Global TradFi & Macroeconomics

Yuanta Securities maintained buy ratings on Samsung Electronics and SK Hynix on November 2, forecasting fourth-quarter earnings surprises as the gap between stock performance and fundamentals reaches critical levels. Analyst Baek Gil-hyun attributed recent sharp declines in both stocks to

According to prediction market Kalshi, as of November 1, Democrats have a 93% probability of retaking the U.S. House of Representatives and 71% of reclaiming the Senate ahead of the midterm election on November 4. Meanwhile, the U.S. government faces mounting fiscal pressure, with the 2026 fiscal

According to BlockBeats, the week of November 2-8 will bring multiple major events to global markets. The U.S. midterm elections on November 3, corporate earnings reports, and October's nonfarm employment data will be key focal points, alongside decisions from the Bank of England and Reserve Bank of

According to Jeffrey Rosenberg, BlackRock's senior portfolio manager, the 80% correlation between international oil prices and U.S. Treasury yields that held throughout 2026 broke down in October, as markets increasingly prioritize artificial intelligence risks over geopolitical concerns. Speaking o

According to Bank of America strategist Michael Hartnett on November 30, investment-grade technology company bonds offer better opportunities than big tech equities, with yields reaching 6-8% levels, some approaching 8%. Hartnett noted that major tech firms raising massive debt for AI

According to Guru Club, on November 2, Brent crude oil fell to $111 per barrel, down 1.05% intraday. WTI crude oil futures extended losses to 2%, trading at $101.915 per barrel.

According to PANews, spot silver broke through the $50 per ounce mark on November 2, trading at $50.005 with a daily gain of 1.83%.

According to Shanghai Gold Exchange, gold and silver T+D contracts fell on Monday morning (November 2). Gold T+D dropped 2.62% to 835.31 yuan per gram, while silver T+D declined 3.7% to 11,754.0 yuan per

According to Odaily, Equation founder Vida announced yesterday evening a plan to invest approximately $20 million to buy A-share assets amid forced liquidation by leveraged investors. He has already started purchasing Zhongjibang Xuanchuang,

According to a CITIC Securities report, the investment bank sees potential for a U.S. technology stock rebound following the midterm elections, with semiconductor hardware as the primary focus. Recent semiconductor declines have been driven by macroeconomic liquidity pressure and midterm election un

According to Gate data, South Korea's KOSPI index turned positive today after earlier declining more than 1.5%. Among major components, SK Hynix rose 0.7% while Samsung Electronics fell 1%.

Korea Gas Corporation is forecast to report Q3 revenue of 7.9224 trillion won, up 24.33% year-over-year, and operating profit of 446.4 billion won, up 14.76% year-over-year, according to an analysis of reports from four major securities firms conducted by Yonhap Infomax on Nov 2. The growth is

Hanwha Financial Group's four subsidiaries held a vision ceremony on last month 30th to accelerate their strategy targeting South Korea's 500 trillion won retirement pension market. Hanwha Life, Hanwha General Insurance, Hanwha Investment & Securities, and Hanwha Asset Management gathered

According to Yonhapinfomax analysis of recent major brokerage reports, Korea Gas Corporation's 3Q 2026 revenue is projected at KRW 7.92 trillion, up 24% year-over-year, with operating profit expected to reach KRW 446.4 billion, representing a 15% increase. The growth is primarily driven by

MicroStrategy Chairman Michael Saylor hinted at additional Bitcoin purchases on November 1 local time by posting on X with the phrase 'We found room for even more orange' alongside a chart of the company's Bitcoin acquisition history. The hint came as market sentiment weakened following last week's

According to Yonhap Infomax, MicroStrategy CEO Michael Saylor hinted at additional Bitcoin purchases on Nov 1 via an X post featuring a chart of the company's BTC buying history, captioned "We found room for even more orange." The company most recently disclosed a purchase of 267 BTC on Oct 19,

According to South Korea's Ministry of Trade, Industry and Energy, the country's October exports reached $115.28 billion, up 93.7% year-over-year, bringing cumulative 2026 exports to $930 billion. The milestone marks the first time South Korea has exceeded $900 billion in annual exports, with the co

According to Jin10 Futures, the CFETS-NEX liquidity sentiment index for the Chinese yuan rose to 48 as of 08:45 on November 2, up 3 points from 16:00 on November 1. Among major financial institutions, large banks reported a sentiment index of 45, up 2 points; mid-size banks at 48, up 3 points; and n