Global TradFi & Macroeconomics

According to Business Insider on October 12, gains in the U.S. stock market have become increasingly concentrated in AI-related stocks, with 42 AI stocks driving 67% of the S&P 500's year-to-date gains. Apple, Microsoft, and Nvidia alone now account for approximately 22% of the index's total market

According to CNBC, Bank of America upgraded Salesforce (NYSE:CRM) to Buy on October 12, raising its price target from $160 to $285 per share—implying 24% upside from the previous close of $233.92. BofA analyst Tal Liani cited Salesforce's AI integration strategy, strong free cash flow generation, an

From 22:45 to 23:00 on October 12, 2026 (UTC), ETH plunged 0.85% within 15 minutes, with its price falling from 2,487.88 USDT to 2,465.13 USDT and an amplitude of 0.91%. Market volatility intensified significantly, with an order book depth ratio of 1.18, while total depth remained below 9 ETH. The risk of large-order impact increased amid weak liquidity. The core driver of this move was the convergence of large-scale institutional net outflows and significant on-chain selling. Ethereum spot ETFs

On Monday, October 12, the S&P 500 ended 0.1% lower at 7,807.24 and the Nasdaq 100 fell 0.7% to 30,664.70, weighed down by semiconductor weakness as investors prepared for earnings season. The Dow Jones added 0.4% to 51,850.55, buoyed by Salesforce's 2% gain after a double upgrade from Bank of

From 22:45 to 23:00 on October 12, 2026 (UTC), BTC plunged 0.54% within 15 minutes, trading in the 82,100.0–82,613.7 USDT range, with an amplitude of 0.62%. The 24-hour return was -1.13%, with the offer at approximately $82,766. Overall volatility was limited, with an intraday high-low spread of approximately $2,034, indicating narrow-range consolidation rather than a trend-driven anomaly, while market sentiment was strongly cautious. The main driver of this move was the diversion of risk-averse

In US Stock Market News today, the three major U.S. stock indices closed with mixed results as energy and consumer staples benefited from Middle East geopolitical tensions while semiconductor stocks declined. The S&P 500 and Nasdaq weakened, while the Dow Jones Industrial Average finished the

Morgan Stanley has delayed its support for tokenized stock trading to the first quarter of 2027, pushing back the timeline from the second half of this year. Amy Oldenburg, the bank's head of digital asset strategy, announced the revised timeline at the

According to Cleveland Federal Reserve President Hammack, the Federal Reserve should make small, frequent rate adjustments rather than waiting for risks to accumulate before making large corrections. She noted that inflation remains elevated above the Fed's target, requiring policy to remain

According to Smart Finance, on October 9, Baosteel Group and China Northern Rare Earth announced the 2026 fourth-quarter rare earth concentrate transfer pricing at 38,769 yuan per ton (dry basis, REO=50%), rising 0.53%

According to Guru Club, CME Group's corn futures reached a record daily trading volume on October 13 following the U.S. Department of Agriculture's upward revision to its market outlook.

Global e-commerce company eBay's (NAS:EBAY) stock rose 2% on October 12 (US local time) following a positive upgrade from Morgan Stanley. The investment bank cited rapid growth in the live commerce market as a key driver of eBay's performance improvement. Morgan Stanley elevated eBay to 'Top Pick' s

According to CNBC, Morgan Stanley elevated eBay (NASDAQ: EBAY) to Top Pick and raised its price target to $132 from $127 on October 12, as the stock closed up $2.46, or 2.19%, at $114.65. The upgrade reflects an additional upside potential of approximately 18% from current levels. The firm credits l

In US Stock Market News, a selloff in chipmakers weighed on sentiment ahead of a pivotal earnings season and US inflation data that could shape the Federal Reserve's next move on October 12, 2026. Equity-index futures for Japan, Hong Kong and South Korea pointed lower, while those for Australia

According to port data released in September, Los Angeles and Long Beach ports—America's two largest container hubs—handled record import volumes. Long Beach processed 997,177 standard containers with a 31% year-over-year increase, while Los Angeles processed 1,042,652 containers, a 19% increase.

CNBC's Jim Cramer highlighted that the S&P 500 has surged roughly 118% since bottoming on Oct. 12, 2022, rewarding investors who resisted selling during market turbulence. The rally persisted despite aggressive Federal Reserve rate hikes, a banking crisis, sweeping tariffs, and a war in Iran. Cramer

According to Jim Cramer, the S&P 500 has surged approximately 118% since bottoming on Oct. 12, 2022, weathering multiple headwinds including aggressive Federal Reserve rate hikes, a banking crisis, sweeping tariffs, and geopolitical tensions. A $10,000 investment at the

The US dollar rose for a second consecutive trading session, reaching its highest level in approximately 18 months as Houthi rebel attacks on Saudi Arabia drove international oil prices higher. At 4 PM Eastern Time on the 12th, the dollar index (DXY) stood at 102.599, up 0.370 points (0.362%) from t

KT's Q3 operating profit is forecast to reach approximately 540 billion won, nearly matching the same period last year, according to a survey of 17 securities firms conducted by Yonhap Infomax over the past two months. Despite wireless business struggles from subscriber churn and plan downgrades

According to Yonhapinfomax, the U.S. dollar index surged to 102.599 on October 12, marking its highest level since April 2025, as continued Houthi militia attacks on Saudi Arabia pushed crude prices higher. The euro-dollar rate fell to 1.11538, its lowest since May 2025. The dollar-yen rate