Global TradFi & Macroeconomics

According to UAnalyze, HP announced on November 4 that it has appointed Emma Walmsley, former chief executive of pharmaceutical company GSK, as the company's new chief executive, effective January 4, 2027. Walmsley will replace interim CEO Bruce Broussard, who will transition to chairman. HP

According to Jin10 Futures, as of 8:30 a.m. Beijing time on November 5, spot platinum rose 0.63% while spot palladium remained unchanged.

Lotte Chemical is forecast to report an operating loss of 202.1 billion won in Q3, according to a consensus of three Korean securities firms. Revenue is expected to reach 5.0695 trillion won, up 5.92% year-over-year, but the loss reverses first-half gains. The negative result stems from product

Japan's October composite PMI final reading came in at 52.1, down from the preliminary estimate of 52.3, indicating a slight contraction in economic activity for the month.

Australia's imports declined 3.3% year-over-year in September, reversing the previous month's 5.8% growth. The contraction signals a slowdown in import demand.

According to posts on X platform on November 5, analyst Serenity expressed that despite potential 20-30% demand decline in data centers, high-end laser processors may remain supply-constrained amid growing CPO and NPO architecture adoption. Serenity highlighted AAOI's vertical integration and 300-40

According to Gate data, SK Hynix declined 10.3% over the past 24 hours, currently trading at $980.02 USDT.

According to MSX.COM data, semiconductor-related U.S. equity futures declined sharply over the past 24 hours. SNDK fell 10.3% to 1,020.62 USDT, while AXTI dropped 10.1% to 47.03 USDT.

According to MSX.COM data, STRC, a perpetual preferred stock under Strategy, broke through $100 during U.S. stock trading today for the first time since May, then retreated to close at $99.98. In after-hours trading, STRC rebounded to $100,

According to Korean brokerage forecasts released November 5, Lotte Chemical is expected to post an operating loss of 202.1 billion won in the third quarter of 2026, with sales reaching approximately 5.07 trillion won, up 5.92% year-over-year. The loss marks a sharp reversal from consecutive

According to on-chain analyst Yanjin, a whale liquidated $44.04 million in CL (crude oil) long positions over the past 10 minutes, realizing a $4.9 million loss. The whale's unrealized loss reached $15.08 million after crude prices dropped 14% this week, following the whale's gradual position

Philippine inflation accelerated to 7.8% in October 2026, the Philippine Statistics Authority announced on Thursday, November 5. The October rate rose from 7.2% in September 2026 and 1.7% in October 2025, driven by higher domestic fuel prices, electricity rates, and transport fares. This marks the s

According to Morningstar's report on November 4, the research firm raised its capital expenditure forecast for Microsoft, projecting fiscal 2027 spending at $189.7 billion and fiscal 2028 at $226.3 billion—both representing 47% of revenue. Morningstar estimates Microsoft's free cash flow will

South Korea's Kospi fell more than 2% in early trading on November 5 as chipmakers including Samsung Electronics Co. and SK Hynix Inc. slumped, with the index down 2.27% to 5,554.52 as of 9:07 a.m. The decline was driven by concerns that Democratic control of both chambers of the U.S. Congress

According to the Philippine Statistics Authority, inflation soared to 7.8% in October, up from 7.2% in September and 1.7% in October 2025. The surge was driven by higher fuel prices, electricity rates, and transport fares, which squeezed already-stretched household budgets. The central bank's

KB Kookmin Bank, Shinhan Bank, Hana Bank, and SC Jeil Bank are expected to reverse a combined 276.1 billion won in provisions following the Financial Services Commission's finalization of penalties for Hong Kong H-index equity-linked securities mis-selling. The reversals occur because the final pena

According to ChainCatcher citing Rootdata, Nikkei 225 opened at 62384.73 points today, up 0.3% from yesterday's close of 62188.63 points.

The Federal Reserve Board (FRB) published the minutes of the Federal Open Market Committee (FOMC) meeting held on July 28–29 on August 19, confirming that the committee had decided to leave the policy rate unchanged. According to the minutes, only a few members supported a rate hike, making them a minority, but the vast majority agreed that a hike would be necessary if inflation did not slow. Inflation indicators have continued to ease gradually but remain above the 2% target, and participants a

The Federal Reserve (Fed) is scheduled to hold a Federal Open Market Committee (FOMC) meeting on July 28–29 and has designated July 18–30 as the blackout period. The dot plot for the policy rate at the June FOMC meeting revealed a clear split: nine participants supported additional rate hikes by year-end, while an equal number supported holding rates steady or cutting them. At the June FOMC meeting, of the 19 Fed participants, nine supported holding rates steady or cutting them (with one support

According to Citibank on November 5, the bank set its gold price target at $4,500 per ounce for the next zero to three months, with a longer-term target of $5,000 per ounce for the following six to 12 months.