Global TradFi & Macroeconomics

According to Yonhapinfomax, on Sept 29 at 4 p.m. ET, the U.S. dollar index (DXY) rose to 101.403, up 0.184 points or 0.182% from the previous close. The dollar extended gains against major currencies amid elevated U.S. Treasury yields, with the euro weakening on dovish comments from European

CNBC's Jim Cramer warned Tuesday that the artificial intelligence industry is losing the battle over public perception, stating 'Wall Street's losing the battle of the narrative and all sorts of stocks might end up getting hurt.' The shift comes as concerns about jobs, electricity costs, and

CNBC's Jim Cramer said Tuesday that Wall Street might be overreacting to the threat Meta's Muse AI agent poses to consumer stocks. Since Muse launched on Sept. 8, multiple consumer stocks have declined sharply, with Planet Fitness falling 20%, Airbnb down 13%, and Booking Holdings dropping 16%.

According to CNBC's Jim Cramer on Tuesday, the artificial intelligence industry is losing the public relations battle as sentiment shifts from enthusiasm to skepticism over jobs, electricity costs, and environmental concerns. Cramer noted that warnings from AI developers have complicated the industr

According to CNBC's Jim Cramer, on Tuesday, the market may be overreacting to Meta's Muse AI agent threat to consumer stocks, which have fallen sharply since the agent's Sept. 8 launch. Planet Fitness has dropped 20%, Airbnb 13%, Booking Holdings 16%, SiriusXM 11%, and Charles Schwab 9%. Cramer

On Tuesday, the S&P 500 ended 0.2% lower at 7,670.84, while the Dow Jones Industrial Average declined 0.3% to 51,349.92, pressured by elevated Treasury yields amid concerns over persistent inflation and government spending. The Nasdaq 100 added 0.2% to 30,339.33, with semiconductor stocks rising

Oracle launched its AI agent execution runtime 'Fusion Claw' on the 29th local time, introducing 25 new agentic applications designed to automate complex enterprise business processes. The launch expands Oracle's agentic application portfolio from 75 to 100 total applications. The new applications a

According to regulatory filings submitted on September 29, Tesla has secured $30 billion in credit facilities, comprising a $20 billion three-year delayed draw term loan, an $8 billion five-year revolving credit facility, and a $2 billion 364-day revolving credit facility. The company has not

According to Hong Kong Exchanges and Clearing disclosure on September 29, Luodao Industrial Holdings submitted a main board listing application to the Hong Kong Exchange, with China International Capital Corporation and CITIC Securities as joint sponsors. The company is a global precision

According to Sui, CME Group launched micro SUI futures contracts with a size one-tenth that of standard contracts. The smaller contract size aims to accommodate traders with varying position sizes and risk management

According to Oracle official statement on Sept. 29, Oracle launched 'Fusion Cloud,' an AI agent runtime combining advanced AI inference with enterprise computing capabilities, and unveiled 25 new agentic applications. The expansion brings Oracle's agentic application portfolio from 75 to 100

KB Securities raised its target price for TCK to 360,000 won from 300,000 won on the 30th while maintaining a Buy rating, citing increasing NAND demand driven by the expansion of personal agentic artificial intelligence (AI) services. Analyst Lee Chang-min from KB Securities projects the

According to Smart Finance, Agricultural Bank of China (stock code 01288) will distribute an interim dividend of 0.1297 yuan per share on November 25, 2026.

According to KB Securities on September 30, the South Korean brokerage raised its target price for TC KEM from 300,000 Korean won to 360,000 won while maintaining a Buy rating. The firm expects the company to benefit from increased NAND demand driven by agentic AI adoption following Meta's launch

According to sources, the Trump administration plans to announce a $54 billion Alaska liquefied natural gas project on September 30, with funding sourced from a U.S.-South Korea strategic investment framework. The LNG initiative is part of South Korea's broader $200 billion investment plan

US Treasury bonds showed mixed trading on September 29, with short-term bonds rising and long-term bonds falling, as the 30-year Treasury yield surpassed 5.60% for the first time in approximately 24 years since June 2002. The yield curve steepened despite disappointing US economic indicators and a s

SPDR Gold Trust, the world's largest gold ETF, saw its holdings decrease by 1.425 tons over the past 24 hours, with current total holdings standing at 1,057.407 tons.

US President Donald Trump may announce South Korean investment projects in the United States as early as May 30 (local time), according to foreign media reports on May 29. The announcement could include South Korea's strategic investment plans, potentially featuring the Alaska LNG development projec

Heungkuk Securities downgraded Hotel Shilla's target price from 65,000 won to 55,000 won on the 30th while maintaining a 'buy' investment rating. Analyst Park Jong-ryeol cited limited duty-free sales growth despite a surge in foreign visitors to South Korea as the reason for the adjustment. The

According to foreign media on September 29, U.S. President Trump may announce as early as September 30 South Korea's strategic investment plan in the U.S., with its first project being a $22.3 billion natural gas combined-cycle power plant in Onsinas, Texas. The project is part of Korea's $350 billi