Global TradFi & Macroeconomics

According to Yonhapinfomax, on September 18, the USD/KRW spot rate in Seoul's foreign exchange market traded at +0.05 won as of 9 a.m., according to multiple brokers. NDF fixing positions held neutral ahead of market

Advanced Micro Devices (AMD) stocks closed at $545.09 on the 17th in New York trading, up 6.36% from the previous day, following news that cloud provider Nebius announced upcoming price increases for chip rentals. Nebius notified customers that rental rates would rise 17-21% for NVIDIA GPUs, 25% for

According to an official statement at a State Council Information Office press conference today, Vice Minister of Housing and Urban-Rural Development Chen Shaowang announced that China's real estate sector has entered a stock market era (the phase characterized by existing housing inventory rather t

According to Morningstar, Tesla (TSLA) traded 19% below fair value on Sept. 17, with shares rising 2% to $366.20. Morningstar rates the stock a buy despite citing "Very High Uncertainty" around emerging businesses, while Wolfe Research maintained its "peer perform" rating, citing AI and autonomy

According to the Nikkei, the Bank of Japan (BOJ) is expected to decide at its September 18 monetary policy meeting to raise the unsecured overnight call rate (policy rate) by 25 bps, from the current 1.00% to 1.25%. If approved, 1.25% would be the highest policy rate in 31 years, since 1995. Financial markets, including equities, are closely watching the outcome of the meeting and Governor Kazuo Ueda’s subsequent press conference. Expected Decision: Unsecured Overnight Call Rate to Rise to 1.25%

Analysts at major investment banks have recently appeared frequently in the media expressing concerns about Apple stock, citing the fact that the iPhone 18 Pro is selling out more slowly than previous-generation models. According to Apple Insider, however, these concerns are unfounded because the structure of the iPhone lineup in 2026 has undergone fundamental changes. This year, Apple launched the iPhone 18 Pro and iPhone Duo simultaneously. The iPhone X Precedent: How Analysts Misjudged iPhone

According to Yonhap Infomax, the Bank of England announced on September 17 a major restructuring of its quantitative tightening program. Of its GBP 490 billion gilt holdings, BOE will retain GBP 120 billion as collateral, allow GBP 222 billion to mature passively by 2035, and shift GBP 146 billion m

According to RBA Governor Michele Bullock on Friday (September 18), Australian businesses are beginning to express concerns that high inflation will not return to below 3%, raising worries about inflation expectation adjustments. Speaking to a parliamentary committee, Bullock said businesses are

According to Glassnode, listed companies accumulated only 5,900 Bitcoin over the past three months, a sharp decline compared to 89,000 BTC added in July 2025. The spot price remains slightly below the $80,500 average cost basis, leaving corporate buyers with modest unrealized losses and limiting

According to Japan's Statistics Bureau, core consumer price index rose 1.7% year-over-year in August, falling short of market expectations of 1.8% and declining from 1.8% in July. The headline CPI, including fresh food and energy, increased 1.9% year-over-year, unchanged from the previous

JPMorgan equity strategists predicted on Thursday, Sept 17 that the S&P 500 will rise to 8,000 by end of 2026, describing bears as an "extinct species" in the current cycle. The index closed at 7,551.81 on Thursday, implying a roughly 6% gain to reach JPMorgan's target. According to the bank's

According to Cointelegraph, Coinbase partnered with Stablecore to provide crypto asset custody, trading, and stablecoin payment services to U.S. community banks and credit unions.

Coinbase CEO Brian Armstrong announced on the 17th (US local time) that the company will pursue direct regulatory negotiations with the SEC and CFTC as an alternative path for crypto market development, following the collapse of the Clarity Act in the US Senate. Armstrong told Daily Wolf, a Yahoo

Brent crude oil fell below $100 per barrel on Sept 18, declining 0.59% during intraday trading. WTI crude oil dropped 0.6%, currently trading at $95.9 per barrel.

On September 18, China's National Development and Reform Commission, National Energy Administration, and State Administration for Work Safety jointly issued a notice deploying measures to accelerate stable coal production and supply. The notice requires coal-producing provinces and coal

According to Guru Club, coke futures main contract fell 6% on September 18, trading at 1,515.50 yuan per ton during intraday session.

Global financial data and ratings giant S&P Global announced on September 17 that it had reached an agreement to acquire OpenZeppelin, a leading blockchain security company. The specific financial terms were not disclosed, and the transaction remains subject to customary closing conditions. S&P Global expects the acquisition to have no material impact on its near-term overall financial results. Financial Details of the Acquisition Agreement: Undisclosed Terms, Closing Conditions, and Expected Im

Crypto.com Co-Founder and CEO Kris Marszalek announced on X on September 17 that North American Derivatives Exchange, the legal entity behind its futures trading platform OG.com, had received SEC approval for its Form 1-N filing, allowing it to list single-stock perpetual futures contracts in the U.S. market. SEC Approval of OG.com’s Form 1-N: Application Timeline and the Legal Structure of North American Derivatives Exchange North American Derivatives Exchange, OG.com’s legal entity, submitted

The U.S. Treasury market showed signs of recovery overnight after experiencing severe sell-off pressure, with the 10-year Treasury yield falling over 5 basis points to 4.947% according to Yonhap Infomax on the 18th. Market analysts attribute the stabilization to three converging factors: inflation e

Seoul forex dealers forecast the dollar-won exchange rate will fluctuate within a relatively wide range on January 18, influenced by the Bank of Japan's (BOJ) interest rate decision. The BOJ announces its base rate decision at noon on January 18, with markets expecting a 25 basis point hike