Global TradFi & Macroeconomics

According to Smart Finance, Haiwei Group (09609) announced on September 30 that the company has subscribed 100 million yuan in limited partnership equity of Ningbo Zhixing Yueheng Venture Capital Partnership (limited partnership), with Shanghai Zhengxin Valley Investment Management Co., Ltd. as the

Apple Inc. is planning a major smart-home announcement for Oct. 13, centered on a hub code-named J490, with an updated HomePod mini and a new Apple TV set-top box nearly ready, Bloomberg reported. The announcement represents a broader push into the smart-home market. The reported launch would

According to Arkham's latest monitoring data, Morgan Stanley expanded its Bitcoin holdings through its spot Bitcoin ETF MSBT last week, bringing its total Bitcoin holdings to 10,436 BTC—surpassing the 10,000 mark for the first time. The holdings are valued at approximately $875 million as of late la

According to Yonhapnews TV, KOSPI fell for a fourth consecutive day to close at 6,800 on September 30, weighed down by surging U.S. long-term Treasury yields. The 30-year U.S. Treasury yield jumped to 5.61%, marking the highest level since 2002, while the 10-year yield exceeded 5.29%.

According to CNBC, Robinhood announced Tuesday evening at its HOOD Summit in Houston, Texas three new offerings to attract active traders: 24/7 stock trading including weekends starting next year (extending its current 24/5 feature), AI-powered automated trading tools enabling users to build

According to Herald Economy, on September 30, Hanwha Investment & Securities announced a 900 billion won capital raise to strengthen financial stability and secure its path to becoming a comprehensive investment bank (종투사). The company aims to boost its equity capital to over 3 trillion won,

According to MarketWatch, Microsoft (MSFT) stock has surged 36.4% in Q3 to date, on pace for its strongest quarter since 1998 when the stock gained 38.5%. The rally reflects renewed investor confidence in the company's AI investments and their commercial returns. Analysts attribute the gains to Mic

According to Shanghai Gold Exchange, on September 30 evening, gold futures (T+D) opened up 1.37% at 906.8 yuan per gram, while silver futures (T+D) rose 0.67% to 14,890 yuan per kilogram.

U.S. ADP employment data for September is set to be released in approximately 10 minutes. The ADP employment figure is closely watched as an early indicator of the monthly jobs market before the official nonfarm payroll

The US 30-year Treasury yield touched 5.62% on September 29, its highest level since 2002, before closing at 5.592% in its sixth consecutive session of gains. New York Federal Reserve President John Williams said there was no need to rush into another rate increase, triggering a decline in

According to Reuters reporting on September 28-29, Anthropic seeks an IPO valuation of about $2 trillion, which translates to roughly $1,221 per share based on the May 2026 Series H round price of $589.01 and an implied share count of about 1.64 billion shares. The company confidentially filed a

According to Maeil Business Newspaper, investors shifted $45.62 million into non-US stock ETFs during the week of Sept 22-28 as U.S. 10-year Treasury yields hit 5.24%, marking a 19-year high. The yield surge has prompted portfolio rebalancing away from U.S. equities, particularly growth stocks

According to an announcement released on September 30, the People's Bank of China will conduct 1.2 trillion yuan in outright reverse repurchase operations on October 8, 2026, using fixed-rate bidding and multiple-price auction

According to Resin Information, China's polypropylene inventory fell by 10,000 tons to 650,000 tons as of September 30. PP2701 futures contracts retreated in overnight trading before recovering to hold gains, with

According to Zhitong research, medical and AI-powered pharmaceutical stocks led Hong Kong's market today (September 30), with multiple companies posting significant gains. Luokung Technology (02556) surged over 6%, while biotech firms including CanSino Biologics (06185) jumped over 17%, along with A

On September 29, Chairman and CEO Zhang Youcang acquired 18,000 shares of Trainwiz Real Estate (01962) at HK$0.47 per share, for a total consideration of HK$8,460.

Wang Yusu increased his shareholding in New Ao Energy (02688) by 33,700 shares on September 30. Each share was purchased at HK$48.4287, with a total transaction value of approximately HK$1.632 million.

According to Hong Kong Stock Exchange data, LOFTY KEY LIMITED increased its stake in China Minsheng Bank (00681) by 2 million shares at HK$0.029 per share on September 28, totaling HK$58,000. Following the transaction, LOFTY KEY LIMITED's total holding reached approximately 2.753 billion shares,

According to Hong Kong Exchange data, on September 29, Zhang Wenzhong increased his stake in Dianshang Intelligence (02586) by 7.2044 million shares at approximately HK$8.46 per share, with a total transaction value of about HK$60.94 million. Following the acquisition, Zhang Wenzhong's total