Global TradFi & Macroeconomics

According to Bloomberg, as of Wednesday, traders placed a large position in November SOFR call options, betting the Federal Reserve will raise rates only once through year-end with a more dovish path than current swap market pricing suggests. The position, revealed by a U.S. trader, involves

IonQ on the 23rd (local time) became the first in the industry to implement real-time quantum error decoding technology, driving double-digit premarket gains. The company successfully developed and tested an error correction decoder capable of identifying and processing errors in real-time during qu

According to ASIC's official statement, the Australian Securities and Investments Commission is strengthening safeguards for automated and AI-driven trading to align with international standards. The new rules will require market participants to test, monitor, and govern trading systems and

Daesin Securities analyst Lee Jung-hoon published a report stating that US long-term interest rates at 5% may not significantly impact stock markets, as AI investment growth offsets rate pressures, and projected the won-dollar exchange rate could enter the 1200 won range under structural economic sh

Daesin Securities released a report on September 23 analyzing that Korean stocks can withstand US long-term interest rates reaching 5%, with AI investment and corporate profitability offsetting rate burden. The brokerage projected the won-dollar exchange rate could enter the 1200 won range if Korea'

Economic commentator Yoon Ji-ho diagnosed on the 22nd that the current convergence of high interest rates and overheated artificial intelligence investment competition represents a critical juncture determining long-term investment success or failure. Speaking on MBC Radio's '손에잡히는경제,' Yoon

According to Korea Exchange, South Korea's KOSPI market average daily trading volume in September reached approximately 21 trillion won, marking the lowest level for the year. This represents a more than 50% decline from June's peak of roughly 50 trillion won. Retail investors have been net

According to BlockBeats, Federal Reserve Governor Barr signaled on September 23 that further rate hikes may be needed to ensure timely return to the 2% inflation target, with the Fed in a disadvantageous position but having moved in the right direction. A Fed dot plot reinforced the hawkish

Super Micro Computer Inc. (SMCI) has begun shipping Nvidia Corp. (NVDA) Vera Rubin NVL72 racks, bringing Nvidia's latest AI computing platform into production deployments. The systems are being offered through Supermicro's Data Center Building Block Solutions, which combine compute, cooling,

According to Bitwise's inaugural institutional crypto adoption report released September 23, all 15 surveyed large institutions maintained their crypto allocations and none reduced holdings during the approximate 50% market drawdown from Q4 2025 through Q2 2026. All surveyed institutions holding cry

According to Galaxy research chief Alex Thorn, U.S. spot Bitcoin ETFs recorded net inflows of $1 billion yesterday (September 22), marking the largest single-day inflow of 2026. The influx pushed year-to-date net flows into positive territory for the first time since

Ethereum is holding near $2,750 after breaking above a key technical resistance level at roughly $2,661, putting the $3,000 mark back in focus. The breakout completed a bullish continuation pattern identified by Reuters technical analysis, which points toward a potential target near $3,050,

According to the Russian Central Bank, the ruble's depreciation in August was partly driven by the use of export revenues to pay for imports, including maintenance equipment for oil refineries.

McDonald's announced new financial targets for higher operating margins, a training program to improve food quality, and plans to provide financial support to franchisees as they invest in restaurant upgrades on Wednesday. The fast-food giant unveiled these efforts ahead of an investor

According to Jin10, U.S. 10-year Treasury yields rose 5.81 basis points to 5.025% today. The 2-year yield also climbed, gaining 6.63 basis points to 4.843%.

According to MSX.COM data, AI stocks rallied on U.S. market open today, with CoreWeave climbing 2.32%, Dell rising 1.8%, and Cadence gaining 1.36%. The broader market saw declines, with the S&P 500 down 0.11% and the Nasdaq down 0.2%.

According to MSX.COM, major U.S. tech stocks showed mixed performance on September 23. Most popular tech names declined, with SK Hynix falling 1.57%, Oracle down 1.01%, SpaceX dropping 1.32%, and Amazon sliding 0.92%. Nvidia fell 0.24%, Google-A dipped 0.6%, Broadcom declined 0.77%, and Intel

According to Gate data, the U.S. dollar against Chinese yuan (USD/CNH) surged through 6.710 to trade at 6.71024, up 0.2% in the last 24 hours.

According to Gate data, Brent crude oil (XBRUSD) broke through $102 per barrel, currently trading at $102.01/barrel with a 24-hour gain of 2.1%.

According to MSX.com data, Palantir shares surged over 4% at the open of U.S. trading on September 23, while ServiceNow rose over 2%. Other AI software stocks also climbed, with Salesforce and Snowflake each up