Global TradFi & Macroeconomics

According to its September operations report, China Southern Airlines (01055) saw passenger capacity input (in available seat kilometers) rise 3.80% year-over-year, with domestic, regional, and international routes increasing 2.03%, 14.26%, and 8.37% respectively. Passenger load factor was 85.85%, d

According to Zhitong Finance, Yangshou Lake Cultural Tourism (06157) is in IPO fundraising as of October 15. Brokers including Futu Securities and Tiger Brokers have provided HK$1.66 billion in margin loans, with the offering oversubscribed over 102.15

According to Jin10 Futures, Shanghai silver futures fell 5.34% overnight on October 15 following a surprise U.S. CPI reading that lifted Federal Reserve rate hike expectations. COMEX silver also declined sharply on the same day. The U.S. inflation data, combined with rising expectations for an Octob

According to Smart Finance APP, China Feihe (06186) announced that on October 15, Feihe (Hong Kong), its wholly-owned subsidiary, entered into a loan agreement with borrower Garland Glory. The subsidiary will provide 400 million yuan in loan financing with a 12-month tenure and an annual interest

On October 15, Malaysia's Kuala Lumpur rubber market traded lower, with SMR 20 falling sharply, according to traders. The decline was driven by profit-taking, falling crude oil prices, and a 3.7% year-on-year increase in U.S. September CPI, which raised expectations for further Federal Reserve

According to JPMorgan Chase strategist Nicholas Panigirtzoglou, on October 15, the current AI stock selloff may not replicate the rapid rebound seen in July. Dip-buying demand has weakened significantly, short positions are insufficient to trigger covering rallies, and corporate buyback programs

BNY Mellon reported third-quarter revenue of $5.68 billion and earnings per share of $2.34. Adjusted EPS came in at $2.37, exceeding the expected $2.27.

According to Jiangbo Dragon's announcement reported by Jin10, the memory chip and storage device manufacturer projects revenue of 38-40 billion yuan and net income attributable to shareholders of 14-14.9 billion yuan for the first nine months of 2026. This represents year-over-year growth of 1,864.5

According to Bitcoin Treasuries, Metaplanet (3350.T) announced its first share repurchase of 74.38 million common shares for $122.4 million, accounting for 5.42% of outstanding common shares. The repurchase aims to enhance earnings per share (EPS) and book value per share

According to shipping data and a source, Poland's Orlen will receive 4 shipments of Saudi crude in October.

Apple Inc., Walmart, and Netflix stocks rose in Thursday's premarket trading session driven by distinct catalysts. Apple shares gained approximately 0.7% after China Daily reported Tim Cook confirmed Apple Intelligence received approval in China, with a test version expected later this month. Walmar

According to ZhiTong Finance, Shanghai Fudan (01385) reported on October 15 that it expects net profit attributable to parent company shareholders of 950-1,150 million yuan for the first nine months of 2026, representing a year-over-year increase of 187.63% to 248.18%. The company also projects

According to ITS, Malaysia's palm oil exports reached 802,481 tons in the first half of October (Oct. 1-15), up 43.2% from 560,292 tons in the same period last month.

KB Securities predicted South Korea's base interest rate will peak at 3.25% in November, lower than the bond market's expectation of 3.50%. Analyst Lim Jae-kyun presented this forecast on October 15 at a seminar held at the Korea Financial Investment Association in Seoul's Yeouido district,

According to TradingBeats monitoring, on October 15, AI optical communication stocks experienced significant declines. AAOI futures fell 14.90% in 24 hours, while Lumentum (LITE) and Coherent (COHR) dropped 11.71% and 11.66% respectively, trading at $82.70, $861.24, and $253.90. The selloff

Germany's 10-year government bond yields declined 10 basis points to 3.37%, marking the lowest level since September 8.

According to KB Securities researcher Lim Jae-gyun, on October 15, South Korea's base rate is forecast to reach 3.25% by the end of the current tightening cycle, with the final rate increase expected in November when rates rise from 3.00% to 3.25%. The researcher expects rates to remain on hold

According to Zhitong Finance, northbound trading on October 15 recorded net selling of HK$5.08 billion, with Shanghai-Hong Kong Connect selling HK$665 million and Shenzhen-Hong Kong Connect selling HK$4.415 billion. Long-range Fiber Optics Cables (06869) faced the heaviest net selling pressure at HK

According to Uanalyze, on October 15, CoreWeave (CRWV-US) and Oracle (ORCL-US) faced sharp selloffs as rising U.S. inflation data intensified expectations of further Federal Reserve rate hikes, pressuring AI infrastructure firms reliant on debt financing. CoreWeave dropped 15% on Wednesday and