Global TradFi & Macroeconomics

On Monday, September 29, Tesla stock fell to $357.45, marking its worst day in nearly a month, as analysts lowered expectations for third-quarter vehicle deliveries. Cantor Fitzgerald expects 421,758 deliveries versus the 448,679-unit consensus, while JPMorgan cut its forecast to 482,000

Financial Services Commission and Korea Exchange co-hosted Korea Premium Week 2026 on the 29th at The Grand Lotte Seoul, where industry experts discussed Korean stock market advancement through AI investment expansion and infrastructure improvements. Song Ki-myung, Korea Exchange Securities Market

Nike (NKE) will report earnings results for its first quarter of fiscal year 2027 after the market closes on Oct. 1 (1:30 AM IST on Oct. 2), with management hosting an earnings call with analysts to provide further details on the quarter, according to Motley Fool. The stock has declined nearly 43% t

Japan conducted an auction of 40-year government bonds today, achieving a subscription ratio of 3.1, the highest level since 2020. The previous 12-month average subscription ratio was 2.67.

From 03:15 to 03:30 on September 29, 2026 (UTC), BTC edged up over the 15-minute period, with a Return % of +0.38%, a price range of 82,864.7–83,220.0 USDT, and an Ampl of 0.43%. Despite the slight short-term gain, the overall price remained in a narrow consolidation pattern, with intraday fluctuations of around $1,800. Market sentiment leaned toward waiting and watching for macro signals to become clearer. The main drivers of this minor fluctuation were the interplay between heightened geopolit

According to Jin10, offshore CNH Hong Kong Interbank Offered Rates (HIBOR) rose across most tenors on Tuesday, Sept 29. The one-week HIBOR increased to 1.43788%, reaching its highest level since July 22. Overnight HIBOR rose 2 basis points to 1.38962%, marking a new high since Sept 18, while the

China's domestic futures contracts declined broadly during early morning session today (September 29), with No. 20 rubber futures dropping over 3%, containerized freight European route and crude oil (SC) falling nearly 3%. Eggs, polysilicon, rubber, ethylene glycol (EG), platinum, palladium, and

Mohamed El-Erian, chief economic adviser at Allianz Group, warned on local time 28th via X that markets are increasingly relying on the Federal Reserve to address inflation shocks without meaningful fiscal consolidation. He stated that the longer this situation persists, the greater the likelihood t

NVIDIA CEO Jensen Huang on May 28 (local time) told shareholders to 'keep holding and buy a little more' NVIDIA stocks. Huang stated the company is 'quite inexpensive right now' during a Manhattan media session. He attributed the valuation opportunity to NVIDIA's dual status as the world's largest c

According to Yahoo Finance, Morgan Stanley strategists Mike Wilson and his team identified two warning signals in the U.S. stock market post-Jackson Hole. The proportion of S&P 500 components trading above their 200-day moving average has narrowed significantly from approximately 75% in

According to Zhitong Finance, Chabaodao (02555) recently opened its first outlet in the Louvre's commercial corridor in Paris, becoming the first Chinese tea beverage brand to enter the luxury retail space. The outlet features two exclusive signature drinks: Lavender Blueberry and Cocoa Berry

According to Mohamed El-Erian, chief economic adviser at Allianz Group, on September 28, the U.S. risks repeating a 1980s-style policy combination by over-relying on Federal Reserve monetary tightening to combat inflation without meaningful fiscal consolidation. El-Erian said through X that as

According to Yonhapinfomax, on September 28, NVIDIA CEO Jensen Huang advised investors to hold and buy more NVIDIA stock, calling the company "quite inexpensive right now." Speaking at a Van Fleet Award ceremony in Manhattan, Huang emphasized that NVIDIA is uniquely positioned as both the world's

AstraZeneca agreed to invest $2 billion in Summit Therapeutics (SMMT) on Monday, sending SMMT stock up as much as 19% in after-hours trading. The investment provides Summit, a pre-revenue late-stage biotech, with a larger cash buffer to fund global late-stage clinical work as it heads toward a

On Monday after-hours, AstraZeneca agreed to invest $2 billion in cancer-drug developer Summit Therapeutics by purchasing newly issued convertible preferred stock valued at $18.36 per common share, roughly 19% above the previous day's close. After conversion, AstraZeneca would hold rights

According to Avalanche, Goldman Sachs has introduced its $100 billion Treasury bond fund FTIXX to Avalanche's permissioned chain Lynq. Lynq is a private permissioned layer-1 deployed on Avalanche and currently hosts over 30 institutional participants including B2C2, Wintermute, Galaxy, FalconX, and

According to Jin10, China's gold jewelry prices fell approximately 30 yuan per gram today (Sept 29). Major brands saw declines, with Lao Fengxiang down 28 yuan per gram and Chow Sang Sang down 27 yuan per gram. Most brand prices have dipped below 1,250 yuan per gram.

According to the China Council for the Promotion of International Trade, the global trade frictions index for July 2026 stood at 101 on September 29, remaining at elevated levels. The total amount of global trade friction measures declined 18.7 percent year-over-year and 2.2 percent

According to economists from the Federal Reserve Bank of San Francisco, on September 28, the share of foreign investors in U.S. Treasury holdings has declined significantly over the past two decades, dropping from over 50% around 2008 to approximately 30% in early 2026. Within that pool, the share h