Global TradFi & Macroeconomics

The Federal Reserve and Bank of Japan are expected to raise interest rates this week during their respective policy meetings Sept 15-16 and Sept 18, with market focus shifting to whether additional tightening will follow. The Fed is poised to lift rates for the first time in over three years at

According to Yonhap Infomax, the U.S. Federal Reserve is virtually certain to raise rates by 25 basis points at its FOMC meeting on September 15-16, while the Bank of Japan is expected to hike rates on September 18 for the first time in three months. Markets are pricing in at least three

According to CME FedWatch, on September 15-16, the U.S. Federal Reserve is nearly certain to raise the federal funds rate by 25 basis points (80% market probability), marking the first increase in over three years. The rate futures market reflects expectations for approximately three additional rate

According to Guru Club, Indonesia's Jakarta Composite Index fell 4.2% to 5,688.574 points on June 4, marking its lowest level since December 2020 and a decline of approximately 5.5 years from previous highs.

According to the British Maritime Trade Association, local authorities are evacuating crew members from vessels attacked in the Strait of Hormuz on September 13.

According to the Ukrainian military, Ukrainian forces struck an oil refinery in Russia's Krasnodar region on September 13.

According to Guru Club, Singapore's benchmark Straits Times Index fell 1.2% to close at 5076.81 points on June 4.

According to AFP and Yemen's official SABA news agency, Yemen's Houthi forces seized multiple strategic positions in the Red Sea on September 10-11, including the port city of Mocha and Perim Island, which controls the Bab el-Mandeb Strait. Government forces backed by Saudi Arabia responded with

According to Yemen's authorities, 73 vessels transited the Strait of Mandeb over the past 48 hours on September 12, representing 98.6% of daily traffic levels prior to the blockade imposed on July 20. The authorities stated that apart from Saudi vessels, international shipping through the strait

According to Bank of America analyst Vivek Arya via MarketWatch on Sep 11, Marvell Technology (MRVL) could unlock $30 billion in revenue from its high-margin XPU Attach business by end-2029. The analyst cited the company's sticky connectivity products and custom chips as key drivers of growth in

According to Citrini analyst jukan, AMD has recently surpassed Qualcomm to become the world's third-largest fabless semiconductor company, the analyst said on X platform.

According to regulatory filings released Friday (September 12), Oracle founder Larry Ellison initiated a stock trading plan on June 22 to sell up to 50 million shares worth approximately $7.5 billion by October 24. This marks an unusually large transaction; since founding Oracle in 1977, Ellison

Murata notified customers it will phase out production of select MLCC specifications across nine series (GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG, ZRA) by March 31, 2029, with final orders due March 31, 2028. The restructuring reallocates

Economists intensified calls for a Federal Reserve rate hike following the release of August US Consumer Price Index (CPI) data on September 11. The headline CPI rose 0.4% month-over-month and 3.4% year-over-year, matching market expectations, while core CPI increased 0.3%

According to Financial Times and citing sources, Leopold Aschenbrenner's hedge fund Situational Awareness invested approximately $315 million in options premiums last week (September 10-11) targeting AI and semiconductor stocks including AMD, SK Hynix, CoreWeave, Bloom Energy, Intel, SanDisk, and

According to Bank of America analysis, U.S. diesel prices surged past $6 per gallon on Friday, marking a record high, with gains exceeding 55% since the U.S.-Iran conflict disrupted global oil supply. This far outpaced gasoline's 40% increase over the same period, according to American Automobile

According to ESMA's latest H1 2026 report, multiple tokenized versions of the same stock may lead to liquidity fragmentation, as disclosed by Ledger Insights. The European Securities and Markets Authority flagged that while tokenization offers potential benefits including improved efficiency,

Kim Seong-hwan, CEO of Korea Investment & Securities, expressed concerns about bond management strategy amid potential US interest rate increases during a meeting with correspondents on May 10 (local time) at Lotte Palace Hotel in New York. The remarks came as the firm manages over 40 trillion won i

According to U.S. media reported on Sept. 12, the Federal Bureau of Investigation seized over $40 million in gold bars, approximately $2 million in cash, and dozens of luxury watches from the residence of former Central Intelligence Agency official David J. Rush. The case involves significant

According to Financial Times, on September 13, Vy Capital disclosed holdings worth approximately $40 billion in SpaceX, representing a 3.4% stake, making the venture capital firm the fifth-largest shareholder according to Bloomberg data. The firm first invested in SpaceX in 2016 when the company