Global TradFi & Macroeconomics

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

According to USTR Representative Jamison Grier on October 1, the U.S. will announce results of an overproduction investigation targeting 16 major trading partners, including South Korea, within weeks. Grier stated the investigation would address market distortions caused by excess manufacturing

The U.S. Securities and Exchange Commission issued a statement inviting public comments on affiliations between registered national securities exchanges and broker-dealers. The inquiry addresses how these relationships function within the framework of existing regulations, specifically concerning

According to the U.S. Securities and Exchange Commission's official statement, the SEC has issued a request for public comments on the affiliations between registered national securities exchanges and broker-dealers, particularly concerning security futures trading and compliance with Rule 15c3-3.

According to Bank of Korea data released on October 1, the country's overnight call rate stood at 3.05%, with trading volume reaching 14.21 trillion won. Reserve adequacy showed a shortfall of 2.2117 trillion won, while cumulative reserve surplus reached 20.8893 trillion won. Government coffers

According to EU Commission data released on October 1, average diesel prices across the European Union reached a record high of 2.24 euros per liter, up from 1.59 euros per liter before the Middle East conflict escalated. Twelve EU member states, including Belgium, Italy, Romania, and Poland, also s

Japan's Minister for Economic Revitalization Minoru Kiuchi stated recently that Japan has exited its deflationary state and therefore does not require excessively loose monetary policy to support higher

The Born Korea, the restaurant franchise company led by celebrity restaurateur Baek Jong-won, has seen its stock price plunge over 40% this year and has launched a regional development business model to revive performance. According to Korea Exchange data, The Born Korea closed at 14,340 won, down f

According to Korean Economic Daily, The Born Korea saw its stock price fall to 14,340 Korean won on October 2, representing a 40% decline since the start of 2026. The decline accelerated as franchise closures surged, with the company closing 256 outlets last year—a 45.4% increase from 176 closures i

U.S. President Donald Trump may pursue the dismissal of three Federal Reserve officials including former Chair Jerome Powell, along with Governors Lisa Cook and Michael Barr, following a Fed Office of Inspector General report released on the 30th. The OIG report identified approximately $1 billion i

According to Korea Exchange filings released today (October 2), Samsung Electronics completed its planned share buyback of 53.8 million shares, achieving 100.96% of the announced program. The total buyback amount reached 14.16 trillion Korean won. SK Hynix has purchased 18.35 million shares,