Global TradFi & Macroeconomics

Samsung Electronics stocks rebounded 0.74% to 272,000 won on the 30th, recovering from a 5% drop the previous day on the ex-dividend date, according to Korea Exchange data. The rebound followed bargain hunting amid concerns over share dilution from the loss of dividend rights. Investor attention

According to Jin10 data on September 30, international crude prices stabilized following a weekly decline as Saudi Arabia restored its East-West Pipeline output to at least 3.5 million barrels per day, roughly half of the pipeline's capacity. Simultaneously, the U.S. announced plans to release an

South Korea's National Pension Service (NPS) reported an overall fund return of 14.84% as of end-July, down from 27.22%, according to a disclosure by the NPS Fund Management Headquarters on the 30th. The decline was primarily driven by domestic stock returns falling to 60.11% from 107.37%. The fund

uniQure (QURE) stocks plummeted 37% on Tuesday after the company released four-year results from its Huntington's disease gene therapy study that missed a key statistical test, marking the stock's worst single-day performance since Nov. 2025. The decline occurred despite the company stating that its

Heungkuk Securities downgraded Cheil Worldwide's target price from 26,000 won to 23,000 won on the 30th, citing inevitable growth slowdown in the second half while maintaining a 'buy' rating. Analyst Hwang Seong-jin attributed the revision to ongoing marketing efficiency measures by captive

Apple Inc. CEO John Ternus is considering changes to the company's management structure and product development process, according to a Bloomberg report. The potential overhaul includes reducing middle-management layers, evaluating changes to Apple's traditional spring and fall product-launch

According to interviews with executives from Korean securities firms' New York offices conducted September 14-17, overseas institutional investors' interest in Korean capital market has significantly broadened beyond large-cap stocks like Samsung Electronics and SK Hynix. The Korea Exchange's New Yo

On Tuesday (September 29), uniQure shares collapsed 37% to $24.51 after four-year trial results for its Huntington's gene therapy AMT-130 missed a key statistical test, according to Stocktwits. The one-time gene therapy showed a 44% slowing in disease decline on the broad scoring measure, falling sh

According to the National Pension Service fund management office disclosure on July 31, South Korea's National Pension Fund posted a year-to-date return rate of 14.84% as of end of July, declining from 27.22% previously. The fund size decreased approximately 10% to 1.684 quadrillion Korean won from

According to Heungkuk Securities analyst황성진 on September 30, the firm cut its target price for Cheil Worldwide to 23,000 Korean won from 26,000 won, citing slowing growth momentum in the second half of 2026. The analyst cited captive advertisers' efficiency-focused marketing trends, China business r

According to Bloomberg, Apple CEO John Ternus is reportedly considering organizational changes as of September 29, 2026, including reducing middle-management layers between engineers and senior leadership, and adjusting the company's traditional spring and fall product launch cycles. The broader

Korean financial authorities scheduled the KOSDAQ tier system implementation for the second half of next year, a delay from the original January target. The system will divide KOSDAQ-listed companies into a premium tier for high-quality firms and a general tier, with promotion and demotion based on

HLB Group stocks experienced extreme intraday volatility on the 30th, sharply reversing earlier gains despite a second day of initial strength following US FDA approval news. HLB closed at 40,150 won, up 1.13% from the previous trading day, but had surged to 47,700 won intraday before

According to F&Guide data released on September 30, South Korean brokerage firms raised price targets for Samsung Electronics and SK Hynix following forecast-beating Q3 earnings. Samsung's Q3 operating profit consensus reached 110.28 trillion won, up 806% year-over-year and 23%

According to DailyAn, South Korea's Financial Services Commission has postponed the rollout of KOSDAQ's tiered system to the second half of 2026, pushing back the originally planned January 2026 implementation by at least six months. The delay allows authorities to gather additional input from

According to Korea Exchange data, HLB group shares surged on FDA approval of Replic Tu cancer treatment on Sept 28–29, then experienced sharp intraday swings on Sept 30. The main HLB stock reached 47,700 won (up 20% from prior close) before retreating to 40,150 won, representing a 15.8% drop from in

Eli Lilly announced that its drug Retatrutide achieved an average weight reduction of 20.8% over 80 weeks in Phase 3 clinical trials. The company plans to submit a Biologics License Application (BLA) to the U.S. Food and Drug Administration in the first quarter of 2027.

St. Louis Federal Reserve President Alberto Mussalem stated on May 29 (local time) at an event hosted by the London School of Economics that if the Federal Reserve reduces communication with markets, it could lead to increased volatility in interest rates and inflation as markets rely on ambiguous s

On September 29 at a London event, St. Louis Federal Reserve President Alberto Musallem said the Federal Reserve should maintain clear policy communication frameworks rather than reduce dialogue with markets. He argued that excessive silence forces markets to speculate about central bank actions, ra

On Tuesday (September 29), the U.S. 10-year benchmark Treasury yield rose 0.01 basis points to 5.2362%, trading within a 5.2026%-5.2911% range for the day. The rate approached the Q1 2000 peak of 5.3228% and moved closer to the 1994 Q4 all-time high of 6.8280%. Meanwhile, the 2-year Treasury yield