Global TradFi & Macroeconomics

According to Shanghai Futures Exchange (SHFE), starting September 28, 2026, at 9:00 AM, the exchange will expand the tradable products available to eligible foreign institutional investors and yuan-denominated qualified foreign institutional investors. New additions include four commodity futures—al

According to a Maeil Business Daily survey conducted on September 17, five major South Korean brokerages predict semiconductors will lead Q4 market gains with KOSPI expected to trade between 6,200 and 7,600 by year-end. The forecast reflects expectations that AI sector fundamentals will drive market

According to Capital.com senior analyst Kyle Roda, Meta's newly launched AI agent Muse triggered a market reversal on Sept 21 (local time), sending Meta shares up 11% while the Philadelphia Semiconductor Index surged 4.3%—its largest single-day gain since Aug 4. The app reached the top of

According to CNBC and Barchart data, on Sept. 22, the New York Stock Exchange saw 75 stocks hit 52-week lows against only 14 reaching new highs. Despite concentrated gains, options market activity signals bullish sentiment, with the call-to-put volume ratio for Nasdaq 100 tracking QQQ ETF rising to

According to Koscom ETF Check, South Korea's KODEX Money Market Active ETF received 938.3 billion Korean won in net inflows over the past month, ranking first among all ETF markets excluding leveraged and inverse products. The fund aims to deliver outperformance relative to traditional money market

According to a report by the International Finance Center, U.S. labor income distribution fell to 55.2%, the lowest since 1929, in the first half of 2026, even as labor productivity grew 3.4%. The metric indicates the share of corporate value added paid to workers as wages, declining from 58.6%

According to Caixin and Hong Kong's Securities and Futures Commission, the RMB trading channel for Stock Connect will be launched by July 1, 2027, allowing mainland investors to directly trade Hong Kong stocks in Chinese currency. Meanwhile, Hong Kong Monetary Authority Chief Executive Eddie Yue an

According to Guangzhou Futures Exchange, starting Sept. 28, 2026, the exchange is expanding eligible foreign institutional investors' access to commodity futures and options, newly opening platinum and palladium futures and options contracts for

According to Zhengzhou Commodity Exchange, effective September 28, the exchange will expand trading access for qualified foreign institutional investors and renminbi-denominated qualified foreign institutional investors to six additional commodity futures contracts and five options contracts. The

The SEC issued a decision on September 17 creating a temporary exemption for certain blockchain-based venues to facilitate tokenized U.S. stocks through permissioned automated market maker liquidity pools. The decision establishes a framework for Tokenized Securities Venues, allowing eligible

According to Reuters, Amazon plans to invest $3 billion to expand its quick commerce operations in India by 2030. The company will allocate $1 billion by the end of 2027, followed by an additional $2 billion

The SEC established a temporary exemption framework on September 17 for tokenized U.S. stocks to trade through automated market makers on blockchain-based venues, with the relief lasting five years. The framework requires participating venues to operate as permissioned systems and maintain

Apple outperformed every Magnificent Seven peer in 2026 with a stock gain of roughly 25% year to date while spending an estimated under $15 billion on capital expenditure, compared to Alphabet's guided $195–205 billion range. The company achieved this through a licensing strategy: Apple pays

According to Jin10 data, European Central Bank Executive Board member Schnabel warned on Sept. 24 that energy shocks triggered by Iran-related conflicts have persisted significantly longer than initially anticipated, extending impacts beyond crude oil to diesel and natural gas. Schnabel stated that

According to Bloomberg, Kobayashi Pharmaceutical is considering an acquisition offer of over 500 billion yen (approximately $3.2 billion) from private equity firm CVC and Nippon Sangyo Suishin Kiko Ltd.

According to Jin10 on September 24, former Dallas Fed President Robert Kaplan said bond markets are pricing in more Federal Reserve rate hikes than justified by economic data. Kaplan noted that while the Fed's September rate hike was appropriate and a December hike may be reasonable, a pause in

According to Guru Club citing Chuangshi Futures analysis, lithium carbonate futures plunged 4.7% today (September 24), breaking below 125,000 yuan/ton. Weekly production increased 224 tons to 27,889 tons, with September expected to rise 10% to 128,500 tons. Supply recovery is being driven by

From 08:15 to 08:30 on September 24, 2026 (UTC), BTC plunged 0.73% over 15 min, falling from 84449.9 USDT to 83783.9 USDT, with a 0.79% range. The overall market came under clear pressure, with the buy-to-sell depth ratio at only 0.20. Asks significantly outweighed bids, and the short-term trend was weak. The main driver of this move was the systemic pressure on risk assets from hawkish FED signals combined with a stronger Dollar. FED Governor Michael Barr explicitly stated that further rate hik

According to Jin10, Shandong Gold announced on September 24 that it has adjusted its 2026 gold ore production target to 36-38 tons, down from the originally planned minimum of 49 tons. The company attributes the downward revision to production impacts from industry safety incident investigations in

French government bond yields surged past key thresholds on the 18th and the 23rd as the country's national debt interest burden escalated, intensifying political conflict over the 2027 budget proposal. The 10-year OAT yield surpassed 4.5% on the 18th for the first time since 2008 and traded at 4.53