Global TradFi & Macroeconomics

According to Yonhapinfomax, Bank of Korea Governor Shin Hyun-song said on October 12 that inflation would exceed the central bank's target level for an extended period due to sustained cost pressures and growing demand-side pressures. Shin also highlighted ongoing financial stability risks, citing c

According to CNBC reports and data from various sources, the AI boom has driven U.S. stocks sharply higher for years, while the labor force participation rate for workers aged 55 and over fell from 38.6% in August 2024 to 37.2% (Bureau of Labor Statistics data). Michael Burry, the real-life inspiration for the protagonist of the film The Big Short, publicly stated that he had converted some of his short positions in AI-related stocks into put options and moved up his timeline, believing the AI b

According to Guru Club, lithium carbonate futures on Guangzhou Futures Exchange dropped 9% today (October 12), trading at 108,020 yuan per ton.

According to Changer's chief economist Jonathan Carnes, the Reserve Bank of Australia faces a 50-50 decision on whether to raise rates in November, with employment data released Thursday and Q3 inflation figures due October 30 to provide clearer guidance. Carnes, a former senior manager at the

Dated Brent crude oil prices surged past $154 per barrel as of the 5th, marking the highest level since LSEG began tracking the data in 1991. The spread between Dated Brent physical delivery prices and Brent futures exceeded $50 last week, reaching a record high, while Brent futures traded at $103 p

PetroVietnam is seeking to take delivery of 1.5 million MMBtu of spot liquefied natural gas between October 15 and November 10.

According to Nikkei Asia, the gap between Brent crude spot prices and futures widened to a record $50 on October 5, driven by supply concerns. Dated Brent (physical crude deliverable within 10–30 days) surged to $154 per barrel, the highest level since LSEG began tracking data in 1991, while Brent f

According to Yonhapinfomax, on October 12 morning (as of 9:52 AM Seoul time), E-mini S&P 500 index futures rose 0.21% to 7,876.50, extending gains driven by technology stock strength. E-mini Nasdaq-100 futures climbed 0.29% to 31,200.25. Middle East geopolitical tensions resurfaced after U.S.

According to Jin10, Shanghai gold traded at 908.37 yuan per gram in early trading on Monday, October 12, 2026, maintaining a 3.69 yuan per gram premium over the international gold price of 904.68 yuan per gram.

Overnight SHIBOR reported at 1.2960% on October 12, down 1.7 basis points. The 7-day rate stood at 1.3460%, up 0.5 basis points, while the 3-month SHIBOR remained flat at 1.4300%.

According to ChainCatcher citing supply chain sources, Intel raised PC processor prices beginning September, with high-end Panther Lake models up 15-20% and Meteor Lake and Arrow Lake up 5-10%. Qualcomm increased chip platform pricing around 10% on October 1. AMD is reported to be considering

According to the latest report from ING, super tanker rates have surged to 60-year highs in September and October amid U.S.-led military strikes on Iran reshaping Middle East crude trade flows combined with severe vessel supply shortages. The shipping costs have become substantial; for a tanker

Mitsubishi UFJ Financial Group (MUFG) issued a report on the 9th (local time) stating that US long-term Treasury yields may have risen to excessively high levels, citing strong demand at the recent 30-year Treasury auction as evidence that rates could be forming a near-term peak. The analysis

According to Mitsubishi UFJ Financial Group (MUFG), on October 9, the Japanese financial institution warned that recent U.S. long-term Treasury yield increases may have pushed rates to excessively high levels. MUFG noted strong demand at recent 30-year U.S. Treasury auctions, suggesting yields may b

Amazon.com Inc. shares inched up 0.4% in overnight trading late Sunday after a report said the company is close to acquiring artificial intelligence startup Decart AI in a deal that could value the company at around $7 billion. The Wall Street Journal reported, citing people familiar with the

The South Korean won strengthened to its highest level in nearly two years on October 11, with the dollar-won rate falling 0.8% intraday to 1,333.30 won. The won's advance was driven by lower global oil prices that weakened the dollar broadly and dollar sales from domestic exporters, particularly

According to the Wall Street Journal, Amazon is reportedly nearing a $7 billion acquisition of AI startup Decart in overnight trading late Sunday, with AMZN shares up 0.4%. The deal comes after Anthropic reportedly dropped its pursuit of Decart at a $6 billion valuation. Decart develops software

According to a Reuters report dated Oct. 12, Tencent plans to issue notes under its global medium-term note program and will provide potential investors with updated corporate and financial information; the term sheet seen by Reuters shows that the proposed offering includes senior unsecured notes denominated in USD and offshore Yuan. Potential maturities include 10-year and 20-year USD bonds, as well as 10-year and 30-year offshore Yuan bonds; the specific offering plan will depend on market co

According to an October 11 report by Wall Street Brief, Xiaomi’s SkyNomad N90 and N70 electric vehicles received 70,000 orders in their first month, September, with deliveries exceeding 10,000 units and setting a new annual high for monthly vehicle deliveries. Revenue from Xiaomi’s smart electric vehicle, AI, and other new business segments reached HK$110.986437 billion. Financially, Xiaomi’s current net profit margin is 7.5%, down from 8.7% last year. SkyNomad’s First-Month Data: 70,000 Orders

Bank of Korea Governor Rhee Chang-yong defended the August preemptive rate hike at a parliamentary audit on Oct. 12. Rhee stated the August rate increase preceded the Federal Reserve's September hike and helped stabilize financial markets while reducing future economic costs. The testimony