Global TradFi & Macroeconomics

According to Kiwoom Securities, the Bank of Japan raised its policy rate to 1.25% on September 27, marking the highest level in 31 years. Financial markets assessed the decision as signaling a gradual tightening pace, with the central bank offering no clear guidance on future rate hike timing. The B

Samsung Electronics and SK Hynix have nearly completed their large-scale share buyback programs in the Korean stocks market. As of Sept 23, Samsung Electronics acquired 86% of its planned shares (45.8 million shares) while SK Hynix reached 66% completion (15.95 million shares), according to Korea

KONEX, South Korea's startup stock exchange, recorded a daily average trading volume of 1.1 billion won from early this year through the 23rd, marking the lowest level since the government's 2015 market activation initiative, according to Korea Exchange on the 27th. The market has experienced

According to News1, as of Sept. 27, Samsung Electronics completed 85.95% of its planned share buyback, acquiring 45.8 million shares valued at approximately 40 trillion won, with the remaining 7.49 million shares expected to be purchased within about four trading days. SK Hynix advanced to 66.27% co

According to the Korea Exchange, KONEX's average daily trading volume from the beginning of 2026 through September 23 hit a record low of 1.1 billion won since the market launched in 2015. The volume has declined steadily from 7.4 billion won in 2021, dropping to 2.2 billion won in 2022, 2.4 billion

According to data from Korea Exchange, trading volume for single-stock leveraged and inverse ETFs dropped 92% in the month following tightening of margin requirements in late July. The 16 products tracking Samsung Electronics and SK Hynix saw average daily trading volume fall from 12.25 trillion Kor

According to Yonhapinfomax, the U.S. dollar strengthened this week as the dollar index climbed to 101.037 (up 0.82% week-over-week), with U.S. 10-year Treasury yields surging past 5.10% for the first time in weeks. The index's weekly close above 101 marks the highest level since late

Samsung Electronics is projected to report an operating profit of 111.8 trillion won for Q3, according to F&N Guide's consensus estimate released recently, with the preliminary results expected to be announced on October 7-8 next month. The forecast represents an 819.1% increase from the same

According to Yonhap Infomax, U.S. Treasury yields surged for the week ending September 25, with the 10-year yield climbing to 5.164%, marking a 16.70 basis point increase from the prior week. The 2-year yield rose to 4.856%, extending a six-week uptrend, while 30-year yields hit 5.495%, with

According to research by Trivariate Research founder Adam Parker reported by MarketWatch, only 23.2% of S&P 500 components outperformed the index over a 10-year holding period. Even shortening the holding period to three years, approximately 27% of stocks beat the broader market. Parker attributes t

According to Barron's, Microsoft (MSFT) stock hit $516.17 on Friday, Sept. 25, marking its highest close since November 2025 and rising 3.66% to become the best performer among Dow components. The stock has climbed 32% since the company reported earnings in late July. Analysts attribute the gains to

According to the U.S. State Department, on Wednesday, September 23, the U.S. announced a $7 billion loan through the U.S. Export-Import Bank to support Argentina's energy, mining, and infrastructure projects through 2027. The funding will help Argentina purchase American equipment and hire U.S.

According to BlockBeats, key U.S. economic data will dominate next week, highlighted by the September non-farm payrolls report on Friday (Sept 29, 20:30 UTC+8), which measures employment, unemployment rate, and average hourly earnings. Preceding it on Wednesday are ADP employment figures and

According to ChainCatcher citing Coinglass data, the Crypto Fear & Greed Index currently stands at 69, down 6 points from yesterday. The 7-day average is 72, while the 30-day average is 66.

DYP CEO Hong Sun-gyeom stated in an interview on the 23rd that the company's piston business volume will continue growing until 2035, with piston revenue projected to increase by at least 70 billion won by 2032 as the company takes over orders from global competitors. The CEO emphasized that new bus

According to fund evaluation firm KG제로인, Samsung Electronics single-stock leverage ETFs dominated the top five Korean domestic stock fund weekly returns for the week ended September 23. The highest-performing product, ACE Samsung Electronics Single-Stock Leverage from Korean Investment Trust,

According to Bank of America, analyst Vivek Arya reiterated a buy rating on Micron Technology (MU-US) ahead of the company's earnings on September 30, maintaining a $1,550 price target that implies approximately 45% upside from current levels. Bank of America's thesis centers on Micron's ability to

The Seoul foreign exchange market is set to explore directional movements during the week of September 28 to October 2, driven by US inflation and employment indicators alongside Korean export and inflation data. Last week (September 21-25), the won showed exceptional strength as the dollar-won

Four companies will list on South Korea's KOSDAQ market during the week of September 28 to October 2, with Global Technology and Big Wave Robotics leading the wave on September 29. Global Technology confirmed its IPO price at 10,000 won, falling below its hoped-for band of 13,000-15,000 won, while B

According to Yonhap Infomax, South Korea's forex market will track U.S. inflation and labor data this week ending Oct. 2. Market consensus expects August PCE price index to rise 0.3% month-over-month and 3.7% year-over-year, with core PCE up 0.3% and 3.3% respectively. The U.S. will also release Aug