Global TradFi & Macroeconomics

According to Bloomberg, Wells Fargo strategists are recommending investors rebalance portfolios toward a traditional 60/40 stock-bond allocation as U.S. 10-year Treasury yields have climbed above 5%. Currently, investors hold approximately 72% of their portfolios in stocks, the highest level

According to SoSoValue data, Solana spot ETFs saw combined net inflows of $12.68 million on Sept. 28 (US Eastern Time). Bitwise Solana Staking ETF (BSOL) led with $9.65 million in daily net inflows, bringing its historical cumulative net inflows to $1.23 billion. Solana spot ETF total assets under m

According to China's central bank on September 29, Deputy Director of the Credit Market Division of the People's Bank of China (PBOC) Che Shiyi announced the coordination of fiscal and monetary policies through combined re-lending and financial subsidy programs to further reduce financing costs

Aave Labs announced on September 25 that Aave V4 had activated the Equities Hub on Base, supporting seven Coinbase-tokenized U.S. stocks, including Apple, as collateral. According to the initial parameters set by risk service provider LlamaRisk, the total cap for stock collateral is approximately $29 million, while the USDC borrow cap is approximately $21 million. Initial Equities Hub Risk Parameters: $29 Million Stock Collateral Cap, $21 Million USDC Borrow Cap According to LlamaRisk’s initial

According to Bank of Korea, the composite business sentiment index (CBSI) for September fell 0.5 points to 99.1 on September 29, marking its first decline in three months. The manufacturing sector was hit harder, with its CBSI dropping 4.3 points to 99.5—the largest monthly decline since September 2

Nearly half of S&P 500 stocks are moving in the opposite direction of the index, according to a Goldman Sachs report released on the 28th (local time) and cited by CNBC. The report found that approximately 45% of S&P 500 constituents recorded negative beta over the recent 3-month period, meaning the

According to Financial News on September 29, South Korean brokerages downgraded target prices for major semiconductor and automotive companies. SK Hynix's target price fell 14.8% to 2.64 million won from 3.10 million won due to currency depreciation and high-bandwidth memory transition, though DS

According to Eugene Investment & Securities report on September 29, Samsung Electronics is estimated to post Q3 operating profit of 103.6 trillion won, up 16% quarter-on-quarter. The Device Solutions (DS) division is expected to contribute 104 trillion won in operating profit, driven by price

Anthropic disclosed in its initial public offering prospectus that its technology could pose "existential risks to humanity," according to a Financial Times report on the 28th (local time). The AI company, which is pursuing a valuation of approximately $1 trillion, devoted nearly one-third of its

According to Eugene Investment & Securities, Samsung Electronics' Q3 operating profit is forecast at 103.6 trillion won, up 16% quarter-over-quarter, on September 29. The Device Solutions division is expected to contribute 104 trillion won in operating profit, driven by price increases in server

According to Jin10, Shanghai gold traded at 893.94 yuan per gram in early morning trading on Tuesday, Sept. 29, representing a 2.34 yuan per gram premium over the international gold price of 891.6 yuan per gram.

According to Goldman Sachs via CNBC on September 28, approximately 45% of S&P 500 constituents recorded negative beta over the past three months, indicating an unusual market divergence. On September 21 alone, the S&P 500 index rose 1.5%, yet only 7 constituents hit new 52-week highs while 30

According to PANews and SoSoValue data, Solana spot ETFs saw $126.971 million in net inflows yesterday (September 28, U.S. Eastern Time). Bitwise Solana Staking ETF (BSOL) led with $96.544 million in single-day inflows, bringing its historical cumulative net inflows to $1.228 billion, while VanEck S

Kodiak Sciences (KOD) surged 178% on Monday to $89.92 after announcing that its eye drugs Zenkuda and KSI-501 met primary endpoints in the Phase 3 Daybreak trial against the active ingredient in Regeneron's original Eylea. The rally marked the stock's best day on record and its highest close since D

According to CFETS-NEX, the CNY interbank funding sentiment index fell 1 point to 47 as of 10:15 on September 29. Large banks, mid-size banks, and non-bank institutions recorded readings of 44, 47, and 49 respectively, each declining 1 point.

HLB Group stocks continued their rally on May 29, sustaining gains triggered by the US Food and Drug Administration's approval of the anticancer drug Lyfigtu on May 23 (local time). At 10:36 AM on May 29, HLB Pharmaceutical traded at 12,500 won, up 29.94% from the previous trading day, reaching the

On Monday, Kodiak Sciences (KOD) shares surged 178% to $89.92, marking a record single-day gain and highest close since December 2021. The rally came after the company announced that its experimental eye drugs Zenkuda and KSI-501 met primary endpoints in the Phase 3 Daybreak trial, each

NVIDIA announced plans to spend an additional $150 billion on stock buybacks by January 2028, making it the largest stock buyback program in its history. It also plans to increase its current quarterly dividend of 25 cents per share, but did not specify the amount or timing. CFO Colette Kress told analysts that NVIDIA expects sales to grow another 70% in fiscal 2028. $150 Billion Stock Buyback Program: To Be Completed by January 2028, Largest Ever, Dividend Increase Planned NVIDIA announced that

South Korean government bond futures opened slightly higher on September 29, with 3-year futures rising 4 ticks to 102.07 and 10-year futures gaining 1 tick to 103.36 as of 9:01 AM. The rebound followed an excessive selloff the previous day, when yields surged over 10 basis points and futures