Global TradFi & Macroeconomics

According to sources familiar with the matter, Dutch beverage manufacturer Refresco is evaluating an initial public offering (IPO) with a target valuation potentially exceeding $10 billion. The company and its owner, private equity firm KKR, have recently solicited proposals from multiple

Hanwha Investment & Securities analyst Choi Kyu-ho forecasted on the 9th that the USD-KRW exchange rate will trade in a range of 1,320 to 1,400 won this October. The analyst attributed the projection to global dollar strength driven by shifts in Federal Reserve policy outlook and heightened

According to Hanwha Investment & Securities analyst Choi Gyu-ho on October 9, the dollar-won exchange rate is forecast to trade in the range of 1,320 to 1,400 won this month. The analyst expects the dollar index to move between 100.5 and 103.0, citing sustained dollar strength amid Federal Reserve r

According to Yonhapinfomax, on October 8, the U.S. dollar weakened as President Trump stated the U.S. would not attack Iran before the November 3 midterm elections. The Dollar Index dropped 0.175 points to 102.100, while the dollar-yen rate fell 0.175 yen to 157.872. The euro-dollar rate rose to 1.1

According to the U.S. Treasury Department, on October 8 the United States imposed a new round of sanctions targeting 17 vessels transporting Iranian crude oil and petroleum products. The Treasury Department estimates approximately 20 million barrels of Iranian oil currently remain stranded on

Samsung Biologics is forecast to report third-quarter revenue of 1.362 trillion won and operating profit of 608.9 billion won, according to a consensus of seven domestic brokerages surveyed by Yonhap Infomax within the past month as of October 9. Compared to the company's standalone third-quarter re

As Hurricane Isaias approaches the U.S. coast on October 8, American offshore oil production has plummeted, with approximately 63% of Gulf of Mexico crude output forced offline and 500,000 barrels per day of refining capacity threatened. Over 70 counties across Alabama, Florida, and Mississippi

According to Investopedia, on Thursday (October 8), memory and storage stocks declined after Samsung Electronics reported Q3 revenue guidance of 195 trillion won ($145.06 billion), below analyst estimates of 205.26 trillion won. Micron fell 4.8%, SK Hynix dropped 5%, SanDisk declined 4.9%, and

The Federal Communications Commission released its October 29 agenda listing three wireless spectrum proposals from Chairman Brendan Carr, prompting declines in AST SpaceMobile (ASTS), SpaceX (SPCX), and NextNav (NN) stocks as investors assessed mixed signals for the satellite-to-phone sector. ASTS

American Airlines announced plans on Thursday to install SpaceX's Starlink satellite internet service across its entire mainline fleet of more than 1,030 aircraft, more than doubling its previous commitment of around 500 Airbus jets. Starlink installations will begin in early 2027, covering more tha

According to Dan Ives, the Wedbush analyst named Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), and Apple (AAPL) as his top technology stock picks for 2027 positioning, via a post on X this week. Ives said investors are underestimating the scale and scope of a projected $4 trillion spending

According to Clear Street, the Federal Communications Commission released its October 29 meeting agenda on Thursday with three wireless proposals from Chairman Brendan Carr. AST SpaceMobile (ASTS) shares fell 7% as investors digested the mixed signals: an additional 482 MHz eligible for satellite

According to CME's Fed Watch Tool, the Federal Reserve has an 82.3% probability to maintain current interest rates in October and a 17.7% chance of a 25 basis point increase. For December, the probabilities are 18.7% for unchanged rates, 67.6% for a 25 basis point hike, and 13.7% for a 50 basis poin

Nvidia-backed Firmus has withdrawn its Australian IPO application and will seek capital from private markets instead, according to recent reports. The company's shift from public markets to private funding marks a change in its capital-raising

The U.S. Dollar Index fell 0.08% to 102.17 on Thursday (October 8), while the euro strengthened 0.08% to 1.1204 USD. Federal Reserve officials signaled a cautious approach to further rate hikes, with Fed Governor Christopher Waller stating that rate increases would remain "flexible" and leaving

According to Reuters and CNBC, Trump purchased up to $1.6 million in Nvidia stock and sold up to $1 million in August, while also disclosing an investment of as much as $5 million in SpaceX debt. On Thursday (Oct 8), Trump presented Nvidia CEO Jensen Huang and SpaceX CEO Elon Musk with the

On Thursday, October 8, the U.S. semiconductor and hardware supply chain index fell 3.78% to 201.83 points, marking its lowest closing level since September 17. All component stocks declined, with SanDisk dropping 4.9%, and Micron Technology, SK Hynix ADR, and Seagate Technology each falling up to

The Magnificent 7 technology stock index fell 1.09% to close at 236.96 on Thursday, October 8, retreating from recent all-time closing highs. The mega-cap technology index declined 1.55% to 472.03 points, also pulling back from record

According to RBC analyst Tom Narayan, Mercedes-Benz may cut full-year profit guidance when releasing Q3 earnings results, with RBC projecting Q3 profit margins could fall below guidance ranges. However, Narayan noted market consensus expectations are already at the lower end of prior guidance,

According to the Centers for Medicare & Medicaid Services (CMS), Humana's largest Medicare Advantage contract—covering over 2 million members—improved its star quality rating above the threshold for bonus payments on Thursday. The star ratings determine whether insurance plans can earn billions in b