Global TradFi & Macroeconomics

Kim Young-hwan, a Democratic Party lawmaker, on October 2 questioned the Bank of Korea's case for additional rate hikes. Kim cited National Assembly Budget Office analysis showing oil prices and exchange rates drove recent inflation more than demand factors. The lawmaker argued that given two

According to Jin10 data, Brent crude oil broke below $100 per barrel on October 2, down 1.48% intraday.

The USD/KRW exchange rate fell to 1350.6 won at 3:30 PM on the 2nd, down 7.8 won from the prior day's close, despite rising US Treasury yields, surging oil prices, and continued foreign investor net selling in domestic equities. The decline was driven by a record September trade surplus of 49.9

According to Korean Economic TV's Market Insight program on October 2, Micron Technology's earnings per share jumped over 1,200% year-over-year, with orders pre-booked through 2028–2030. Legnum Investment Advisory CEO Lee Chun-kwang noted the results prove AI growth is structural, not cyclical.

According to Yonhapnews, South Korean government bond yields fell sharply today (Oct 2), with the 3-year yield dropping 7.3 basis points to 3.937%, marking its lowest level in 14 trading days and the lowest since Sept 10. The 10-year yield fell 7.1 basis points to 4.365%, reaching its lowest level s

According to Yonhapnews, fintech company BankSalad submitted an application for a KOSDAQ listing preliminary review on October 2. Mirae Asset Securities serves as the lead underwriter. BankSalad reported 2025 revenue of 26 billion Korean won, a 77% increase year-over-year from 14.7 billion won.

According to The Information, venture capitalists and major Wall Street institutions have signaled sharply different valuations for Anthropic ahead of its anticipated initial public offering. Early private

SK Group Chairman Choi Tae-won disclosed on October 2 the sale of approximately 1.65 million shares of SK Inc. to fund a divorce settlement with Roh So-young, director of Art Center Nabi. The transaction, valued at 944 billion won, is scheduled to execute on November 2. The sale stems from a July

According to Jin10, WTI crude oil fell 2% intraday on October 2, trading at $90.05 per barrel. Brent crude declined 1.2% to $100.18 per barrel.

The USD-JPY exchange rate fell 0.16% to 157.810 yen as of 2:10 PM on October 2 in the Tokyo foreign exchange market. The decline followed statements from Federal Reserve officials on October 1 (local time) indicating no rush for additional rate hikes, weakening expectations for early US rate

According to SK's disclosure on October 2, SK Chairman Chey Tae-won sold 1.65 million shares worth 944 billion won to address personal funds needed for a property settlement related to his ongoing divorce proceedings. The share sale reduces Chey's direct shareholding in SK from 17.8% to 15.5%,

According to Jin10, ECB Governing Council member Rehn said on Friday (October 2) that energy prices are approaching the ECB's adverse scenario, with eurozone inflation reaching twice the central bank's target. Rehn noted that surging long-term borrowing costs have limited broader transmission of inf

Delta Air Lines stocks are drawing attention this week as a public feud between CEO Ed Bastian and Elon Musk escalates over the airline's decision to reject Starlink for in-flight Wi-Fi. Delta is the only major U.S. carrier choosing Amazon's Leo satellite system instead of Starlink, a choice that

According to Stocktwits, Delta Air Lines is the only major U.S. carrier selecting Amazon's Leo for in-flight Wi-Fi instead of Starlink, prompting a public feud between Elon Musk and Delta CEO Ed Bastian. Bastian explained the airline tested Starlink but opted against partnering with Musk, citing

According to Yonhap Infomax, on October 2, UK and German 10-year sovereign yields declined, with the UK 10-year yield falling 2.96 basis points and the German 10-year yield declining 3.07 basis points.

Refine, a KOSDAQ-listed company, saw its stock price surge 50.7% from July 1 to August 14, one and a half months before its majority shareholder Realty Fine disclosed a tender offer on August 18. The stock rose from 9,010 won on July 1 to 13,580 won on August 14, the last trading day before the

Dong-A Socio Holdings completed the absorption merger of its 100% subsidiary Dong-A Pharmaceutical on the 1st and disclosed the completion on the 2nd. The merger reunites the two entities that were separated in March 2013 during the group's conversion to a holding company structure. Dong-A Socio Hol

Italian energy company Eni announced on October 2 that it will offer a 20% discount on diesel and gasoline for agricultural and fishing customers from today through October, with the possibility of extending the promotion through year-end.

According to Korea Exchange data, Refine, a Kosdaq-listed company, saw its stock price surge 50.7% between July 1 and August 14, 2026—approximately 50 days before its largest shareholder Realty Fine announced a public takeover bid on August 18. The stock climbed from 9,010 Korean won to 13,580 won d

Korean pharmaceutical and biotech stocks retreated on the second day of trading after a sharp rally driven by earnings expectations and valuation appeal. Peptron declined 9.12% to close at 129,500 won, while GI Innovation fell 7.55% to 8,820 won and Algennomics dropped 5.06% to 28,150 won,