Global TradFi & Macroeconomics

According to BlockBeats, U.S. Treasury Secretary Bessen downplayed concerns over rising Treasury yields and AI bubble risks on Oct 4 in an Axios interview. Bessen stated that recent increases in Treasury yields align with global trends and do not warrant excessive alarm. He dismissed fears of a Trea

According to Jin10, the U.S. Federal Reserve and European Central Bank will release their September meeting minutes next week. Both central banks raised rates last month due to inflation concerns, though policymakers' urgency to hike again has weakened following weak U.S. jobs data and market

According to Bloomberg ETF analyst Eric Balchunas, the U.S. Securities and Exchange Commission approved 3x leveraged ETPs on October 3 under the Securities Act of 1933. The products track Bitcoin, Ethereum, gold, silver, crude oil, and natural

According to Jin10, on October 4, Ukrainian President Volodymyr Zelensky announced that Ukraine will intensify strikes against Russian oil refineries. On the same day, a drone attack occurred in the Zaporizhzhia region, leaving one dead and ten wounded, with the International Atomic Energy Agency

According to Jin10 data, Houthi forces conducted attacks on Saudi Aramco facilities in Riyadh using ballistic missiles and unmanned drones on October 4. The Saudi-led coalition disputed the claim, stating that assertions about the Riyadh attack were misleading. Market reports indicated large

South Korea's export economy showed record performance in September with $120.94 billion in exports, marking an 83.5% year-over-year increase, according to the Ministry of Trade, Industry and Energy reported on the 4th. The surge was driven primarily by AI-related sectors, with semiconductors

According to Bloomberg ETF analyst Eric Balchunas, Canary submitted a revised Pepe ETF filing on October 3.

According to Saudi-led coalition spokesman Turki al-Maliki, the coalition denied on Oct 3 that Houthi claims of attacking a Saudi Aramco oil facility in Riyadh were "misleading." Al-Maliki stated the Houthis incurred personnel losses in Taiz Province and other fronts in Yemen and were attempting to

According to data submitted to South Korea's National Assembly on October 4, the National Pension Service's KOSDAQ investment reached 106.2 trillion won by the end of 2025, marking a breakthrough above 100 trillion won. The KOSDAQ allocation grew from 3.9% to 40.6% of combined domestic stock

According to Jin10, Ukrainian President Volodymyr Zelenskyy announced on Oct 3 that Ukraine will intensify attacks on Russian oil refineries in response to large-scale Russian air raids. Earlier that day, Russia's Defense Ministry said its forces used drones at dawn to strike Ukrainian

According to South Korea's Ministry of Industry, Korea and the U.S. recently agreed to the "Korea-U.S. Nuclear Framework," establishing a plan to jointly construct 8 large nuclear reactors in the United States. The first phase will

According to Korea Exchange, foreign investors net-sold 20.3 trillion Korean won of KOSPI stocks from September 1 to October 2. SK Hynix accounted for the largest outflow at 12 trillion Korean won, followed by Samsung Electronics at 5.2 trillion Korean won. As of October 2, foreign ownership of SK H

According to Barron's, Nvidia stock closed near its May historic high on October 2, with the company defending the longevity of its AI processors against skeptics including investor Michael Burry. The stock closed at $233.95, just $1.79 below the May record of $235.74. Critics argue that major

South Korea's National Pension Service (NPS) reduced its stakes in Samsung Securities, Mirae Asset Securities, and Kiwoom Securities by over 1 percentage point each, according to mass shareholding reports submitted on the 3rd. The pension fund decreased Samsung Securities holdings from 13.41% to 12.

According to filings submitted on September 29, South Korea's National Pension Service (NPS) reduced its stakes in Samsung Securities, Mirae Asset Securities, and Kiwoom Securities by 1.05, 1.04, and 1.10 percentage points, respectively. Concurrently, NPS increased its holding in Daishin Securities

Elice Group will conduct a public IPO subscription on October 7 and 8. The AI full-stack company completed institutional demand forecasting from the 23rd of last month to the 1st of this month, with an offering price band set at 70,400-90,500 won. Mirae Asset Securities serves as the lead

Over 20 companies are preparing initial public offerings (IPOs) in South Korea's fourth quarter as securities firms compete for underwriting mandates. Daishin Securities is underwriting semiconductor equipment maker Melcon while Mirae Asset Securities handles Elice Group's offering targeting a 1

Korean brokerage stocks experienced a sharp decline in the second half after leading the KOSPI rally in the first half. The KRX Securities Index closed at 1790.06 on the 2nd, marking an 18.02% cumulative decline (393.60 points) in the second half. The downturn was driven by a 42% drop in

Korean stocks investors are increasingly adopting dollar-cost averaging strategies as the KOSPI crossed 7000 on October 2, closing at 7003.74 after volatile swings. The index reached 9114.55 on June 22 before dropping to 6838.04 on the 30th of last month—a 25% decline from its peak—then