Global TradFi & Macroeconomics

According to SoSoValue data, Bitcoin spot ETFs recorded net outflows of $203 million for the trading week ending October 30. Fidelity's FBTC led outflows with $166 million in weekly redemptions, though the

According to Jin10, Goldman Sachs raised its oil price forecasts for year-end 2026 and 2027 on November 2, citing rising supply risks amid Middle East tensions. The bank now expects Brent crude to reach $105 per barrel in December, up from a prior forecast

According to Nomura Securities' Nov. 30 report, Samsung Electronics and SK Hynix are valued at an estimated 2-3x P/E ratio for 2027, representing an 85-90% discount to major tech companies with an average of around 20.9x. Nomura noted that tech giants face deteriorating free cash flow, with Meta's

Ho Chi Minh City Development Joint Stock Commercial Bank (HDBank, HOSE ticker: HDB) has announced its business results for the first nine months of 2026, with consolidated pretax profit of VND 18.379 trillion, up 24.2% year over year, and total financial assets of VND 1.143 quadrillion. The results reflect the bank’s growth potential and the strength of its financial ecosystem. HDBank continues to expand international funding, promote digital finance, and support the economy’s growth drivers. Gr

According to Jiemian, China's three major state oil companies—PetroChina, Sinopec, and CNOOC—reported combined net profits of approximately 313.9 billion yuan for the first nine months of 2026, up 21.5% year-over-year. The profit recovery was driven by rising international crude prices, with Brent c

Fuel oil main contract futures dropped 4.00% intraday today, trading at 5,215 yuan per ton.

With deposit interest rates remaining high and the stock market sharply divided, deposits and bonds are increasingly attracting investors as defensive assets. Declining liquidity in the stock market is prompting investors to weigh return opportunities more carefully against the level of risk they must accept. This backdrop reflects a shift in Vietnamese investors’ asset management strategies, as fixed-income instruments become more appealing. Deposits and Bonds Gain Appeal in the Asset Market Wh

Vietnam Steel Corporation (VNSTEEL, ticker TVN) has approved a policy to divest its stake in Thai Nguyen Iron and Steel Joint Stock Corporation (TISCO, ticker TIS), with the aim of definitively resolving the TISCO 2 Project, which has been stalled since 2013. The move follows a proposal from VNSTEEL’s General Director and a directive from the State Capital Investment and Business Corporation (SCIC). The divestment comes as VNSTEEL seeks to restructure its asset portfolio and improve the efficien

According to China's National Energy Administration, coal-fired power output and its share declined year-over-year in the third quarter of 2026, continuing progress in energy transition. Coal supply has recovered steadily following increased production efforts, while consumption remained

Motley Fool columnist Selena Maranjian warned on November 1 (local time) that investors should preemptively withdraw short-term funds from the US stock market to prepare for an imminent bear market amid concerns over overheating driven by the artificial intelligence rally. Maranjian diagnosed that t

According to Hunan Yuyuan's latest investor call, the company expects lithium iron phosphate (LFP) battery material demand to grow approximately 30% in 2027. Despite significant expansion capacity planned across the industry, Hunan Yuyuan forecasts high-end LFP products will remain in short supply d

Palladium futures fell 2.00% intraday on November 2, trading at 226.60 yuan per gram.

According to Motley Fool on November 1, analyst Selena Maranjian warned that the S&P 500 has entered a statistical correction cycle after years of exceptional returns, signaling an inevitable bear market ahead. The index posted returns of 26.29% in 2023, 25.02% in 2024, 17.88% in 2025, and 13.86% th

According to Yonhapinfomax, Hoban Group became the largest shareholder of Hanjin Kal on November 2 after surpassing the combined stake of Hanjin Group chairman Cho Won-tae and his affiliates, which stood at approximately 20.6%. The group acquired the additional shares through open market purchases a

According to Nvidia, the company unveiled its next-generation CPO (Coherent Optical) solution and stated it has already obtained prototype samples, last week. The announcement came amid a broader market downturn affecting large-cap technology stocks, as investors shifted toward U.S. Treasury bonds d

POSCO Future M reported Q3 operating profit of 82.14 billion won, a 23.2% year-over-year increase, significantly exceeding market expectations of 16.8 billion won. Revenue reached 834.77 billion won, down 4.6% year-over-year but above analyst forecasts of 768.9 billion won. The strong performance

According to Yonhapinfomax, on the morning of November 2 (9:25 a.m. Seoul time), E-mini S&P 500 index futures rose 0.36% to 7,641.50, while E-mini Nasdaq 100 futures gained 0.52% to 28,682.50. The gains came after bargain buying following a recent technology sector selloff. Last week, U.S. indices f

U.S. equity strategist Wilson is bullish on U.S. stocks, viewing the midterm elections, concerns about AI capital expenditures, and liquidity constraints as three major clearing events. In the short term, these could push the S&P 500 down to around 7,100, but after they pass, it could still rebound to above 8,000. He also notes that stocks often rise in the 6–12 months after midterm elections, and that the resulting K-shaped market benefits large companies while putting pressure on low-quality small caps. Abstract (English): Mike Wilson, Morgan Stanley's chief U.S. equity strategist, is bullish on U.S. stocks despite three major “clearing” events—midterm elections, concerns over AI capital spending, and liquidity constraints—that could push the S&P 500 down to around 7,100 in the short term before it rebounds to above 8,000 once they pass. He notes that gains often occur in the 6–12 months after midterm elections, alongside a large IPO cycle, and that the market is K-shaped, with large caps thriving while small caps suffer.

According to Guru Club, on November 2, Goldman Sachs analyst Robert Quinn identified $3,850 per ounce as the next key support level for gold prices, citing $19.5 billion in selling pressure since September 22, primarily from non-reportable holders. Despite near-term headwinds from sovereign wealth l

Apple will report its fourth-quarter fiscal 2026 earnings after the market close on Monday (November 2), with investors focused on iPhone 18 Pro sales performance. The iPhone 18 Pro series, including the 18 Pro and 18 Pro Max, launched for preorder on September 12 and went on sale September