Global TradFi & Macroeconomics

Fed Chair Kevin Waller did not submit his own dot plot projection at the latest FOMC meeting on September 17, continuing his practice of withholding individual forecasts while providing a reaction function framework for policy decisions. The dot plot median showed a 4.1% year-end policy rate project

The USD-KRW exchange rate completed a 5-trading-day consecutive rise through May 16, climbing from 1,336.10 won on May 9 to 1,368.60 won, marking the first such streak since the May 8-15 period. The 2.6% weekly depreciation of the Korean won against the US dollar—the largest among G10 and emerging m

According to Yonhapinfomax, Federal Reserve Chair Barsh did not submit his dot plot following the September 17 FOMC meeting, instead emphasizing the Fed's reaction function to inflation and labor market conditions. Barsh clarified that no predetermined policy path exists, with decisions contingent o

According to Guru Club, U.S. President Donald Trump said today that Americans are paying higher gasoline prices, but this represents a "very cheap price" relative to the accomplishments the country has

According to Jin10 Futures, crude oil retreated after a continuous rally on September 17, with Chinese domestic fuel oil traders shifting to a cautious stance amid hedging concerns over elevated prices. Refinery shipping pace has slowed, and trading activity is expected to remain largely stable with

According to Jin10 Futures, the CFETS-NEX RMB liquidity sentiment index reached 53 as of 08:45 on Sept 17, up 1 point from 16:00 the previous day. Sub-indices for large banks, mid-sized banks, and non-bank institutions rose 1 point each to 52, 55, and 51, respectively. The index ranges from 0 to 100

According to analysis by Chaos Tsingcheng Futures, precious metals came under sustained pressure yesterday (Sept 17) following the Federal Reserve's expected rate hike of 25 basis points. The updated dot plot reflects a hawkish stance, with most officials projecting at least two additional rate hike

Korea Kolmar, a cosmetics original design manufacturer (ODM), achieved a credit spread of 110.8 basis points on its 3-year corporate bonds as of the 16th, according to Yonhap Infomax bond pricing data. This spread is 21 basis points narrower than the 131.8bp average for same A-grade corporate bonds,

According to SoSoValue data, Hyperliquid spot ETF saw $1.67 million in net inflows overnight on September 16. Grayscale Hyperliquid Staking ETF (HYPG) accounted for the entire inflow, bringing its historical cumulative net inflows to $141 million. As of press time, total assets under management for

According to ChainCatcher, Hong Kong's Monetary Authority will test tokenization of over HK$1.3 trillion in foreign exchange fund bills by year-end, settling transactions via stablecoins. The authority also plans to implement CBDC settlement and 24/7 operations on the EnsembleTX platform by the end

According to PANews, SOL spot ETFs recorded net inflows of $836,900 on September 16 (EST), based on SoSoValue data. Bitwise Solana Staking ETF (BSOL) led with single-day net inflows of $2.69 million, while Grayscale Solana Trust (GSOL) saw net outflows of $1.85 million during the same

According to SoSoValue data, Franklin's XRP Spot ETF (XRPZ) received net inflows of $3.5013 million on September 16. The fund's historical cumulative net inflows have reached $483 million. As of the latest report, the total assets under management for XRP spot ETFs stand at $1.396 billion, with hist

Salesforce announced a fiscal year 2030 annual revenue target exceeding $63 billion at its Dreamforce conference on the 16th (US local time), surpassing Wall Street's $59.2 billion estimate compiled by LSEG. The announcement comes as the cloud software company addresses 'SaaSpocalypse' concerns

On Wednesday, the US House Committee on Financial Services passed the American Reserve Modernization Act (H.R. 8957) in a 28-21 vote, advancing efforts to codify US President Donald Trump's executive order establishing a Strategic Bitcoin Reserve. The bill would create a dedicated Bitcoin reserve an

According to a report released by River in August 2026, the traditional 60/40 stock-bond portfolio is no longer suitable for long-term investors, and Bitcoin allocation should be increased to as much as 10%. The report, written by Sam Baker, states that inflation and debt dynamics have changed;

Goldman Sachs has deepened its institutional involvement with decentralized trading platform Hyperliquid, according to PURR CEO David Schamis. The global investment bank published research on Hyperliquid and engaged with approximately 20 investors, including Point72 and Citadel, marking a shift

South Korean President Lee Jae-myung meets with International Energy Agency (IEA) Executive Director Fatih Birol on the 17th at 2pm at Cheongwadae to discuss international oil prices and crude supply situations following the Middle East conflict. The meeting will focus on strengthening

According to Bloomberg, stablecoin issuer Tether has become a major gold lender. As of end of June, Tether provided approximately $1.5 billion in financing to U.S. gold trading platform Gold.com, representing the majority of its $1.7 billion in outstanding precious metals loans. Gold.com's

According to Deutsche Bank's announcement on September 16, Germany's largest bank launched a digital asset custody service for European institutional and corporate clients. The service supports Bitcoin,

According to Trump's social media statements today, the U.S. president called for American interest rates to be cut to 1% or lower, citing the nation's strong global credit position and current economic momentum attracting significant new investment. Trump also reiterated demands for the Federal