Commodities (Crude Oil & Copper) & Macro Outlook

According to Capital Economics on October 27, global inflation has risen from 2.6% in January to 3.6% in August, with further deterioration expected. The firm attributes the trend primarily to elevated energy prices, projecting Brent crude to remain around $100 per barrel through early 2027, which w

According to a compilation by BlockTempo author Aspen, six assets—the U.S. dollar, U.S. Treasuries, U.S. stocks, gold, oil, and Bitcoin—are interconnected through “interest rate levels” and “dollar strength.” Understanding these two pivots is more useful for identifying capital flows than tracking real-time quotes one by one. Data cited by BlockTempo indicate that the ICE U.S. Dollar Index (DXY) explains about 17% of Bitcoin returns. The U.S. Dollar Index and Treasury Yields: Two Benchmark Prici

According to China National Petroleum Corporation and monitored by Longzhong Information, the company's ethylene output surged 26.4% year-over-year through the third quarter of 2026, reaching a record for the same period. Total ethylene production capacity has exceeded 12 million tons annually,

According to Shanghai Steel United, MMLC battery-grade lithium carbonate closed at 100,750 yuan per ton in early session trading today, up 1,750 yuan from the previous day's 16:30 close.

Brazilian President Luiz Inácio Lula da Silva secured a fourth term on the 26th (local time), intensifying US-Brazil trade tensions centered on strategic mineral supply chains. The Trump administration's double-digit retaliatory tariffs on Brazilian products galvanized domestic nationalist

According to Guru Club, Apple futures contracts fell nearly 4% to 5,380 yuan/ton on October 27, with cumulative losses reaching 21% for the month.

According to AP News and experts, Brazil's President Luiz Inácio Lula da Silva secured re-election on October 26 (local time), positioning Brazil to strengthen its control over critical minerals including rare earths and niobium as potential leverage in trade negotiations with the Trump

According to Jin10 Futures citing Yong'an Futures research on October 27, copper prices fell this week as industrial orders improved. Yanshan copper premiums rose, and smelters announced production cuts for the week, though specific implementation details remain unclear. Market sentiment overall

US Stock Market News showed strength on Monday, October 26, as benchmark indices kicked off the new trading week on a positive note ahead of the US Federal Reserve meeting. The S&P 500 advanced 0.7%, the Nasdaq Composite rose 0.8%, and the Dow Jones Industrial Average closed 150 points higher,

According to China's National Bureau of Statistics, raw materials manufacturing profits in the January-September period surged 44.9% year-over-year, driving overall industrial enterprise profits up 5.9 percentage points. Demand for base metals such as copper and aluminum from artificial

According to Jin10 Futures, as of 09:30 Beijing time on October 27, WTI crude oil futures fell 0.77%, while U.S. natural gas futures rose 0.46%.

According to Jin10 Futures, as of October 27, reference crude oil averaged $105.54 per barrel with a 6.59% change rate, suggesting domestic gasoline and diesel retail prices should rise by 365 yuan per ton. The next pricing adjustment window is scheduled for October 29 at 24:00.

According to Guru Club, on October 27, Caustic Soda main contracts fell nearly 5%, trading at 1,480 yuan per ton, while 2611 and 2612 contract codes hit their daily trading limits.

A Korea Industrial Economics and Trade Institute (KIET) report published on the 27th found that South Korea's petroleum maximum price system successfully acted as an emergency firewall against domestic inflation shocks during international oil price surges. Senior researcher Kim Su-dong's analysis s

According to Yonhapinfomax, the dollar-won exchange rate traded at 1,326.00 won on Oct 27 morning, up 2.90 won from the previous Seoul close of 1,323.10 won. The currency remained under downward pressure from semiconductor company dollar sales and month-end export negotiation volumes, though

According to South Korea's Institute for Industrial Economics (KIET) on October 27, countries directly managing oil prices—including South Korea, China, and Thailand—saw average energy price increases of 15.0% from March to August 2026, compared to 24.9% in unmanaged markets like the U.S. and

Samsung Life Insurance issued $1.5 billion in 30-year subordinated capital securities at a final interest rate of 6.875%, the company announced on the 27th. The issuance represents the largest overseas bond offering in Korean insurance industry history. Despite heightened global financial market unc

According to CITIC Securities' Q4 commodities outlook report released on October 27, global gold ETFs saw net inflows of 67 tons in September despite Federal Reserve rate hike concerns, reflecting resilient investment demand. The ongoing global de-dollarization trend and central bank gold

According to Moody's chief economist Mark Zandi on Monday, the Federal Reserve should not raise rates further, calling such a move "a mistake." Zandi noted that the bond market is already performing the Fed's tightening task, with 10-year Treasury yields volatile around 5%, mortgage rates holding

According to foreign media reports, Malaysian Derivatives Exchange (BMD) crude palm oil futures are expected to open lower on Tuesday morning (Oct 27), following weakness in external markets. International crude oil futures fell on Monday as markets anticipated easing geopolitical tensions between t