Global TradFi & Macroeconomics

According to Yonhapinfomax, Micron Technology's (NASDAQ: MU) average daily trading volume fell 52.91% in October to 27.05 million shares, compared with 57.44 million in June. Motley Fool identified the sharp decline as a sign the stock may have peaked, reflecting waning investor interest. The

Taiwan Stock Exchange weighted index fell 1.1% to 44,423.41 points at market open today.

According to Fabrinet, the optical communications manufacturer reported Q1 fiscal 2027 revenue of $1.475 billion, up 51% year-over-year and 12% sequentially, on November 2. The result exceeded prior guidance and marks the highest annual growth in a decade, driven by data center interconnect, optical

London-based capital markets firm LO:TECH has raised $12 million in a Series A led by MMC, with participation from existing investors Faction, 13 Books Capital, and Atka. The company plans to expand into the US and Asia-Pacific, including New York and Singapore, while launching execution services

According to Apple's earnings report released on November 3, the company reported fiscal Q4 revenue of $114.5 billion, up 12% year-over-year, with earnings per share of $2.10, up 14%. Full-year revenue reached $478.8 billion, both setting new records and beating market consensus. For the December

JP Morgan projected a 66% probability that Democrats will secure control of both the House and Senate in the US midterm election on the 3rd, a scenario the bank expects could drive long-term Treasury yields lower. According to CNBC on the 2nd (local time), the investment bank's analysis centers on t

Seoul's bond market faces volatility on November 3rd as it absorbs a super-long treasury auction, while the Reserve Bank of Australia announces its rate decision at 12:30pm followed by a press conference at 1:30pm. Market participants monitor whether RBA will raise rates and signal future moves, as

Wall Street analysts are recommending defensive stocks, real assets, and dividend stocks to hedge against AI stock concentration risk following a recent correction in AI-related equities. Last week's market movements raised concerns that the AI investment boom may be nearing its peak, with worries i

According to JP Morgan's analysis reported by CNBC on November 2, the Democratic Party has a 66% probability of controlling both chambers of the U.S. Congress in the November 3 midterm elections, a scenario that could lower long-term Treasury yields. JP Morgan analyzed that if a "blue wave"

According to Apple's Q4 2026 earnings call on Monday (Nov. 2), the company sold 170,000 MacBook Neo units to educators and students in the Philippines, marking one of the largest education purchases in Apple history. The MacBook Neo, which features the A18 Pro chip, was originally priced at $499

According to Jin10, the CFETS-NEX market-wide yuan funding sentiment index rose 2 points to 50 as of 8:45 AM on November 3. Among institutional segments, large banks reported 47 (up 2 points), mid-size banks 50 (up 2 points), and non-bank institutions 52 (up 2 points). An index of 50 indicates

According to Japan Exchange Group (JPX), Japan's stock market closes today (November 3) for the Culture Day national holiday. The Osaka Exchange and other derivatives markets will continue trading. Japan's bond market is also closed, while the foreign exchange market may see reduced liquidity due to

According to Guru Club, on November 3, WTI crude oil broke above $97 per barrel, gaining 0.56% intraday.

According to Guru Club, on November 3, offshore yuan slid to 6.65729 after China's central bank raised the foreign exchange deposit reserve requirement ratio for financial institutions.

Amazon will continue aggressive AI infrastructure investments reaching nearly $500 billion annually, according to a November 3 Yahoo Finance report citing JP Morgan analyst Doug Anmuth. The analyst projects Amazon's capital expenditures will surge 77% year-over-year to $395 billion in 2027 and

UBS published a report on local time 2nd forecasting that Democrats have a 50% probability of controlling both chambers of Congress in the upcoming US midterm elections, while emphasizing that economic growth, corporate earnings, and artificial intelligence investment will determine market

According to Doug Anmuth, a JP Morgan technology analyst, Amazon plans capital expenditures of $395 billion in 2027, representing a 77% increase from 2026's estimated $220 billion, followed by $476 billion in 2028 (up 20%), Yahoo Finance reported on November 3. Amazon's third-quarter trailing

Hanwha Asset Management announced on the 3rd that two of its exchange-traded funds (ETFs) — PLUS Korea Defense Industry (KDEF) and PLUS Korea Manufacturing Core Alliance Index ETF (KMCA) — have cross-listed on the New York Stock Exchange (NYSE) and the Abu Dhabi Securities Exchange (ADX). This

According to the Wall Street Journal, investors have marked down Anthropic's IPO valuation target to $1.5 trillion to $1.6 trillion this week, down from nearly $2 trillion previously discussed. The adjustment follows a sharp tech sector decline, with the Nasdaq index falling roughly 10% from

According to Hanhwa Asset Management, on November 3, two ETFs—PLUS Korea Defense Industry (KDEF) and PLUS Korea Manufacturing Core Alliance Index ETF (KMCA)—were cross-listed on the New York Stock Exchange (NYSE) and Abu Dhabi Securities Exchange (ADX). This marks the first time a Korean fund