SEC's innovation exemption unveiled i

Palantir Technologies reported third-quarter earnings on November 2 after market close, with Wall Street analysts expecting approximately $2.18 billion in revenue—roughly $20 million above the company's own guidance range of $2.160–$2.164 billion. The 24-analyst average from AlphaStreet sets

Alphabet launched a €6 billion European bond offering on November 2, just days after the company suffered a stock market selloff that threatened to erase more than $500 billion from its valuation. The seven-part offering attracted more than €17 billion in investor orders, according to Reuters,

According to Reuters, Alphabet launched a €6 billion ($6.9 billion) European bond offering on November 2, attracting over €17 billion in investor orders. The seven-part sale, managed by Barclays, BNP Paribas and Deutsche Bank, marks the company's second euro-denominated bond issuance this year

According to Tower Semiconductor's third-quarter 2026 earnings released on November 2, the company guided fourth-quarter revenue of $600 million (±5%), representing 36% year-over-year growth and marking a new record. The chipmaker also accelerated its Japan phase-one 12-inch fab expansion

On November 2, German 10-year government bond yields fell 3 basis points to 3.292% during European market close, trading within a 3.289%-3.342% range throughout the session. The 2-year Bund yield declined 0.6 basis points to 3.036%, while the 30-year yield decreased 1.5 basis points to 3.664%. The

On Monday, Blackstone and multiple Canadian pension funds announced a $3.1 billion investment to acquire a 49.9% stake in a Mitsubishi holding company. The holding company owns a 15% stake in the LNG Canada project, which is led by Shell and located in British Columbia. LNG Canada began operations i

According to the Managed Funds Association (MFA), the U.S. Securities and Exchange Commission should add the European Union to a 40-year-old exemption list for government securities futures, easing American investors' access to the EU's new bond futures market. In a letter to the SEC, MFA