Global TradFi & Macroeconomics

According to Cox Automotive, Hyundai is expected to surpass Ford in quarterly sales for the first time in Q3. Cox analysts attributed Ford and General Motors' sales decline to insufficient hybrid vehicle offerings, as the U.S. hybrid market continues expanding amid high fuel prices. Toyota, the hybr

According to the Financial Times, UK lawmakers on Tuesday launched an investigation to assess whether the Bank of England's mandate remains appropriate for current needs. The cross-party Treasury Committee of the UK Parliament is questioning the effectiveness of monetary policy independence

According to Yonhap News Agency, on September 24, U.S. President Donald Trump cited S&P PMI data released earlier in the day, stating that the composite index hit a 62-month high, manufacturing reached a 53-month high, and services achieved a 52-month high. Trump said on Truth Social that the U.S. c

Robeco Asset Management, which manages $464 billion in client assets globally, published its 16th 5-year outlook report on May 25. The report assigns a 35% probability to a stagflation scenario termed 'Synaptic Decay' over the next five years. The analysis is driven by anticipated shifts in the glob

Oracle issued a force majeure notice to Blue Owl Capital for New Mexico's Project Jupiter data center over potential 2028 operation delays. The notification stems from repeated permit denials by New Mexico state land management authority for a natural gas pipeline required to supply the

Investors who used Chuseok holiday gift money to buy Samsung Electronics or SK Hynix stocks on October 10 saw returns exceeding 200%, while those who purchased gold experienced a 5.12% loss by September 23, according to a comparison based on Korea Exchange closing prices. SK Hynix delivered a 335.05

According to its latest report released on September 25, Robeco, a global asset manager overseeing $464 billion in customer assets, forecast a 35% probability of stagflation over the next five years amid geopolitical fragmentation and artificial intelligence expansion. The asset manager's 16th 5-yea

According to Bloomberg, Oracle on September 24 invoked a force majeure clause for its Project Jupiter data center in New Mexico, citing delays in energy permits and pipeline approvals. The move aims to defer payment obligations if the facility misses its planned 2028 operational start date. A

According to Bloomberg, Oracle on September 24 notified Blue Owl Capital of a force majeure clause invocation regarding its New Mexico AI data center project, citing delays in meeting the planned 2028 operational timeline. The 2.45-gigawatt facility faces regulatory setbacks, including a delayed

According to The Fact, investors who allocated 1 million won to SK Hynix on October 10, 2024 would have held approximately 4.35 million won by September 23, 2026, reflecting a 335% gain. Samsung Electronics investors with the same initial amount saw their holdings reach approximately 3.02 million wo

According to the U.S. Department of Labor, new jobless claims fell to 197,000 in the week ending September 19, below the forecasted 201,000. The prior week was revised upward by 2,000 claims to 198,000. Continuing jobless claims rose to 1.719 million for the week ending September 12, up 2,000

Intel stock fell about 3% on Wednesday, September 23, while AMD dropped roughly 2% and Broadcom declined around 2.5% in a synchronized move across the semiconductor sector. The catalysts were rising oil prices and climbing US Treasury yields, which triggered a macro risk-off session across

Spot silver fell 2.00% during the day, trading at $63.15 per ounce on September 24.

The U.S. 30-year Treasury yield rose 3.31 basis points to 5.435% today, following an announcement related to repo operations.

According to TASS, Russia lowered its 2026 oil product export forecast to 98.5 million tons.

The Kansas City Federal Reserve's manufacturing output index rose to 20 in September, up from 17 in the previous month.

According to Gate data, WTI crude oil futures broke above $95 per barrel, reaching $95.003, up 3.08% intraday.

According to Creative Planning president Peter Mallouk, Apple and Nvidia's combined weighting in the S&P 500 index surpassed 15% on Tuesday, marking the highest concentration in two stocks in index history. This far exceeds the 9.1% combined weighting

In September, the Kansas City Federal Reserve's manufacturing composite index rose to 14, exceeding expectations of 9 and the prior month's reading of 10.

According to Gate data, Brent crude oil (XBRUSD) surged past $106 per barrel to $106.04, up 3.3% in the past 24 hours.