Global TradFi & Macroeconomics

According to Yahoo Finance, analyst Dan Ives of Yorkville Ives maintained a $500 price target on Tesla (TSLA) on Friday, October 9, as the stock rose over 2%. Ives reiterated that Tesla is fundamentally an artificial intelligence company, not merely an automaker, emphasizing autonomous driving,

According to remarks made at Columbia Business School's 36th Graham and Dodd Annual Lunch event on October 11, Himalayan Capital founder Li Lu stated that market capital is inherently finite. When capital becomes concentrated in the most popular and top-performing companies, a large number of

According to Macquarie strategists Thierry Wizman and Gareth Berry, rapid movements in long-term bond yields often precede financial crises, with past 50 years of data showing systemic breakdowns typically follow sharp yield spikes. The U.S. 10-year Treasury yield recently hit its highest level

Seoul bond market participants are expected to maintain a cautious stance this week (Oct 12-16) while monitoring Middle East developments and global interest rate movements. Middle East geopolitical risks have intensified as pro-Iranian Houthi rebel attacks from Yemen spread across Saudi Arabia,

Multiple companies are proceeding with initial public offerings on South Korea's KOSDAQ market during the week of October 12-16. Jincotech and Melcon will list on the 15th, while six companies including Intellivix and Creates begin demand forecasting. The scheduled activities reflect increased

According to GF Securities analyst Jeff Pu, Nvidia may evaluate adopting Intel's Foveros advanced packaging technology for part of its backend operations in H2 2028, though no contract or specific product has been finalized. Intel's advanced packaging portfolio includes EMIB, Foveros, and Foveros

According to BlockBeats, citing Farside data, U.S. spot Bitcoin ETFs recorded net outflows of $678.9 million this week as of October 11, while Ethereum spot ETFs experienced outflows of $542.2 million during the same

According to Bloomberg's tanker tracking data, approximately 96 supertankers are expected to arrive in China within 90 days as of October 10, marking the highest level since late February and the third consecutive week of increases. The surge indicates growing appetite for crude oil imports after a

According to Treasury Secretary Bessent, the U.S. Treasury debt repurchase program, which began in May 2024, is not unprecedented as Senator Elizabeth Warren claimed. In a letter responding to Warren's concerns, Bessent stated the initiative has been welcomed by market participants and aims to

According to MarketWatch citing Nikkei Asia, Apple reduced component orders for iPhone 18 Pro and iPhone 18 Pro Max by approximately 15% in early October due to weaker-than-expected demand. The company had informed multiple suppliers to lower production for the two recently launched flagship

Traders citing Betaville reported Friday (October 9) that Qualcomm may be considering acquiring chip designer Ambarella, with the company evaluating potential deals through advisors. The report, flagged as unconfirmed, drove Ambarella's stock price up over 7%. Ambarella is also in discussions with

According to IMF Deputy Director Athanasios Vamvakidis, on October 11, tokenization could increase foreign exchange market volatility by lowering barriers to overseas asset access. The official told Yonhapinfomax at the Bank of Korea that tokenization may reduce "home bias" investment patterns,

According to a peer-reviewed paper published this month in the Journal of Micro/Nanopatterning, Materials and Metrology, ASML and optical partner Zeiss announced that Hyper NA, the next-generation extreme ultraviolet (EUV) lithography equipment, could be ready within approximately 10 years. The

Greenlane Holdings, a Nasdaq-listed company, deployed approximately $8.06 million (around 11.4 billion KRW) of corporate funds into stablecoin-based yield-generating protocols as of June 30, according to its second-quarter 2026 Form 10-Q filing with the US Securities and Exchange Commission (SEC).

According to Jin10, South Korea's stock market trading volume collapsed by 70% from its May peak as the AI investment boom loses steam. Foreign investors are withdrawing rapidly, while domestic retail traders are also exiting positions. The downturn reflects the market's heavy dependence on

According to Michael Novogratz, founder and CEO of Galaxy Digital, artificial intelligence is "the biggest bubble of our lifetime," but the market rally remains intact. Speaking this week at the Greenwich Economic Forum in Connecticut, Novogratz stated that while the AI trading cycle is in bubble te

Blockchain.com, a cryptocurrency wallet and trading platform, has applied to the US Commodity Futures Trading Commission for designated contract market approval and futures commission merchant registration, as reported on October 9. The move aims to bring prediction market and derivatives services t

According to Wind data, thermal coal prices at Qinhuangdao Port hit 1,003 yuan/ton on October 10, marking the first time above the 1,000 yuan threshold since two years ago. The 5,500-kilocalorie coal from Shanxi province gained 42.27% year-over-year. The CCTD Northeast China thermal coal spot

According to MarketWatch, Elon Musk's net worth reached $1.02 trillion as of October 8, making him the world's first and only person to achieve trillionaire status. His wealth surged following recent gains in SpaceX and Tesla stock, both up 6% since October, with current valuations at $2.2 trillion

According to securities analysts on October 11, Samsung SDI's small battery division is expected to achieve operating profit of 158 billion won in Q3, marking its first profitable quarter in two years. The overall company is projected to post Q3 operating profit of 239.1 billion won, swinging from a