Global TradFi & Macroeconomics

According to Gate data, Brent crude oil (XBRUSD) broke through $104 per barrel to trade at $104.01, up 0.9% in the last 24 hours.

South Korea's diesel exports from January to August reached $17.708 billion, nearly matching last year's full-year total of $17.78 billion, according to Korea National Oil Corporation's Petronet. The export surge occurred despite government restrictions limiting petroleum product exports to

ING Bank stated on local time May 28 that US financial markets are excessively reflecting the Federal Reserve's prolonged high interest rates. The Netherlands-based bank forecasts the Fed may implement additional rate hikes in 2026 but will ultimately reverse course to cut rates to 3.5% in 2027-2028

Japan's Finance Minister Katayama Koiakazu stated on September 29 that he reached a consensus with U.S. Treasury Secretary Bessent during a September 25 phone call to strengthen bilateral cooperation.

According to its latest interim report, Blue Moon Group (06993) narrowed net losses to HK$192 million in the first half of 2026, down 55.8% year-over-year. The company's operating cash flow returned to positive HK$140 million, signaling improved operational quality. Marketing expenses

Macquarie strategists Thierry Wizman and Gareth Berry stated in a client letter on 28일 that concerns over rising US Treasury yields stem from the speed of increase rather than the absolute level, according to Yahoo Finance on 29일. The strategists explained that yield rises driven by expectations of

According to Yonhapinfomax, on September 29, South Korea's Financial Services Commission Chair Lee Euk-won met with Japan's FSA Commissioner Ito Yutaka to discuss enhanced financial cooperation between the two nations. Both officials agreed to actively exchange policy developments and establish

Nomura Securities assessed that Hyundai Motor Company and Kia Corporation will benefit from the US government's significant relaxation of automotive fuel economy regulations, according to a report dated the 28th. Analyst Angela Hong stated that President Donald Trump's action on the 26th to

According to Patrick Garvey, Americas research head at ING Bank, on September 28, the lender expects the Federal Reserve to ultimately cut rates to 3.5% in 2027-2028, despite potential rate hikes remaining in 2026. Garvey noted that current market pricing excessively reflects prolonged Fed

According to Korean National Oil Corporation's Petronet, South Korea's diesel exports reached $17.78 billion in the first eight months of 2026 as of September 29, approaching last year's full-year total of $17.8 billion. The volume totaled 129.82

According to Jin10 and Xinhua Finance, on September 28, COMEX gold fell 4.00% to $4,148.50 per ounce, with domestic SHFE gold closing down 1.57% at 897.72 yuan per gram. The decline was triggered by escalating Middle East tensions after U.S. President Trump rejected Iran's proposal to reopen the

According to the financial investment industry, the National Pension Service and affiliated pension funds carried out net selling of 219.8 billion won on the Korean stock market from July 1 to August 28, falling far short of earlier market concerns of tens of trillions of won in selling pressure.

According to Nomura Securities, on September 26, the Trump administration significantly eased U.S. fuel efficiency standards, lowering the 2031 target from 55.4 mpg (Biden administration) to 34.5 mpg. Nomura analyst Angela Hong assessed that traditional automakers with higher internal combustion

According to Nomura Securities, on September 26, the Trump administration rolled back fuel efficiency standards, lowering the required average fuel economy from 50.4mpg to 34.5mpg by 2031. Analyst Angela Hong said the measure is net positive for Hyundai and Kia, as their higher proportion of

UBS forecasts a clear divide between bond market winners and losers as interest rates continue rising, according to a report cited by CNBC on the 28th local time. The bank attributes this divergence to credit spreads widening alongside government bond yields, with higher rates amplifying the gap bet

South Korea's National Assembly Political Affairs Committee on May 28 deferred a decision on general witnesses for the upcoming national audit, leaving unresolved whether financial industry CEOs—including Mirae Asset Group Chairman Park Hyun-joo and Korea Investment Holdings Chairman Kim

According to ANZ, the Reserve Bank of Australia is expected to raise rates by 25 basis points to 4.6% in September, marking the fourth rate hike this year and pushing interest rates to their highest level in 15 years. The rate increase is driven primarily by Australia's persistent inflation,

According to UBS, credit spreads in the bond market widened to their largest levels since April as interest rates continued rising on September 28, differentiating borrowers by creditworthiness. The spreads for CCC-rated bonds and below expanded from 800 basis points to 1,128 basis points over the p

According to Seoul foreign exchange dealers on September 29, the USD/KRW exchange rate is expected to trade around the 1,360 won level amid mixed directional factors. U.S. Treasury yields and the dollar index are rising due to escalating U.S.-Iran tensions, putting upward pressure on the won if fore

Samsung Electro-Mechanics, SK Absolics, and LG Innotek are advancing glass substrate commercialization for next-generation semiconductor packaging, with customer acquisition and production yield emerging as critical competitive factors on the 29th according to securities industry analysis. The