Global TradFi & Macroeconomics

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

The U.S. Treasury issued a recent notice regarding ETF holdings, sparking concerns among analysts about portfolio strategy alignment. Crypto commentator Nate Geraci stated the guidance lacks clarity and could lead to problematic situations if transferred portfolios diverge significantly from

According to Anthropic's latest IPO filing, the company created a Founder LLC granting seven co-founders 50.1% total voting power through Class F shares, designed to ensure the AI company prioritizes long-term safety and public benefit over short-term market pressures after going public. The founder

The glass substrate industry is shifting its investment criteria from technology development to concrete business outcomes such as customer certification and order acquisition, according to securities industry analysis released on the 29th. As commercialization of this next-generation

Meta announced the launch of an enterprise platform centered on its recently released Muse AI agent, which Zuckerberg positioned as the “next major pillar” of Meta’s business. Jefferies estimates that if Muse reaches 1 billion users by the end of 2027 and at least 3% of users pay, it could generate approximately $10.8 billion in annual revenue. Jefferies also raised Meta’s price target to $875. Meta enterprise platform product structure: Muse Agent, Meta Business Agent, Muse API, and Muse Code b

According to Jin10, the Reserve Bank of Australia will announce its fourth rate hike this year at 04:30 GMT today (September 29). Economists warn that if the RBA hikes twice more by year-end, pushing the cash rate to a 20-year high, the housing market adjustment could escalate into a stress-driven d

Japan's 5-year government bond yield fell 2.0 basis points to 2.400% today.

KB Securities raised its price target for TCK stocks by 20% on 29일, increasing from 300,000 won to 360,000 won while maintaining a buy rating. Analyst Lee Chang-min cited expected benefits from Meta's agentic AI service 'Muse,' which is driving increased NAND demand as the service requires

Brent crude climbed to $99 per barrel today, gaining 0.72% intraday.

According to CNBC, on Sept 29, Michael Burry accelerated his bearish bet on artificial intelligence by converting direct short positions in Micron, Nebius, Palantir, and the Semiconductor Select Sector SPDR Fund (SOXX) into put options to gain higher leverage at lower cost. In his latest

According to KB Securities, today the firm raised its price target for TCK to 360,000 won from 300,000 won, up 20%, citing strong demand from Meta's agentic AI service Muze. Analyst Lee Chang-min expects TCK, a supplier of semiconductor etching components, to benefit from increased token

According to Yonhap Infomax, South Korean President Lee Jae-myung announced on September 29 that the government will allocate surplus tax revenue to three key social policies: housing stability with 1.19 million unit supply, national job programs, and inclusive finance expansion. Lee stated that 202

According to bond market analysts, the U.S. Federal Reserve raised its benchmark rate to 3.75–4.00% today (September 29), with futures markets pricing in a 70.3% probability of an additional increase in October and a 58.3% probability of two more hikes by year-end. South Korea's 10-year government b

The author of Rich Dad Poor Dad, Robert Kiyosaki, issued another warning on X, saying that as more baby boomers enter retirement, people who rely heavily on market-based retirement accounts such as 401(k) plans may face severe financial pressure amid continued sharp volatility in the stock and bond markets. Kiyosaki said this is why he has repeatedly warned about the risks of traditional financial assets and continued to recommend gold, silver, and Bitcoin. Kiyosaki’s Criticism of 401(k) Plans:

Hyungji Group's three listed subsidiaries — Hyungji I&C, Hyungji Global, and Hyungji Elite — all face delisting risk after being designated as management stocks in August-September. As of the previous trading day's closing prices, Hyungji I&C traded at 445 won with a market capitalization of 3.158 b

According to Jin10, as of 09:30 Beijing time on Sept 29, WTI crude oil futures rose 1.14%, and U.S. natural gas futures gained 0.97%.

According to Jin10 Futures, as of 09:30 Beijing time on September 29, NYMEX gold futures fell 0.15%, silver futures dropped 1.00%, and copper futures declined 0.23%.

Korea Investment & Securities launches second round sales of the National Growth Fund starting on the 30th, offering tax deduction benefits of up to 40%. The first round sales in May reached 600 billion won and sold out early, prompting this second round with the same fundraising scale. The National

Bitcoin (BTC) continued to retreat, trading at around $82,920 on Sept. 29. After spending $143 million to purchase Bitcoin and $152 million to repurchase STRC, Strategy set a record by holding 847,666 Bitcoin. The U.S. Securities and Exchange Commission (SEC) updated its token buyback FAQ, stating that a buyback arrangement without a centralized entity may not constitute an investment contract. Macro Events & Crypto Hotspots According to Cryptopolitan, Strategy spent $142.7 million to purchase 1