Global TradFi & Macroeconomics

According to the People's Bank of China, the monetary policy committee held its third-quarter meeting on September 19, assessing that monetary policy transmission efficiency has strengthened and social financing costs have reached historically low levels. The committee noted that the loan prime

According to CEO Amin Nasser, Saudi Aramco can restore any disrupted operations within days and is researching the construction of additional crude export routes on September 24. The company is exploring a fourth and fifth export line beyond its current three primary crude oil pathways, as it

On September 24 afternoon trading in Seoul, the USD/KRW exchange rate rose to 1,366.00 won at 3:30 p.m., up 7.60 won from the previous close, hitting an intraday high of 1,376.00 won. Strong U.S. dollar momentum and rising

According to Reuters citing Apptopia, Alphabet raised its 2026 capital expenditure guidance to $195–205 billion on September 23, up from $180–190 billion, as GOOGL stock fell approximately 3.8%. The move came amid a broader selloff in companies exposed to Meta's Muse agent, which surpassed 2.8

According to Cantor Fitzgerald analyst Mathivanan on September 22, Meta's newly launched consumer AI assistant Muse—which can automatically manage emails, cancel subscriptions, and handle recurring payments on behalf of users—has shown rapid adoption signs. The analyst raised Meta's price target

According to Jin10, on September 19, China's People's Bank conducted its third-quarter monetary policy meeting, calling for enhanced policy effectiveness by combining incremental and existing measures. The committee recommended strengthening policy foresight, flexibility, and precision, while

According to ING's FX strategist Francesco Pesole, on September 24, the euro fell to 1.1367 USD, reaching an eight-week low as the currency remained under pressure. Pesole stated that the euro has entered a notably undervalued zone following the break below 1.14 USD, driven entirely by dollar

Five research center heads from major Korean securities firms—Mirae Asset, Korea Investment, Samsung, Shinhan Investment, and LS Securities—forecast that Korean stocks will attempt a fourth-quarter rebound after digesting short-term uncertainties following the Chuseok holiday, according to a

Korean investors redirected capital into money market and covered call ETFs during recent market volatility, with KODEX Money Market Active ETF attracting 939.3 billion won in inflows over the recent 1 month period according to KOSCOM ETF Check data released on the 21st. The shift reflects investor

US non-financial corporations recorded a labor income share of 55.2% in H1 2024, the lowest level since statistics began in 1929, even as productivity growth reached 3.4%, according to a Korea International Finance Center report released May 24. The decline occurred as AI adoption accelerated,

According to Bank of America, the ECB is expected to raise interest rates by 25 basis points in December 2026, reversing the bank's previous expectation of no policy change.

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