Global TradFi & Macroeconomics

According to Newtalk, Taiwan's Taiex experienced extreme volatility on November 4, with the index swinging 1,885 points in a single session. The index fell as low as 1,400 points intraday before rallying over 1,000 points, closing at 42,948 points, down 358 points, with trading volume exceeding

According to Zhengxin Futures research on November 5, methanol port inventories turned to accumulation with a month-on-month increase of 16.65% to 41.27 million tons, pressured by weakening demand and rising imports. Coastal MTO facilities remain offline, while November non-Iran methanol supply is e

The US Treasury Department revised its quarterly refunding announcement guidance on Nov 4 (local time) for the first time in approximately three years, signaling a step closer to implementing a 'shortening' strategy that reduces overall Treasury maturity. The Treasury announced it will maintain

SWIFT digital assets product lead Jack Pouderoyen said SWIFT’s blockchain-based Distributed Ledger is now operating in production at more than 12 banks. Pilots began about a year ago, and six more institutions are expected to join by year-end. SWIFT currently provides secure messaging services to more than 11,000 financial institutions. Pouderoyen said banks are building their own independent blockchain systems. SWIFT digital assets product lead: More than 12 banks are using it in production Jac

According to Jin10, U.S. Treasury yields declined sharply on November 5 following Democrats' decisive midterm election victory. The benchmark 10-year yield fell to 4.84%, its lowest level since September 10, while all maturity rates dropped at least 3 basis points. The U.S. dollar index fell 0.2%.

According to MoneyDJ, TSMC acquired Acer's Taichung manufacturing facility for 38.8 billion Taiwan dollars (approximately $12.5 billion USD equivalent) on November 4, providing immediate production space to support advanced packaging expansion. The company is ramping advanced packaging monthly

According to BlockBeats, Trump Media & Technology Group (DJT) fell 24.54% on November 5, hitting a record low since its listing, with shares closing at $4.56. The stock declined as U.S. Democratic control of Congress was solidified. Tesla fell 3.34% and SpaceX dropped 3.81% on the same

According to Qualcomm's CEO, the company's partnership with Starlink has 'tremendous potential.' Revenue is expected to begin appearing near the end of fiscal 2027, with the opportunity developing more fully in fiscal 2028.

According to Torsten Sløk, chief economist at Apollo Global Management, U.S. consumer spending has proven stronger than expected, complicating the Federal Reserve's effort to bring inflation back to target. Data released by the Fed in late October shows that household spending growth across income g

South Korea's Financial Services Commission (FSC) and Korea Exchange (KRX) announced on the 5th a revision to corporate governance reporting guidelines. Listed companies must now submit business reports 2 weeks before annual general meetings (AGMs), up from the current 1-week standard. The change

According to BIT, on November 5, Microsoft stock hit a record high of $559.15, up 7% in a single day—its largest daily gain since late July. The stock has now gained nearly 60% from its 2026 low of $349.20. Democratic victories in congressional and gubernatorial races have prompted investor

According to South Korea's Financial Services Commission and Korea Exchange, on November 5, the regulators announced amendments to corporate governance reporting guidelines requiring listed companies to submit business reports two weeks before shareholder meetings, effective from 2027. The measure a

According to Citi, gold prices will depend on Middle East developments. In the base case scenario (60% probability), if the Strait of Hormuz reopens and Yemen-Saudi Arabia tensions ease by year-end, Citi targets gold at $4,500 per ounce for the 0-3 month horizon and $5,000 for 6-12 months. In a

According to Guru Club, on November 5, overnight SHIBOR declined 0.2 basis points to 1.2630%, seven-day SHIBOR fell 0.6 basis points to 1.3230%, and three-month SHIBOR dropped 0.2 basis points to 1.3980%.

Southeast Asia Commercial Joint Stock Bank (SeABank) reported pre-tax profit of VND 1,315 billion in Q3 2026, up 37.5% year over year, while total assets reached VND 429,376 billion. The growth was supported by improved net interest income and foreign exchange trading. The results show that SeABank continues to maintain growth momentum in managing its assets and core business operations. SeABank Grows Profit and Expands Its Asset Base According to its consolidated financial statements for Q3 202

AppLovin posted record third-quarter results today, with revenue rising 55% and net income jumping 72%, driving the stock up over 20%.

According to Financial Secretary Wong Kwok-kin, Hong Kong is launching an interbank tokenized gold trading project anchored at one gold token per standard 400-ounce gold bar. The initiative will leverage the Hong Kong Monetary Authority's Ensemble project and use the Hong Kong Gold Reference

Taiwan stocks fell 1,082.81 points at one point, less than half an hour after the market opened on Nov. 5, with the weighted index touching an intraday low of 41,866.10. As of 10 a.m., the index stood at 42,203, down 745.43 points, having recovered from its low. TSMC was relatively resilient, with an intraday low of NT$2,245; the hardest hit were AI data center supply chain stocks—TUC, GUC, Nan Ya PCB, and Auras all touched limit-down prices intraday. TSMC edges down 0.22% and holds up relativel

According to a statement on November 4, Robert Kiyosaki, author of "Rich Dad Poor Dad," said he continues to buy gold, silver, and Bitcoin during recent price declines that have sparked market panic. Kiyosaki also expressed hope for the next market crash to increase his positions in these three