Global TradFi & Macroeconomics

SkyAI, a Nasdaq-listed Solana treasury firm, held approximately US$223.8 million (AU$320.03 million) in cash as of 16 October and had completed the sale of its entire SOL holdings, the company announced on 19 October. The firm launched a cash tender offer at US$3.00 (AU$4.29) per share or warrant on

According to Broadcom, the company signed a 10-year agreement with NTT Docomo, a Japan-based telecom operator, on October 20. The deal covers VMware software licenses, technical assistance, and maintenance support for Docomo's private cloud infrastructure. Broadcom said this is its first 10-year VMw

Switzerland recorded gold exports of 165 tons in September, marking an increase from prior months.

On October 20, Shanghai Gold Exchange gold T+D closed down 1.06% at 889.4 yuan per gram. Silver T+D declined 0.24% to close at 13,896.0 yuan per kilogram.

Ripple Prime, the prime brokerage business of blockchain company Ripple, has launched real-world asset (RWA) perpetual swaps providing institutional clients with continuous exposure to more than 100 markets linked to traditional financial assets. The offering covers equities, stock indexes,

According to Yahoo Finance, Meta's Q3 earnings report due Wednesday is expected to reveal higher capital expenditure and total expense forecasts than Wall Street anticipated, potentially triggering downward revisions to the company's 2027 profit estimates. Evercore ISI analyst Mark Mahaney

According to JPMorgan Chase, on Tuesday the bank estimated that most global banks have limited exposure to CoreWeave following the cloud computing company's recent stock and bond sell-off. U.S. large banks and Japan's Mitsubishi UFJ Financial Group face potential exposure between $1–3 billion,

Kakao executives denied plans to sell major financial subsidiaries or conduct block deals at a minority shareholder meeting on the 20th at 2 PM at FKI Tower in Yeouido. Kim Do-young, Kakao X CEO nominee,

South Korean data center infrastructure company Elice Inc. plunged 32% on its first trading day today, marking the worst debut performance for a major Korean IPO on record. The Seoul-based company fell as much as 38% at its lows before closing down 32%. The company raised 201 billion Korean won

According to Bloomberg-compiled data, SoftBank Group's five-year credit-default swaps reached 432 basis points on October 20, their highest level since early November 2022. The surge reflects investor concerns about AI funding needs and a potential US$18 billion acquisition of Allied Universal, a

According to a latest Gartner research warning, global artificial intelligence infrastructure investment faces severe misalignment between massive capital expenditure and actual business returns. Gartner estimates that if current investment pace continues, over $3.5 trillion in AI infrastructure inv

According to Germany's Federal Statistical Office (Destatis), oil product prices rose over 50% year-over-year in September, driven by Middle East geopolitical tensions.

According to a Tesla SEC filing on Monday (October 19, 2026), CEO Elon Musk received zero dollars in actual compensation for 2025, despite an accounting valuation of $158.359 billion in stock award compensation. The company stated that since 2025 market value and operational performance targets

According to Jin10 data, multiple Chinese banks waived or reduced fees on precious metal accumulation products on October 20, as international gold prices settled between $4,100 and $4,200 per ounce. ICBC eliminated fees for both active accumulation and fixed investment purchases. Zhejiang

According to JPMorgan, Intel's stock stands 5% below the bank's price target, with the analyst firm raising its risk-reward profile to neutral today (October 20). The upgrade comes as the investment bank continues to monitor four key validation points: Intel's data center CPU roadmap, AI computing s

According to Maybank Investment Bank, MSCI's proposal to downgrade Indonesia from emerging market to frontier market on October 20 could trigger regional portfolio reallocation and shift foreign investor focus to Malaysia. The bank identified investment opportunities in Malaysian domestic-focused ba

South Korea's KOSPI index fell 3.73% to close at 5,553.08 on the 20th, marking the steepest decline among major Asian stock indices. The drop was driven by heavy selling from foreign investors (780.8 billion won) and institutional investors (826.4 billion won), while individual investors