Global TradFi & Macroeconomics

According to Robeco, on October 1, the asset manager exercised voting rights at 4,633 shareholder meetings covering 51,863 agenda items during the first half of 2026, opposing management proposals at 59% of meetings. Robeco noted that governance reforms are gaining traction in Asian markets like

From 01:45 to 02:00 UTC on October 2, 2026, BTC’s 15-minute candlestick closed 0.39% higher, with a price range of 84,584.1–84,985.8 USDT and an Ampl of 0.47%. Despite the modest short-term rise, the Filled Amount was only approximately 117 BTC, indicating extremely low market participation. Order Book depth was also extremely shallow, with a bid-to-ask depth ratio of 0.78 and total buy orders across the top five levels of only 0.084 BTC. This suggests that the current price movement is being dr

Jin Yang-gon, Chairman of HLB Group, expanded his holdings in key subsidiaries through Epoque, a financial investment company in which he owns a 99% stake, purchasing shares between September 23 and October 1. Epoque acquired 218,718 shares of HLB Innovation and 130,584 shares of HLB Therapeutics th

According to Financial News and HLB Group statement, Jin Yang-gon, chairman of HLB Group, through his 99%-owned investment firm Epoque, acquired additional stakes in major subsidiaries between September 23 and October 1. Epoque purchased 218,718 shares of HLB Innovation across four transactions,

Michael Burry, the investor known for shorting the 2008 housing crisis, expressed on X on October 2 that the stock market should collapse to prevent OpenAI and Anthropic from going public. He warned that both companies would absorb trillions of dollars in capital, ultimately depleting it, and

According to Zhitong Finance, the Hang Seng Index opened 2.09% lower at 24,099.73 points on October 2, while the Hang Seng Tech Index fell 1.81% to 4,176.92 points and the National Enterprises Index declined 1.72% to 8,078.49 points. Among sectors, insurance stocks fell 1.72%, biotech slid 2.37%, a

US investment media outlet Motley Fool forecasts the stock market could surge in October driven by corporate earnings reports. The S&P500 index rose in September with gains under 1%, defying the month's historical status as the only calendar month besides February with negative average returns. Motl

According to Motley Fool, the S&P 500 historically records an average gain of approximately 0.9% in October, which ranks among the stronger performing months of the year. October 2026 presents a favorable setup: September typically sees negative returns, but the index gained this year, providing a p

Shin Dong-guk, chairman of Hanyang Precision and the largest individual shareholder of Hanmi Science, expanded his stock-backed loans to approximately 432.2 billion won through two transactions on the 21st of last month. Shin borrowed 98 billion won from Hana Securities by providing 3,108,644 Hanmi

South Korea's national tax revenue is projected to reach a record 478.6 trillion won this year, marking an increase of 104.7 trillion won from the previous year. The surge, driven by a semiconductor industry boom led by Samsung Electronics and SK Hynix, exceeds the March supplementary budget

Insurance companies increased purchases of ultra-long Korean government bonds since early September, with the sector and pension funds net buying 2.72 trillion won of KTBs during this period following 2.3 trillion won in August net purchases. The 30-year KTB yield rose 4.9 basis points to 4.552% sin

According to Japan's Statistics Bureau, Tokyo's core consumer price index rose 2.7% year-on-year in September, exceeding the market expectation of 2.4%. The core-core CPI (excluding fresh food and energy) climbed 3%, up 1 percentage point from the prior month. Following the data release, the

According to Yonhapinfomax, South Korea's national tax revenue is projected to reach a record 478.6 trillion won in 2026, surging 104.7 trillion won compared to last year. The increase is primarily driven by strong semiconductor earnings from Samsung Electronics and SK Hynix. The government plans to

Half of South Korea's matured New Deal Fund sub-funds recorded negative returns according to data submitted to the National Assembly. Lawmaker Park Jun-tae of the People Power Party received data from Korea Development Bank showing 8 out of 17 matured sub-funds posted losses, with an average

Major countries including Korea, Japan, China, and Saudi Arabia are undergoing a fundamental shift in foreign exchange asset management toward high-risk assets including US stocks, according to The Economist on local time October 1st. These governments are moving away from traditional safe assets

Korean semiconductor export companies have accumulated record dollar holdings, but actual dollar supply to the foreign exchange (FX) swap market shows significant variation by timing, according to market analysis. Yuanta Securities strategist Lee Jae-hyung stated that semiconductor boom-driven forei

Robin Brooks, former Goldman Sachs foreign exchange analyst and Brookings Institution senior fellow, published analysis stating that the European Central Bank is the root cause of the debt crisis triggered by France's surging bond yields. Brooks wrote on X and Substack that French long-term

South Korean securities firms saw equity issuance underwriting volumes plunge by more than half in Q1-Q3 compared to the same period last year, with total underwriting reaching 2.5719 trillion won versus 6.2372 trillion won previously, according to Yonhap Infomax data released on the 2nd. The

According to The Economist on October 1, major global nations' sovereign wealth funds and public pension funds are fundamentally shifting their overseas asset portfolios from traditional safe-haven assets like U.S. Treasury bonds and gold toward higher-yielding, higher-risk investments,