Global TradFi & Macroeconomics

According to Zhitong Finance, Yield Computing (01256) is currently in its IPO roadshow. As of September 30, brokerages including Futu Securities and Phillip Securities have extended HK$978 million in margin financing for the offering, with subscription oversubscription reaching 2.92

According to Motley Fool's latest analysis, NVIDIA's greatest threat in the AI data center market comes not from competitors like AMD or Broadcom, but from its largest customers' self-designed chips. Amazon, Microsoft, and Meta are accelerating deployment of custom AI semiconductors—AWS has

According to Rappler, on September 30, ABS-CBN Corp. stockholders approved a P6 billion capital increase, significantly diluting minority shareholders including Leandro Leviste. Leviste's common stock stake fell from 10% to 3.54%, while his voting power dropped from 4.74% to 2.54%. The capital was r

Polymarket prediction market data showed the probability of a 25-basis-point Federal Reserve rate hike at the October 27-28 FOMC meeting dropped to 41.5% on September 30, down 27 percentage points in 24 hours, while the odds of no rate change rose to 58.5%. The shift reversed much of the hike

According to Jinrui Futures, palladium futures rose to 292.20 yuan/gram, up 2.15% today (September 30). The price gain was supported by weaker-than-expected employment data released yesterday and comments from Federal Reserve officials indicating no rush to raise rates within the year, which

According to the UK Maritime Trade Operations, three vessels—a liquefied natural gas carrier, a tanker, and a crude oil tanker—were struck by unidentified projectiles in the Strait of Hormuz on September 30. The UK Maritime Trade Operations confirmed the incidents following delayed reports of the th

According to Zijin Tianfeng Futures research released on September 30, Brent crude oil could reach $120-126 per barrel before year-end as U.S.-Iran tensions remain difficult to resolve amid global low inventory environments. The research, cited by Jin10 Futures, notes that thinning supply buffers re

According to Reuters calculations, Russia's seaborne imports of automotive fuel fell 24% month-on-month to 350,000 tons in September.

According to an announcement published on September 25, the Hong Kong Exchanges and Clearing Limited (HKEX) has decided to delist Aidijia (HK00286) effective October 13, 2026, citing the company's failure to properly fulfill the delisting guidance requirements. The company's shares will trade on the

According to Japan's Ministry of Finance, Japan did not conduct any foreign exchange interventions during the period from August 27 to September 28.

According to Zhitong Finance APP, on September 30, Northbound investors achieved net purchases of HK$68.64 billion in Hong Kong stocks, with Shanghai-Shenzhen Stock Connect (Shanghai) recording HK$50.94 billion in net purchases and Shanghai-Shenzhen Stock Connect (Shenzhen) recording HK$17.69 billio

According to Seoul bond market data on September 30, South Korean interest rate swap (IRS) rates fell across all terms. The 1-year IRS rate declined 5.50 basis points to 3.7025%, while the 5-year dropped 6.75bp to 4.1450% and the 10-year fell 5.50bp to 4.2100%, all measured at 4:36 p.m. local

Hong Kong stocks rebounded on September 30, with the Hang Seng Index closing 0.37% higher at 24,613.27 after an initial decline triggered by weak US market performance and rising long-term US interest rates. The recovery was driven by improved China economic indicators released after market open,

According to its FY2026 annual results announcement, China Environmental Resources (01130) reported revenues of HKD 148 million for the year ended June 30, 2026, up 143.49% year-over-year. Net loss attributable to

According to Fujairah Oil Industry Zone (FOIZ), as of Sept 28, Fujairah port's total refined oil inventory declined 2.08 million barrels week-on-week to 8.216 million barrels. Light distillates fell 0.477 million barrels to 1.616 million barrels, while middle distillates rose 0.087 million barrels t

Australia's Reserve Bank raised its benchmark rate to 4.60% on September 29, exceeding its Covid-era peak of 4.35%. This marked the first time a major economy surpassed its pandemic-era tightening peak. Norway's central bank also raised its policy rate to 4.50% on September 24, matching its Covid-er

According to market research firm Trendforce on September 30, generic DRAM contract prices are projected to rise 10-15% in the fourth quarter, with NAND Flash prices climbing 15-20% and overall DRAM including high-bandwidth memory (HBM) increasing 15-20%. The price surge is driven by memory

On September 30, Beijing time, according to Gate 股票 market data, Marvell Technology (NASDAQ: MRVL)) closed at $263.27, up 4.51% for the day, with a market cap of approximately $230.86B. The immediate catalyst for the gain was Citigroup reiterating its Buy rating and $275 price target ahead of Investor Day. However, the deeper industry dynamics behind the share-price movement are more worth examining: demand for high-speed optical interconnects driven by AI data center construction is moving from

Korean retail investors known as 'Seohak-gaemi' net purchased $1.2561 billion in US bonds from September 1-28, double the $622.02 million in US stocks bought during the same period, according to Korea Securities Depository data released September 30. The capital shift from stocks to bonds occurred a