Global TradFi & Macroeconomics

Samsung Electronics and SK Hynix announced strong third-quarter earnings and long-term supply contract guidance for 2027-2028. Citibank economist Kim Jin-wook cited these developments on October 31st as factors supporting Korean won strength. In a report issued that day, Kim stated that

According to Citi economist Kim Jin-wook, Samsung Electronics and SK Hynix announced solid third-quarter results and 2027-2028 long-term supply contract guidance on October 31.

On Friday, October 30, the AI Leaders Index fell 5.87% to close at 360.85 points. The index declined 15.05% for the month of October, with sustained weakness during October 6-16. Among top decliners were SanDisk, COHR, Astera Labs, AMD, Dell, Nebius Group, and Marvell

The S&P 500 Semiconductor and Equipment Index fell 6.38% to 10,433.34 on Friday (Oct 31), extending October's losses to 13.65% and bringing weekly declines to 1.99%. Among components, Intel plunged 28.58%, Qualcomm dropped 11.12%, and AMD and Marvell Technology each fell

Maya Philippines chairman Manuel V. Pangilinan confirmed on October 28 that Maya will pursue a 2027 stock market debut in the Philippines, even if foreign partners seek a Nasdaq listing. The announcement follows Maya Philippines Inc.'s filing of audited financial statements showing the payments

According to Galen Weston, chairman of Loblaw Cos., Canada's largest supermarket chain operator, he is concerned that surging energy prices driven by Middle East conflicts could reignite food inflation. Weston stated that global oil supply disruptions are raising input costs for food producers,

Fitch confirmed France's A+ rating and adjusted its outlook to negative on Friday evening (Oct 31), citing deteriorating conditions since its August assessment. The agency cited weaker growth, higher borrowing costs, larger deficits, and political fragmentation as factors eroding debt dynamics and c

S&P Dow Jones Indices announced today that Okta will be added to the S&P 500 index, replacing Kenvue. Additionally, McGrath RentCorp will be included in the S&P SmallCap 600 index, replacing Glaukos.

According to Guru Club, crude oil trading in the New York overnight market broke through $103 today (October 31), gaining over 0.4% intraday.

According to Rappler, Maya chairman Manuel V. Pangilinan confirmed on October 28 that the Philippine fintech company targets a 2027 listing, with a preference for domestic debut on the Philippine Stock Exchange despite potential offshore partners pursuing Wall Street listings. Pangilinan cited

The U.S. Food and Drug Administration (FDA) approved Inovio Pharmaceuticals' therapy for treating a rare respiratory disease today, marking the company's first approved product. Inovio's stock price surged 291.50% in after-hours trading following the approval

On Friday (October 30), spot gold closed at $3,874.76 per ounce in New York, falling 3.65% and declining 6.80% for the month. Spot silver dropped 5.83% to $49.11 per ounce, with October losses reaching 18.73%. COMEX gold futures fell 7.05% to $3,884.90 per ounce, while COMEX silver futures

As of Friday's close on October 30, the U.S. 10-year benchmark Treasury yield fell 0.8 basis points to 4.9289%, with intraday lows near 4.8898% approaching the September 10 bottom of 4.8245%. The yield declined 35.60 basis points for the month and 6.56 basis points for the week, trading within a 5.3

Offshore yuan (CNH) closed at 6.6525 against the U.S. dollar on Friday (October 30) New York session, up 44 pips from Thursday's close. Trading ranged between 6.6585 and 6.6496 during the day. In October, the CNH accumulated gains of approximately 560 pips, or 0.84%, rising steadily from 6.7222 to

According to Yonhapinfomax, the dollar-won exchange rate traded around 1,334.30 won on October 31 morning, influenced by a selloff in U.S. technology stocks and broader dollar weakness. Overnight, the rate moved within the lower 1,330 won range, touching 1,332.10 won. Amazon's disappointing

Alphabet reported third quarter search revenue of $63.35 billion, falling short of market expectations of $64.85 billion, as artificial intelligence search models weighed on ad monetization despite strong

According to YPF, on Friday the Argentine state-owned oil producer applied for government investment incentives for its Bajo del Toro shale project within Vaca Muerta, with an estimated total lifecycle cost of $8.73 billion. The initiative, launched under President Javier Milei's administration,

On October 30, the Magnificent 7 index declined 1.99% to 220.86 points, approaching key moving averages, with a month-to-date loss of 5.28% and a weekly decline of 3.10%. The mega-cap tech index fell 3.34% to 437.19 points, down 5.99% for October.

On Friday (October 30), U.S. stock index futures closed lower in New York afternoon trading. The S&P 500 futures fell 1.8%, Dow futures dropped 1.06%, and Nasdaq-100 futures declined 3.46%. Russell 2000 futures also fell 1.64%.

According to a White House official, McKenna Skeeters will join the National Energy Dominance Council on Monday, tasked with overseeing U.S. oil and gas infrastructure projects. Skeeters previously served as chief of staff at the Federal Energy Regulatory Commission. Her appointment follows the