Global TradFi & Macroeconomics

US spot Ethereum exchange-traded funds (ETFs) recorded $87 million in net inflows on September 25 (US Eastern Time), according to data from Farside. The 5-trading-day period from September 21 to September 25 saw cumulative net inflows of $308.27 billion. Since listing in July 2024, these ETFs have a

According to PANews on September 26, multiple Federal Reserve officials collectively signaled hawkish stances regarding persistent inflation risks. Cleveland Federal Reserve President Hammer emphasized that elevated inflation has persisted for over five years, warning of entrenched inflation

According to Passide data, U.S. ethereum spot ETFs received $87 million in net inflows on September 25. Over the previous five trading days (September 21–25), cumulative net inflows reached $3.08 billion, with BlackRock's ETHA fund accounting for $50.4 million of September 25's inflows.

According to Qualcomm, on September 24, the chipmaker renewed its global patent licensing agreement with Apple. The new agreement will take effect on April 1, 2027. Financial terms were not disclosed. Qualcomm shares closed at $201.97 on September 25, up 3.97%, while Apple stock rose 1.2% to $340.1

According to Bernstein analyst Mark Newman on Friday, September 25, DRAM and NAND flash memory combined account for 90% of the $168 in new incremental costs of the iPhone 18 Pro Max compared to its predecessor. The surge in memory component prices is pressuring Apple's gross margin forecasts, with B

According to ChainCatcher, on September 24, cryptocurrency exchange operator Bullish, Equiniti, Alpaca, Apex Fintech Solutions and Drivewealth established the Issuer Sponsored Token Coalition to link on-chain tokens directly to official shareholder registries of listed companies. The coalition

According to Morgan Stanley on September 26, the bank upgraded its U.S. dollar outlook from bearish to bullish, forecasting the dollar index will rise to 104 by mid-2027, while EUR/USD may decline to 1.10 from current levels around 1.14. The bank cited sustained U.S. rate advantages from Federal

According to Guru Club, Colombia's national oil company CEO announced on September 26 plans to advance conventional and unconventional oil and gas projects, implement hydraulic fracturing, and continue offshore exploration

According to Senator Ted Cruz, the White House has committed to not banning U.S. diesel exports, he told refining industry leaders on Friday evening. The commitment comes as diesel prices have reached record highs, prompting the government to evaluate options to lower pump prices, which the Trump ad

Foreign investors net purchased 2.5 trillion won of Samsung Electronics stocks over 3 trading days, marking a significant shift in semiconductor sector positioning. The buying surge came as investors moved capital away from SK Hynix, creating a 5 trillion won gap in net trading between the two

The US Federal Reserve raised its benchmark interest rate by 0.25 percentage points to 3.75-4.00% at the Federal Open Market Committee meeting concluded on the 16th, prompting securities firms to analyze that stocks with low price-to-earnings ratios may gain relative appeal during rising rate

According to Korea Securities Depository data, as of 2025, minor shareholders in South Korea reached 769,600 accounts with total holdings of 7.31 trillion KRW, up 17.3% and 34.4% respectively since 2021. Teenagers accounted for 74.9% of minor accounts, with their holdings rising 47.6% to 5.48 trilli

According to Han Kyung Dot Com, the Federal Reserve raised its benchmark rate by 0.25 percentage points to 3.75%-4.00% on September 16, with Fed Chair Kevin Walsh signaling further monetary tightening amid elevated inflation. As market interest rates rise, the relative valuation of growth stocks wit

According to Financial News, foreign investors conducted net purchases of Samsung Electronics totaling 2.5 trillion won in just three trading days as of late September 2026, lifting the stock price to 285,500

According to Bank of America strategist Michael Hartnett, on Friday (September 25), the MOVE index, which measures expected volatility in U.S. Treasury markets, surged approximately 35% in two trading days, signaling rising deleveraging risks. Hartnett noted that the spike in Treasury market volatil

According to SoSoValue, XRP spot ETFs recorded net inflows of $22.65 million on September 25. Bitwise XRP ETF (XRP) led with $18.39 million in single-day inflows, bringing its lifetime total to $677 million. Franklin XRP ETF (XRPZ) added $4.26 million, with cumulative inflows of $501 million.

Daishin Securities analyst Choi Jin-young stated that immediate recession concerns from oil prices exceeding $100 per barrel are premature when considering real oil prices adjusted for inflation. The analyst noted that the International Energy Agency warned of demand destruction from surging oil pri

According to Choi Jin-young, a researcher at Daishin Securities, while international crude oil prices have surpassed $100 per barrel and triggered recession concerns, an analysis of real oil prices—adjusted for inflation—suggests an immediate economic downturn is premature. Choi noted that when

According to South Korean government authorities, the government on September 26 announced it will expand foreign currency financing channels by raising the issuance limit for foreign exchange stabilization bonds to $8 billion (up 60% from $5 billion) and setting a $7 billion government guarantee li