Global TradFi & Macroeconomics

According to the Bank of Japan's September policy meeting minutes released recently, officials unanimously agreed the central bank should continue raising its policy rate and adjust the degree of monetary easing. One member noted the monetary policy stance is undergoing a transition phase. Members e

According to Jin10, ICE Canadian canola futures fell 1.7% on Wednesday, tracking losses in Chicago soybean oil amid a sharp selloff in crude oil. Speculative fund liquidation of long positions drove prices to three-month lows, with global edible oil markets under broad pressure including European ra

Paradise Co., a Korean casino operator, is forecast to report increased operating profit for Q3 2024, driven by casino revenue growth and reduced cost burdens. According to a compilation by Yonhap Infomax of forecasts from eight major domestic securities firms released within the past month, Paradis

Life Asset Management requested independent reviews from Samsung Electronics' board special committee and Samsung compliance committee on November 4 regarding the decision to postpone allocation of remaining shareholder return funds until late January. The asset manager asked committees to examine w

Arm (ARM-US) reported Q2 results on Nov 4 that beat revenue and adjusted earnings estimates, but disappointing royalty income and modest Q3 guidance triggered a 3.5% after-hours decline. Revenue reached $1.443 billion, up 27% year-over-year, while adjusted EPS of $0.52 exceeded the $0.47

According to Qualcomm's latest earnings report, on November 4, the company's smartphone chip sales fell short of expectations. Handset chip revenue dropped to $5.14 billion, missing analyst estimates of $5.21 billion and declining 26% quarter-over-quarter. The company cited rising component and

According to Yonhap Infomax's compilation of forecasts from eight major Korean securities firms, Paradise Entertainment's Q3 2026 consolidated operating profit is projected to reach 54.6 billion won, up 38.26% year-over-year, with revenue expected at 351.3 billion won, up 21.92% YoY. The increase is

Life Asset Management on November 5 requested independent review of Samsung Electronics' decision to postpone utilization of 55-75 trillion won in remaining shareholder returns until January 2027, according to Yonhap Infomax. The asset manager asked the company's board special committee to examine t

According to COINOTAG, Robert Kiyosaki, author of "Rich Dad Poor Dad," posted on X on November 4 that he plans to buy gold (XAU), silver (XAG), and Bitcoin when the next market crash arrives. His statement was framed under the message "WHY WORRY?" and referenced the U.S. national debt

The Sirius offshore natural gas project in Colombia's Caribbean Sea, jointly owned by Ecopetrol and Petrobras, is now expected to begin operations in 2031 instead of 2030, according to Petrobras Colombia head Alcindo Moritz. The delay stems from challenges in the prior consultation process. Moritz s

According to Jin10 Futures, on November 4, Chinese precious metals futures surged across the board, with Shanghai gold rising 2.52% to 867.46 yuan per gram, Shanghai silver up 3.39% to 12,420 yuan per kilogram, platinum climbing 1.50% to 355.80 yuan per gram, and palladium jumping 4.10% to 232.25 yu

Kiwoom Securities researcher Han Ji-young stated on the 5th that the impact on Korean semiconductor and AI-related stocks from rising data center regulation concerns following the US Democratic Party's midterm election victory will be limited at current price levels. The analysis cited that such con

SK Inc. launched a tender offer for SK Ecoplant shares at 88,000 won per share on November 5, targeting approximately 16.43 million shares representing about 25% of total issued Korean stocks, with the offer period running through November 24. The tender price reflects a 53% premium over SK Ecoplant

According to Kiwoom Securities analyst Han Ji-young on November 5, data center regulation concerns following the Democratic Party's strong performance in U.S. midterm elections pose limited risk to domestic semiconductor and AI-related stocks at current valuation levels. The analyst noted that

According to Yonhapinfomax consensus, Lotte Tour Development's Q3 operating profit is forecast to fall 28.2% year-over-year to 38 billion won, while revenue is expected to decline 4.6% to 178.1 billion won. Seven major Korean securities firms cited declining casino hold rates as the primary

According to SK Inc., on November 4–5, 2026, the conglomerate's holding company launched a public tender offer to acquire a 25% stake in unlisted subsidiary SK Ecoplanet at 88,000 Korean won per share—a 53% premium over the one-month average price of 57,500 won on the K-OTC market. The tender

According to Deutsche Bank's latest research, the S&P 500 has posted positive returns in the 12 months following every midterm election since 1946, with a perfect 20-for-20 record and average gains of 14.4%, significantly outperforming typical calendar years' average return of 9.1%. However, Deutsc

Heungkuk Asset Management's exchange-traded fund HK Best Eleven Active received an investment caution designation notice on the 5th after its tracking error reached -4.25% based on the closing price on the 4th, according to Korea Exchange. This marks the first case since regulations were revised in

CNBC's Jim Cramer warned Wednesday that Wall Street may be overinterpreting market movements following the midterm elections. Stocks rallied after Democrats scored a decisive midterm victory, but the gains masked a sharp divide within the technology sector, with hyperscalers surging while