Global TradFi & Macroeconomics

According to BofA Securities, the Sell-Side Indicator (SSI) held steady at 57.2% in October, marking its highest level since March 2022. The SSI, which tracks the average recommended equity allocation by sell-side strategists in balanced funds, operates as a contrarian sentiment

According to Bloomberg data, 17 issuers entered the U.S. investment-grade debt market on November 2. Oracle led the activity with a $10 billion investment-grade debt offering, the largest single issuance of the day. Other participants included Otis Worldwide Corp., Cheniere Energy Inc., AEP

Onshore yuan (CNY) closed at 6.6482 against the U.S. dollar at 03:00 Beijing time on November 2, rising 76 pips from Friday's close. Trading volume reached 46.395 billion U.S. dollars.

Today (November 2), the Philadelphia Semiconductor Index fell over 2%, while the Nasdaq-100 declined nearly 0.4%. Among major chip stocks, Intel dropped 7.01%, AMD fell 5.50%, and Micron declined 4.92%. Nvidia rose 0.33%, Broadcom gained 0.16%, and Qualcomm increased 0.05%. Taiwan Semiconductor

According to Jin10, on November 2, the International Maritime Organization secretary general said the IMO cannot confirm mine clearance in the Strait of Hormuz shipping lane and cannot guarantee safe passage. The organization recorded approximately 30 vessel attacks in the waterway during October, m

Kioxia Holdings closed Monday down 15.78% in Tokyo after the NAND flash manufacturer forecast adjusted operating profit of about ¥2 trillion for the December quarter, roughly 15% below market expectations of ¥2.32 trillion to ¥2.35 trillion. The forecast followed results released after the

According to Bloomberg analysis of U.S. Customs data and shipping reports, Venezuela crude oil loadings fell 25% month-over-month in October to 809,000 barrels per day, marking an eight-month low. Rising shipping costs and seasonal refinery maintenance pressured exports, while the state-owned

According to Jin10 Data, Shanghai gold futures closed up 1.18% at 849 yuan/gram, Shanghai silver futures rose 3.41% to 12,155 yuan/kg, and SC crude oil futures declined 8.62% to 681 yuan/barrel on November 3 at 2:30 a.m.

According to Bloomberg, Meta plans to issue at least $20 billion in investment-grade debt across U.S. dollar and euro markets on Monday (November 2), marking its first major debt offering in six months and its first euro-denominated bond issuance. The company has engaged Citigroup and Morgan

According to Shanghai Gold Exchange, on Nov 2 (Monday), gold T+D futures closed up 1.0% at 846.91 yuan/gram, while silver T+D rose 2.57% to 12,111 yuan/kilogram.

According to Fox Business, NYSE has announced the addition of Broadridge, Computershare, Equiniti, and Superstate to its transfer agent partner network to support issuer-sponsored tokenized securities. The four firms will join the network alongside Securitize and tZERO. NYSE's planned tokenization p

According to Jin10, Kazakhstan's oil pipeline connecting Atyrau to Russia's Samara suspended operations on November 3 after the Samara production dispatch hub inside Russia was struck by drones overnight. The Kazakhstan Energy Ministry stated the situation is under control, with relevant

According to London Stock Exchange Group (LSEG) shipping data, U.S. liquefied natural gas exports reached 6.89 million tons in October, the second highest monthly level on record, driven by producers increasing output to meet strong European demand and capitalize on natural gas prices near

According to Federal Reserve data, overnight reverse repurchase (RRP) usage reached $5.087 billion on Monday (November 2), with 6 counterparties participating. This marked an increase from $4.375 billion recorded on the previous trading day.

Iranian President Masoud Pezeshkian stated on the 2nd (local time) that Iran is working to resolve issues through dialogue and the Supreme Leader has granted the government certain authority in this regard. He made these remarks at a national governors and major city mayors meeting, emphasizing that

According to the San Francisco Federal Reserve, the El Niño climate pattern—expected to be the strongest on record—poses a substantial risk of inflation rising in 2027, though it may also boost employment. Researchers at the regional Fed estimated that the current climate event has already pushed overall price levels up approximately 0.3 percentage points during April through July of this year. The World Meteorological Organization predicted in October that the current El Niño could be the most

The US manufacturing sector sustained its expansion in October with accelerated momentum, as the Institute for Supply Management (ISM) reported a manufacturing Purchasing Managers' Index (PMI) of 55.5, up 1.0 point from September's 54.5 and exceeding the market forecast of 54.6. The expansion

According to the ISM, U.S. manufacturing PMI reached 55.5 in October, exceeding market expectations of 54.6 and rising 1.0 point from September's 54.5. The production index climbed to 59.0, the highest level since November 2021, while the new orders index stood at 55.5. Manufacturing activity

U.S. 30-year Treasury yield fell 6.57 basis points to 5.243%, marking its lowest level since September 9.