Global TradFi & Macroeconomics

S&P Global reported that Japan's manufacturing Purchasing Managers' Index (PMI) reached 54.9 in August, up from 54.5 in July, marking the eighth consecutive month of expansion. The improvement represents the fastest pace of growth since April, driven by a surge in new orders for semiconductor and ar

According to Yonhap Infomax, as of early morning September 1 trading in Asia, E-mini S&P 500 futures rose 0.08% to 7,705.25, while E-mini Nasdaq-100 futures fell 0.05% to 296,497.25. Markets remained mixed as geopolitical tensions in the Middle East persisted following U.S. military action against I

According to Yonhapnews, the Bank of Korea's Monetary Policy Committee removed the phrase "rate-hike bias" from its August policy direction statement. In January 2023, the committee made a similar move after completing its rate-hike cycle at 3.5%, yet market interest rates did not decline

According to S&P Global, Japan's August manufacturing PMI reached 54.9 on September 1, extending eight consecutive months of economic expansion and rising from 50 in July. The increase marked the fastest pace of improvement since April. New orders posted their sharpest growth in eight and a half

According to data released by Kpler on September 1, five vessels transited the Strait of Hormuz region on August 31, remaining relatively flat compared to the previous weekend but well below the 10-day average of approximately 14 vessels. Of the five ships, four entered the strait with no tankers pr

According to BlockBeats, trader xm39 significantly expanded a WTI crude oil long position on Hyperliquid on Sept. 1, increasing holdings to 34.04 million shares through multiple rolling operations. The position grew by 25.91 million shares—a 319% increase from before the operations—with an

According to Beating, Tim Cook stepped down as Apple CEO on September 1, handing the role to John Ternus; Cook remains with the company as executive chairman. In his final letter to all employees, Cook said Ternus truly understands what it takes to build products that change the world, and

According to Jin Lian Chuang, China's LNG supply volume in August 2026 reached 50.1 billion cubic meters, up 1.2% month-on-month but down 9.4% year-over-year. Imported LNG volume surged 9.3% to 11.7 billion cubic meters, offsetting a slight decline in domestic production to 38.4 billion cubic meters

CrowdStrike and Palo Alto Networks are experiencing significant stock gains as artificial intelligence drives both cybersecurity threats and demand for advanced security solutions. CRWD and PANW stocks have doubled year to date, marking a sharp turnaround for the cybersecurity sector which was

CrowdStrike posted record quarterly results last week, with revenue rising 26% to $1.47 billion and annual recurring revenue climbing 25% to $5.84 billion. CRWD stock rose 20% following the report. The cybersecurity company is benefiting from broader industry momentum as organizations consolidate se

According to Barron's, the Trump administration reached an oil agreement with Venezuela last Friday, securing control of 17 oil fields containing approximately 65 billion barrels of proven oil reserves. The deal, which will be funded through warrant payments without burdening U.S. taxpayers, is

Korean institutional investors' foreign securities holdings reached $549.68 billion at the end of June, increasing $46.72 billion or 9.3% over three months, according to the Bank of Korea on September 1. The growth was driven by sustained net investment in foreign stocks amid AI-related

Bank of Korea's Kim So-jung, Manager of Economic Statistics Department 1, released an issue note on the 1st analyzing the new News Sentiment Index (NSI), which uses advanced language models to track economic sentiment. The new NSI leads the Consumer Sentiment Index and Economic Sentiment Index by on

According to Korea Central Bank, as of end of June, South Korea's major institutional investors' foreign currency securities holdings reached $549.68 billion, up $46.72 billion or 9.3% in the second quarter. This marked a rebound from a 0.9% decline in the first quarter. The central bank

Late Monday, U.S. stock futures were mixed following a strong August rally, with Dow futures up 0.07% while S&P 500 and Nasdaq-100 futures fell 0.04% and 0.22%, respectively, as geopolitical tensions escalated after the U.S. struck Iranian positions over the weekend. Monday's cash market closed low

Chinese online fast-fashion retailer Shein saw its stock price drop approximately 10% during early trading on its Hong Kong Stock Exchange debut, falling from the IPO price of 48.56 Hong Kong dollars per share to 43.8 Hong Kong dollars. The company raised $1.7 billion through the IPO, with its

According to Reuters, Shanghai Enflame Technology announced on August 31 that it expects to raise $907.8 million in a Shanghai IPO, pricing the deal at 142.18 yuan (US$21) per share. The AI chipmaker plans to sell 43 million shares on Shanghai's STAR Market, slightly above its original 6 billion yuan fundraising target. Investor subscriptions open on September 2.