Global TradFi & Macroeconomics

Larry Ellison, Oracle's 82-year-old co-founder, was absent from the company's latest earnings call, marking a rare step back from public view after decades of leading investor communications. Oracle has appointed Clay Magoyrk and Mike Sicilia as co-CEOs to steer the company's shift toward cloud

According to Token Terminal, Base tokenized stocks reached a daily DEX trading volume of $100 million today, marking an all-time high. The figure grew from zero to $100 million in just 26 days, according to Base founder Jesse Pollak. Over the past 30 days, the total trading volume reached $730.9 mi

According to Wall Street research firms, Robinhood Markets (HOOD-US) received a buy rating from StoneX Equity Research on September 8, with a 170 USD target price—42.7% above the September 8 closing price of 119.10 USD. StoneX cited Robinhood's expansion beyond commission-free stock trading into

According to Yahoo Finance, SpaceX CFO Bret Johnsen revealed this week at Goldman Sachs' Communacopia & Tech conference that the company targets launching its first orbital computing satellites in 2027, with continuous deployment of computing capacity to orbit by 2028. Johnsen stated, "When these st

According to ChainCatcher citing SoSoValue data, Ethereum spot ETFs saw net inflows of $216 million on September 12. BlackRock's ETHA led the inflows with $149 million, bringing its historical total net inflows to $13.013 billion. Bitwise ETF ETHW recorded $29.09 million in daily net inflows.

According to CME FedWatch data, the probability of the U.S. Federal Reserve raising its benchmark interest rate by 25 basis points on September 16 surged to 87.29% as of September 11, from 59.43% on September 4. The USD-Korean won exchange rate fell 6.00 won to 1,344.10 won last week, marking the

According to Yonhapinfomax, Seoul's bond market is expected to weaken this week (September 14-18) amid Middle East tensions and rising global oil prices. Last week, 3-year sovereign bond yields surged 9.3 basis points to 4.020%, while 10-year yields climbed 8.7 basis points to 4.542%, steepening

According to Odaily, AMC CEO Adam Aron recently criticized Robinhood's stock tokenization business, questioning whether the tokens violate fundamental principles of stock ownership. Aron raised concerns that stock tokens may mislead buyers into believing they hold the same rights as traditional

According to Benzinga, Apple unveiled its foldable iPhone Duo on Wednesday with a starting price of $1,999, below Wall Street's prior expectations of $2,099. Bank of America analyst Wamsi Mohan maintained his buy rating but cut the target price from $380 to $370, citing margin pressure concerns.

According to Bloomberg's Markets Pulse survey conducted September 8–10, over half of 122 respondents said they would adjust their stock holdings only if the 10-year U.S. Treasury yield rises to between 6% and 8.24%, with a median threshold of 6.5%. The survey showed that roughly one-fifth of

The Bank of Korea (BOK) released an Issue Note on May 13 analyzing how global economic linkages are restructuring amid geopolitical fragmentation, authored by Jung Seon-young (team leader), Jeon Eun-chong, and Park Min-jae from the BOK's Research Department. The report found that despite

Lee Hyung-il, nominee for Deputy Prime Minister and Minister of Economy and Finance, stated on September 13 that an active fiscal role is necessary to address external uncertainties and structural problems in Korea's economy. The statement came as part of materials submitted by the Ministry of Econo

According to South Korean Finance Ministry documents submitted to parliament on September 13, Deputy Prime Minister Lee Hyung-il said active fiscal measures are needed to address external uncertainties and structural economic challenges. Lee, a candidate for finance minister, stated that while

According to Barron's report citing Capital Economics, five of eight market indicators tracked by the firm have reached near-record extremes as of Sept. 10, signaling the AI-driven U.S. stock rally may be entering a bubble's final stage. The indicators include valuation, profit expectations, index c

According to Jin10, South Korea's main securities exchange will extend trading to 8 p.m. starting Monday, up from the current closing time of 3:30 p.m., marking the first such move among major Asian exchanges. The extended trading hours are part of the exchange's plan to achieve 24-hour trading by

According to BMO Capital Markets, the Federal Reserve is expected to raise rates next week, with economists predicting potential rate increases ranging from one to six times over the coming months. BMO's Ian Lyngen forecasts three rate hikes—in September, October, and December—which would offset the

According to recent reports, Saudi Arabia's East-West Pipeline was attacked in recent weeks, forcing the suspension of operations and highlighting a critical vulnerability: alternative routes designed to bypass the Strait of Hormuz remain exposed to military threats. The 1,200-kilometer pipeline, c

According to Baltic Exchange data, very large crude carrier (VLCC) rates on the Oman Gulf-to-China route surged to approximately 450 on the Worldscale benchmark this week, equivalent to 4.5 times normal rates, or about $11.50 per barrel in shipping costs—a record high for the route. The spike

According to Wall Street Journal citing Motor Intelligence data, Tesla reclaimed over 52% of the U.S. electric vehicle market share in the first eight months of 2026, up from 43% in the same period last year. Despite Tesla's U.S. sales declining 16% year-over-year, the broader EV market