Global TradFi & Macroeconomics

U.S. Spot Bitcoin ETFs recorded $191 million in net inflows on September 24, marking the sixth consecutive day of capital inflows into Bitcoin investment products. According to crypto commentator @WuBlockchain, the sustained inflow streak reflects growing institutional demand for Bitcoin exposure th

Tesla, Inc. launched high-volume production of its Semi electric truck at its Nevada factory on Thursday, with CEO Elon Musk calling the vehicle a 'game-changer' and noting the waiting list was already 'pretty significant.' The company also posted a teaser video on Friday for its next-generation

Michael Burry warned in a blog post published on Thursday that Big Tech and cloud companies are building enormous financial commitments through AI spending that could result in massive write-offs. The investor behind 'The Big Short' pointed to hyperscalers carrying nearly $900 billion in

Germany's GfK Consumer Confidence Index for October will be released in approximately 10 minutes.

According to Korea Exchange data, foreign investors increased their holdings in South Korean food and beverage stocks to 11.98% in September, up 1.30 percentage points from August, while the sector index fell 9% since late August. Foreign investors net purchased 177 billion Korean won worth of food

According to Jin10, on September 25, domestic gold jewelry prices declined by approximately 7 yuan per gram compared to the previous day, with most brands trading in the range of 1,290 to 1,292 yuan per gram.

Japan Finance Minister Katayama Satsuki disclosed on May 25 that US President Donald Trump expressed concerns about yen weakness during a summit with Japanese Prime Minister Takaichi Sanae on May 22 (local time). The disclosure came as the yen resumed its decline after a pause following joint Japan-

According to Japanese Finance Minister Katayama Satsuki on September 25, President Donald Trump expressed concern about yen weakness during his summit meeting with Prime Minister Takaiichi Sanae on September 22. The public disclosure of Trump's remarks marked an unusual move by Japanese

According to Shinhan Investment & Securities, on September 25, the brokerage cut target prices for major Korean securities firms citing a sharp collapse in trading activity. The average daily trading value on KOSPI fell from 138 trillion won in June to 56 trillion won in September, driven by a

Gold prices declined to approximately $4,272.50 per ounce, reaching levels last seen in early August, as the Federal Reserve's rate increase to a 3.75%-4.00% range and projections of at least one more hike this year shaped market expectations. Market participants interpret ongoing geopolitical

Meta Platforms posted its strongest monthly stock performance in over a decade through September 24, 2026, with shares climbing approximately 36% and reaching $777.59, pushing the company's market capitalization to approximately $1.98 trillion. The surge was driven by the September 8 launch of

Gold spot prices recently fell to $4,272.50 per ounce, marking levels last seen in early August, as geopolitical tensions involving Iran fuel expectations of additional U.S. Federal Reserve rate hikes. The Fed's current rate range of 3.75%-4.00% and projections of at least one more hike this year

According to Jin10 on September 25, Goldman Sachs revised its yen forecast to a bullish stance, raising its 12-month target to 150 yen per USD from the previous 165, marking a reversal from its prior bearish view. The bank also adjusted its 3-month and 6-month targets to 158 and 155 respectively.

According to oil trading sources cited by media, Saudi Arabia has shifted crude oil exports from Red Sea ports toward the Strait of Hormuz in September, causing ship-to-ship transshipment operations in the Oman Sea to approach their carrying capacity limit. The increased demand for ultra-large crude

According to Jin10 and the Jerusalem Post, Iran's Foreign Minister Abbas Araghchi announced on Thursday during the UN General Assembly in New York that Iran has proposed a plan to reopen the Hormuz Strait within seven days. The plan would be based on a memorandum of understanding reached between Ira

Okta Inc. (OKTA), SentinelOne Inc. (S), and Meta Platforms Inc. (META) US stocks reached 52-week highs on Thursday driven by analyst price target increases and product launch announcements. OKTA closed up 0.62% following multiple Wall Street upgrades tied to optimism over autonomous AI agents at

The Born Korea (Stock code: 475560), led by CEO Baek Jong-won, faces investor scrutiny over unfulfilled merger and acquisition (M&A) commitments made during its 2024 initial public offering (IPO). As of May 23, the company's stock traded at 14,560 won, a 57.18% decline from its IPO price of 34,000 w

According to market data and analyst reports, three major tech stocks hit 52-week highs on Thursday, September 25. OKTA reached $212.50, closing up 0.62% after multiple Wall Street analysts raised price targets following the company's Oktane26 conference, where it detailed advances in autonomous

According to the Korean Stock Exchange, The Born Korea's stock closed at 14,560 won on Sept. 23, down 57.18% from its 34,000 won IPO price in 2024. The company had raised 102 billion won during its IPO, pledging to deploy 95% of proceeds, or 97 billion won, toward mergers and acquisitions, with the

According to Bank of America, the bank raised its year-end target for 10-year U.S. Treasury yield to 5% on Sept 25, up from 4.5% previously. The 10-year yield had already reached 5.14% on Sept 23, marking the highest level since 2007. Bank of America also raised its 2-year Treasury yield forecast to