Global TradFi & Macroeconomics

According to Guru Club, China's fuel oil futures surged 10% to 4,815 yuan/ton today (October 8), with asphalt main contracts up 4% to 5,295 yuan/ton and methanol rallying 6% to 3,526 yuan/ton. Low-sulfur fuel oil (LU) gained 6% to 5,786 yuan/ton, while styrene (EB) and paraxylene (PX) each climbed a

Foreign investors extended their buying streak in the Seoul bond market on October 8th, net purchasing 10-year Korean treasury futures for the third consecutive trading day since the 2nd. The buying activity reflects improved supply-demand dynamics after the government reduced treasury bond

Foreign investors net bought 10-year Korean treasury futures on October 8th, marking the third consecutive trading day of purchases since the 2nd, as the Seoul bond market showed cautious sentiment ahead of a holiday. The government reduced treasury bond issuance by 5 trillion won and increased

Prominent Wall Street tech analyst Dan Ives identified NVIDIA and Microsoft among five top technology stocks as artificial intelligence investment remains in early stages. Ives resumed tech stock coverage at his new firm Yorkville Ives, stating the AI revolution represents the largest technology

According to Yonhapinfomax, on October 8, foreign investors extended net purchases of South Korean government bond futures for a third consecutive trading day, driving demand for Korean government bonds as a safe-haven asset. The inflows are supported by improved supply dynamics, with Seoul

According to Business Insider, on October 7, technology analyst Dan Ives named five tech stocks as favorites: Nvidia, Microsoft, Palantir, Apple, and CrowdStrike. Ives recently rejoined the sector after leaving Wedbush Securities to start Yorkville Ives. Year-to-date performance shows Nvidia

According to Korea Exchange, Dongyang Express surged to 38,000 won today (October 8), up 8,750 won or 29.91%, following news of Seoul Express Bus Terminal redevelopment. The stock also gained 30% on October 7, closing at 29,250 won. Fellow bus operator Cheonil Express, which also holds a stake in

LS Securities analysts Hwang San-hae and Seong Hyeon-yeong issued a research report indicating that the Korean stock market faces pressure as the global AI investment cycle shifts away from memory semiconductors. The KOSPI has struggled to maintain the 7,000 level despite strength in global

According to PANews citing SoSoValue data, Zcash spot ETF (ZCSH) posted net outflows of $8.48 million on October 7. The ETF's total assets under management currently stand at $767 million, with cumulative net inflows reaching $201 million since

The International Monetary Fund and the Bank for International Settlements issued warnings about hedge funds' growing influence in bond markets. The IMF's Global Financial Stability Report released on local time noted that hedge funds provide liquidity under normal conditions but can amplify market

According to the IMF's Global Financial Stability Report released on October 7, the International Monetary Fund cautioned that hedge funds—whose assets under management have tripled to $13 trillion since 2013—pose growing risks to financial stability. The IMF noted that hedge funds now hold

According to LS Securities on October 8, South Korea's KOSPI index has failed to capitalize on global market strength as the focus of artificial intelligence investment is moving away from memory semiconductors to specialized chips, equipment suppliers, and cybersecurity sectors. LS Securities

Singapore's Straits Times Index declined 1% during intraday trading today.

Taiwan's weighted stock index opened at 49,783.06 points today (October 8), with minimal intraday movement.

Today (Oct. 8), Japan's government bond yields fell across all tenors. The 30-year yield declined 4.0 basis points to 4.170%, the 10-year yield fell 2.5 basis points to 3.080%, and the 5-year yield dropped 2.0 basis points to 2.390%.

Spot gold rose $10 to reach $4,127.2 per ounce today (October 8), while spot silver climbed 1% to trade at $60.38 per ounce.

According to Shanghai Gold Exchange, gold (T+D) contracts fell 1.42% to 889.51 yuan per gram during early morning trading on October 8, while silver (T+D) contracts rose 0.67% to 14,890 yuan per kilogram.

Early trading on Oct 8 saw Chinese futures contracts surge and decline, with energy and metals leading moves. Liquefied petroleum gas (LPG) and fuel oil rallied over 7%, while low-sulfur fuel oil gained over 4% and methanol climbed nearly 4%. Among decliners, palladium fell nearly 7%, platinum

InsideEdge Capital founder Todd Gordon stated on local time October 7 that Brazil's stock market could replicate Argentina's nearly 200% surge following Javier Milei's presidential election, after right-wing opposition candidate Flavio Bolsonaro secured 47% in the first-round vote on the 4th,

According to Jin10 Futures, overnight oil prices consolidated with narrowing ranges on October 8, while domestic fuel oil trading remained subdued following the National Day holiday. Market participants showed limited confidence in near-term trading activity, though downstream refineries and