Global TradFi & Macroeconomics

According to Yonhapinfomax, on September 9, 14 members of South Korea's National Assembly, led by Democratic Party Rep. Ahn Do-geol, submitted a revision to the Capital Markets Act requiring parent companies to obtain special shareholder approval before subsidiary listings on overseas exchanges

Deoksan Nepes surged 85.27% on its KOSDAQ debut on the 30th, trading at 27,050 KRW at 9:12 AM, up 12,450 KRW from its IPO price of 14,600 KRW. The strong performance followed exceptional demand during the IPO process, with institutional investors showing 868.64:1 competition and retail investors 665.64:1 with subscription deposits totaling 1.8221 trillion KRW. The listing marks the first exception case since South Korea's financial regulator issued duplicate listing guidelines in July, as Deoksa

Hana Securities' quantitative analysis team released a report analyzing US stock market performance around midterm elections, advising investors to focus expectations on next year rather than Q4 this year. The report, titled 'Winning Strategy Around US Midterm Elections,' examined 6 midterm election

Korean stocks opened higher on the 30th, with the KOSPI index rising 72.66 points (1.06%) to 6943.47 at the opening bell, driven by foreign and institutional buying despite overnight weakness in US equity markets. The gains came as US technology stocks rallied on easing concerns about artificial int

The US National Highway Traffic Safety Administration (NHTSA) finalized a rule lowering the 2031 Corporate Average Fuel Economy (CAFE) standard to 34.9 miles per gallon, down 31% from the previous 50.4mpg target set during the Biden administration. The reduction represents the third major

According to Money Today, Samsung Electronics and SK Hynix rose on the morning of September 30, climbing 1.1% to 275,500 won and 2.38% to 1,807,000 won respectively, boosted by gains in U.S. semiconductor stocks overnight, including Micron, Broadcom, and

South Korean defense technology company Duksan Nepcore jumped 85.27% on September 30, its first day of trading on KOSDAQ. The stock opened at 27,050 won, compared to its initial public offering price of 14,600 won as of 9:12 a.m. local time. Founded in 2012, Duksan Nepcore specializes in satellite n

According to Hana Securities Quant Team on Sept. 30, U.S. stock markets are expected to consolidate in the fourth quarter following November's midterm elections, with a stronger rebound anticipated in the first half of 2027. Analysis of six midterm election cycles since 2000 shows the S&P 500

According to Kim Chang-ho, a researcher at Korea Investment & Securities, the U.S. NHTSA finalized on September 30 the 2031 CAFE standard, lowering it to 34.9 mpg from 50.4 mpg—a 31% reduction. The change is expected to reduce automotive industry technology compliance costs from $115.8 billion to $6

According to KSD (Korea Securities Depository), the organization will deregister mandatory holding restrictions (MHR) on shares from 34 listed companies totaling 99.32 million shares in October 2026. The deregistrations include 7.02 million shares from 1 company on the main KOSPI market (HJ Heavy

According to Jin10, on September 30, gold stabilized after Tuesday's gains as traders balanced falling oil prices against elevated U.S. Treasury yields. The 30-year U.S. Treasury yield rose for a sixth consecutive trading day to its highest level since 2002, driven by concerns that sustained

KEPCO Engineering, KEPCO KPS, and Korea Electric Power Corporation (KEPCO) recorded diverging stock performance as the South Korean government prepares to announce US nuclear plant construction investment. KEPCO Engineering closed at 122,300 won on the previous trading day, gaining 36%

iM Securities estimates the term premium reflected in South Korea's 10-year government bond yields at approximately 1.55% to 1.70%, representing an expansion of 15 to 30 basis points compared to late May. Kim Myung-sil, bond analyst at iM Securities, presented this analysis on September 30 in a

According to Yonhap Infomax on September 30, Korea Electric Power Tech (KEPCO Tech) posted a 36% year-to-date return, outperforming parent Korea Electric Power and subsidiary KEPCO KPS as the U.S. government prepares to announce a domestic nuclear plant construction project involving eight large rea

According to Hana Securities, very large crude carriers (VLCC) spot rates surged to an average of $700,000 per day on September 30, driven by Middle East geopolitical tensions and extended shipping routes. Rates on the Middle East-China/Singapore route reached $1.2 million daily, while the U.S.

According to iM Securities analyst Kim Myung-sil on September 30, South Korea's 10-year government bond term premium has expanded to approximately 1.55–1.70%, widening by 15–30 basis points since May. The Bank of Korea's rate term structure model indicated a 1.4% term premium in May; the

The United States is scheduled to release the September ADP private employment report at 10:15 p.m. Korea Standard Time on Sept. 30, followed by the August personal consumption expenditures price index and the final second-quarter gross domestic product growth reading at 10:30 p.m. Korea Standard Ti

South Korea's industrial sector recorded a triple decline in production, consumption, and investment in August 2026, according to the National Data Office's September 30 report. All-industry production fell 1.3% month-on-month, retail sales dropped 1.8%, and facility investment decreased 9.5%. The d