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  1. HKEX: Market Communications68

    HKEX Unveils T+1 Settlement Transition Roadmap for Securities Market, Targeting Implementation in H2 2028

    HKEX released the conclusions of its consultation on accelerating settlement, confirming broad market support for transitioning the Hong Kong securities market to a T+1 settlement cycle, with a target implementation in the second half of 2028, subject to market readiness and regulatory approval. The consultation received 109 non-duplicate responses from brokers, custodians, investment managers, industry associations, technology providers, and investors.

    Key Takeaways:HKEX announced a three-tier implementation framework for T+1 settlement and a target launch timeline in the second half of 2028, allowing market participants to plan system upgrades and operational preparations in advance.

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  1. HKEX: Press Releases65

    HKEX to Launch 12 Stock Options with Both Weekly and Monthly Expirations on November 9, 2026

    HKEX announced that it will launch 12 single-stock options on November 9, 2026, with the new contracts offering both weekly and monthly expiration options starting from the first trading day.

    Key Takeaways:The announcement lists the underlying assets, contract multipliers, and expiration arrangements for the 12 newly added stock options, allowing options traders to match their own trading and risk management needs accordingly.

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  1. Google DeepMind62

    Google DeepMind Releases Open-Source Lightweight Multimodal Embedding Model EmbeddingGemma 2

    Google DeepMind released EmbeddingGemma 2 on October 6, 2026, based on the Gemma 4 architecture, open-sourced under the Apache 2.0 license, with a total parameter count of 740 million, capable of mapping text, code, images, audio, and video into a unified embedding space.

    Key Takeaways:Learn about EmbeddingGemma 2's modular parameter configuration, vector truncation rules, and on-device memory usage for building local multimodal retrieval and RAG pipelines.

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  1. Federal Reserve: Speeches64

    Fed's Bowman on eSLR Regulatory Modernization: Preliminary Observations on Treasury Market Liquidity Improvements Following New Rule Implementation

    Fed Vice Chair for Supervision Bowman delivered remarks sharing preliminary assessments following the implementation of the eSLR rule finalized in November 2025.

    Key Takeaways:Understand the calibration logic behind eSLR's shift from a fixed 2% buffer to 50% of GSIB method-1 surcharge capital, and its impact on the balance sheet capacity of Treasury market dealers.

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  1. OpenBB：GitHub Releases60

    OpenBB V5 Released: License Changed to Apache-2.0, Core, CLI, and Most Providers Upgraded to 2.0

    OpenBB has released the V5 major version line. The openbb meta-package is at 5.0.0, while the core, CLI, API, MCP server, router, and most providers are at 2.0.0. openbb-devtools is at 2.0.1, openbb-charting is at 4.0.0, and openbb-imf is at 3.0.0.

    Key Takeaways:OpenBB V5 changes the license to Apache-2.0 and migrates to hatchling/uv packaging, a layered openbb.toml configuration, and a CLI 2.0 spec file mechanism. These changes can be used to evaluate upgrade paths and available data sources.

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  1. HKEX: Market Communications63

    HKEX derivatives clearinghouses to accept Chinese government bonds, policy bank bonds, and MOF offshore bonds as non-cash collateral starting November 2026

    HKEX announced that its wholly owned derivatives clearinghouses, HKCC and SEOCH, plan to include Chinese government bonds and policy bank bonds held under Northbound Bond Connect, as well as MOF bonds issued offshore by the Ministry of Finance, as eligible non-cash collateral for margin requirements starting November 2026. The arrangement remains subject to regulatory approval. This expansion applies to all derivatives products cleared by the two clearinghouses, aiming to provide market participants with more flexible collateral options and improve capital efficiency. The relevant launch date will be announced separately, and detailed rules are available in the circulars issued by HKCC and SEOCH on the same day.

    Key Takeaways:HKEX has clarified the bond categories, applicable clearinghouses, and effective date for newly eligible non-cash collateral, allowing derivatives participants to adjust their margin collateral arrangements accordingly.

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  1. Aswath Damodaran：Musings on Markets60

    Damodaran: Re-examining the Relationship Between Rising Interest Rates and Stock Prices in 2026

    NYU Professor Aswath Damodaran reviews the backdrop of rising U.S. Treasury yields in 2026, noting that the 10-year Treasury yield rose from 4.18% at the start of the year to 4.75% by the end of August, while 20-year and 30-year Treasury yields surpassed 5% during the year. He also compares the long-term trend of U.S. Treasury yields since 1962, as well as concurrent changes in government bond yields across multiple currencies, including the euro, Japanese yen, and British pound.

    Key Takeaways:One can learn to construct an intrinsic risk-free rate using the inflation rate plus real GDP growth, and combine it with changes in corporate cash flows to break down the differentiated impact of rising interest rates on stock valuations across industries.

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  1. Aswath Damodaran：Musings on Markets60

    Aswath Damodaran analyzes the tradeoff between expansion and profitability: the weakest link in venture capital

    Aswath Damodaran, a professor at NYU Stern School of Business, writes that the current venture capital industry generally prioritizes corporate expansion over profitability, a tendency that has become more pronounced over the past two decades. He breaks down six core factors influencing a company's expansion potential, including market size, market growth rate, industry structure, capital intensity, customer inertia, and dependence on key individuals. He also identifies the key variables determining a company's profitability feasibility as unit economics, economies of scale, and competitive barriers.

    Key Takeaways:You can master an analytical framework that distinguishes between a company's expansion potential and profitability feasibility, using market size, unit economics, economies of scale, and competitive barriers to judge whether a startup's expansion choices are reasonable.

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  1. Aswath Damodaran：Musings on Markets75

    Aswath Damodaran releases 2026 edition of country risk research: drivers, measurement and investment implications

    Aswath Damodaran, Professor at New York University Stern School of Business, released the July 2026 edition of his country risk research, systematically outlining the drivers, measurement methods, and impact on corporate valuation and investment.

    Key Takeaways:You can learn the complete process of deriving country risk premiums for each country starting from the implied equity risk premium of mature markets, combined with sovereign ratings, default spreads, and relative volatility between stocks and bonds.

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