Global TradFi & Macroeconomics

According to BlockBeats, on October 2, Federal Reserve official Logan stated that the policy stance has drifted off track and the FOMC should raise rates by at least 50 basis points.

Meritz Securities downgraded South Korean game developer Shift Up's target stock price from 43,000 won to 35,000 won on the 2nd, maintaining a 'Hold' investment rating. The brokerage cited short-term earnings weakness and the absence of stock price catalysts for next year as primary reasons for the

Japan's August unemployment rate data is set to be released within the next 10 minutes.

According to Shinhan Investment, on October 2, the brokerage raised its target price for LG Electronics from 180,000 to 290,000 Korean won, citing accelerating valuation reappraisal driven by artificial intelligence-powered HVAC and robotics businesses. LG's HVAC division secured 600 billion won in

According to Meritz Securities analyst Lee Hyo-jin, the brokerage downgraded game developer Shiftup's target price to 35,000 won on October 2, down from 43,000 won, citing weak near-term earnings and lack of positive catalysts for next year. The firm maintained a hold rating, forecasting Q3

According to Hana Securities on October 2, the firm raised its price target for NAVER from 350,000 won to 400,000 won, citing market concerns already reflected in the stock price. The brokerage expects the company's Q3 consolidated operating profit to decline 16.1% year-over-year to 478.9 billion wo

South Korea's Financial Services Commission announced that major securities firms must allocate at least 25% of their annual research reports to companies ranked below 300th in KOSPI market capitalization or below 150th in KOSDAQ market cap. The policy addresses a persistent information gap, as

South Korea's National Data Office reported on October 2 that the country's consumer price index rose 2.9% year-over-year in September 2026, marking a return to the 2% range after August's 3% increase. The September inflation rate met market expectations, with financial institutions surveyed by

CNBC's Jim Cramer said Thursday that AI-driven web traffic is creating growth opportunities for companies managing internet infrastructure, recommending Akamai Technologies as a buy while suggesting investors wait on Cloudflare and Fastly. The Mad Money host highlighted how the AI revolution is

According to Jim Cramer on Thursday, AI-generated web traffic is creating significant growth opportunities for internet infrastructure companies. Cloudflare, Akamai Technologies, and Fastly have all surged year-to-date, but Cramer sees only one as a buy right now. Akamai announced a network of

According to Bitwise CEO via ChainCatcher, on the third day of the Bitwise NEAR ETF (NRR), investors bought the dip during NEAR's pullback. The fund recorded net inflows of approximately $9 million on that day.

According to Jin10, Indonesia's newly appointed central bank governor Destry Damayanti stated on Thursday that despite shifting to lower-cost derivatives tools from direct market interventions, the bank's commitment to defending the Indonesian rupiah remains unchanged. Damayanti, in her first interv

The KOSPI rose 133.31 points (1.95%) to close at 6,971.35 on October 1, rebounding after three consecutive days of declines totaling 3.43%. The rally followed record-breaking earnings from US memory chipmaker Micron and comments from Federal Reserve officials suggesting a more cautious approach to i

KB Securities forecasts the memory semiconductor market will enter a strong upward cycle starting next year, with simultaneous price increases and shipment growth driven by AI inference demand. Research Head Kim Dong-won projects Q4 DRAM prices will rise 10-15% quarter-over-quarter and NAND flash pr

According to KB Securities, memory chip prices are entering a strong upside cycle beginning next year. In Q4 2026, generic DRAM prices are forecast to rise 10-15% quarter-over-quarter, while NAND Flash prices are expected to climb 15-20%, both exceeding market expectations. Demand for server-grade D

According to KB Securities, high-bandwidth memory (HBM), DRAM, and NAND flash prices are expected to enter a strong growth cycle next year with simultaneous price increases and shipment volume expansion. KB Securities research head Kim Dong-won noted that DRAM prices are forecast to rise 10–15%

IBK Securities issued a 'Buy' rating for Dongkook Pharmaceutical stocks with a target price of 30,000 won on the 2nd, citing growth from expanded healthcare segment sales including cosmetics and overseas market entry. Analyst Jung Yi-soo noted that future overseas healthcare sales expansion and

Roundhill is scheduled to present at the ETF IQ event on Monday, drawing attention from traders. Eric Balchunas highlighted the announcement in a tweet, noting mixed reactions from the trading community that reflect both excitement and skepticism. The presentation occurs as institutional interest in

According to IBK Investment & Securities, the firm set a buy rating and 30,000 KRW (approximately $23) target price for Dongkook Pharma on October 2, citing growth in healthcare and overseas expansion. Healthcare revenue, including cosmetics, totaled 202.9 billion KRW in the first half of 2026,