Global TradFi & Macroeconomics

This week brings three key events that will shape investor sentiment and guide Fed policy expectations. On October 14, the U.S. will release September consumer price index (CPI) data, with analysts forecasting core CPI at 2.5% year-over-year—a modest pace relative to the Federal Reserve's 2%

According to Goldman Sachs, chief U.S. equity strategist Ben Schneider and TMT expert Pete Callahan highlighted in a recent podcast episode that the AI investment narrative is shifting from hardware, such as chip competition, toward applications including reasoning economics and personal AI

According to the UK Maritime Trade Organization, a tanker was struck on its port side by an unidentified object in the Strait of Hormuz on October 11. All crew members aboard the vessel were reported safe.

According to the International Monetary Fund's latest research, tokenized U.S. stocks have attracted investor interest due to 24/7 trading capabilities and fractional share functionality. However, the market remains limited in scale with volatility approximately 1.5 times higher than traditional sto

According to IMF's latest statement, tokenized U.S. stocks enable 24/7 trading and fractional ownership, with over 50% of trades occurring outside standard market hours, and approximately 80% of trades involving less than one share. The fund noted that overnight price movements contain meaningful in

Federal Communications Commission Chair Brendan Carr said during a CNBC interview on Friday that Space Exploration Technologies Corp. (SpaceX) is positioned to challenge major wireless carriers as Starlink expands into direct-to-device and mobile services. Carr stated SpaceX has accumulated

According to the International Energy Agency (IEA), the agency's governing board will hold a meeting on October 15. The IEA has recommended member states that have not fully delivered on their committed reserve releases to accelerate the pace of remaining stockpile releases, with priority given to d

According to Barron's, on October 9, the Trump administration announced it was easing sanctions on Russian diesel imports and revealed Russia had pledged to supply 300,000 tonnes (2 million barrels) of diesel to the U.S. market immediately. However, the American Automobile Association (AAA)

Egypt's central bank reported that the country's core inflation rate declined to 14.1% in September, down from 14.9% in August.

According to Puda Technology's announcement on October 11, the company received 29 new equipment orders, with 14 units comprising semiconductor equipment featuring single-wafer cleaning equipment and LPCVD furnace tube systems. The equipment is primarily designed for high-end specialty semiconductor

According to ChainCatcher, CleanSpark disclosed September operational data showing the Bitcoin mining company produced 529 BTC and sold 702 BTC, with 700 BTC sold via call option exercises and 2 BTC sold in the spot market. The company holds 13,530 BTC with average operating hashrate of 36 EH/s and

According to Citic Securities, S&P 500 earnings grew 45% year-over-year in Q3, while energy, tech, materials and healthcare sectors each surged over 50%, signaling profit growth is now broadening beyond mega-cap technology companies. LSEG consensus data showed Q3 revenue growth for the S&P 500 at 1.

The tokenized stock market has reached $3.9 billion in total capitalization, according to crypto commentator Token Terminal. Ondo-issued assets lead the market at $992.3 million, followed by xStocks at $968 million and Binance bStocks at $920.4 million. These

According to Token Terminal, the tokenized stock market has reached a new high of $3.9 billion, driven by major issuers. Ondo leads the market with $992.3 million in tokenized assets, reflecting growing institutional and investor interest in asset-backed tokens integrated with blockchain

According to an official announcement on October 9, 2026, Yiteng Jiahe (06998) disclosed that the Phase II Investigational New Drug (IND) application for GB268, a tri-specific antibody targeting PD-1/CTLA-4/VEGF, in combination with chemotherapy for treating unresectable locally advanced or

According to Zhitong Finance, Guanghe Technology (01989) issued a profit guidance announcement on October 11 for the first nine months of 2026. The company expects net profit attributable to shareholders of 14.5–15 billion yuan, representing an increase of 100.33%–107.23% year-over-year. After

SpaceX CEO Elon Musk is publicly advocating for Starlink's entry into India, stating the satellite internet service must maintain affordable pricing to compete with Reliance Jio, founded by billionaire Mukesh Ambani. In a post on X, Musk argued that Starlink would need to keep prices competitive in

According to Musk's posts on X, Elon Musk recently pitched Starlink as an affordable satellite internet alternative for India, arguing it would benefit consumers by offering competition to Reliance Jio ahead of Jio Platforms' planned initial public offering targeting a $106 billion valuation. Musk

The dollar-won exchange rate fell to 1,338.5 won on October 8 at 3:30 p.m. in Seoul trading, down 1.9 won from the previous day. The decline was driven by exporter dollar sales in South Korea despite firm dollar conditions in European markets. This marked the first time the rate traded in the 1,330

IREN Ltd. announced Saturday that its software subsidiary Mirantis completed NVIDIA-Certified Hypervisor validation for its k0rdent AI virtualization stack on Arm-based NVIDIA GB200 systems. The announcement follows a report last week by research firm SemiAnalysis alleging IREN overstated aspects of