Global TradFi & Macroeconomics

According to Jera Co. Chief Executive Yukio Kani on October 2, Qatari LNG supply will not quickly return to the market as shipping disruptions in the Strait of Hormuz persist. The region accounts for roughly one-fifth of global LNG supply prior to the Middle East conflict. LNG spot prices have

Brent crude fell 3% intraday to $98.38 per barrel, while WTI crude declined 3.8% during the same period on October 2.

Tokyo stock markets closed lower as the Nikkei 225 index fell 647.26 points, or 0.94%, to 68,309.46. The decline followed a two-day rally of approximately 3,500 points, triggering profit-taking after the index reached a one-and-a-half-month high. US bond yields weighed on sentiment as the 10-year

Microsoft Corp. (MSFT) stocks surged 37.7% from July to September, marking the software giant's strongest quarterly performance since 1998 as investors returned on renewed confidence in its AI and cloud businesses. The rally represents a sharp turnaround after the stock fell 22.5% in the first

According to Yonhapinfomax, on October 2, the Seoul Southern District Court halted the delisting decision for KM Pharma, ruling that the Korea Exchange's market capitalization threshold requirement violates the proportionality principle and is invalid. The court found that raising the listing

Microsoft Corp. (MSFT) shares surged 37.7% from July to September, the stock's strongest quarterly performance since 1998, driven by renewed confidence in its AI and cloud businesses. Azure growth accelerated to 43% year over year in the fiscal fourth quarter, with the company guiding to 45% growth

According to Nikkei, Japan's Nikkei 225 index closed down 0.94% (647.26 points) to 68,309.46 on October 2, as profit-taking followed two consecutive days of gains and rising U.S. interest rates dampened investor sentiment. The TOPIX index fell 0.99% to 4,091.00, while the JPX Nikkei Index 400

Korean nuclear power and construction stocks showed mixed reactions on the 2nd following the Korea-US governments' announcement of a strategic investment plan. Seah Steel rose 4.25% to 154,600 won, while Doosan Enerbility, a leading nuclear power stock, fell 1.22% to 81,100 won. Major construction s

Korea Investment & Securities will acquire a 0.93% stake in SK Inc. for 400 billion won on next month 2nd through a price return swap (PRS) contract. The transaction involves purchasing 681,431 shares at 587,000 won per share via after-hours block trading, as disclosed by Korea Financial Group on th

According to President Zelenskyy, Ukraine struck Russian refineries in Samara and Volgograd. The Ukrainian leader announced the attacks on the oil facilities, which are part of Russia's energy infrastructure.

According to Korea Exchange data, Korean energy and construction stocks displayed divergent reactions on October 2 following an announcement of a $200 billion U.S. investment initiative. Sae-A Steel rose 4.25% to 154,600 won, while Posco International gained 2.35% to 56,600 won. However, major playe

According to Korea Exchange filings, Samsung Electronics on October 2 completed its share buyback program by acquiring 53.8 million shares worth approximately ₩14.16 trillion. The figure exceeded the initially disclosed estimate of 53.28 million shares, though the purchase remains within the

US Treasury yields declined on October 2 after a rapid rise, with the two-year yield falling to 4.78% by 4 p.m. from an intraday high of 4.93% the previous day, and the 10-year yield dropping to 5.24% from 5.34%. The decline was driven by increased demand for safe-haven assets amid concerns over

According to South Korea's Ministry of Trade, Industry and Energy, the country's exports surged 83.5% in September to a record $120.94 billion, with semiconductor shipments jumping 262.8% to $60.3 billion. The data boosted Korean equity ETFs: the SK Hynix Daily Leverage 2X product (07709)

According to Guofuquantum (00290) announcement, Fuqiang Asset Management's open-ended fund company and two public offering sub-funds—Fuqiang Asset Technology Select Equity Fund and Fuqiang Asset Fixed Income Fund—received Hong Kong Securities and Futures Commission approval on September 30. Fuqiang

According to Smart Finance, Fengyi Group Limited (08245) announced that Guocheng Certified Public Accountants Limited has been appointed as the company's auditor, effective immediately following shareholder approval at a special shareholders' meeting. The appointment is valid until the conclusion

According to Jin10, 35 financial institutions released forecasts for U.S. September nonfarm employment. Predictions range from +30,000 to +175,000, with the largest cluster around +60,000 to +100,000. Reuters consensus stands at +90,000, compared to August's +162,000.

According to Zhuoneng Group's (00131) announcement, the company declared a final dividend of HK$0.03 per share payable on December 16, 2026 for the year ended June 30, 2026.

According to Jin10, 35 global financial institutions have compiled forecasts for U.S. September nonfarm employment ahead of the official release. Predictions range from +35,000 (Standard Chartered) to +175,000 (Jefferies), compared to the previous month's +162,000 and Reuters median expectation of +

Prosecutors obtained multiple financial documents from South Korea's Financial Supervisory Service last month regarding Korea Zinc's 2024 tender offer and capital increase, according to financial authorities and investment banking sources on October 2. The investigation focuses on allegations that K