Global TradFi & Macroeconomics

According to CryptoTwitter commentator @SolanaFloor, US spot Solana ETFs saw net inflows of $188 million last week, marking the highest level in ten months. The inflows reflect renewed investor confidence in the Solana

According to Yonhap Infomax, the USD/KRW exchange rate closed at 1,356.70 won on September 29, down 8.40 won from the previous day's close. The Reserve Bank of Australia raised its benchmark rate to 4.6%, the highest in 15 years, while foreign investors sold 2.9 trillion won worth of Korean stocks f

According to Yonhap Infomax, on September 29, South Korea's 1-year FX swap points fell 1.10 won to -13.60 won amid a heavy market sentiment. The decline was driven by rising U.S. Treasury yields and easing won liquidity, with dealers noting increased cash offerings below theoretical levels and

According to Yonhapinfomax, the Reserve Bank of Australia raised its official rate to 4.60% on September 29, the highest level in 15 years, in a unanimous decision. RBA Governor Michele Bullock signaled a possible pause in rate hikes, stating that if the central bank's current tightening measures

According to the State Administration of Foreign Exchange, China's current account surged in H1 2026, reaching 4.6 trillion USD with a 16% year-over-year increase. The current account surplus stood at 378 billion USD, maintaining a stable ratio relative to GDP. Merchandise trade grew 18% with

Steve Englander, Standard Chartered's North America macro strategy head, forecasts the Federal Reserve will raise interest rates one more time in December following the central bank's first rate hike in 3 years 2 months under Chair Kevin Warsh. In a recent interview, Englander attributed the rate in

Korean children's investment funds experienced a ₩175.3 billion asset decline over a 5-year period since 2021, with total assets falling from ₩499.5 billion in January 2021 to ₩324.2 billion as of the 22nd, according to financial data provider FnGuide. The 35.1% contraction occurred despite strong p

AriBio Holdings, formerly known as Sorux, canceled its merger agreement with unlisted company AriBio on 29日, triggering a 25.31% stock price plunge to 2980 won in Korea Exchange after-market trading. The company filed a disclosure announcing the termination agreement, citing the need to prevent

According to F&Guide, as of September 29, South Korea's children's mutual fund market saw total assets decline to 324.2 billion won, down 175.3 billion won (35.1%) from 499.5 billion won in January 2021. The market has posted consecutive years of decline since 2021, with the number of managed

According to Steve Englander, head of North America macro strategy at Standard Chartered, the Federal Reserve raised its benchmark rate for the first time in 3 years and 2 months on September 29. Englander, a former economist at the New York Federal Reserve and OECD, expects another rate increase in

South Korea's Financial Supervisory Service has not begun investigating 71 out of 95 short-selling regulatory violation cases (74.7%) reported through the National Short-selling Detection System since the system began operations on March 31 last year, according to data lawmaker Park Min-gyu

Samsung Electronics closed up 0.93% at 272,500 won on May 29, breaking a six-quarter streak of declines on dividend ex-dates despite the company's 30 trillion won Q3 special dividend. The stock recovered from early session weakness that pushed it down to 266,000 won, outperforming SK Hynix which

According to China Ship Lease (stock code 03877), the company will distribute an interim dividend of HKD 0.05 per share on November 30, 2026, for the six-month period ended June 30, 2026.

According to an official announcement, China Power (02380) disclosed that the group's combined electricity sales for August 2026 reached 11.5733 million megawatt-hours (MWh). The cumulative combined sales for the first eight months of 2026 totaled 85.3512 million MWh, according to preliminary

According to Jin10 Futures' August 2026 survey released on September 29, futures market sentiment shows notable divergence across sectors. Agricultural and metals sectors saw increased bullish expectations, while energy and steel sectors faced weaker sentiment. The survey noted agricultural

According to data provided by Rep. Park Sung-hoon on September 29, South Korea's single-stock leveraged ETF products, launched in May, received 82 complaints and disputes with the Financial Supervisory Service (FSS) over their first four months of operation, with 67% concentrated in July and

Big Wave Robotics and Global Technology closed significantly above their initial public offering (IPO) prices on the 29th, marking a reversal in the Korean stocks IPO market. Big Wave Robotics ended trading

According to Democratic Party lawmaker Min-kyou Park on Sept 29, South Korea's Financial Supervisory Service (FSS) has failed to launch investigations into 71 of 95 illegal short-selling cases reported via the NSDS system since its activation in March 2025. Year-to-date through August, 36 of 37 repo

On September 29, Samsung Electronics closed up 0.93% at 272,500 won on its ex-dividend date for a 30 trillion won special dividend, breaking a six-quarter streak of declines on ex-dividend days. The third-quarter total dividend was set at 4,568 won per share, comprising regular dividend of 370 won a

According to Korea Exchange data released on September 29, South Korea's domestic pension funds have shifted their investment strategy over the past month, increasing purchases in energy, battery, and AI infrastructure stocks while reducing positions in major semiconductors and automakers. SK