Global TradFi & Macroeconomics

According to Yonhapinfomax on November 2, South Korean exporters in the Busan, Ulsan, and Gyeongnam regions are hesitating to convert U.S. dollars as the won strengthened significantly against the dollar. The dollar-won exchange rate fell from 1,559.20 won per USD on July 1 to 1,320.60 won per USD b

According to Jin Union (a Chinese crude oil pricing agency), as of November 2 (the second working day of the current pricing cycle), the reference crude oil price averaged $109.66 per barrel with a change rate of 3.11%, affecting domestic gasoline and diesel prices with an anticipated increase of 16

At 9:30 AM Beijing time on November 2, New York gold futures rose 0.43%, silver futures climbed 1.57%, and copper futures gained 0.53%.

According to Guru Club, Taiwan Dollar fell 0.5% against the U.S. Dollar today, trading at 32.642.

The value of the Bitcoin held by Nasdaq-listed Next Technology Holding (NXTT) is about 57 times the company’s market cap. After market close on Friday, October 30, the NXTT board issued an announcement stating that it had unanimously approved, by written resolution, the sale or pledging of approximately 5,833 bitcoins in one or more tranches, worth about $450 million at approximately $77k per bitcoin. NXTT Board Unanimously Authorizes Disposition of 5,833 Bitcoins The NXTT board unanimously appr

People's Bank of China conducted 541 billion yuan in overnight reverse repo operations today at an interest rate of 1.25%.

According to Jin10, Japan's government bond yields rose on November 2 as persistently high energy prices and expectations of further rate hikes by the Bank of Japan outweighed safe-haven demand from the selloff in artificial intelligence-related stocks. The BOJ kept its policy rate unchanged on

According to Goldman Sachs Prime Brokerage report released on November 1, hedge funds' short positions have reached near five-year highs as investment strategy shifts away from momentum trading toward fundamental stock picking. The strategy shift reflects weakness in technology-led momentum gains, w

South Korea's Financial Supervisory Service (FSS) held a closed-door meeting with domestic asset management companies on the 30th of last month to review findings from bond exchange-traded fund (ETF) and money market fund (MMF) inspections. The regulator flagged certain bond ETF creation and

Oil prices declined on November 1 ahead of U.S. midterm elections, with Brent crude falling below $112 a barrel and West Texas Intermediate trading around $102 a barrel, despite ongoing attacks on vessels in the Strait of Hormuz and Iranian threats of retaliation. The decline reflected hopes for a d

US midterm elections approach with financial markets weighing Democratic victory scenarios as of November 1. Prediction platform Kalshi shows a 93% probability of Democratic House takeover and 71% Senate takeover. The FY2026 fiscal

Japan's Minister of Economic Security and Growth Strategy Jitsuo Joenai said Monday during a regular press briefing in Tokyo that the government respects the Bank of Japan's policy of selling its exchange-traded fund (ETF) holdings. He also reiterated his stance that announcing the end of

BlackRock, the world's largest asset manager, reported that the correlation between international oil prices and US Treasury yields, which reached 80% this year, broke down in October, with the market now prioritizing artificial intelligence (AI) risks over geopolitical risks. Senior Portfolio

Bank of America strategist Michael Hartnett stated that tech company bonds currently present greater investment opportunities than big tech stocks, as hyperscaler firms increase debt to build artificial intelligence infrastructure. Bond yields for investment-grade hyperscaler companies have risen to

Yuanta Securities maintained buy ratings on Samsung Electronics and SK Hynix on November 2, forecasting fourth-quarter earnings surprises as the gap between stock performance and fundamentals reaches critical levels. Analyst Baek Gil-hyun attributed recent sharp declines in both stocks to

According to prediction market Kalshi, as of November 1, Democrats have a 93% probability of retaking the U.S. House of Representatives and 71% of reclaiming the Senate ahead of the midterm election on November 4. Meanwhile, the U.S. government faces mounting fiscal pressure, with the 2026 fiscal

According to BlockBeats, the week of November 2-8 will bring multiple major events to global markets. The U.S. midterm elections on November 3, corporate earnings reports, and October's nonfarm employment data will be key focal points, alongside decisions from the Bank of England and Reserve Bank of

According to Jeffrey Rosenberg, BlackRock's senior portfolio manager, the 80% correlation between international oil prices and U.S. Treasury yields that held throughout 2026 broke down in October, as markets increasingly prioritize artificial intelligence risks over geopolitical concerns. Speaking o

According to Bank of America strategist Michael Hartnett on November 30, investment-grade technology company bonds offer better opportunities than big tech equities, with yields reaching 6-8% levels, some approaching 8%. Hartnett noted that major tech firms raising massive debt for AI