Global TradFi & Macroeconomics

According to Bank of Japan, Japan's producer price index (PPI) in August rose 7.6% year-over-year, exceeding market expectations of 7.4%. Month-over-month, the August PPI declined 0.2%, falling short of market expectations for no

According to Jin10, the A-share CPO (Co-Packaged Optics) concept sector surged at market open today, with Wuhan Fangu, Guangdian Stock, and Huasheng Tiansealed hitting daily limits. Zhaolong Interconnect, Xuanjie Xing, and Fenghua Hi-Tech followed with

According to PANews, Japan's 10-year government bond yield rose 7.5 basis points to 2.985% on September 11.

According to Jin10 Futures, on Sept 11, ethylene glycol prices held steady amid crude oil strength, with spot quotes trading at 6,940–6,960 yuan per ton. Current spot basis levels stood at 10+1020/1040, with next week's basis expected at 10+920/950 and September contract basis at 10+820/805 (all

According to Jin10 Futures, LME copper and Comex copper both fell over 4% on Thursday (Sept 11), following reports that the White House has yet to decide on refined copper tariffs. The decline also reflected a compression in the CL price spread (the difference between Comex weighted futures and LME

According to Gary Black, managing partner at Future Fund, Broadcom's third-quarter AI revenue reached $16.7 billion, up 221% year-over-year and exceeding Wall Street estimates of $15.9 billion. The company now holds the lowest valuation among the Magnificent 8 tech stocks, with a PEG ratio of

According to Guru Club, Shanghai Silver futures fell 6% on September 11, trading at 15,435 yuan per kilogram.

SpaceX CFO Bret Johnsen said late Thursday that the company's partnership with Nvidia could support access to AI processors as SpaceX prepares to expand terrestrial computing capacity from just over 2 gigawatts at the end of 2026 to between 5 and 10 gigawatts in 2027. Speaking at Goldman Sachs'

According to CBS News, on September 9, Trump announced at a Republican National Committee midterm election event that his administration would distribute $5,000 to every American adult if the GOP maintains control of Congress. Vice President JD Vance later stated the funding would come from tariff r

According to Bloomberg, citing people familiar with the matter on September 10, 2026, Nasdaq will invest $100 million in Payward, the parent company of the Cryptocurrency Exchange Kraken, through its venture capital arm. The investment values Payward at $21 billion. In March this year, the two parties announced a partnership to build market infrastructure for tokenized stocks, and the investment upgrades their relationship from a business partnership to an equity investment. Nasdaq’s $100 Millio

According to Jin10, on September 11, Chinese stock market indices fell sharply at market open. The Shanghai Composite dropped over 1%, the Shenzhen Component fell 0.9%, and the ChiNext Index declined 0.5%. The Sci-Tech 50 and Beijing Stock Exchange 50 indices both fell over 1%. More than 4,900 stock

South Korean foreign exchange authorities face renewed scrutiny as the USD-KRW exchange rate declined over 200 won in two months, falling from the 1,560 won level in early July to the mid-1,300 won range. The sharp decline prompted heavy dollar selling by exporters and offshore investors, causing th

Korea Investment & Securities analysts recommended on September 11 that investors maintain positions in large-cap semiconductor stocks including Samsung Electronics and SK Hynix despite rising market interest rates. Analysts Yeom Dong-chan and Seo Se-hyun stated that the semiconductor sector's

According to BlockBeats, on September 11, Hyperliquid Strategies Inc (Nasdaq: PURR), the suspected HYPE treasury company, accumulated and staked 365,000 HYPE tokens (approximately $29.65 million) over the past 24 hours, according to Ember monitoring. Over the past half month, the company has been p

Seoul foreign exchange dealers forecast upward pressure on the dollar-won exchange rate on September 11 amid caution over the US August Consumer Price Index (CPI) release. The overnight surge in US Treasury yields and dollar strength contributed to won depreciation factors, according to market

According to Yonhap Infomax, as of September 11, the USD/KRW exchange rate dropped over 200 won in two months, falling from around 1,560 won in early July to the 1,330 won level, reaching its lowest since October 2024. South Korea's Deputy Prime Minister and Finance Minister Koo Yun-cheol

According to Korea Investment Securities analysts Yom Dong-chan and Seo Se-hyun, Samsung Electronics and SK Hynix posted record quarterly operating profits of 89.5 trillion won and 60.5 trillion won respectively in the second quarter of 2026, with year-over-year increases of 1,814% and 557%. The res

Oracle posted fiscal Q1 2027 results that exceeded analyst expectations, with revenue between $19.3 billion and $19.45 billion, representing a 30% year-over-year increase. Adjusted earnings per share hit $1.92, also topping forecasts. The company's stock climbed 7% in after-hours trading following t

JP Morgan and Goldman Sachs are expanding their engagement with the cryptocurrency sector, according to information highlighted in a tweet by @a16zcrypto. Both financial institutions are reportedly increasing their crypto services, though specific service details and launch timelines were not

Yoo Sang-dae, former Deputy Governor of the Bank of Korea, retired from the central bank last month in his second departure from the institution. Yoo, who first joined BOK in 1986 and served in various international roles before leaving in 2021, returned as deputy governor in 2023. In an interview o