Global TradFi & Macroeconomics

Saudi Arabia's East-West Pipeline was shut down Thursday after an attack, with vessel traffic through the Strait of Hormuz dropping to 7 ships, according to reports. Iraq confirmed the drone attack originated from its territory. Saudi Arabia, at Iraq's request, has decided not to pursue immediate re

According to the International Energy Agency monthly report released on September 12, the IEA downgraded Russia's 2026 oil production forecast by 125,000 barrels per day to 8.7 million barrels per day, and lowered its 2027 forecast by 235,000 barrels per day to 8.6 million barrels per day. The

The yen reversed its prolonged decline and strengthened, driving gains in Asian currencies including the Korean won. On the 8th, the dollar-yen exchange rate fell to the 152 level, marking its lowest point since February. The yen's turnaround stems from strong US-Japan coordination to support the cu

According to Yonhap Infomax, the U.S. dollar-to-yen rate fell to around 152 yen on September 12, marking its lowest level since February, as the yen strengthened amid expectations of a Bank of Japan rate hike and coordinated U.S.-Japan efforts to support the currency. Market participants

Lithium carbonate futures contract LC2701 fell sharply on September 11, plunging 9.74% intraday before closing down 4.99%, breaking through the 140,000 yuan per ton level. According to an industry association representative, production costs for some lithium carbonate manufacturers using

According to CNBC, Robinhood CEO Vlad Tenev recently stated that asset tokenization represents the future direction of the financial industry. He argued that once assets like stocks are tokenized on-chain, they would enable greater global investment access and enable instant settlement. Tenev also s

Jollibee Foods Corporation announced on September 1 that it is advancing plans to spin off its international operations into JFCI. The company is contemplating listing the new entity on the Hong Kong Stock Exchange. The separation aims to provide investors with clearer insights into the

According to Rappler, Jollibee Foods Corp (JFC) announced on September 1 plans to separate its international operations into a new entity, Jollibee Foods Corporation International (JFCI), with a planned listing on the Hong Kong Stock Exchange. JFC will remain listed in Manila and retain its

According to MarketWatch, SpaceX signed a new AI computing contract on September 10 valued at approximately $1.1 billion per month starting in December, according to the company's Chief Financial Officer Bret Johnsen at a Goldman Sachs conference. The deal, worth about $130 billion annualized,

According to Coindesk, Robinhood CEO Vlad Tenev said on September 12 that listed companies should not have the right to prevent third parties from creating blockchain products linked to their stocks. The key issue, Tenev argued, is not whether a product uses blockchain technology, but what rights

According to BlockBeats, on September 12, the U.S. 10-year Treasury yield rose to 4.94%, while the 30-year yield reached 5.35%, reflecting persistent selling pressure on the debt market. The U.S. Treasury increased its buyback cap to $6 billion but purchased only $5.19 billion, with yields

According to Jin10 data compilation, the U.S. August non-seasonally adjusted CPI increased 0.4% month-on-month yesterday (September 11), the highest since June 2026, compared to 0.1% previously. Seasonally adjusted core CPI rose 0.3% month-on-month, surpassing market expectations and the

On Friday (September 11), the three major U.S. stock indices closed higher. The Dow Jones Industrial Average rose 0.98%, the S&P 500 advanced 0.86%, and the Nasdaq Composite gained 0.96%.

According to The Block, three Indian enterprises raised 102.5 billion rupees (approximately $107.2 million) on September 12 through the Securities and Exchange Board of India (SEBI)'s Demat 2.0 pilot by issuing tokenized corporate bonds. REC Ltd. was the first issuer, raising 50 billion rupees ($52.

Kalshi, a New York-based derivatives exchange, plans to file for regulatory approval with the CFTC and SEC to list perpetual futures contracts on individual stocks including Tesla, Apple, and Nvidia. The filing would cover approximately 60 stock- and ETF-linked perpetual futures products, bringing a

Oracle will spotlight co-CEOs Clay Magouyrk and Mike Sicilia at its upcoming user conference in October, while founder Larry Ellison is omitted from the program. The move completes a leadership transition that began on September 22, 2025, when Magouyrk and Sicilia were elevated to co-CEO roles,

Kalshi, a New York-based derivatives exchange, plans to file for regulatory approval to list perpetual futures contracts on individual stocks, starting with Tesla, Apple, and Nvidia. The filing, expected at both the CFTC and SEC, would cover around 60 stock- and ETF-linked perpetual futures

In mid-September 2026, Larry Ellison, co-founder and chairman of Oracle, disclosed plans to sell up to $7.5–$8 billion worth of his Oracle stock. The sale would represent roughly double the total amount he sold over the past 15 years in a single transaction. Ellison currently owns

According to Alternative.me, the cryptocurrency Fear and Greed Index rose to 63 today (September 12), up from 56 yesterday, indicating a "greedy" market sentiment.

Australian uranium companies Bannerman Energy and Deep Yellow are advancing large-scale uranium mining projects in Namibia to capitalize on the global nuclear energy revival. Bannerman Energy expects to finalize a development agreement with China's