Global TradFi & Macroeconomics

According to Yonhapinfomax, the Korean won-dollar spot exchange rate (MAR) traded at par on September 14 morning as of 9 a.m., according to multiple foreign exchange brokers in Seoul. The NDF (non-deliverable forward) fixing position remained square, indicating neutral positioning among regional

From 01:45 to 02:00 (UTC) on September 14, 2026, BTC rose slightly by 0.39% over 15 min, with prices fluctuating between 76,768.2 and 77,159.4 USDT and an Ampl of 0.51%. Over 24 hours, BTC fluctuated within a narrow range, declining by 0.06%, and is currently priced at $77,220.7. Market participation was extremely low, with a Filled Amount of only 356.81 BTC, as traders generally remained on the sidelines ahead of the FED interest rate meeting on September 16. The main driver of this narrow pric

According to CME FedWatch, on September 11, the U.S. August consumer price index (CPI) came in hotter than expected, pushing the Federal Reserve's September rate hike probability to 86%. The headline CPI rose 0.4% month-over-month and 3.4% year-over-year, both in line with forecasts. However, core C

According to Jin10, Canadian Prime Minister Kayne said on September 13 that Canada is taking control of its future, reflecting a new domestic consensus on economic transformation and development direction. The inaugural Canada Investment Summit runs September 14-15 in Toronto and aims to attract C$1

NVIDIA (NVDA) CEO Jensen Huang publicly singled out two Neocloud stocks—CoreWeave (CRWV) and Nebius Group (NBIS)—as promising at the Goldman Sachs Communacopia + Technology Conference on September 11, saying both were “performing excellently.” NVIDIA invested $2 billion in each company in January and March of this year, respectively. Jensen Huang Discusses Neoclouds Filling the Capacity Gap of Hyperscale CSPs At the Goldman Sachs Communacopia + Technology Conference on September 11, 2026, Jensen

The Bank of Korea (BOK) and Financial Supervisory Service (FSS) are reviewing follow-up measures based on their joint foreign exchange market inspection conducted in June, according to a parliamentary submission disclosed on September 14. The inspection targeted major banks handling foreign

The Economic Times reported on September 14 that the possibility of an IPO for Tata Sons, the holding company of India’s largest industrial conglomerate, the Tata Group, has increased significantly. According to multiple investment bankers and valuation experts, the potential IPO could be valued between 9 trillion and 12.5 trillion rupees. The Overall value of the Tata Group’s portfolio is approximately 15 trillion to 16 trillion rupees, while its listed holdings carry a 41-45% holding company d

According to the Bank of Korea (BOK), on September 14, the central bank and the Financial Supervisory Service (FSS) are reviewing follow-up measures from a joint inspection of the foreign exchange market conducted June 10–19. The inspection focused on spot forex trading practices and internal

Last week, Apple Inc. unveiled its foldable iPhone Duo at a starting price of $1,999, with iPhone 18 Pro and Pro Max models priced at $1,199 and $1,299 respectively due to rising component costs. Oracle raised its fiscal 2027 adjusted earnings outlook to $8.10 with revenue of at least $90 billion, f

According to Yonhap Infomax, on September 10, a deputy governor of the Bank of Korea stated the central bank is reestimating its neutral interest rate and potential growth rate. The BOK previously estimated the long-term neutral rate at minus 0.2% to 1.3%, which translates to a nominal neutral rate

Seoul forex dealers forecast on September 14 that the USD-KRW exchange rate could test the 1,330 won range despite US monetary tightening concerns. US August core Consumer Price Index (CPI) exceeded market expectations, raising Federal Reserve September rate hike probability, but the market is

The Bank of Korea is expected to revise its neutral interest rate estimate upward, with the announcement unlikely before December at the earliest. The timing depends on Statistics Korea's population projections for 2025, scheduled for release in December, as demographic forecasts are a key input for

According to Seoul forex dealers on September 14, the dollar-won exchange rate is expected to decline toward the 1,330 won level despite stronger-than-expected U.S. core CPI data and growing expectations for a Federal Reserve rate increase in September. The one-month USD/KRW in the New York NDF

According to the Bank of Canada's May 2026 report released on September 14, the estimated upper bound of the U.S. nominal neutral interest rate was raised to 3.50%, from the previous 3.25%, with the lower bound increased to 2.50% from 2.25%. The midpoint of the new range stands at 3.00%, aligning wi

Brent crude and U.S. West Texas Intermediate (WTI) experienced significant price increases recently, with Brent crude reported at $101.21 per barrel and WTI at $96.05 per barrel, reflecting the highest levels since late May. The surge followed U.S.-Iran strikes and is attributed to reduced oil

Saudi Arabia shut down its East-West pipeline, a key oil export route that circumvents the Strait of Hormuz, pushing Brent crude oil prices towards $108 per barrel. The closure is expected to tighten near-term oil supply, as the pipeline has a capacity of up to 7 million barrels per day. Prior to th

Since US-Israeli strikes on Iran began on February 28, 2026, the Strait of Hormuz has been largely closed to liquefied natural gas shipments, affecting approximately 20% of global LNG supply. The disruption has added an estimated $7 billion to Asian import costs. Qatar, the world's largest LNG

Brent crude and U.S. West Texas Intermediate (WTI) prices have surged recently amid escalating U.S.-Iran tensions and disruptions in the Strait of Hormuz. Brent crude was reported at $101.21 per barrel while WTI stood at $96.05, marking the highest levels since late May. The price increases are

According to China's National Bureau of Statistics, among 50 key producer goods tracked in early September versus late August, 37 rose in price, 9 fell, and 4 remained unchanged. Pork prices climbed 0.9% to 11.0 yuan

South Korea's foreign exchange market recorded minimal late-night trading activity during its first two months under a 24-hour trading regime, according to data the Bank of Korea submitted to National Assembly member Ahn Sang-hoon. Between July 6 and August 31, transactions during the 2 AM to 6 AM w