Global TradFi & Macroeconomics

Korean retail investors experienced sharply divergent returns across major asset classes in Q3 (July-September), with Bitcoin delivering the highest gains while domestic stocks suffered steep losses. Bitcoin rose 24.6% in Korean won terms from the end of June to the end of September,

According to Dow Jones consensus forecasts, the U.S. non-farm payrolls report for September is expected to show 84,000 new jobs added, a significant slowdown from August's 162,000, with the unemployment rate forecast to hold steady at 4.1%. The Labor Department will release the employment report on

In the third quarter (July-September), Bitcoin delivered the strongest returns among major assets held by domestic South Korean investors. According to Korea Exchange and data from Yahoo Finance and CoinGlass, Bitcoin appreciated 24.6% in Korean won and 42.7% in U.S. dollar terms from

Applied Materials announced today (October 2) that Bestem Semiconductor has joined its Equipment and Process Innovation and Commercialization (EPIC) center as an innovation partner, expanding their long-term strategic collaboration. The expanded partnership will focus on next-generation 3D IC

Korean space and telecommunications stocks surged on May 2 morning trading following news that South Korea's Korea Astronomy and Space Science Institute will participate as an international partner in NASA's next-generation infrared space telescope project PRIMA. The rally was driven by

Tesla, Inc. (TSLA) stock ended Thursday 0.2% lower at $354.11, heading for its worst week in more than two months with a 5% weekly decline ahead of Friday's third-quarter delivery report. Deepwater Asset Management Managing Partner Gene Munster expects Tesla to deliver 497,000 vehicles in the

Top-performing investors at Mirae Asset Securities reversed their position on Samsung Electro-Mechanics on the 2nd, making it their most net-bought stock after ranking it as their top net-sold stock the previous day. The trading shift occurred as the stock remained in a box range for seven trading d

South Korean technology stocks surged on October 2 morning following news that the Korean Astronomy Institute joined NASA's next-generation infrared space telescope project PRIMA as an international partner. SPIER led the gains, rising 8.06% to 24,800 won, while Nara Space Technology climbed 6.36% a

According to Gene Munster of Deepwater Asset Management, Tesla is expected to deliver 497,000 vehicles in Q3, above Street consensus of 461,000, signaling that the EV winter is beginning to thaw. Munster cited rising gasoline prices, growing awareness of Full Self-Driving (FSD), and doubled lead

France and Italy saw their 2-year government bond yield spreads against Germany widen sharply on the 1st (local time), with diverging movements highlighting growing market concern over French fiscal risks. The France-Germany 2-year spread expanded to 58.10 basis

According to Goldman Sachs on October 2, Latin America would face the most severe impact if the U.S. banned diesel exports. Ecuador, Chile, Mexico, and Peru import more than 50% of their diesel consumption from the U.S., with a sudden supply disruption potentially reducing regional GDP by

Korean government bond market participants reported that off-exchange closing prices for long-term bonds have consistently traded 1-2 basis points higher than on-exchange closing prices since mid-to-late last month, according to multiple market sources. Insurance companies, which are major buyers of

According to YonhapInfoMax, on October 1, France-Germany 2-year government bond yield spread widened to 58.10bp, up 17bp from the previous day and marking the highest level since January 2012. Italy-Germany 2-year spread surged to 51.11bp, up 20bp, as markets reassess France's sovereign credit

According to Yonhapinfomax, on October 2, South Korea's Deputy Prime Minister and Finance Minister Lee Hyung-il announced the government will reduce treasury bond issuance this year while monitoring bond market conditions. The Finance Ministry said it will cut government bond issuance for November b

According to South Korea's Financial Supervisory Service, the outstanding balance of derivative-linked securities and bonds reached 96.7 trillion won as of end-June 2026, marking the highest level since June 2023. The market recovery was driven by capital-guaranteed products, with derivative-linked

US Trade Representative Jamieson Greer announced on May 1 (local time) that the United States will release results of its manufacturing overcapacity investigation targeting 16 major trading partners including South Korea 'within weeks.' Speaking to Nikkei and other media in Milwaukee, Wisconsin, Gre

As of late Thursday overnight, U.S. stock futures rose ahead of Friday's September jobs report — Dow futures gained 0.09%, S&P 500 futures rose 0.18%, and Nasdaq-100 futures climbed 0.36%. The jobs report is expected to guide the Federal Reserve's interest rate decision, with consensus forecasts

According to AP, international crude oil prices surged on October 1 amid China's suspension of refined oil product exports and U.S. plans to increase military presence in the Middle East. Brent crude for December delivery rose 4.37% to $102.31 per barrel, marking its first break above $100 since

According to Yonhapinfomax, South Korea's 3-year government bond yield fell 5.3bp to 3.962% on October 2 morning, marking the first drop below the 4% level since September 10. The 30-year yield also declined 5.3bp to 4.499%, reaching its lowest level in over two months. The decline was driven by the