Global TradFi & Macroeconomics

A 40-something investor in Korea restructured a 12 billion won portfolio in 2021 after selling a business, shifting from 90% safe assets to globally diversified investments and achieving an approximately 80% cumulative return. The investor faced concerns about missing market opportunities as

West Texas Intermediate (WTI) crude oil futures declined 1.57% to $93.12 per barrel as of 10:59 AM on September 25 in Asian trading, according to Yonhap Infomax. The drop followed reports that US and Iranian negotiating teams met in New York during the UN General Assembly to discuss a phased

According to Yonhap Infomax, WTI crude oil futures fell 1.57% to $93.12 per barrel on September 25, as diplomatic talks between U.S. and Iranian delegations progressed during the UN General Assembly. The two sides are discussing a phased agreement linking Iran's reopening of the Strait of Hormuz

According to Financial News, Macquarie Asset Management's acquisition of South Korean web hosting firm Gabia failed on September 25 after its public share offer fell short of minimum requirements. The special purpose company DCK received only 721,413 subscription applications, or 22.1% of the minimu

The U.S. Dollar Index traded at 101.28 on September 25, up 0.04% during the day.

According to Arkham tracking data, Morgan Stanley has withdrawn over 1,100 Bitcoin from Coinbase Prime through its spot Bitcoin ETF MSBT. The company's total Bitcoin holdings have surpassed 9,000 BTC for the first time, reaching 9,218 BTC with a combined value of approximately $775

According to Thailand's Commerce Ministry, the country's exports are expected to grow 15% in 2026. The ministry's projection reflects expectations for sustained export demand over the remainder of the year.

Bank of America raised its revenue estimates for AI neo-cloud company Nebius (NASDAQ: NBIS) significantly above Wall Street consensus on the 25th, citing expanded service capacity and differentiated pricing strategies. BofA lifted its fiscal 2027 revenue forecast for Nebius to $12.7 billion,

According to Farside Investors data, U.S. Bitcoin spot ETFs recorded net inflows of $190.7 million on September 24 (Eastern Time). The inflows extend a six-day consecutive streak that began September 17, with cumulative net inflows during that period reaching $327.04 billion. BlackRock's IBIT led in

On September 24 (US Eastern Time), U.S. Ethereum spot ETFs recorded net inflows of $66.1 million, according to Phaser data. Over the five-trading-day period from September 18 to 24, cumulative net inflows reached $3.083 billion, marking five consecutive days of positive flows. BlackRock's ETHA led i

According to Westpac economist Pat Bustamante on September 25, Australia's third-quarter GDP is expected to grow 2.3% year-over-year, up from 2.1% in Q2. The economist noted the economy has demonstrated greater resilience than previously anticipated. However, Bustamante cautioned that the Reserve

According to Thailand's Ministry of Commerce, the country recorded a trade deficit of $2.48 billion in August.

India's 10-year benchmark government bond yield rose to 7.1347% today, marking its highest level since May 20, 2026.

Japanese stocks rose at the opening on September 25, continuing the previous day's upward trend. At 10:02 AM, the Nikkei index traded at 65,748.88, up 234.89 points or 0.36% from the previous session, while the TOPIX index showed 4,101.88, gaining 26.58 points or 0.65%. The gains occurred as

According to Jin10, on September 25, Japan's Growth Strategy Minister Minoru Kiuchi announced that the era of Abenomics-style reflation policies—centered on aggressive monetary easing and flexible fiscal spending—has ended. Kiuchi stated that Japan no longer needs to rely on large-scale monetary

According to Guru Club, Goldman Sachs' Asia-Pacific equity strategy chief Timothy Mo said today, September 25, that AI-related stocks remain attractive despite rising government bond yields. Megascale cloud companies are projected to invest approximately $800 billion in 2026, potentially

According to Guru Club, Brent crude oil futures fell 2% on September 25, now trading at $98.69 per barrel.

According to Yahoo Finance, Apple and Nvidia combined accounted for over 15% of the S&P 500 Index on Thursday (September 24), marking an unprecedented concentration level, according to Creative Planning President Peter Mallouk. This far exceeds the dot-com bubble peak, when Microsoft and General

According to Yonhap News, on September 25, Hong Kong and Taiwan financial markets closed for the Mid-Autumn Festival. In overnight U.S. trading, the 30-year Treasury yield surged above 5.5% for the first time since June 2024, though rates retreated following reports that the U.S. and Iran are