Global TradFi & Macroeconomics

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

According to CNBC's Jim Cramer, stocks rallied Wednesday following the midterm elections, but gains masked sharp divisions within technology. Apple, Microsoft, and Amazon surged on expectations that slower data center construction could ease capital spending pressures, while semiconductor and data c

According to China Central Television, the 1,000 MW Huadian Golmud coal-fired power plant's Unit 1, China's highest-altitude ultra-supercritical project, completed a 168-hour trial operation and officially entered commercial service on November 5. The facility is expected to generate 60 billion

The world's largest gold ETF, SPDR Gold Trust, increased its holdings by 2.851 tons, bringing total holdings to 1,040.513 tons, according to latest data as of November 4, 2026.

Democrats secured control of both chambers of the US Congress in midterm elections, prompting expectations of stronger cryptocurrency regulation while making industry-backed deregulation efforts more difficult, according to a CNBC report on the 4th (local time). Experts cited investor protection

Morgan Stanley stated the AI capital expenditure cycle will continue despite potential data center regulation challenges following the US midterm elections where Democrats won control of both the House and Representatives and Senate, according to a report released November 4 local time. Ariana

According to data from Yonhap Infomax, U.S. Treasury yields declined across the curve on November 4, with the 10-year yield falling 5.90 basis points to 4.89% and the 2-year yield dropping 3.30bp to 4.581%. The yield curve gap narrowed to 31.10bp from 33.70bp. The U.S. Treasury announced that it

According to Yonhap Infomax, Kakao announced on November 5 its consolidated Q3 operating results: revenue of KRW 2.0867 trillion and operating profit of KRW 240.3 billion, matching analysts' consensus estimates of KRW 2.0234 trillion and KRW 239.2 billion

According to statements made by lithium battery material companies at their Q3 2026 earnings calls on November 2, high-end LFP supply is expected to remain tight through 2027, with demand for fourth-generation and above products outpacing availability. Listed companies are increasingly shifting LFP

The Comisión Nacional de Valores (CNV) Argentina approved Resolution RG N° 1177 allowing Fondos Comunes de Inversión Abiertos (FCIA) to invest in Exchange-Traded Funds (ETFs). President Roberto E. Silva announced the regulation, which permits FCIA to allocate up to 25% of their net assets to ETF

Gold climbed 3.4% to $4,059.95 an ounce as of 2:04 p.m. Eastern Time on Nov. 4, reclaiming the $4,000 level after a weaker dollar following U.S. midterm elections lifted demand, Reuters reported. The rally came as Democratic control of both chambers of Congress heightened uncertainty over the

South Korea's current account surplus reached a record $61.46 billion in September, driven by surging semiconductor exports, the Bank of Korea announced on November 5. The surplus exceeded the previous record of $49.73 billion set in June and marked the fourth consecutive month above $40 billion. Se

According to Bank of Korea, released November 5, South Korea's September current account surplus reached $61.46 billion, surpassing the previous record of $49.73 billion set in June. Exports surged 92.4% year-over-year to $130.72 billion, with semiconductor shipments jumping 260.3% and IT products c

According to CNBC, on November 4, President Donald Trump said in a phone interview that he can cooperate with Democrats on fiscal and economic policies, though he will not change his tariff position. Trump stated that if he withdrew tariffs, 3,000 plants currently under construction would halt

According to Jin10 Futures, on November 4 overnight, U.S. stock indices closed significantly higher. The Dow Jones rose 3.03% to 53,356.12 points, the S&P 500 advanced 1.58% to 7,688.62 points, and the Nasdaq increased 1.44% to 25,736.51 points. The rally was driven by Democratic gains in U.S.

According to Swiss National Bank Governor Schlegel, Swiss inflation rose higher than expected in October. The SNB chief stated the central bank will not hesitate to adjust its policy if price stability faces