Global TradFi & Macroeconomics

Goldman Sachs upgraded Palantir Technologies (NAS:PLTR) to a buy rating from neutral on the 8th, according to a report by TheStreet on the 12th. The investment bank set a $230 price target and titled its report 'Upgraded to Buy: Moat Accumulation Creates Potential for Total Addressable Market to

According to Elon Musk at a Tesla event on October 10, Terrafab, a chipmaking joint venture between Tesla, SpaceX, and Intel, will produce superior chips leveraging customized manufacturing expertise. Musk stated the company aims to determine optimal chip fabrication methods despite currently

According to Goldman Sachs, on October 8, the firm upgraded Palantir (NASDAQ: PLTR) to a buy rating from neutral, setting a $230 price target. Goldman Sachs cited accumulating competitive moats and expected strong earnings trends through 2027. The firm also noted that Palantir stock has risen

DB Securities forecasts the USD-KRW exchange rate will continue declining through 2027, driven by robust semiconductor exports. Analyst Moon Hong-cheol set a primary target of 1,320 won and a long-term floor of 1,250 won in the '2027 Bond & FX Strategy Annual Outlook: Pride and Prejudice' report.

According to BlockBeats, on October 12, South Korea's Financial Commission is advancing its tokenized securities market expansion from fragmented investments like real estate and art to bonds and funds. Regulatory amendments to the Electronic Securities Act and Capital Markets Act have entered

According to a report by South Korea’s Maeil Business Newspaper on Oct. 12, Jeonbuk Bank, a subsidiary of JB Financial Group (stock code: 175330), launched South Korea’s banking sector’s first digital-asset-linked KRW-denominated loan. Initially, the loan is available only to corporate customers, with Bitcoin as the sole collateral and loan proceeds restricted to corporate operating funds. The bank does not directly hold or manage Bitcoin; instead, it is held in custody by a qualified virtual as

Gold rose 0.3% to $4,206.86 an ounce as of 8:30 a.m. Singapore time on October 11, holding above $4,200 after President Donald Trump announced a halt to attacks on energy facilities between Russia and Ukraine. The modest gain followed a 1.3% climb last week. Trump's announcement coincided with

According to Yonhapinfomax, Daishin Securities saw cumulative corporate bond underwriting reach 1.8 trillion won in the third quarter of 2026, up approximately 30-fold from 600 billion won in the prior-year quarter. The firm now ranks 18th among 36 securities companies in the overall corporate bond

Seoul forex dealers forecast the USD/KRW exchange rate will trade heavily around the 1,340 won level on October 12, despite strong dollar pressure. Over the weekend, Yemen's Houthi forces attacked King Khalid International Airport in Riyadh, Saudi Arabia, expanding risk-off sentiment in markets.

Bitcoin (BTC) rebounded from its weekend low, trading at around $83,760 as of October 12. Strategy Chairman Michael Saylor posted Bitcoin Tracker data again and may disclose changes in the company’s holdings this week. Thailand’s Securities and Exchange Commission (SEC) officially released regulations for crypto asset ETFs, initially allowing only Bitcoin and Ethereum, with the rules set to take effect on October 16. Macro Events & Crypto Highlights According to CoinTelegraph, Strategy Chairman

According to ZhiTong Finance, the Hang Seng Index opened 0.92% higher at 24,434.93 points on October 12, with the Hang Seng Tech Index up 1.03% at 4,241.07 points. Among 12 Hang Seng industry indices, 11 advanced, led by Consumer Discretionary up 1.73% and Healthcare up 1.50%. Alibaba-W (09988)

South Korean Finance Minister Park Hong-geun defended the government's Future Response Fund policy at a National Assembly audit on October 8, citing Norway's sovereign wealth fund model as justification for maintaining large-scale government bond issuance while accumulating reserves. Park argued

According to Gate data, Brent crude (XBRUSD) falls to $105.94 per barrel, down 1.5% from the previous trading session close.

According to Guru Club, lithium carbonate futures contracts broke through the 110,000 yuan level today (October 12), declining more than 7% intraday. This marks the first time the contract has fallen below this level since

According to Jin10, Harry Jones, global rates portfolio manager at Insight Investment, said on October 12 that Australia's official cash rate has reached or neared its peak despite the Reserve Bank of Australia retaining the possibility of further increases. Jones noted that Australia's financial co

According to Guru Club, offshore Chinese yuan (CNY) rose to 6.6905 per U.S. dollar on October 12, marking the strongest level since July 2022. The currency gained approximately 20 basis points intraday.

According to the People's Bank of China, the central bank conducted a 50 billion yuan 7-day reverse repo operation at a rate of 1.40% today (October 12), unchanged from the previous operation.

According to Jinlian Creative, as of October 12, the reference crude oil price averaged $97.21 per barrel with a change rate of -4.46%, indicating that domestic gasoline and diesel retail prices should decline by 230 yuan per ton. The current pricing window is scheduled for October 15 at 24:00.

Foreign investors net sold 189.9348 trillion won in South Korea's securities market through the end of September 2026, maintaining selling pressure during both the KOSPI rally toward 9,000 points and the subsequent

According to Reuters, Moonshot executives are negotiating a settlement with Recurrent shareholders ahead of the company's planned Hong Kong IPO. Recurrent and its investors, in a March 11 letter to Moonshot investors' counsel, alleged that CEO Yang Zhilang and CTO Zhang Yutao made false statements a