Global TradFi & Macroeconomics

According to Barron's, SpaceX on Thursday (Oct 8) announced an agreement to acquire wireless spectrum held by Grain Management to fill technology gaps and support Starlink Mobile's expansion as a major U.S. carrier. Morgan Stanley analysts noted the move could create new opportunities for telecom to

In US Stock Market News today, portfolio concentration in megacap tech stocks has reached unprecedented levels, with the Vanguard S&P 500 ETF (VOO) holding 37% of its assets in just the index's top 10 holdings as of Oct 10, 2026. The current bull market has been heavily driven by just a handful of m

According to Poland's PAP news agency, on October 10, Poland's central bank policy committee member Ludwik Kotecki said central bank head Adam Glapinski may face suspension, potentially complicating the schedule for rate-setting meetings. If Glapinski is suspended, the monetary policy committee

According to Barron's, on Friday (Oct. 9), U.S. retail diesel prices reached $6.28 per gallon, up over 70% year-over-year, despite Trump's announcement to relax Russian diesel import sanctions. The administration said Russia would immediately supply 2 million barrels of diesel to the U.S. and

Dollar General, Under Armour, BJ's Wholesale Club, and Lululemon reduced product assortments in March, August, and September as retailers responded to declining consumer spending. Dollar General trimmed 1,500 stock keeping units (SKUs), Under Armour cut SKUs by 25% with plans for another 25%

According to PANews, next week's economic data releases will test market expectations for Federal Reserve rate hikes. The Fed's recent meeting minutes signaled a likely pause in tightening, with officials suggesting that while inflation remains elevated, any further rate increase may not come in

According to Guru Club, Amrita Sen, founder and head of market intelligence at Energy Aspects, said Friday that crude oil futures prices are "severely disconnected" from the reality in the Middle East, with some physical crude oil prices should approach $150 per

According to The Lec, ASML notified Samsung and SK Hynix of a 10% price increase on all spare parts for EUV and DUV lithography systems in early September, with both chipmakers confirming the adjustment after negotiations. The increase covers consumable components purchased regularly as well as

According to the Ukrainian General Staff, Ukrainian forces struck Russia's Samara oil dispatch station on October 10, with damage assessment ongoing. The facility serves as a major hub for receiving, storing, and blending crude oil for Russian military supply. Ukrainian officials confirmed that in a

According to Jin10, on October 10, China's securities regulator held a meeting with listed company executives and financial experts to discuss market stability and development strategies. Participants expressed confidence in China's economic outlook and capital market resilience despite near-term

Nvidia GPUs have become the most sought-after processors for AI applications, with the chipmaker's stock reaching record levels this week and market capitalization approaching $6 trillion. Companies can now access these chips through multiple channels including giant cloud providers like Amazon,

According to Bloomberg, Nvidia GPUs climbed to yet another record this week in September, lifting the chipmaker's market cap close to $6 trillion. Companies now access chips through multiple channels including hyperscalers like Amazon, Microsoft, and Google; emerging neoclouds such as CoreWeave;

According to Arkham, Morgan Stanley increased its Bitcoin holdings by 91.685 BTC two days ago through its spot Bitcoin exchange-traded fund MSBT. The firm's total Bitcoin position now stands at 10,639 BTC, valued at approximately $880

According to Trump's statement on October 10, Russia will immediately supply over 300,000 tons of diesel to the U.S. and global markets, with an additional 500,000 tons scheduled for November and another 1 million tons to follow, according to Trump's account of his talks with President Putin. Russia

According to ChainCatcher, Strive raised approximately $55 million through SATA preferred shares in the week ending October 5, sufficient to purchase around 638 Bitcoin at the current price of approximately $82,800. SATA recorded total

Deepwater Asset Management's Gene Munster reported that Apple Inc.'s iPhone 18 Pro lead times are now 31% shorter than last year's iPhone 17 Pro levels, despite initially launching 15% ahead. Munster attributed the

According to Gene Munster of Deepwater Asset Management, Apple's iPhone 18 Pro lead times have fallen 31% from their peak earlier in the cycle and are now significantly shorter than the iPhone 17 Pro a year ago. While the Pro initially showed strong demand with lead times 15% longer than last year's

According to Jin10, China's Ministry of Finance announced on October 10 that it will conduct a second reopening of 3-year fixed-rate bonds for 2026 (Series 17). The competitive tender will offer 120 billion yuan in face value with a coupon rate of 1.23%,