Global TradFi & Macroeconomics

Focus on price action and volatility across stocks, bonds, forex, commodities, and major indices. Analyze macro indicators like interest rates, inflation, employment, and policy expectations to decode global liquidity shifts, risk sentiment, and cross-market correlations.
All
Stocks
Metals
Indices
Forex
Commodities

Morgan Stanley Forecasts Korean Rates Rising to 3.5% by Next Year Q1

Morgan Stanley forecasts the Bank of Korea will continue its rate hike cycle, raising the benchmark rate to 3.5% by next year's first quarter through two additional increases in November and next year February. In a report titled 'Hike Cycle Carried On' released on the 28th, the
LucasBennett·08-28 06:09
Morgan Stanley Forecasts Korean Rates Rising to 3.5% by Next Year Q1

Société Générale: 2027 Budget Negotiations Pose Key Risk to Eurozone Government Bonds

According to Société Générale's rate strategists, reported by Jin10 on August 28, 2027 budget negotiations will pose a key risk to eurozone government bond markets. The talks could refocus investor attention on fiscal challenges and political uncertainty facing Italy and Spain. The strategists recommended investors maintain a short position on French government bonds while moderately favoring Italian and Spanish bonds. They noted that persistent geopolitical uncertainty and elevated oil and gas
GateNews·08-28 06:05
Société Générale: 2027 Budget Negotiations Pose Key Risk to Eurozone Government Bonds