Global TradFi & Macroeconomics

TSMC's ADR (TSM-US) fell 1.8% to $422.25 on October 15 despite the chipmaker posting record profitability for a sixth consecutive quarter. Q3 net income jumped 68.7% year-over-year to NT$763.06 billion, while Q4 revenue guidance of $523–$543 billion (midpoint $533 billion) exceeded market

According to The Market Ear, Goldman Sachs' quality-focused index (GSP1QUAL) surged 20% over the past three months, reaching a 12-month high amid a shift in investment focus from growth-at-any-cost to profitable, financially stable companies. A long-quality, short-momentum hedge strategy has

The US dollar weakened on October 15 as Treasury yields fell sharply amid a selloff in artificial intelligence-related assets. The British pound surged after the UK's August GDP growth exceeded expectations, climbing 0.1% month-over-month against forecasts of a 0.1% contraction. The dollar index

According to Yonhapinfomax, the British pound surged on October 15 after the UK economy grew 0.1% in August on a monthly basis, beating market expectations of -0.1% contraction. The pound-dollar rate climbed 0.634% to $1.32750. The U.S. dollar weakened as Treasury yields fell roughly 10 basis

According to Jim Cramer on CNBC Thursday, this week's artificial intelligence stock sell-off demonstrates why investors should avoid concentrating heavily in the market's hottest trades. Sectors previously overshadowed by AI infrastructure outperformance are now gaining ground: Kimberly-Clark

SPDR Gold Trust, the world's largest gold ETF, saw holdings decrease by 0.285 tonnes to 1,053.911 tonnes as of October 15.

US consumer price index data released on Oct. 14 showed inflation above forecasts, yet the 10-year Treasury yield declined from above 5.3% to 5.19% by the close of trading that day, then fell to 5.105% in Asian trading on Oct. 15. The reversal occurred as investors shifted focus from near-term

US Treasury yields declined across all maturities on October 15, with the 10-year yield falling 10.30 basis points to 5.0870% by 3 PM Eastern Time. September producer price index data showed a 1.3% month-over-month increase, nearly triple market expectations of 0.5% and the highest since

According to Zhitong Finance App, Hang Seng Index October night futures closed at 24,274 on October 16, up 211 points or 0.877%, trading at a premium of 211 points. Open interest totaled 130,716 contracts, down 12,003 from the previous

Perpetual futures contracts tracking major Korean stocks recorded gains during overnight trading from October 15, 4 PM to October 16, 7 AM on global digital asset exchanges Binance and Hyperliquid. EWY, an ETF tracking KOSPI large-cap stocks, rose 3.33% on Binance and 3.40% on Hyperliquid during

Since last year's IPO, CoreWeave's three co-founders have divested $3.3 billion in company stock. The move comes as the AI infrastructure firm's share price fluctuates amid rising credit concerns and investor worries about artificial intelligence

According to Cleveland Federal Reserve Chair Beth Hammack, speaking at a recent Goldman Sachs event in New York, the Federal Reserve may need to pursue more aggressive interest rate hikes if public inflation expectations deteriorate significantly. Hammack expressed concern that if persistent inflat

According to Cboe Global Markets, Cboe Options Exchange (C1) will extend options trading hours for designated stocks and ETFs starting Oct 19. The exchange is adding pre-market trading from 7:30 a.m. to 9:25 a.m. ET and extending individual stock options trading 15 minutes post-market to 4:15 p.m. E

dLocal Limited (Nasdaq: DLO) moved six places higher on the Roundtable 100 this week, climbing from No. 61 to No. 55. The ranking boost followed the Uruguayan fintech's quarterly payment volume jump of 92% to $17.7 billion. Aly Madhavji, managing partner of Blockchain Founders Fund and Blue Ribbon

According to CME FedWatch, the Federal Reserve has a 71.8% probability of holding rates unchanged in October and a 28.2% probability of raising rates by 25 basis points. Looking ahead to December, the market is pricing in a 7.2% chance of no rate change, a 67.4% probability of a 25 basis point

According to Roundtable 100 analysts, dLocal Limited (Nasdaq: DLO) moved up six places to No. 55 this week on the strength of its quarterly payment volume, which jumped 92% to $17.7 billion. The Roundtable 100, published with TheStreet, ranks 100 publicly traded technology growth companies. Blue

According to ChainCatcher, Trump purchased $5 million in SpaceX bonds and announced significant space policy changes affecting SpaceX two days later. Senator Mark Kelly questioned the timing and potential conflict of interest, describing the sequence as potentially

According to Thomas Hayes, founder of Great Hill Capital, during an appearance on David Lin Podcast on October 15, the S&P 500 will see a "strong bull market beneath the surface" over the next six months, driven by 493 companies outside the Magnificent Seven. Hayes cited overweight positioning in

Fortescue Nicholas announced that its Edna May project is expected to begin gold production in mid-December 2026. The project represents a key milestone for the mining company's operational expansion in the