Global TradFi & Macroeconomics

The national average retail price of diesel fuel in the United States reached $5.85 per gallon on September 4, 2026, setting a new all-time high and surpassing the previous record of $5.82 per gallon from June 2022. The price has surged 58% in the past year, rising from $3.71 a gallon in September 2

According to KB Securities, Samsung Electronics and SK Hynix shares fell 38% from recent highs but bounced on Sept 7 as analysts set target prices implying significant upside. KB Securities named both companies top semiconductor picks, citing a structurally tight memory chip supply environment in 20

According to CNBC, on September 6, Goldman Sachs raised its target price for the MSCI Asia Pacific (ex-Japan) index to 1,120 from 1,080, representing 26% upside from current levels. The bank cited strong earnings growth momentum and attractive valuations, particularly in North Asia and AI-related te

Phong Le, CEO of Strategy, reaffirmed the company's commitment to purchasing Bitcoin in an interview on September 2, 2026, stating Strategy will remain a net buyer regardless of price levels. The announcement reflects Strategy's dual capital management approach that enables Bitcoin accumulation

Intraday on September 7, Low Sulfur Fuel Oil (LU) futures main contract rose 2.00%, now trading at 5,056 yuan/ton.

According to Jin10, on the afternoon of September 7, China's Chinext Index surged over 3%, while the Sci-Tech 50 Index rose over 2%. Changxin Technology climbed over 7%, and Gentech Corporation gained over 13%.

A delegation of 14 CEOs from Korean securities firms, known as 'Securities NPK (New Portfolio Korea),' is visiting Germany and Luxembourg from the 6th to the 12th. Hwang Seong-yeop, chairman of the Korea Financial Investment Association, is accompanying the delegation. Hwang, who serves as the

The Youngpoong-MBK Partners consortium on the 7th renewed calls for an independent investigation into alleged 'pre-investment and early redemption' patterns involving Korea Zinc director Choi Yun-beom's family. The consortium claims that during 2019-2023 when Choi served as CEO, his family

Iron ore futures in Singapore surged 1.6% to $101.10 per ton today (September 7), marking the first time above the critical $100 psychological level since early summer. According to S&P Global analyst Pranay Shukla, the rally is primarily driven by position unwinding, as traders exit previous

According to KB Securities on September 7, Samsung Electronics and SK Hynix saw memory inventory decline to below 10 days in the third quarter, with the brokerage forecasting an unprecedented supply shortage next year. The analyst noted that next year's AI infrastructure investment could surge

According to ChosunBiz, SK Hynix's 1c nm DRAM market share is projected to reach 35% in the first quarter of 2027, surpassing the 1b node at approximately 33% to become the mainstream process for the first time. The company's 1c nm market share has grown from around 10% in Q1 2026 to 13% in Q2,

Europe's government bond market is experiencing its worst selloff in years, driven by surging natural gas prices and geopolitical risk. Natural gas prices at the TTF hub, Europe's benchmark, have climbed past €75 per megawatt-hour, a level not seen since early 2023. Escalating tensions between the

Europe's government bond market is experiencing its worst selloff in years, driven by surging natural gas prices and geopolitical tensions. Natural gas prices at the TTF hub, Europe's benchmark, have climbed past €75 per megawatt-hour, the highest level since early 2023. The result: government bond

The United States public debt surpassed $40 trillion on August 18, 2026, reaching approximately $40.047 trillion and exceeding the national economy size of roughly $31.9 trillion recorded in June 2026. The milestone was driven by sustained deficit spending and revenue disruptions from tariff

Kyobo AXA Asset Management is ending its 18-year joint venture with France's AXA Group to become a wholly-owned subsidiary of Kyobo Life Insurance, with a shareholder meeting scheduled for the 22nd and a name change to Kyobo Asset Management planned for early next month. The restructuring follows Ky

According to Kenanga Investment Bank, Malaysia's bond market attracted record foreign capital in August 2026, with inflows totaling RM5.5 billion (RM3.6 billion toward month-end and RM1.9 billion mid-month), primarily driven by investor optimism over the country's aggressive push

Japan's coincident index rose to 1.7% month-on-month in July, according to preliminary data, compared with 0.6% in the prior month, marking an increase of 1.1 percentage points.

Japan's leading economic index rose 1.7% month-over-month in July (initial reading), up from 0% in the previous month. The index, which gauges near-term economic activity, showed renewed momentum after flat performance in

On August 18, 2026, U.S. public debt surpassed $40 trillion for the first time, reaching $40.047 trillion and exceeding the entire national economy's size of approximately $31.9 trillion. In a historic shift, annual interest payments on the national debt have crossed $1 trillion, outpacing federal s