Global TradFi & Macroeconomics

According to Phaside, on October 1, U.S. Ethereum spot ETFs recorded $55.4 million in net outflows. The products marked a third consecutive trading day of outflows, with cumulative outflows totaling $13.7 million over the five trading days ending October 1. Fidelity's FETH led outflows with $23.5 mi

According to Yonhapinfomax, on October 2, South Korea's Deputy Prime Minister Lee Hyung-il presided over his first market situation review meeting since taking office, with Housing and Urban Development Minister Hong Ji-sun participating for the first time. The expansion integrates housing market ov

According to StockTwits, on Thursday (Oct 1), Nike (NKE), Fermi (FRMI), and DraftKings (DKNG) fell to 52-week lows. Nike declined 0.71% to $35.02 amid sales struggles in its wholesale and North American businesses. Fermi dropped nearly 4% to $3.92 due to massive cash burn and ongoing disputes with i

State Street forecasts the Bank of Korea will hold its benchmark interest rate at the October monetary policy committee meeting after September consumer price data aligned with the central bank's August economic outlook. Choi Ji-wook, Managing Director of State Street Market Asia-Pacific Macro

According to Moody's Analytics, South Korea's core inflation eased to 2.8% in September from 3.4% in August, suggesting the central bank's recent monetary tightening is starting to ease underlying price pressures. Improved food supplies around the Chuseok holiday and weakening service-sector inflati

According to officials, Vietnam's largest refinery will shut down for approximately 50 days starting in August 2027 for scheduled maintenance.

According to WuBlockchain, Fiserv has launched its digital asset platform with Roughrider Coin, a USD-backed stablecoin developed by the Bank of North Dakota, as the first use case. The platform provides access to over 90 banks and credit unions, marking a significant step in integrating

According to Jin10 Data, Sumitomo Mitsui DS Asset Management sold all French government bonds and reallocated funds to German debt and short-term Japanese government bonds on October 2, citing concerns over France's fiscal situation. Eurozone government bond risk premiums surged on Thursday, with F

According to South Korea's Ministry of Trade, Industry and Energy, exports reached $120.94 billion in September for the first time, with semiconductor shipments surging 262.8% year-over-year to exceed $60 billion. Semiconductors accounted for 49.9% of total exports. Cumulative exports from

According to Hong Kong Exchange filings, on September 30, Indigo Star (08373) experienced a custodial position shift, with total deposited market value reaching HKD 10.076 million, representing 21.91% of holdings. A company shareholder deposited 11.38 million shares into Ashton Capital Management, i

According to Hong Kong Exchange filings, on September 30, Fiberhome Telecom (06869) saw a shareholder position transfer worth HKD 1.453 billion, representing 2.06% of total positions. The shareholder deposited 3.0965 million shares with HSBC and withdrew 4.17 million shares from Citibank. The

According to Hong Kong Stock Exchange data, shareholder of 5100 Tibet Glacier (01115) deposited 380 million shares into Huatai Hong Kong on September 30, increasing the shareholding ratio by 6.32%. The deposited shares had a total market value of 201 million Hong Kong dollars, accounting for 6.32% o

On September 30, XMCN (02699) saw warehouse position changes totaling HK$10.02 million, representing 6.91% of holdings. The transfer involved 980,000 shares moved from Dahua Zhanxian (Hong Kong).

On September 30, PERFECTECH INTL (00765) shareholders deposited 41.6416 million shares into CITIC Securities Hong Kong broker, according to Hong Kong Stock Exchange records. The holdings position is valued at HK$7.028 million, accounting for 8.55% of total outstanding shares, with the shareholding r

According to Hong Kong Exchange data, Shandong Gold (01787) experienced a share transfer on September 30, with a total repositioned value of HK$614 million, representing 3.33% of the company. The company transferred 26.61 million shares to Citibank and transferred out 12.99 million shares from

According to Hong Kong Exchanges and Clearing, Dajiao Huigu (08205) saw shareholding changes on September 30, with a total transfer value of HK$4.244 million, representing 7.94% of outstanding shares. The company's shareholders transferred 10.476 million shares from Guotai Junan (Hong Kong) to Yinglijian Securities. The company reported interim results showing revenue of RMB 23.084 million, down 35.08% year-over-year, and a net loss attributable to parent company of RMB 5.027 million, narrowing

According to Hong Kong Stock Exchange filings, on September 30, shareholders of Guminaing (01364) deposited 516 million shares into HSBC, with the overall position valued at HKD 16.416 billion, representing 31.50% of total holdings and increasing their shareholding

On October 1, South Korea confirmed a $200 billion investment program in the United States following the conclusion of a 14-month negotiation that began with tariff talks in July 2025. The deal includes projects such as Texas LNG facilities, eight nuclear reactors, and Alaska LNG operations.

Micron reported record quarterly revenue of $54.23 billion and full-year results for fiscal 2026 Q4, driven by explosive growth in its AI datacenter business. Datacenter segment revenue surged to $18 billion from $1.577 billion a year earlier, marking an 11-fold increase as AI demand outpaces

According to Phillip Nova analyst Priyanka Sachdeva on October 2, oil markets are increasingly pricing in a risk premium due to the lack of a clear diplomatic path to resolution. "Markets can tolerate uncertainty for a period, but as a breakthrough continues to elude them, patience is wearing