Global TradFi & Macroeconomics

USD/JPY rose 0.48% to trade at 156.7 today as the pair pared earlier gains following comments from Bank of Japan Governor Kazuo Ueda.

According to Citi analyst Tomohisa Fujiki, Japan's 10-year government bond yield fell 1.5 basis points to 2.975% on September 18, with further upside potential as monetary tightening and oil price dynamics unfold. Fujiki noted that if inflation stabilizes around 2%, a 3% yield appears reasonable, th

The won-dollar exchange rate closed at 1383.3 won on the 18th, up 1.1 won from the previous session, as the US Federal Reserve raised its benchmark interest rate by 0.25 percentage points to 3.75-4.00% on the 16th (local time). The rate hike, the Fed's first in 3 years and 2 months since

According to Morgan Stanley's Sept. 16 research note, internet stocks rose 1% last week, outperforming both the S&P 500 and Nasdaq, which each declined 1%. Meta surged 5%, while Google and Amazon remained

According to Korea Exchange, South Korean semiconductor supply chain stocks rose on September 18 as major chipmakers surged overnight. SK Hynix gained 6.42% and Samsung Electronics climbed 3.37%, driven by a rebound in U.S. technology stocks. Supply chain component makers including Josung

According to Seoul's foreign exchange market, the Korean won closed at 1,383.3 won per dollar on September 18, up 1.1 won from the previous session. The U.S. dollar index rose to 100.28, reflecting broader dollar strength following the Federal Reserve's interest rate hike to 3.75%-4.00% on September

According to the Japan Petroleum Association on Friday, Sept. 18, Japanese refiners have secured sufficient crude oil supply through November despite escalating Middle East tensions between Saudi Arabia and Yemen's Houthi forces. Association Chairman Shunichi Kito stated that crude oil shipments

According to Jeffrey Gundlach, CEO of DoubleLine Capital, on September 17, an economic recession could trigger a debt crisis and drive long-term Treasury yields significantly higher, shattering decades of belief that bonds serve as a safe haven during downturns. Gundlach predicted that during a rece

According to trading sources cited by Jin10, Saudi Arabia sold approximately 60 million barrels of crude oil from Ras Tanura port on Friday (September 18) for ship-to-ship transfer at Sohar port in Oman. The increase in exports from the Persian Gulf has cooled global oil prices, as it may

International oil prices surpassed $100 per barrel as of April 17, with WTI closing at $101.91 and Brent at $104.82, raising concerns across global financial markets. The surge followed Middle East supply disruptions caused by Yemen Houthi rebel attacks on Saudi Arabian oil pipelines and petroleum f

BGF Retail, operator of CU convenience stores, saw its stock decline 4.67% to 136,800 won as of 3:09 PM on September 18, following disclosure that the owner family sold 998,580 shares this year. Hong Seok-joon,

According to BOJ Governor Ueda Kazuo, the Bank of Japan considers the current pace of monetary easing adjustment appropriate for sustainably achieving the 2% inflation target.

Bank of Japan Governor Kazuo Ueda said on September 18 the central bank will continue to raise interest rates based on developments in the economy, prices, and financial conditions. The statement reflects the BOJ's ongoing monetary policy adjustment as it responds to economic

According to Financial News, WTI crude surged to $105.83 per barrel on September 15, the highest level in four months, before settling at $101.91 on September 17 as Middle East supply concerns eased slightly. Brent crude reached $108.75, closing at $104.82. Supply disruptions from Middle East

South Korea's KOSPI Index closed up 178.82 points, or 2.66%, today at 6,894.23.

According to Korea Exchange, BGF Retail fell 4.67% to 136,800 won today (Sept 18) following a substantial share sale by founding family members. The largest shareholders sold 998,000 shares (5.8% of issued stock), with their combined stake declining from 50% at year-start to 45%. Despite the

According to News1, South Korea's KOSDAQ index (technology-focused exchange) closed up 4.94 points, or 0.60%, at 827.12 on Sept 18.

BGF Retail, the operator of convenience store chain CU, fell 4.67% to 136,800 Korean won on Sept 18, as the founding family accelerated share sales. According to Korea Exchange data, major shareholder Hong Seok-jo's relatives sold 998,580 shares (5.8% of outstanding shares) on the exchange this

Bank of Japan Governor Ueda Kazuo said on September 18 that the central bank must closely monitor three key factors affecting Japan's economy: the Middle East situation, growth in artificial intelligence-related demand, and exchange rate movements impacting economic activity and

According to Jin10, a survey of 16 market strategists on September 18 shows the most optimistic September outlook for European equities since 2018. The median target for the Stoxx Europe 600 index is 670 points by year-end, representing a 5% gain from Wednesday's close. Strong corporate earnings