Global TradFi & Macroeconomics

Taiwan Semiconductor Manufacturing Company (TSMC) reported September sales of 511.86 billion NT dollars, representing a 54.6% increase compared to the same period last year.

According to Jin10, Hong Kong semiconductor stocks declined this afternoon (October 8), with Nanchip Micro falling over 10%, Honghui Integrated Circuit dropping over 7%, and Juzheng Technology, Apacer, and GigaDevice all declining over 5%.

According to the Federal Communications Commission, on October 29 the FCC will vote on a proposal to auction 25 megahertz of spectrum to support direct-to-device satellite-to-smartphone services, and seek public comment on opening an additional 482 MHz for supplemental coverage from

According to Odaily and Sun Yuchen's announcement at Token2049, TRON will launch tokenized stocks in the fourth quarter to enable TRON users to access U.S. Treasury bonds and other quality assets.

According to Gate data, Brent crude (XBRUSD) surged above $106 per barrel on October 8, trading at $106.00 per barrel with a 24-hour gain of 0.8%.

According to Odaily, Justin Sun announced at Token2049 that TRON will launch tokenized stock products in the fourth quarter of 2026. The move aims to provide TRON users access to U.S. Treasuries and other quality assets through tokenized

According to CME data, on October 7, major commodities showed divergent performance in trading volume and open interest. Precious metals led gains: gold futures recorded 188,351 contracts traded with 398,275 open interest, while silver saw 53,715 contracts traded with 107,117 open interest, and

The International Monetary Fund (IMF) published a chapter on tokenization in its Global Financial Stability Report (GFSR) on the 8th, emphasizing that while asset tokenization brings efficiency gains, it also poses financial stability risks requiring policy intervention. The IMF stated tokenization—

Japanese investors holding French government bonds may accelerate portfolio reallocation away from these assets, according to an October 8 report by MUFG. The bank cited increasing risks that some large Japanese asset managers could execute significant sales of French bonds. Two factors are

According to Bank of America research released on October 6, the bank raised its ASML 2028E earnings per share forecast 13% to €85.2 and revenue forecast 8.7% to €76.57 billion. The target price was lifted from €2,452 to €2,557, with ADR target raised from $2,845 to $2,915, while maintaining a buy r

According to Jin10, Infrastructure Capital Advisors is bullish on US 10-year Treasury bonds on October 8, predicting the Federal Reserve will raise rates only once more. The firm's CEO and portfolio manager stated that the 10-year Treasury yield typically trades about 100 basis points above the Fed'

According to Japan's Central Bank, multiple regions report that companies are passing cost pressures to consumers. The pressures stem from the Middle East conflict, yen weakness, and rising distribution and labor

Michael Burry published a Substack blog post on Wednesday warning that much of the billions being invested in AI infrastructure could become 'sunk cost.' The 'Big Short' investor argued that 'compression' will eventually make some massive AI investments uneconomical, stating 'Ultimately, compression

According to Bitcoin Magazine, on October 7, 2026, Robinhood added $25 million worth of Bitcoin (approximately 294 BTC) to its corporate balance sheet, marking the fintech's first proprietary Bitcoin holding. Johann Kerbrat, Robinhood's Senior Vice President and General Manager of Crypto and

According to Charles Schwab's 2026 Modern Wealth Survey released on October 7, 60% of existing cryptocurrency investors plan to increase their holdings over the next 12 months, outpacing intention to buy other assets. The finding exceeds investment intentions for exchange-traded funds (56%),

Japan's Economic Watchers Current Situation Index rose to 47 in September, exceeding the forecast of 46.7 and the previous month's 46.4, according to official data.

According to Yonhap News, crude oil exports from the Middle East recovered to 87% of pre-war levels in September, with significant volumes passing through the Strait of Hormuz. However, Iranian oil remains unable to transit the strait due to U.S. counter-sanctions policy, placing substantial

According to his latest Substack post published Wednesday, 'Big Short' investor Michael Burry warned that much of the billions being poured into AI data centers and computing capacity could ultimately become "sunk cost" as token compression makes current investments uneconomical. Burry also said

Japan's September Economic Watchers Forward Assessment Index fell to 47.4 in September, missing the market expectation of 48.5 and declining from the previous month's reading of 48.3.

According to FactSet, as of Wednesday (Oct 7), the Russell 2000 index has declined 9% from its recent peak, moving within striking distance of correction territory (defined as a 10% drop). The index closed at 2,793.20, meaning a drop to 2,761.58 or below would trigger formal correction