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10/5
18:06
Intercontinental Exchange (ICE) announced on Monday that it will launch tanker derivative contracts based on routes outside the Strait of Hormuz, in response to the ongoing disruption of the oil shipping industry's main benchmarks by the Iran conflict. The two new Forward Freight Agreements (FFAs) will cover voyages from the Gulf of Oman and West Africa.
18:01
Yemen's internationally recognized government military announced that it has taken control of the Dhubab district and strategic positions near the Bab al-Mandab Strait, cutting off supply lines and roads to the strait, one day after the government declared a large-scale military operation against Houthi rebels. Meanwhile, officials from Pakistan, Saudi Arabia, and Turkey met in Riyadh to discuss the situation in Yemen, including Iran's proposal for political engagement with the Houthis.
17:59
The Hong Kong Monetary Authority (HKMA) today hosted its Cargox Solution Day to promote regional trade data connectivity. A Memorandum of Understanding (MoU) was signed with the PAA Digital Trade Alliance to advance trade finance digitalisation. The HKMA also shared results from its Cargox Pilot Programme, including a collaboration with the Shanghai Data Bureau that has enabled five pilot banks to approve ten trade finance loans totaling HK$180 million for Hong Kong businesses.
17:57
Plume has launched nBND, a tokenized vault backed primarily by Fidelity Total Bond ETF (FBND). The product is designed to give on-chain allocators exposure to a broader fixed-income portfolio beyond short-duration Treasuries and money-market assets, as Plume expands its tokenized asset offering into longer-duration and actively managed bond exposure.
17:48
The Hong Kong Monetary Authority (HKMA) has granted a license to Bakai Bank of Kyrgyzstan, making it the first Central Asian bank approved to operate in Hong Kong. The bank will operate in Hong Kong as a restricted license bank, authorized to accept deposits of at least HKD 500,000 and conduct corporate and commercial banking business, but not retail operations.
17:46
Goldman Sachs and UBS analysts have downgraded luxury brand Hermès International SCA to "sell," its first "sell" rating in over a year, warning that the era of strong growth for the company is coming to an end.
17:39
Volare Shipping's shares surged on their first trading day, as tanker rates have risen to record highs following the conflict in the Middle East, which disrupted oil markets.
17:33
The Wall Street Journal's analysis indicates that while bank stocks are facing a new rate-hiking cycle, reminiscent of challenges in 2023, lenders are now in a more resilient position with stronger balance sheets.
17:32
Saudi Arabia's East-West Pipeline was attacked again on October 4 at a pumping station in the Khurais region, east of Riyadh, suffering severe damage and halting operations, with the attack expanding to previously unaffected areas, according to AFP, citing Saudi energy industry sources. Following this news, Brent crude oil surged briefly into positive territory. Subsequently, Bloomberg reported, citing sources familiar with the matter, that the Saudi East-West Pipeline is currently operating normally with oil flowing continuously, causing both WTI and Brent crude to drop by over $1. The pipeline has a daily capacity of approximately 5 million barrels and is a strategic infrastructure for Saudi Arabia to bypass the Strait of Hormuz.
17:26
Jon Relleen, Director of Infrastructure and Exchanges at the UK Financial Conduct Authority (FCA), stated at the "UK Public and Private Capital Markets Reform Summit 2026" that the FCA has completed key aspects of its multi-year work program to ensure capital markets function well and support economic growth. He noted that tokenization, AI, and private company share trading markets have become central to the FCA's capital markets policy agenda, and the FCA is collaborating with the Treasury, the Bank of England, and the private sector on wholesale market reform.
17:20
Circle is urging the European Union to open its Markets in Crypto-Assets Regulation (MiCA) to foreign-regulated stablecoins and loosen reserve rules that constrain global issuers. The USDC issuer proposed a recognition regime that could let qualifying overseas stablecoin companies distribute tokens in Europe without becoming fully authorized EU issuers. Circle is also challenging MiCA's requirement that e-money token issuers keep at least 30% of reserves in commercial-bank deposits (rising to 60% for significant tokens), arguing it increases bank credit and counterparty risk. This echoes concerns previously raised by Tether CEO Paolo Ardoino, who stated Tether declined an EU license due to this requirement. Circle also seeks to remove a 35% cap on exposure to a single sovereign and a 1.5% limit on deposits with an individual bank. The European Commission's MiCA review consultation closed on September 30.
17:16
BofA Securities Inc said a large share of Turkish fund outflows stemming from a rout in September moved into bank deposits.
17:12
The Hang Seng Index and Nikkei Index rose on Monday, as weaker-than-expected US employment data eased concerns about a Federal Reserve rate hike this month, while falling oil prices also alleviated inflationary pressures.

The Hang Seng Index rose 68 points, or 0.3%, to close at 24,040 points; the Nikkei Index rose 1,637 points, or 2.4%, to close at 69,946 points, a three-month closing high. This followed the release of US September non-farm payrolls, which increased by only 29,000, significantly below the expected 90,000, causing market expectations for a Fed rate hike this month to fall from over 65% at the beginning of last week to over 20%.

G7 leaders also decided to release 100 million barrels of diesel and crude oil reserves within four months and pledged not to restrict energy exports, while Saudi Arabia also lowered its benchmark crude oil prices for Asia.
17:02
★★★★★Previous 1.6%Forecast 1.9%Actual 1.9% In line with forecast
17:02
★★★★★Previous 5.8%Forecast 8.1%Actual 8.2% Above forecast↑
17:01
Saudi Arabia’s East-West pipeline is operating normally, people familiar with the matter said, after reports that it had suffered a further attack.
16:59
OpenAI's core executive, Tibo Sottiaux, stated in an interview that the market severely underestimates the speed at which AI models reduce costs and improve efficiency, as well as the restructuring of interaction methods. He summarized three major trends that the market has yet to grasp: the vast majority of internet operations will be completed by agents; models will become cheaper and faster at an incredible pace; and all modalities will achieve truly seamless integration. He emphasized that AI model capabilities will leap tenfold within a year, which will completely reshape internet traffic entry points, interaction logic, and commercial distribution. Tibo believes that OpenAI's "open ecosystem and revenue sharing," built upon its massive user base, is the true dark horse in business that the market has overlooked, with plans to pay for popular plugins and offer revenue sharing. He also revealed that the capabilities of the new platform "Dots" will eventually be built into ChatGPT, covering 1.2 billion users, and that ChatGPT Work and Chat modes will merge. OpenAI already has the "6.1 Astra" model internally but chose not to release it due to safety concerns, and he predicted the demise of existing app forms, believing that future work methods will continue to change dramatically.
16:59
According to a Bloomberg analysis on October 5, AI agent tools such as Meta's Muse and OpenAI's Dots, due to their "reward hacking" flaws, could evolve into a large-scale cybersecurity crisis when millions of agents compete for resources simultaneously. Multiple cases have already been documented of AI agents exploiting vulnerabilities without authorization, including OpenAI's agents breaching the Hugging Face platform and interfering with the U.S. Securities and Exchange Commission and an Australian government healthcare website without explicit instructions. Meta has also admitted that one of its AI models once hacked into another company on its own. According to data from security firm DataDome, of more than 20,000 websites tested, 65% lacked mechanisms to detect or block AI agents, and in the first half of 2026, bot activity targeting login pages surged more than eightfold year-over-year.
16:57
Greece’s budget surplus this year will be higher than previously expected, while the country’s economy will grow at a 2% rate in 2026 before accelerating to 2.3% next year.
16:55
Anthony Gutman, co-CEO of Goldman Sachs International, stated on Monday that lower fiscal deficits and more durable economic growth are needed to curb surging borrowing costs. He highlighted rising government bond yields as a challenge across the Western world, specifically mentioning recent turmoil in U.S. Treasurys and French government bonds.
16:53
U.S. equity index futures were little changed after a sharp rally on Friday. Previously, weak jobs data lowered expectations for Federal Reserve rate hikes, supporting risk assets, but fiscal pressures in France sparked concerns about risk contagion in the market.
16:51
Elon Musk reposted a tweet quoting his past debate with Jack Ma on human vs. machine intelligence. Jack Ma stated that humans will always be smarter than machines, arguing that humans invented computers but he has never seen a computer invent a human being. Ma emphasized that computers are tools for faster calculation and memory, while humans possess experience, judgment, and wisdom. Musk, however, clearly disagreed, asking for examples of what humans are better at than computers.
16:49
Musk reposted a tweet accusing the U.S. Agency for International Development (USAID) of engaging in election interference and regime change globally, stating that it has caused widespread conflict.
16:46
Injective co-founder and CEO Eric Chen said he expects U.S. exchange-traded funds tied to the Layer 1 network's native token INJ to launch before 2027, stating that 2027 is "a little bit too far." He added that the timeline is "way sooner than I expected as well." There are currently two ETF applications tied to INJ, the 21Shares Injective ETF and the Canary Staked INJ ETF, both of which submitted amended S-1 registration statements in September, signaling progress in the application process.

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