Global TradFi & Macroeconomics

Palladium futures contracts fell 6.00% intraday on September 2, now trading at 302.00 yuan per gram.

According to Jin10 data, on September 2, the Reserve Bank of New Zealand (RBNZ) is set to raise rates in September, with a published peak around 3.5%. However, the Bank of New Zealand (BNZ) internally projects the RBNZ will hike 25 basis points at each meeting through May 2027, bringing rates to 4.0%. BNZ forecasts September quarter-year CPI at 3.7%, significantly higher than the RBNZ's own 3.3% forecast, citing persistent inflation pressures and structural headwinds.

Bitcoin (BTC) has weakened further, falling back to around $77,360 on September 2. The U.S. Securities and Exchange Commission (SEC) has proposed updating the rules for registered transfer agents to adapt to the era of blockchain and tokenization; the rules have not undergone major revisions since the late 1970s. Singapore is considering allowing cross-border stablecoins jointly issued by multiple parties to be included in its regulatory framework, reconsidering its previous decision to limit th

Japan's 2-year government bond yields rose 3 basis points to 1.830% today, marking the highest level since April 1995.

According to the People's Bank of China (PBOC), on September 2, 2026, the seven-day reverse repurchase operation volume was zero, based on demand from primary dealers in open market operations.

According to Yonhap Infomax, Mirae Asset announced on September 2 that it is changing the distribution record date for its TIGER U.S. S&P 500 Target Daily Covered Call ETF from month-end to the 15th of each month, effective from September distributions. The policy change allows investors to

The People's Bank of China (PBOC) conducted reverse repo operations today (September 2), achieving a net drainage of RMB 598.5 billion from the market. The central bank did not issue new 7-day reverse repo contracts, focusing on liquidity withdrawal through existing

Australia's second quarter GDP year-on-year data will be released in approximately 10 minutes on September 2.

Japan's 20-year government bond yield recently reached 3.895%, marking the highest level since 1996. The rate surge reflects broader shifts in global bond markets and represents a 30-year peak for Japanese long-term borrowing

According to Bloomberg, UBS analysts predicted that China will likely struggle to develop advanced EUV lithography technology comparable to ASML's within the next decade. The bank noted that China's current technological maturity in this field is roughly equivalent to ASML's level in 2004, based

Seoul bond market exhibited caution on September 2nd as investors digested heightened US interest rate hike expectations and escalating Middle East tensions. The previous day saw Korean 30-year treasury yields surge 12.4 basis points amid a global bond selloff that originated in Asian markets,

Foreign investors net sold 61,119 contracts of 3-year Korean treasury bond futures over four consecutive trading days from the 27th, reversing their prior net buying streak. The selling began after the August monetary policy meeting on the 27th. From late July to early August, foreign investors

On Sept 2, the yuan's midpoint against the dollar stood at 6.7829, marking a new low since Aug 27 and down 20 points from the previous trading day's midpoint of 6.7809.

According to Yonhap Infomax, on September 2, Federal Reserve officials reinforced hawkish stances, raising September interest rate hike odds to 67% from 40% a week earlier, according to CME FedWatch pricing. Fed Governor Michael Barr stated in a speech that inflation has remained above the Fed's 2%

According to Yonhapinfomax data, foreign investors shifted to net selling 61,119 three-year Treasury bond futures contracts over four consecutive trading days starting August 27, following the August monetary policy committee decision. This marks a sharp reversal from their prior 12-day buying

The KOSPI opened at 6625.47 on September 2 morning trading, down 210.33 points or 3.08% from the previous trading day, and fell to the 6600 level during intraday trading as both foreign and institutional investors engaged in selling. Samsung Electronics and SK Hynix, the market's leading

According to Dutch bank ING, New Zealand's Reserve Bank (RBNZ) is expected to raise the Official Cash Rate (OCR) by 25 basis points to 2.75% on September 2. ING anticipates one more rate hike before year-end, bringing rates to 3.0%. However, market pricing for 2027 is more hawkish, with overnight in

The US dollar against the Japanese yen reached 160.295, marking its highest level since July 31.

According to shipping data and documents, Venezuela's daily oil exports remained stable in August at 1.17 million barrels, showing no significant change from the previous month.