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이더리움 글램스테르담 확장성 난관 봉착: ETH 1,500달러 재시험하나?

TradingKey - 이더리움 재단(EF)과 핵심 개발자 팀이 당초 10월 26일 후디 테스트넷에서 활성화할 예정이었던 글램스테르담 업그레이드의 긴급 연기를 확인함에 따라, 2026년 4분기 메인넷 업그레이드가 예정대로 진행될 수 있을지에 대해 시장의 의구심이 깊어지고 있으며 이더리움(ETH) 가격이 1,500달러 선을 다시 테스트할 수 있다는 우려도 커

출처 Tradingkey1793404800
시가총액 기준 세계 최대 기업(2026년 10월): AI 수익성에 대한 의구심이 기술주를 타격하며 애플이 엔비디아를 추월하다

TradingKey - 2026년 10월 초대형 기술주의 조정으로 글로벌 시가총액 순위가 재편되었습니다. 애플(AAPL)은 시가총액 5조 300억 달러로 1위 자리에 올랐고, 엔비디아(NVDA)는 4조 9300억 달러로 2위로 밀려났으며, 마이크로소프트(MSFT)는 구글 모회사 알파벳(GOOGL)을 제치고 3위를 차지했습니다. 개별 종목별 주가는 뚜렷한 엇

출처  Tradingkey1793393217
Ethereum Price Forecast: ETH drops near $2,200 after Binance hack

Ethereum (ETH) drops toward $2,200 on Friday as the crypto market remains weighed down by the Binance hack and tech selloffs.

출처  Fxstreet1793392195
투자자들의 AI주 매도 속 나스닥 2.86% 하락하며 6월 이후 최대 낙폭; 필라델피아 반도체 지수 7% 이상 하락, 인텔 28% 폭락

TradingKey - 미 동부시간 기준 10월 30일 금요일, 투자자들이 AI 관련주를 매도하고 필수소비재, 헬스케어 등 방어 섹터로 자금을 이동함에 따라 미국 증시가 급락했다. 미국 중간선거가 다가오면서 오후 들어 매도 압력이 더욱 거세졌고, 나스닥 지수는 다우 지수보다 하락 폭이 훨씬 컸다.마감가 기준 다우존스 산업평균지수는 1.09% 하락한 51,7

출처  Tradingkey1793391745
Gold breaks $3,886 floor to new YTD low as Fed hawks press on

Gold (XAU/USD) tanked to a new year-to-date (YTD) low of $3,880 on Friday, clearing the $3,900 threshold for the first time since October of last year. The Greenback and US Treasury yields edged higher, while risk appetite deteriorated and hawkish Fed rhetoric pushed prices lower.

출처  Fxstreet1793390961
Vietnam: Strong growth complicates inflation fight – DBS

DBS Group Research anticipates Vietnam’s October 2026 exports and retail sales to stay robust, while headline inflation hovers around 5%, above the 4.5% target. Strong electronics shipments, firm household spending and tourism underpin activity, but elevated transport, energy, food and material costs pose a policy challenge as authorities pursue at least 10% economic growth.

출처  Fxstreet1793388120
Chinese Yuan: Uptrend extends toward 6.6450 against US Dollar – UOB

United Overseas Bank strategists Quek Ser Leang and Lee Sue maintain a negative stance on USD/CNH, noting that the pair has been edging lower and remains under downward pressure.

출처  Fxstreet1793385540
Japanese Yen holds firm after BoJ’s hawkish hold

USD/JPY holds trades on the back foot heading into the weekend as the Japanese Yen (JPY) outperforms most major currencies following the Bank of Japan’s (BoJ) hawkish hold. However, the pair has recouped some of its earlier losses as the US Dollar (USD) recovers.

출처  Fxstreet1793383687
Singapore Dollar: Rebound seen relatively capped against US Dollar – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong note that USD/SGD has eased with the softer US Dollar (USD) and lower US yields, while Singapore’s import prices show strong energy-driven inflation.

출처  Fxstreet1793382900
Fed’s Logan calls for two more rate hikes; pause won’t alter path

On Friday, the Dallas Federal Reserve President Lorie Logan said that “at least two more quarter-point rate hikes” are needed. She added that skipping a hike “doesn’t change policy destination,” and that adjusting interest rates “gradually” reduces the risks of a sharp economic deterioration.

출처  Fxstreet1793382354
인텔, 1974년 이후 최악의 하루 기록하며 30% 폭락, 과거 데이터상 지금 매수 승률은 47.8%에 불과

TradingKey - 인텔(INTC)이 3분기 실적 발표 후 장 초반 30% 넘게 급락했다. 하락세가 장 마감까지 유지될 경우, 1974년 이후 최악의 일간 성적을 기록할 수 있다. 아울러 과거 데이터에 따르면 지금은 매수하기에 좋은 시점이 아님을 시사한다.이 반도체 기업의 3분기 이익은 시장 전망치를 상회했지만, 설비투자 증가와 4분기 실적 전망 부진으

출처  Tradingkey1793381501
Thai Baht: BoT cautious on normalisation, downside persists – Commerzbank

Commerzbank’s Charlie Lay reports that the Bank of Thailand kept its policy rate at 1.00%, with the MPC maintaining a hold but signalling a less dovish stance.

출처  Fxstreet1793380920
Forecasting the upcoming week: US Midterm Elections, Payrolls and the BoE in the spotlight

The US Dollar (USD) regained the smile this week, reversing two consecutive pullbacks and trading close to its key 200-week SMA. The Greenback’s recovery has followed the persistent rise in crude oil prices, in a context where a solution to the Middle East crisis appears nowhere to be seen.

출처  Fxstreet1793380877
Australian Dollar nudges higher on renewed RBA tightening bets after hotter inflation

AUD/USD edges slightly higher on Friday, gaining 0.08% on the day to trade around 0.7035 at the time of writing.

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Fed’s Musalem calls for rate hike soon as policy remains too loose

On Friday, St. Louis Federal Reserve (Fed) President Alberto Musalem said that the Federal Reserve will need to raise rates “again soon” and, echoing earlier statements from Richmond Fed President Thomas Barkin, he prefers a gradual approach.

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Chinese Yuan: Constructive appreciation bias maintained – OCBC

OCBC strategists Sim Moh Siong and Christopher Wong describe a measured but persistent appreciation trend in the Renminbi (RMB), with onshore spot and the CFETS index at four-year highs and the People's Bank of China (PBoC) guiding a stronger fixing.

출처  Fxstreet1793378247
Fed’s Barkin favors gradual approach as inflation pressure spreads

On Friday, Richmond Federal Reserve President, Thomas Barkin, crossed the wires on SiriusXM Business Briefing. He said that the Fed’s direction of travel is “straightforward,” while noting that the question is the pace.

출처  Fxstreet1793376305
Silver Price Forecast: XAG/USD slumps nearly 60% from January peak as as downturn deepens

Silver (XAG/USD) extends its decline on Friday, falling more than 5% and breaking below $50 to its lowest level since November 2025. The white metal is on track to lose around 18% in October, its steepest monthly decline since June, when it fell 22%.

출처  Fxstreet1793375796
British Pound hovers around 1.34 as BoE hike bets outshine Fed doubts

The Pound Sterling drifts higher against the US Dollar by 0.04% as traders seem confident that the Bank of England (BoE) will raise rates next week, while traders trim hawkish bets on the Fed despite solid US data released on Thursday. The GBP/USD trades near 1.3400.

출처  Fxstreet1793375631
Breaking: Gold crashes below $3,900 eyes on YTD low

Gold prices plunged below $3,900 on Friday, reaching a new year-to-date (YTD) low even though expectations that the Federal Reserve will tighten policy are trimmed by investors. The XAU/USD dives almost 3% at the time of writing.

출처  Fxstreet1793375143
Bitcoin and Gold Outlook: BTC plunges to six-week low as XAU hits one-year low below $3,950

Bitcoin (BTC) declines near $77,000, a six-week low on Friday, amid persistent sell-side pressure in the broader cryptocurrency market after Binance reported a $6.3 billion hack.

출처  Fxstreet1793374725
미 증시 폭락, 필라델피아 반도체 지수 7% 급락: 시장 하락 원인은?

TradingKey - 미 동부시간 10월 30일 미국 기술주가 매도세에 시달렸다. 나스닥 종합지수는 2% 넘게 하락하며 올 8월 이후 최저치를 기록했고, 필라델피아 반도체 지수는 7% 이상 떨어지며 올 6월 5일 이후 최대 일일 낙폭을 나타냈다. 나스닥 100 지수는 한때 3% 넘게 급락했으며, S&P 500 지수도 약 1.5% 하락했다.인텔(INTC)은

출처  Tradingkey1793374640
Canadian Dollar holds gains despite stalled domestic growth

USD/CAD trades on the back foot on Friday, even as the US Dollar (USD) recovers from earlier weakness. Rising Oil prices support the commodity-linked Canadian Dollar (CAD), outweighing softer-than-expected domestic growth data.

출처  Fxstreet1793373221
Malaysia: Policy rate seen on hold – DBS

DBS Group Research, led by Chief Economist Taimur Baig, expects Bank Negara Malaysia to keep its Overnight Policy Rate at 2.75% at the final 2026 meeting. The report highlights contained inflation within the official 1.5-2.5% range, strong GDP and export performance, and fuel subsidies limiting cost pass-through, suggesting monetary policy normalisation can be delayed until 1H27.

출처  Fxstreet1793372847
BoJ recap: A pause for now... but Japan has entered a new inflation phase

The Bank of Japan left its short-term policy rate unchanged at 1.25% but delivered a distinctly hawkish message on the risk of an inflation overshoot.

출처  Fxstreet1793372257
현물 금 3% 급락하며 3,900달러선 붕괴: 금 가격 하락 원인은 무엇인가?

TradingKey - 미 동부시간 10월 30일 국제 금과 은 가격이 모두 하락한 가운데, 현물 금(XAUUSD)은 3,900달러 선을 내주며 한때 3,891달러까지 떨어져 3% 넘게 하락했고, 현물 은은 50달러 선 밑으로 떨어지며 5% 넘게 하락했다.금 가격은 이번 달 들어 6% 이상 누적 하락하며 2개월 연속 월간 하락세를 기록할 것으로 보이며, 은

출처  Tradingkey1793371762
Japan: Goods inflation risks stay upside – Societe Generale

Societe Generale economists Reo Sakida and Jin Kenzaki note that food inflation continued to ease in October's Tokyo CPI data, while oil-related goods inflation edged higher.

출처  Fxstreet1793371341
Euro retreats despite stronger GDP and hawkish ECB signals

EUR/USD turns lower on Friday, giving up earlier gains as the US Dollar (USD) rebounds amid heightened volatility across financial markets. At the time of writing, the pair trades around 1.1140 after reaching an intraday high of 1.1214.

출처  Fxstreet1793369268
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