Global TradFi & Macroeconomics

On September 16, the Federal Reserve raised its policy rate to a range of 3.75%-4%, with 16 of 18 officials expecting further hikes this year. Bitcoin price, which held a range of $83,000-$83,600, showed greater sensitivity to the rate decision than to a legislative defeat one day earlier. On Septem

According to Jin10, People's Bank of China Governor Pan Gongsheng met with European Union Ambassador to China Karel Kappena today (September 29) to exchange views on the current economic and financial situation and China-EU economic and financial cooperation. PBOC Vice Governor Xuan Changneng

Daeduck Electronics, Amotech, and Eugene Technology emerged as top performers among AI value chain stocks recommended by MK Signal, an AI-powered stock service from Maeil Business Newspaper tracking approximately 8,000 Korean and US stocks. Between the 22nd and 28th, Daeduck Electronics led with a 2

K-entertainment exchange-traded funds (ETFs) and stocks have suffered steep declines as of May 23, despite the global rise of K-culture. ACE KPOP Focus ETF fell 44.03% year-to-date, while HANARO Fn K-POP&Media dropped 46.17% and Kiwoom KPOP ETN declined 43.03% over the same period, according to

Korean corporations face mounting refinancing pressure as commercial paper (CP) interest rates surged to a year-to-date high on the 29th, with A1-grade 91-day CP reaching 3.38%. The rate spike stems from a structural mismatch: corporations concentrated refinancing demand at quarter-end while money m

According to Yonhapinfomax, Japan's Nikkei 225 index fell 396.35 points (0.60%) to 65,481.27 yen on September 29, while the TOPIX index declined 70.87 points (1.72%) to 4,041.13. Weakness in artificial intelligence and semiconductor stocks, combined with dividend-related selling ahead of September f

According to E-Daily, AriaBioHoldings (code: 290690) terminated its merger agreement with AriaBio on September 29, citing risks from large-scale share repurchase demands amid uncertain business conditions. The company stated that halting the merger served the interests of both parties and their shar

According to the Financial Investment Association, A1-rated 91-day commercial paper (CP) rates in South Korea closed at 3.38% on September 29, marking the highest level of the year. The rate jumped 0.12 percentage points in just six trading days since September 18. As corporate bond yields surged t

According to Korea Herald, Mirae Asset launched South Korea's first exchange-traded fund (ETF) with over 20% Samsung Electronics exposure five years ago. At the time, most market participants held bearish views on Samsung's semiconductor prospects, but Jung Ui-hyun, head of Mirae Asset's ETF

According to Korean Economic Daily, South Korean apparel manufacturer Cisite's stock price surged 147.85% over one week, closing on Sept 29 at 16,730 Korean won with the maximum daily limit of 29.99% gain. The surge follows the announcement on Sept 23 that the family of Gu Mi-hyun, former chairman o

South Korea's benchmark KOSPI index fell 18.93 points, or 0.27%, to close at 6,870.81 on September 29, pressured by a second consecutive day of rising U.S. Treasury yields. The U.S. 10-year Treasury yield reached 5.241% on September 28, marking its highest level since June 2007, following the

According to Korea Exchange data as of September 29, Samsung Electronics has completed 87.3% of its planned share buyback program, executing 13.1 trillion Korean won of its announced 15 trillion won target. SK Hynix has reached 75% progress on its 40 trillion won buyback plan. Both companies are

According to Yuanta Securities analyst Choi Ji-woon, on September 29, the firm raised its Korean Air target price to 40,000 won from 38,000 won while maintaining a buy rating. The upgrade reflects strong profit resilience despite oil price volatility, supported by steady long-haul and premium

According to Korea Exchange, as of September 29, South Korea's covered call exchange-traded funds reached 28.9 trillion won in assets under management, nearly doubling from 15 trillion won at the start of 2026. The surge reflects increased retail demand for income-generating strategies amid market v

According to Koscom data, as of Sept. 23, multiple South Korean entertainment-focused ETFs have declined sharply. The ACE K-pop Focus ETF fell 44.03% year-to-date, while HANARO K-POP & Media ETF dropped 46.17%, and Kiwoom K-POP ETN fell 43.03%. These funds hold significant positions in major enterta

According to the Korea Exchange, as of September 29, Samsung Electronics has completed 87.3% of its 15 trillion won share buyback program, with 13.1 trillion won executed. SK Hynix has reached 75% completion of its 40 trillion won buyback plan. At current pace, Samsung's buyback will conclude

The Eurozone is set to release September industrial and economic sentiment indices today (September 29), according to the economic calendar.

Ether (ETH/USD) extended its recent rally as US spot ether ETFs attracted almost $690 million in net inflows last week, marking a sharp turnaround from outflows seen earlier in September. The buying was spread across consecutive sessions, with $270 million in inflows on 21 September and $162 million

According to Farside data, US spot ether ETFs attracted approximately $690 million in net inflows last week, marking a sharp reversal from outflows earlier in September. The buying was distributed across multiple sessions, with $270 million recorded on September 21 and $162 million the following

According to ECB policymaker Kazmir, on Tuesday, September 29, the European Central Bank has time to maintain policy flexibility as energy prices remain a key factor in determining future policy actions. Kazmir noted that the ECB's rate hike earlier this month was inevitable given energy price