Global TradFi & Macroeconomics

According to CNBC, Nvidia announced on September 28 that it authorized an additional $150 billion for share repurchases, raising its total buyback authorization to $235 billion. The company said the increase marks the largest share repurchase authorization increase in

SK Hynix stocks declined 5.05% in domestic trading following a 5.03% drop in its American Depositary Receipts (ADR) on the New York Stock Exchange overnight, according to financial investment industry sources. The dual decline occurred amid growing controversy over the potential US listing of

Korean government bond money market funds (MMFs) recorded negative deviation rates exceeding -0.12% on the 28th, according to bond industry data covering 25 major MMFs. The widening negative deviation reflects surging market interest rates driven by a bank bond issuance rush following deposit

Hyundai Motor Securities recovered investment banking (IB) income in the first half, but project financing (PF) burdens remain in core projects with slow sales. IB operating net income reached 46.1 billion won versus 26 billion won in the same period last year, driven by expanded real estate financi

Japanese stocks declined at the opening on the 29th, tracking overnight losses in US markets. At 9:19 AM, the Nikkei 225 index fell 539.19 points (0.82%) to 65,338.43, while the Topix index dropped 58.17 points (1.41%) to 4,053.83. The decline was driven by rising long-term US interest rates and

According to participants at Korea Premium Week 2026 policy session on September 29, structural corporate reforms and institutional investor action are needed to transform the Korean market from a discount to premium valuation. Officials stated that Commercial Law amendments and the value-up

According to bond market sources, on Sept 28-29, South Korea's government and public bond money market fund (MMF) negative spreads widened beyond -0.12%, with some major funds among 25 tracked showing negative premiums. A negative spread indicates market interest rates on underlying bonds have

According to Hyundai Motor Securities' financial reports, the company's investment banking (IB) operating net profit rebounded to 461 billion won in the first half of 2026, up 77% from 260 billion won in the same period last year. However, challenges remain in recovering capital from property

According to the Korea Exchange, on September 29, the 'Korea Premium Week 2026' forum highlighted that transparent corporate governance and sustained shareholder returns are essential for South Korea's stock market to overcome valuation discounts. As of August 2026, total cash dividends

According to financial industry reports, SK Hynix ADR dropped 5.03% overnight on the New York Stock Exchange today, following a 5.05% decline on the domestic market yesterday. The sell-off reflects shareholder concerns over Solidigm, the company's U.S.-based NAND flash memory subsidiary, pursuing a

According to Yonhap Infomax, the U.S. 10-year Treasury yield climbed to 5.23% on September 29, reaching its highest level since June 2007. The surge reflects broader bond market pressures, though current mortgage lending standards remain significantly stricter than during the 2007–2008 financial

Quad Asset Management sent a second shareholder letter to Daeyang Electric on the 29th, demanding a 30 billion won share buyback and cancellation program over three years and a dividend payout ratio increase to 30%. The activist fund cited persistent undervaluation, noting Daeyang Electric trades at

According to Shanghai Steel Union, battery-grade lithium carbonate (MMLC) spot price fell to 120,750 yuan/ton in early trading today, down 1,000 yuan/ton from yesterday's 4:30 PM close.

According to Quad Asset Management, the activist fund sent a second shareholder letter to South Korean shipbuilding parts manufacturer Daeyoung Electronics on Sept 29, demanding the company execute 300 billion won in share buybacks and cancellations over three years and raise its dividend payout

KB Securities launched securities services within SK Planet's OK Cashback app on the 29th, enabling users to open accounts, trade domestic and overseas stocks, and conduct fractional investing without installing a separate brokerage app. The integration allows customers to convert OK Cashback

According to Bloomberg, Wells Fargo strategists are recommending investors rebalance portfolios toward a traditional 60/40 stock-bond allocation as U.S. 10-year Treasury yields have climbed above 5%. Currently, investors hold approximately 72% of their portfolios in stocks, the highest level

According to SoSoValue data, Solana spot ETFs saw combined net inflows of $12.68 million on Sept. 28 (US Eastern Time). Bitwise Solana Staking ETF (BSOL) led with $9.65 million in daily net inflows, bringing its historical cumulative net inflows to $1.23 billion. Solana spot ETF total assets under m

According to China's central bank on September 29, Deputy Director of the Credit Market Division of the People's Bank of China (PBOC) Che Shiyi announced the coordination of fiscal and monetary policies through combined re-lending and financial subsidy programs to further reduce financing costs

Aave Labs announced on September 25 that Aave V4 had activated the Equities Hub on Base, supporting seven Coinbase-tokenized U.S. stocks, including Apple, as collateral. According to the initial parameters set by risk service provider LlamaRisk, the total cap for stock collateral is approximately $29 million, while the USDC borrow cap is approximately $21 million. Initial Equities Hub Risk Parameters: $29 Million Stock Collateral Cap, $21 Million USDC Borrow Cap According to LlamaRisk’s initial