Global TradFi & Macroeconomics

According to JPMorgan Chase, the bank now expects the Federal Reserve to raise interest rates by 25 basis points each in September and December 2026. This represents a revision from JPMorgan's previous forecast, which predicted only a December rate

According to Jin10 Futures, as of September 11, frozen propane prices to South China rose 135.62 USD/ton, or 16.94% since August, while butane increased 139.43 USD/ton, or 16.46%. The gains are driven by escalating Middle East geopolitical risks, including ongoing U.S.-Iran tensions in the Strait of

According to Nick Timiraos, the Chicago Federal Reserve recently released a paper on Fed policy rate projections, showing that when the median SEP forecast for the federal funds rate exceeds market expectations by 25 basis points, implied market rates (OIS forwards) move only about 5 basis points on

According to Jin10, investors are buying New Zealand bonds on September 14, betting that market expectations for Reserve Bank of New Zealand rate hikes are priced too high. Asset manager Insight Investment favors shorter-dated bonds, citing expectations for slower hikes amid weak economic growth.

According to CFTC data, as of September 8, speculative yen long positions on the Chicago Mercantile Exchange (CME) surged to 178,791 contracts, marking a 9-month high since December 2025. The weekly increase of 61,600 contracts represents a 53% jump. Market participants note that speculative yen

According to Jin10, Chinese oil and gas major China National Petroleum (CNPC) Chairman Dai Houliang met with Indian Petroleum and Natural Gas Minister Hardeep Singh Puri in New Delhi on September 11, to discuss deepening bilateral cooperation. Other attendees included Indian Oil Corporation Chairman

According to market sources, the Bank of Japan provided current JGB outright purchase operations earlier today. The central bank's operation was conducted during the morning trading session.

According to Gate data, the U.S. dollar to Japanese yen exchange rate (USD/JPY) surged through 154.0, trading at 154.001 as of the latest market snapshot, up 0.3% from the previous trading session close.

According to Jin10, on September 9, China's Vice Finance Minister Liao Min met with Singapore's Monetary Authority Deputy Managing Director Leong Sing Chiong in Beijing. The two exchanged views on global and bilateral macroeconomic conditions, as well as financial cooperation between China and Singa

According to Jin10, on September 14, Japan's 10-year government bond yield rose 0.5 basis points to 2.990%, driven by expectations of accelerated interest rate hikes by the Bank of Japan. The increase follows a surge in U.S. Treasury yields last Friday, triggered by stronger-than-expected U.S.

According to Jin10, China's gold jewelry prices today remained largely stable compared to last Friday, trading in the 1,305-1,015 yuan per gram range. Multiple brands showed minimal price movements.

According to South Korea's Central Daily, China's semiconductor industry operates via a coordinated system where central and local governments, state-backed financial institutions, and enterprises pool resources for infrastructure and production. The National Integrated Circuit Industry Investment

According to reports on September 14, Goldman Sachs revised its forecast for the Federal Reserve's September policy decision. The firm now expects the Fed to raise interest rates by 25 basis points, reversing its previous expectation of no

According to the New York Times, the Trump administration plans to announce on Monday that the U.S. will no longer limit greenhouse gas emissions from coal and gas power plants. EPA administrator Lee Zeldin is expected to announce the policy shift during a G20 energy ministers meeting in Houston.

The Korea Exchange (KRX) announced extended trading hours starting Sept. 14, allowing investors to buy or sell stocks in real time for four hours after regular trading closes. The move seeks to increase competitiveness with global markets and expand trading opportunities for investors, the bourse

Crypto faced a triple showdown this week: AMC CEO Adam Aron publicly slammed Robinhood’s offshore tokenized stocks as “despicable” on X; with only five days remaining before the Senate’s scheduled voting window, the CLARITY Act remains unable to achieve bipartisan consensus on its ethics and conflicts-of-interest provisions, leaving it well short of the 60 votes required to overcome a filibuster; and celebrities including LeBron James announced partnerships with prediction market platforms in ra

According to TrendForce, in Q2 2026, AMD surpassed Qualcomm to become the world's third-largest fabless IC design company with revenue of $11.53 billion, driven by its Agentic AI-driven CPU strategy in data centers. Nvidia retained the top position with revenue of $91.16 billion, up 99%

US stock market analysts maintain bullish outlooks despite US Treasury 10-year yields approaching 5%, escalating Middle East tensions, and growing expectations of a Federal Reserve rate hike in September. On the 11th, the S&P 500 closed at 7,656.98, up 0.86%, while the Nasdaq Composite rose 0.96% to

Japanese stocks showed mixed performance on September 14, with the Nikkei 225 index falling 852.71 points (1.33%) to 63,158.63 as of 9:10 AM, while the TOPIX index rose 1.58 points (0.04%) to 4,029.88. The Nikkei decline was driven by rising oil prices following Saudi Arabia's closure of a major

According to CryptoSlate, UK-listed Satsuma Technology sold all 669.49 bitcoins from its reserves between July 24-31 at an average price of £47,667 per bitcoin, generating total proceeds of approximately £31.91 million. The UK High Court approved the company's capital reduction via cancellation of C