Global TradFi & Macroeconomics

Taiwan's weighted stock index closed down 1.6% today (September 11), finishing at 46,184.85 points.

Bitcoin spot exchange-traded funds (ETFs) recorded net outflows of $283 million on September 10, marking the third consecutive day of withdrawals from these investment products. Ethereum spot ETFs also experienced outflows totaling $29.76 million during the same period, according to crypto

This afternoon, China's energy futures fell sharply. SC crude oil gains narrowed to 6% from earlier highs above 9%, while low-sulfur fuel oil (LU) gains shrank to 5%. Fuel oil and pure benzene edged lower, with plastics turning

According to Reuters forecasts and CME market pricing, the U.S. August Consumer Price Index will be released today (September 11), providing the Federal Reserve's final inflation reading before its September policy meeting. Market expectations show August CPI monthly increase at 0.4% versus 0.1% in

According to Jin10, major financial institutions forecast the U.S. August unadjusted CPI year-over-year rate between +3.3% and +3.5%, with most predictions clustering at +3.3% or +3.4% compared to the previous month's +3.4%. Core CPI year-over-year rate is expected between +2.3% and +2.5%, with

According to Odaily, Brent crude oil (XBRUSD) retreated to $107.81 per barrel on September 11, representing a 24-hour gain of 5.6% based on Gate trading data.

According to Jin10 Data Center, the Chicago Mercantile Exchange (CME) metals commodity trading volume report for September 10 has been updated and is now available for review on the platform.

According to CME data reported by Jin10, on Sept 10, multiple commodity futures displayed mixed trends in trading volume and open interest. Precious metals saw broad gains: gold and silver both recorded higher volume and increased open positions. Crude oil futures also strengthened, with both WTI an

According to Morgan Stanley, despite market expectations of slower data center investment, AI semiconductor suppliers' growth may outpace broader cloud spending expansion through 2028, driven by sustained advanced chip packaging demand. Advanced packaging total capacity is projected to grow

According to Jin10 data on September 11, Benoit Coeuclard, chief investment strategist at Indosuez Wealth Management, stated that the European Central Bank's focus purely on energy supply shocks is unexpected. The ECB has not adequately considered weak demand conditions and the lack of core

According to CNBC, the S&P 500 has rallied for three consecutive years, rising 24%, 23%, and 16% in 2023–2025 respectively, with gains exceeding 11% year-to-date in 2026. Simultaneously, global bond markets have declined sharply, with the U.S. 10-year Treasury yield reaching its highest level

According to Citi, the European Central Bank is expected to raise interest rates by 25 basis points in December 2026 and again by 25 basis points in March 2027.

WTI crude oil fell over 2% intraday on September 11, trading at $98.50 per barrel. Brent crude declined 1.78%, reaching $104.28 per barrel.

According to Jin10, precious metals fell sharply overnight after U.S. August producer price inflation (PPI) exceeded market expectations and accelerated from July. London spot gold declined nearly 2% to below $4,350 per ounce, while silver dropped over 5%. The PPI data pushed market expectations

According to TrendForce, Changxin Memory Technologies (CXMT) reported a 99.3% quarter-over-quarter increase in DRAM revenue in Q2 2026, with global market share rising from 7.6% in Q1 to 9.5%, ranking fourth globally behind Samsung, SK Hynix, and Micron. The company's R&D headcount surged

According to Jin10, China's gold jewelry prices fell sharply today, with multiple brands breaking through 1,320 yuan per gram (approximately $180 per gram). The overall daily decline reached nearly 20 yuan per gram. Old Fengxiang and Lao Miao Gold recorded the steepest drops of 21 and 22 yuan per g

Democratic Party lawmakers on the 11th called for South Korea's National Pension Service to strengthen stewardship code compliance checks in asset manager evaluations. At a parliamentary hearing titled 'Stewardship Code Evaluation for Corporate Value Enhancement', Representative Kim Nam-geun

According to Yonhap Infomax, South Korea's ruling Democratic Party held a stewardship code forum on Sept. 11, urging the National Pension Service to strengthen evaluation of asset management firms' fiduciary responsibility activities. The party highlighted that 60% of companies on the Korean stock e

OpenAI is considering slowing the development of its most advanced AI models, with CEO Sam Altman pushing for other AI companies to join an industry-wide effort to 'pace' frontier AI development, according to Bloomberg. Altman told OpenAI employees this week that the company could potentially pace i