Global TradFi & Macroeconomics

According to Financial News on September 29, South Korean brokerages downgraded target prices for major semiconductor and automotive companies. SK Hynix's target price fell 14.8% to 2.64 million won from 3.10 million won due to currency depreciation and high-bandwidth memory transition, though DS

According to Eugene Investment & Securities report on September 29, Samsung Electronics is estimated to post Q3 operating profit of 103.6 trillion won, up 16% quarter-on-quarter. The Device Solutions (DS) division is expected to contribute 104 trillion won in operating profit, driven by price

Anthropic disclosed in its initial public offering prospectus that its technology could pose "existential risks to humanity," according to a Financial Times report on the 28th (local time). The AI company, which is pursuing a valuation of approximately $1 trillion, devoted nearly one-third of its

According to Eugene Investment & Securities, Samsung Electronics' Q3 operating profit is forecast at 103.6 trillion won, up 16% quarter-over-quarter, on September 29. The Device Solutions division is expected to contribute 104 trillion won in operating profit, driven by price increases in server

According to Jin10, Shanghai gold traded at 893.94 yuan per gram in early morning trading on Tuesday, Sept. 29, representing a 2.34 yuan per gram premium over the international gold price of 891.6 yuan per gram.

According to Goldman Sachs via CNBC on September 28, approximately 45% of S&P 500 constituents recorded negative beta over the past three months, indicating an unusual market divergence. On September 21 alone, the S&P 500 index rose 1.5%, yet only 7 constituents hit new 52-week highs while 30

According to PANews and SoSoValue data, Solana spot ETFs saw $126.971 million in net inflows yesterday (September 28, U.S. Eastern Time). Bitwise Solana Staking ETF (BSOL) led with $96.544 million in single-day inflows, bringing its historical cumulative net inflows to $1.228 billion, while VanEck S

Kodiak Sciences (KOD) surged 178% on Monday to $89.92 after announcing that its eye drugs Zenkuda and KSI-501 met primary endpoints in the Phase 3 Daybreak trial against the active ingredient in Regeneron's original Eylea. The rally marked the stock's best day on record and its highest close since D

According to CFETS-NEX, the CNY interbank funding sentiment index fell 1 point to 47 as of 10:15 on September 29. Large banks, mid-size banks, and non-bank institutions recorded readings of 44, 47, and 49 respectively, each declining 1 point.

HLB Group stocks continued their rally on May 29, sustaining gains triggered by the US Food and Drug Administration's approval of the anticancer drug Lyfigtu on May 23 (local time). At 10:36 AM on May 29, HLB Pharmaceutical traded at 12,500 won, up 29.94% from the previous trading day, reaching the

On Monday, Kodiak Sciences (KOD) shares surged 178% to $89.92, marking a record single-day gain and highest close since December 2021. The rally came after the company announced that its experimental eye drugs Zenkuda and KSI-501 met primary endpoints in the Phase 3 Daybreak trial, each

NVIDIA announced plans to spend an additional $150 billion on stock buybacks by January 2028, making it the largest stock buyback program in its history. It also plans to increase its current quarterly dividend of 25 cents per share, but did not specify the amount or timing. CFO Colette Kress told analysts that NVIDIA expects sales to grow another 70% in fiscal 2028. $150 Billion Stock Buyback Program: To Be Completed by January 2028, Largest Ever, Dividend Increase Planned NVIDIA announced that

South Korean government bond futures opened slightly higher on September 29, with 3-year futures rising 4 ticks to 102.07 and 10-year futures gaining 1 tick to 103.36 as of 9:01 AM. The rebound followed an excessive selloff the previous day, when yields surged over 10 basis points and futures

Allianz Group published its 2026-2028 economic forecast on the 28th (local time), projecting the Federal Reserve will raise interest rates once more this year to 4.00-4.25% before beginning cuts late next year once inflation approaches the 2.0% target, with a terminal rate of 3.50% by 2028. The fore

Jamie Dimon, CEO of JP Morgan Chase, identified national debt as the biggest risk facing global markets during an interview with the South China Morning Post in Hong Kong on May 28 (local time), while stating that current financial conditions differ from the 2008 global financial crisis. Dimon

South Korean financial authorities raided over 20 locations on May 29 in connection with an alleged insider trading cartel involving elite finance professionals accused of earning approximately 20 billion KRW in illicit gains from non-public M&A information related to Korean stocks. The joint task f

According to Economic Daily citing industry sources, TSMC plans to establish a second U.S. manufacturing complex in Dallas, Texas, following its Arizona operations. The project would involve building six advanced wafer fabs with an estimated total investment exceeding $265 billion, surpassing the co

According to Yonhap Infomax, on Sept 29, the Seoul foreign exchange market's USD/KRW spot MAR rate was quoted at the zero level before 9 a.m., with NDF fixing positions set neutral, indicating balanced positioning among regional market participants heading into the trading

According to Yonhap Infomax, as of 9:01 a.m. today (Sept. 29), South Korea's 3-year bond futures rose 4 ticks to 102.07, while 10-year contracts gained 1 tick to 103.36. The uptick followed yesterday's sharp decline, with foreign investors buying over 2,199 3-year contracts while selling 81 10-year

According to South China Morning Post, Jamie Dimon, CEO of JPMorgan Chase, identified sovereign debt as the greatest economic risk during an interview on September 28. Dimon emphasized that while current financial market conditions differ from the 2008 global financial crisis—with banks