Global TradFi & Macroeconomics

According to CoinDesk, Microstrategy continued repurchasing its perpetual preferred stock STRC yesterday (September 1), acquiring $151.8 million worth at an average price of $97.48 per share. The total amount invested in STRC buybacks has reached $635.2 million under a $1 billion repurchase

According to BlockBeats, Apple (AAPL) surged 3%, closing up 2.61% on September 2 as John Ternus took over as CEO from Tim Cook. In his first letter to employees, Ternus previewed a major product announcement next week, adding that he is equally excited about future products currently in

According to Jin10, on September 2, the CFETS-NEX RMB liquidity sentiment index rose 1 point to 47 as of 08:45. The index for large banks, small and mid-sized banks, and non-bank institutions reached 46, 48, and 46 respectively, each up 1 point. Readings above 50 indicate tight liquidity

According to Guotai Junan Futures research dated September 2, methanol port inventory is expected to shift from accumulation to slight drawdown in the near term. Both port and domestic supply-demand dynamics for methanol have improved, with some MTO (methanol-to-olefins) units planning production re

Democratic Party lawmaker Oh Gi-hyung stated on September 2 that South Korea needs broader social debate on the policy separation of financial supervision functions, speaking on MBC radio's 'Kim Jong-bae's Focus.' Oh emphasized that financial supervision system independence must be secured to

Japan's Government Pension Investment Fund (GPIF), the world's largest pension fund, held a management committee meeting on August 21 to discuss agenda items including basic portfolio verification, the fund announced on August 31. The meeting marked the first time since 2019 that GPIF convened in Au

South Korea's KOSDAQ market recorded an 11.2% decline this year while the KOSPI rose 62.2%, creating a 73 percentage point performance gap — the widest divergence since KOSDAQ's 1996 establishment. The disparity stems from concentrated capital flows into KOSPI heavyweights Samsung Electronics and

Shinhan Investment & Securities released a report on September 2 forecasting that gold prices, after a sharp correction from their early-year peak, have completed the adjustment phase and are poised to resume an upward trend. The report attributes this outlook to structural factors including

According to Japan's GPIF and Daiwa Research Institute, the Government Pension Investment Fund held a management committee meeting on August 21 to review adjustments to its basic investment portfolio. The rare August meeting marks the first portfolio review discussion in seven years and comes

According to Yonhap Infomax, on September 1, U.S. Treasury Secretary Scott Bessent dismissed concerns about accelerating global bond selloffs and rising interest rates during a G20 finance ministers meeting in Asheville, North Carolina. Bessent stated, "We don't think we're in any serious

According to Korea Exchange, as of September 2, South Korea's KOSPI index has surged 62.2% year-to-date while the KOSDAQ has declined 11.2%, widening the performance gap to 73%—the largest since KOSDAQ's launch in 1996. The divergence is driven primarily by SK Hynix and Samsung Electronics, which ha

According to PANews citing SoSoValue data, Hyperliquid (HYPE) spot ETFs recorded net inflows of $17.563 million yesterday (September 1, U.S. Eastern Time). Grayscale Hyperliquid Staking ETF (HYPG) accounted for the entire daily inflow. The HYPG ETF has accumulated $139 million in total inflows

According to Shinhan Investment & Securities report on September 2, gold prices may extend gains toward $6,000 per ounce by year-end 2027, supported by structural demand from central banks and fiscal pressures. The investment bank noted that global central banks' net gold purchases reached 289

According to Guru Club, Brent crude oil broke through $96 per barrel today (September 2), rising 1.45% intraday.

According to Jin10, an explosion was reported at Assaluyeh Port in Iran, a key energy hub on the Persian Gulf coast, during early trading on September 2. International oil prices continued to rebound following the

Samsung Electronics and SK Hynix stocks declined in early trading on September 2nd, with Samsung Electronics falling 3.07% to 253,250 won and SK Hynix dropping 2.54% to 1,643,000 won as of 9:10 AM local time. The declines followed a triple blow: the Philadelphia Semiconductor Index fell 2.1%

Palo Alto Networks achieved record performance in Q4 FY26, with RPO surging to $21.2 billion (up 34% year-over-year), surpassing the $20 billion milestone for the first time. NGS ARR reached $9.1 billion (up 63% YoY), with nearly $1 billion in net new NGS ARR added in the quarter alone. Q4 revenue h

Kakao Mobility's American Depositary Receipt (ADR) listing timeline faces delays as parent company Kakao pursues a corporate spin-off into Kakao AI and Kakao X, according to investment banking and financial regulatory sources on September 2. TPG, which invested 500 billion won in Kakao Mobility in 2

According to The Fact Korea, KOSPI fell 2.81% (192.01 points) to 6,643.79 as of 9:05 a.m. on September 2 following a U.S. airstrike on Iran, raising Middle East tensions. U.S. stock markets declined overnight, with

According to Yonhapnews and investment banks, Kakao Mobility's planned U.S. ADR listing faces delays as Kakao undertakes a major corporate restructuring, with an internal shareholder value committee split between TPG and Kakao leadership on timing and conditions. TPG, which has held investments