Global TradFi & Macroeconomics

According to overseas brokers, the USD/KRW 1-month NDF rate closed at 1,344.90 won overnight (September 8), up 4.85 won from the previous Seoul spot market close of 1,340.50 won. The bid was quoted at 1,344.70 won and the ask at 1,345.10 won. Trading activity remained limited as U.S. financial marke

Foreign investors are shifting capital from US treasuries to US stocks in a historic allocation reversal, Deutsche Bank analysis shows. George Saravelos, Deutsche Bank's Global Head of FX Research, stated on local

According to Deutsche Bank analysis reported by CNBC on September 7, foreign investors shifted capital toward U.S. stocks over government bonds for the first time since the 2008 financial crisis. U.S. equity inflows reached $600 billion over the past 12 months, surpassing investment in government an

According to Barron's, multiple fund managers including Direxion, Tradr, Leverage Shares, and GraniteShares have announced plans to launch leveraged ETFs tied to Anthropic ahead of the AI startup's expected IPO later this month or in October. These 2x leveraged products will allow investors to

Japan's overtime pay rate rose to 3.1% year-over-year in July, up from 2.8% in the previous month, marking continued growth in supplementary wage compensation.

According to Russian Finance Ministry data released on September 7, Russia's National Wealth Fund (NWF) held assets worth 13.19 trillion rubles (approximately $1.541 billion) as of September 1, equivalent to 5.6% of projected 2026 GDP. Liquid assets totaled 4 trillion rubles ($467 billion), up

Samsung Electronics and SK Hynix showed mixed movements in pre-market trading on September 8, with Samsung down 0.19% to 269,500 won while SK Hynix rose 0.39% to 1.79 million won as of 8:18 AM in Nexttrade pre-market. The fluctuation follows significant gains on September 7, when Samsung

Samsung Electronics and SK Hynix declined in pre-market trading following the previous day's semiconductor stock rally. As of 8:09 AM in NextTrade pre-market, Samsung Electronics traded 0.56% lower at 268,500 won, while SK Hynix fell 0.34% to 1,777,000 won. The weakness follows profit-taking

According to Nextrade premarket data, on September 8, Samsung Electronics and SK Hynix saw declines of 0.56% and 0.34% respectively, following the previous day's strong rally. SK Squar dropped 0.89%, and Samsung Electro-Mechanics fell 1.17%. The declines reflect profit-taking pressure after

According to News1, Samsung Electronics and SK Hynix, which surged on Sept 7 amid AI demand expectations, showed divergent moves in premarket trading on Sept 8. Samsung Electronics declined 500 won (0.19%) to 269,500 won, while SK Hynix rose 7,000 won (0.39%) to 1.79 million won as of 8:18

According to이데일리, on September 7, international oil prices surged to their highest level in six weeks as military tensions between the U.S. and Iran intensified. Brent crude closed at $97.73 per barrel, up 1.5%, while West Texas Intermediate (WTI) crude rose 1.8% to $93.10 per barrel. U.S. average g

According to supply chain sources cited by Taiwan's Digitimes, Intel will increase PC CPU prices by 10% in early October following successive price hikes over the past year. Despite forecasts of a slight market decline in 2027, Intel is prioritizing margin expansion over market-share gains. As Intel

According to Japan's Ministry of Health, Labour and Welfare, nominal cash wages in July grew 4.7% year-over-year, exceeding expectations of 3.9% and marking an increase from 3.4% in the prior month.

According to Gate data, USD/JPY (USDJPY) fell to 153.97 in 24 hours, with a decline of 1.4%.

According to Canada's federal government, retaliatory tariffs on CAD 27.6 billion (approximately USD 20 billion) in U.S. goods took effect on September 8. The tariffs cover steel, aluminum, dairy products, household appliances, and agricultural equipment. Canada stated the measure represents an

According to Guru Club, on September 8, the Japanese yen climbed 0.3% to 153.94 per U.S. dollar, reaching its highest level since February.

According to Guru Club, President Trump claimed on September 8 that global oil prices and U.S. retail gasoline prices will crash after the U.S. defeats Iran. In a Truth Social post, Trump predicted prices will first drop to $3 per gallon and ultimately fall below $2 per gallon. Trump stated the

Oracle, led by Chairman Larry Ellison, is scheduled to release its Q1 fiscal year 2027 earnings (covering June through August) on September 10. The report comes as investor focus centers on outcomes from the company's large-scale data center expansion and the financial health required to support it.

Korea Exchange will list beneficiary certificates of the first-round National Participation Growth Fund on June 9, according to financial industry sources on the 8th. The listing aims to provide liquidity for a product that prohibits redemptions for five years, with 600 billion won raised

According to Yahoo Finance, Oracle will report 2027 fiscal Q1 (June-August) results on September 10, with Wall Street expecting revenue of $19.13 billion, representing a 28.16% year-over-year increase. The company is also forecast to report earnings per share of $1.29, up 28.65% compared to the