Global TradFi & Macroeconomics

According to MSX.COM data, semiconductor stocks surged in after-hours trading on October 1. The Direxion Semiconductor Bull 3X ETF (SOXL) rose more than 9%, while ARM gained 4%, AMD and Intel each climbed over 3%, SanDisk rose 2.8%, SK Hynix up 2.7%, Broadcom gained 1.6%, Nvidia rose 1.5%, and

According to S&P Global, in the first half of 2026, U.S.-led big tech companies' capital spending on AI-driven digital infrastructure expanded the global corporate bond market to $26.1 trillion, up 3.3% year-over-year. Investment-grade bonds surged 4.8%, with U.S. investment-grade corporate bonds

Shin Hyun-jae, head of Korea Investment & Securities (KIS) Vietnam, stated in an interview last month 17th that KIS Vietnam holds a 3.11% market share by trading volume in the first half. The firm ranks 9th overall and maintains its position as the top foreign brokerage in Vietnam. Shin emphasized t

Actro (290740) decided on the 1st to cancel all 493,541 treasury shares, representing 4.9% of total issued shares, to enhance shareholder value. The board meeting approved the cancellation valued at approximately 5.6 billion won based on the closing price of 11,420 won per share on the 30th, with th

According to Yonhapnews, South Korea's Financial Services Commission (FSC) announced on October 1 plans to expand tokenization to traditional securities, including stocks, bonds, and funds. The regulatory framework will also set a 1 billion won annual net purchase limit for retail investors in

According to ChainCatcher, South Korea's Financial Supervisory Commission (FSC) recently announced plans to expand the scope of securities tokenization, adding stocks, bonds, and funds to eligible assets. Under the proposed regulatory amendment, participants must include an electronic registration a

According to a document, Petronas, Malaysia's national oil company, set the official selling price for Malaysian crude oil in September at $127.07 per barrel.

According to CME data, precious metals and energy futures on September 30 displayed divergent trading and open interest patterns. Gold and silver saw increased trading volume but declining open interest, while copper trading rose alongside falling positions. WTI and Brent crude oil experienced

According to Wall Street Journal and Reuters reports, Goldman Sachs' board is discussing plans for President John Waldron, 57, to succeed CEO David Solomon, 64, potentially in late 2027 or 2028. Waldron has served at the investment bank for 26 years and currently leads the OneGS 3.0 AI

According to Guru Club, the U.S. dollar index (DXY) hit 101.66 on October 1, marking its highest level since late June and breaking through the previous high from July.

According to BlockBeats, citing BIT(bit.com) data, semiconductor stocks surged overnight on October 1, with Nasdaq 100 futures up 1.39%. Applied Materials and ARM led gains, each rising over 4%, while Intel, Marvell, and AMD climbed over 3%. SanDisk and SK Hynix gained over 2%.

MSCI returned with a proposal on Aug. 3 to tighten rules governing its market indexes, identifying companies including Strategy and Metaplanet for potential treatment as 'non-operating businesses' and exclusion from its indexes. Bitcoin policy think tank BPI questioned MSCI's methodology in a

Switzerland's August actual retail sales year-on-year and September consumer price index (CPI) monthly readings are due to be released in approximately 10 minutes.

According to the South Korean Financial Services Commission and Financial Supervisory Service, deposit balances held by investors at domestic crypto exchanges fell 35% to 5.2 trillion won by end of H1 2026, down from 8.1 trillion won at end-2025. The decline reflects sustained weakness in digital

According to a Bitcoin Policy Institute (BPI) report released on August 3, MSCI's new index rules could exclude digital asset treasury companies including Strategy and Metaplanet from global indices. The proposal requires companies to undergo additional financial assessments if they lack

According to CME FedWatch, on October 1, the probability of the Federal Reserve keeping interest rates unchanged at its October meeting is 64%, with a 36% chance of a 25 basis point rate hike. For December, the probability of rates remaining steady stands at 11%, while a 25 basis point hike

According to Jefferies chief economist Mohit Kumar on October 1, U.S. Treasury yields currently offer attractive levels for long-term investors, though uncertainty remains high. Jefferies is more confident that central banks will not implement rate hikes as large as current market pricing

According to Mark Zandi, Chief Economist at Moody's Analytics, on September 30, the primary driver of rising U.S. 10-year Treasury yields is the Iran conflict and the resulting surge in oil prices. Zandi noted that oil prices had risen from approximately $60 per barrel in late February—just before t

According to EIA data released on October 1, U.S. gasoline inventories fell to their lowest level since November 2014 during the week ending September 25, while domestic crude oil production reached a record high. Separately, Russia extended its diesel export ban through October 31, maintaining

ARK Invest purchased 466,956 Intellia Therapeutics shares on the 30th (local time) worth approximately $5.62 million. The firm sold 649 Alphabet shares worth approximately $221,000 the same day. The biotech accumulation follows Intellia's FDA filing acceptance on the 8th for its hereditary