Global TradFi & Macroeconomics

According to PPP prediction market tool monitoring, the probability of the U.S. 30-year Treasury yield reaching 6% by the end of 2027 on Polymarket stands at 25% as of September 30, down 25% in 24 hours. The market resolves to 'Yes' if the 30-year yield hits or exceeds 6% on any day between Septembe

Elice Group CEO Kim Jae-won announced the company's KOSDAQ listing plans at an IPO press conference on the 30th, stating the AI full-stack company will lead the global neocloud market. The company revealed its modular AI data center 'AI PMDC' can be constructed in approximately 3 months compared to 24-36 months for traditional data centers, achieving 40% total cost of ownership reduction per 1MW. Elice Group, established in 2015, has expanded from AI education solutions into cloud infrastructure

Asset management firms in South Korea publicly opposed the proposed mandatory tender offer system on the 30th, one day before the National Assembly plenary session scheduled for the 1st of next month. The firms argue the amendment, which passed the Legislation and Judiciary Committee on the 28th, al

On September 30, South Korean asset managers publicly opposed a mandatory tender offer amendment set to be presented to the National Assembly on October 1, criticizing the current proposal for violating shareholder equality principles. The bill, passed by the Political Affairs Committee, permits

According to Mirae Asset Securities, top-1% profit earners among its clients began net-buying Samsung Electronics preferred shares on September 30 after Anthropic announced plans to invest over $500 billion in artificial intelligence computing and infrastructure over the next decade. Samsung Electro

According to Korea Securities Depository on September 30, 34 listed companies totaling 99.32 million shares will have their mandatory holding restrictions lifted in October. The figure breaks down to 1 KOSPI-listed company (7.02 million shares) and 33 KOSDAQ-listed companies (92.30 million shares).

Carnival Corporation, the world's largest cruise company, reported third-quarter fiscal 2026 (June-August) financial results on September 29 (local time) that exceeded market expectations, driving its stock price up 13.41% to close at $25.11 on the New York Stock Exchange. The earnings beat was

According to Hanwha Q asset management, on September 30, the PLUS 200 Covered Call Active ETF announced its September distribution of 152 won per share with a distribution yield of 2.05%. The entire distribution amount is tax-free. The covered call strategy-based ETF generates monthly cash flows by investing in KOSPI 200 constituents while employing an active tactical approach that adjusts option-selling ratios, strike prices, and maturities based on market conditions.

Carnival announced record Q3 revenue of $8.44 billion on September 29, beating market expectations and posting earnings per share of $1.43 versus the forecasted $1.35. The world's largest cruise operator's stock jumped 13.41% to $25.11 on the New York Stock Exchange following the announcement. The c

According to Citi, eurozone government bond issuance in October is forecast at €123 billion, as reported by Jin10 on September 30. Citi rates strategist Puja Sawant noted the projected issuance level aligns with 2026's monthly average and matches October 2025 volumes, indicating sustained issuance a

According to SMBC Nikko Securities, Japan's industrial production fell 1.7% month-on-month in August, reported on September 30. The decline was partly attributed to automotive manufacturers suspending operations due to earthquakes and typhoons. The brokerage expects artificial intelligence-related c

On Sept. 29, Cboe Global Markets and S&P Dow Jones Indices announced a 25-year extension of their exclusive licensing agreement, preserving Cboe's rights to list S&P 500 options (SPX) through 2051. The agreement explicitly identifies blockchain-based tokenized options as a potential area of future c

The Bank of Korea (BOK) plans to purchase approximately 1 ton of domestically produced physical gold as early as December, according to materials submitted to Democratic Party lawmaker Jung Tae-ho's office on September 30. The BOK's Foreign Exchange Operations Department indicated the first

Mirae Asset Global Investments manages 780 exchange-traded funds with 387 trillion won in assets under management as of end of August across Korea, the United States, Canada, Australia, India, and Japan. The firm ranks 11th among global

Phil Clifton, founder of Pomerium Capital Management and known as a protégé of 'Big Short' investor Michael Burry, warned that undervalued Korean stocks may fall into value traps in a letter sent to investors on the 29th, according to Bloomberg on the 30th. Clifton visited Korea and Japan last

According to Yonhapnews, South Korea's second public growth fund launched sales on September 30 with a 600 billion won target. The fund will accept subscriptions through October 15 via 10 commercial banks and 14 securities firms. In a policy shift, 50% of the initial five trading days'

According to Jin10 data, China's National Energy Administration deputy director He Yang and France's Director General of Energy and Climate Cedric Briolet held the fifth China-France energy dialogue on September 29 in Beijing. The two sides exchanged views on civil nuclear energy and other

According to E-Daily, on September 30 afternoon, South Korea's KOSPI index declined 0.21% to 6,856.12 points as foreign investors and institutions simultaneously sold off holdings. The KOSDAQ index, by contrast, gained 0.89% to 857.35 points. Foreign investors net sold 898.3 billion Korean won

According to South Korea's stock exchange, SK Hynix rebounded 1.70% to 1.795 million won on September 30, rising 30,000 won from the previous close, with intraday highs reaching 1.824 million won. Samsung Electronics also advanced during the session, while the Philadelphia Semiconductor Index

According to Jin10, Mongolia faces a renewed fuel shortage crisis as of September 28, with AI-92 gasoline inventory at 120,500 tons—sufficient for only 10 days of consumption. Mongolia's Minister of Industry and Mining Gungaa Damdinnyam confirmed that fuel supply entirely depends on imports,