Global TradFi & Macroeconomics

In US Stock Market News this week, investors will track the US midterm elections on Tuesday, November 3, and a slate of major corporate earnings including Apple and Palantir on Monday, November 2 (9:30 AM ET / 7:00 PM IST). AMD, Pfizer and Shopify will report on Tuesday, November 3. The US

According to Bank of America strategist Michael Hartnett, U.S. investment-grade tech bonds have fallen 9% this year, reaching 30-year lows, as major companies including Alphabet, Meta, Amazon, Microsoft and Oracle issued a record $182 billion in debt for AI infrastructure development. The surge in b

According to BlockBeats, North America shifted to Daylight Saving Time on November 1 at 2 a.m. local time, turning clocks back one hour. Starting November 2, U.S. stock market trading hours and U.S. Treasury data releases will shift one hour later relative to Beijing time, with the market opening at

According to CCTV Finance, on October 30, international gold prices fell below the $3,900 per ounce mark for the first time in a year. COMEX gold futures declined 3.63% to $3,884.90 per ounce, while London spot gold fell 3.61% to $3,875.19 per ounce. Domestic gold jewelry prices followed suit,

According to Barclays strategist Alexander Altmann, CoreWeave's bond yield surged to near 15% in mid-October, up from 9.675% at issuance, signaling emerging financing pressures in the AI sector. Altmann warned in Bloomberg's Odd Lots podcast on Thursday that Wall Street remains in a "denial phase" r

US Stock Market News reported that the S&P 500 fell from an all-time high on October 7, 2026 at 8:21 PM UTC (October 8, 3:51 AM IST), as elevated oil prices stoked concerns about potential inflationary pressures that could trigger Federal Reserve interest-rate hikes. Brent crude settled

According to Amazon's latest SEC filing, the company's future capital commitments surged to $883.6 billion as of September 30, 2026, up 36% from the prior quarter and more than double year-ago levels. To support data center and AI infrastructure buildout, Amazon also secured up to $80 billion in

According to CNBC, Reddit shares fell 29.22% on October 30 after the company forecast fourth-quarter sales of $1 billion to $1.03 billion, falling short of analysts' $1.05 billion estimate. The decline marked the stock's worst trading day since the company's 2024 IPO, despite third-quarter

Three companies will list on South Korea's KOSDAQ market during the week of November 2-6, while four additional firms launch institutional investor demand forecasting. Younggwang enters KOSDAQ on November 2, followed by Lablup on November 3 and EST on November 4, according to Yonhap Infomax

According to Jin10, analyst John Butters stated that as of Q3, five of the "Magnificent Seven" tech stocks have seen earnings-per-share growth underperform the S&P 500's remaining constituents. The combined EPS growth forecast for the Magnificent Seven has declined to 22.6% from 33.6% one month

According to BlockBeats, on November 1, earnings season intensified concerns about AI investment returns as tech giants reported deteriorating free cash flows. Alphabet posted negative free cash flow for a second consecutive quarter, with its stock plunging 13% and erasing approximately $500

According to The Wall Street Journal's report on October 30, U.S. small-cap stocks are poised for a turnaround starting November, driven by three converging factors: the traditional market strength season (November through April), the clarity that emerges post-midterm election, and small-cap stocks'

According to J.P. Morgan Asset Management's 2027 Long-Term Capital Market Assumptions released on October 19, the firm forecasted 10% average annual returns for Bitcoin over a 10-15 year horizon. This marks the first time J.P. Morgan Asset Management has included Bitcoin in its long-term capital mar

Korea Exchange disclosed 151 companies with chronically low Price-to-Book Ratios (PBR) on November 2, comprising 96 KOSPI-listed and 55 KOSDAQ-listed firms. The disclosure stems from capital market reform measures announced in March by financial authorities to pressure undervalued companies into

According to BlockBeats, global markets will focus on major events during the week of November 2-8, including the U.S. midterm elections on November 3, where all 435 House seats and 35 Senate seats will be contested. The results could influence fiscal, tariff, and industrial policy direction over th

According to Korea Exchange, on November 2, the exchange released a list of 151 low-PBR companies (96 from KOSPI and 55 from KOSDAQ) to encourage voluntary improvements in corporate value. The selection was made from 185 initially eligible companies based on price-to-book ratios in the bottom 25% of

According to South Korea's Ministry of Oceans and Fisheries, on November 1 morning, a Korean oil tanker transporting crude oil from Saudi Arabia's Yanbu Port passed through the Suez Canal instead of the Bab el-Mandeb Strait, marking the 20th crude shipment since the Hormuz Strait disruption. The

According to Reuters columnist Jamie McGeever, on Oct 28, the Federal Reserve held its benchmark interest rate at 3.75%-4.00% despite strong economic growth and elevated inflation, with Fed Chair Kevin Warsh failing to clearly explain the pause. Though Warsh acknowledged that financial conditions ha

On Friday (Nov. 30), shares of Meta, Alphabet, and Intel declined after the tech giants completed major share offerings, with all three stocks now trading below their issuance prices. Alphabet's Class A and C shares fell 21% from their offering prices of $355.20 and $351.80 respectively. Intel share

According to Foresight News, BiFu launched Anthropic Pre-IPO trading on October 31 at 20:00. Anthropic filed its S-1 prospectus on October 26 and plans to list on Nasdaq under ticker ANT in mid-November with an estimated IPO valuation exceeding $2 trillion, potentially surpassing SpaceX's