Global TradFi & Macroeconomics

According to Rappler, the Maharlika Investment Corporation (MIC) has deployed only 24.7 billion pesos in capital by the end of the first half of 2026, representing roughly one-third of the 75 billion pesos originally contributed by state banks. MIC reported 1.24 billion pesos in net income for

According to Yonhap News, on October 2, South Korean refiners surged as crude oil prices jumped following China's halt of petroleum product exports. SK Innovation rose 10.17%, S-Oil gained 11.36%, and GS climbed 3.13%. Brent crude for December delivery closed up 4.37% at $102.31 per barrel, while

According to a Reuters survey cited by PANews, the U.S. will release its September non-farm payrolls report on Friday at 8:30 PM Beijing time (October 9, 2026). Economists expect 90,000 new jobs, a significant decline from August's 162,000, while the unemployment rate is projected to remain steady a

South Korea's semiconductor exports accounted for nearly half of total exports in September, driven by artificial intelligence memory demand, according to Morgan Stanley analysis. Semiconductor exports reached $60.3 billion in September, representing 49.9% of the country's total exports of $120.94 b

According to Morgan Stanley and South Korea's Ministry of Trade, the country's semiconductor exports reached $60.3 billion in September, accounting for 49.9% of total exports and surging 262.8% year-over-year. The robust cycle is driven by AI-related chip demand and strengthening memory prices,

Japan's Daiwa Institute of Research warned on October 2 that the US bond market's expectation of 3 to 4 Federal Reserve rate hikes could trigger 'overkill' risks if market participants' tightening expectations strengthen further. Senior Researcher Daisuke Yahagi stated in the report that based on

According to Zhejiang Maritime Bureau, China National Offshore Oil Corporation's LNG supply vessel Ocean Oil 302 successfully bunkered 3,990 cubic meters of LNG to CMA CGM PALMYRE, a container ship operated by French shipping company CMA CGM, from October 1 at 3 p.m. to October 2 at 7:30 a.m. at

Korean won gained 0.7% against the U.S. dollar intraday on October 2, outperforming other Asian currencies during the session.

According to Japan's Daiwa Research Institute, the U.S. bond market is pricing in 3-4 additional Federal Reserve rate hikes through year-end, significantly outpacing the 1-2 increases that FOMC members actually expect, creating an "overkill" risk that could cool the economy beyond necessity, the

From 05:00 to 06:00 (UTC) on October 2, 2026, BTC edged lower over a 15-minute period, with a Return % of -0.09%, a price range of 86,495.5–86,660.5 USDT, and an amplitude of 0.19%. Despite the short-term pullback, the daily candlestick still closed up 1.34%, with a 24-hour rise of approximately 2.03%. Market attention was relatively high, but volatility remained limited. The main drivers of this move were a combination of macro policy expectations and geopolitical safe-haven sentiment. Goldman

According to CME data released by Jin10 Futures on October 2, energy and precious metals futures showed divergent trends on October 1. WTI crude oil volume increased by 146,792 contracts to 993,544, with open interest rising 123 contracts to 1,883,026. Brent crude oil volume jumped 24,680 contracts

According to BlockBeats, U.S. September non-farm employment data will be released tonight at 8:30 PM ET on October 2. The S&P 500 closed at 7,666.45 on the previous trading day, approximately 1.7% below

According to Financial News, Shinhan Asset Management will launch the 'SOL Global D-RAM Semiconductor Plus' ETF on the Korean stock exchange on October 7. The product invests in 10 global memory and semiconductor companies, including Samsung Electronics, SK Hynix, and Micron. Approximately 90% of t

Korean and US stocks showed downside resilience on the 2nd despite high interest rates, elevated oil prices, and persistent inflation, according to securities industry analysis. The markets' support stems from semiconductor sector earnings improvements, US economic growth absorbing rate pressure, an

U.S. spot bitcoin exchange-traded funds recorded $2.65 billion in net inflows in September, marking their second-largest monthly inflow since October 2025, according to SoSoValue data. Spot ether ETFs drew $832.43 million during the same period, also their second-largest monthly inflow since

South Korea's derivative-linked securities market reached a balance of 96.7 trillion won at the end of June, up 10.9% year-over-year, marking the highest level in three years, according to the Financial Supervisory Service (FSS). The increase was driven by stock market gains in the first half that t

According to SoSoValue data, U.S. spot bitcoin ETFs recorded $2.65 billion in net inflows in September, marking their second-largest monthly inflow since October 2025. Spot ether ETFs drew $832.43 million in the same period, also their second-largest monthly inflow since August 2025. On October 1, b

According to Financial News on October 2, South Korean and U.S. stock markets held firm despite facing high interest rates, elevated oil prices, and persistent inflation. U.S. nominal GDP growth of 8.5% significantly outpaced the federal funds rate of 4.0%, enabling businesses to absorb higher

According to South Korea's Financial Supervisory Service, outstanding balances of derivative securities and bonds reached 96.7 trillion won as of end of June 2026, up 10.9% from the same period last year and marking the highest level in three years. Overall issuance volume in the first half