Section
Markets
Cboe (CBOE) binary options return tests Kalshi and Polymarket
Cboe binary options are back on the Mini-S&P 500, giving the listed exchange a direct answer to Kalshi and Polymarket's rise.
Treasuries slip back into oil-shock mode as Iran threats return
Treasury yields rose as Trump’s renewed Iran threats pushed Brent above $82 and forced traders to price a tougher inflation and Fed path.
Japan's super-long JGB market loses a natural buyer
Japan super-long JGB yields are climbing as life insurers turn sellers, weakening a key source of duration demand in a market global investors watch.
Hong Kong IPO access would tap mainland cash for liquidity
Hong Kong IPO access is being pitched as a way to restore deal demand and trading depth without giving Beijing a full capital-account reopening.
S&P 500 binary options: Schwab and Cboe test retail demand
S&P 500 binary options could reach Schwab accounts through Cboe, widening prediction-style trading inside mainstream retail brokerage.
Yen slides past 161 as Tokyo intervention bets return
Yen slides past 161 against the dollar, putting Tokyo back on intervention watch days after the Bank of Japan raised rates to 1 per cent.
PBOC rate regime shift could steady China bond markets
PBOC rate regime changes could lower China funding volatility, support bonds and widen the yuan's appeal to global reserve managers.
SpaceX (SPCX) shares jump 19% as Musk reaches $1tn
SpaceX shares jumped 19 per cent in their Nasdaq debut, lifting market value above $2.1tn and putting Elon Musk past $1tn.
Treasury yields fall as Iran deal cuts Fed hike odds
Treasury yields fell as the Iran deal cut oil-shock fears, lowered December Fed hike odds and pushed traders back into duration.
Danantara bond sale raises $1.5bn after Indonesia rout
Danantara bond sale raised $1.5 billion, drawing orders even as Indonesia’s bonds, rupiah and policy mix stayed under pressure.
The 2026 Mega-IPO Wave Is Forcing a Rewrite of How Stock Indexes Work
SpaceX's $1.75T IPO and upcoming Anthropic and OpenAI listings are forcing Nasdaq-100 and Russell indexes to rewrite inclusion rules, triggering $22–27B in forced passive buying.
Hedge fund crowding raises forced-unwind risk after rout
Hedge fund crowding may turn Friday’s Nasdaq rout into a forced unwind as AI share supply tests Wall Street’s capacity for risk.
Indonesia rupiah slide tests credibility after 8% drop
Indonesia rupiah weakness has put officials' credibility on trial after an 8 per cent drop, a 39 per cent stock slide and fresh inflow pledges.
SpaceX IPO S&P 500 delay shifts $14bn flow trade
SpaceX IPO demand loses a near-term S&P 500 catalyst after S&P Dow Jones kept its 12-month seasoning rule, shifting the $14bn flow trade.
Mortgage hedging returns as 10-year yield tests 4.69%
Mortgage hedging is back in the Treasury market as higher yields extend MBS duration and risk amplifying the bond selloff.
EchoStar stock becomes SpaceX IPO proxy after 60K options
EchoStar stock is turning into the SpaceX IPO proxy trade, with 60,000 options contracts and a nearly $50 million premium burst.
China AI trade drains Hong Kong stocks’ flow lifeline
Hong Kong stocks are losing mainland capital as China’s AI trade pulls investors onshore and policy narrows offshore routes.
Indonesia stocks hit five-year low as rupiah sets record
Indonesia stocks fell 5.2% and the rupiah hit a record low as oil-driven inflation pressure forced a harder EM rates trade.
South Korea stock market tops India as chip rally hits $5tn
South Korea stock market value reached $5.01 trillion as chip heavyweights lifted Korea past India in the global equity rankings.
Yuan basket hits 2022 high as Asia haven flows build
Yuan basket strength is turning into an Asia haven trade as Iran-war risk reshapes flows and PBOC fixings signal comfort.
Memory chip rally puts SK Hynix, Micron in $1tn club
Memory chip rally sent SK Hynix and Micron above $1 trillion as AI demand made HBM supply look more like infrastructure scarcity than a commodity cycle.
ASX shares near decade low as cost blowout resets value
ASX shares near a decade low after cost guidance and broker downgrades turned its technology rebuild into a valuation test.
Robinhood opens stock-trading rails to outside AI agents
Robinhood will let outside AI agents place equity orders now, with card purchases and crypto execution set to follow.
Korea's 100% stock rally is now testing the dotcom analogy
Korean stocks have doubled in 2026, but the Kospi's AI-fuelled surge now hinges on two chip names, labour tensions and a fragile memory cycle.
The ECB thinks markets are too calm for the risks ahead
ECB repricing warning points to stretched asset prices, rising bond risk and an Iran-war shock that markets may still be treating as manageable.
