Global TradFi & Macroeconomics

The Korean stock market recorded its lowest daily average trading volume of 2026 in early September, with 20.0484 trillion won traded between September 1-3, according to the Korea Financial Investment Association on September 7. The decline represents a nearly 60% drop from the May-June peak of

According to the Korea Financial Investment Association, South Korea's stock market daily average trading volume fell to 20.05 trillion won for the first three days of September, marking the lowest monthly figure of 2026. This represents a 20.8% decline from August's 25.85 trillion won and

According to an interview on Sept 3, Jon Lee, founder of Jon Lee's Wealth School, warned that single-stock leveraged investment products should not have been launched, placing primary responsibility on asset managers. He stated that many investors pursue quick wealth gains but lack awareness of

KOSDAQ-listed cooling solution providers GST and K&N Sol saw stock gains on the 4th despite ongoing price corrections since Q2 peaks. GST closed at 43,000 won, up 4.5%, while K&N Sol finished at 8,580 won, up 0.59%, marking its first rise in seven trading days. Both companies specialize in liquid

According to Korea Exchange (KRX), as of September 4, cooling solution-related KOSDAQ-listed stocks showed modest gains amid broader sector adjustments. GST, which supplies immersion cooling systems for data centers, closed up 4.5% at 43,000 won, while KN-SOL rose 0.59% to 8,580 won—marking its

According to Koscom data, South Korean put-call sold note (ETN) funds have delivered strong returns amid sideways market trading. The Hankuk Investment & Securities KOSPI Put-Call Sold 5% OTM ETN returned 20.02% over the past month (August 4–September 4), the highest yield among all ETN products tra

The won-dollar exchange rate fell to 1345.0 won intraday on September 4, a 254.2 won decline from the July 1 high of 1599.2 won. The intraday low represents the weakest level for the dollar since October 8 2024 when the rate touched 1344.6 won, according to data from MPDoctor. The rapid won

According to E-Daily, South Korea's won-dollar exchange rate fell to 1,345 won on September 4, marking the lowest level in roughly 23 months and declining over 250 won in just two months from July's peak of 1,599.2 won. Market focus has shifted from concern about sustained high exchange rates to

According to Jin10, on September 7, Iran's Supreme National Security Council secretary Reza'i announced that Iran and Oman will sign an agreement regarding maritime traffic through the Strait of Hormuz within the coming days. Reza'i also stated that the U.S. must earn Iran's trust to continue

Fervo Energy signed a 396-megawatt geothermal power supply contract with Google this month on the 1st, with an option for an additional 600 megawatts, totaling nearly 1 gigawatt over 15 years. The Houston-based company will supply carbon-free electricity generated from underground heat in Utah's

According to Trump's social media post today, oil flow through the Strait of Hormuz has resumed to pre-conflict levels. The post includes an image showing the daily volume has recovered to 18 million barrels, compared to 20 million barrels before the conflict.

Korean stocks are expected to face heightened volatility during the week of Sept 7-11 as the KOSPI navigates Quadruple Witching Day on Sept 10 alongside the release of US August inflation data on Sept 10 and Sept 11 (local time). The confluence of derivative contract expirations and key US

According to U.S. Energy Secretary Chris Wright in interviews with ABC and CBS on September 6, 2026, 9 million barrels of crude oil pass through the Strait of Hormuz daily, marking the highest 7-day average level to date. Wright stated that the U.S. military remains deployed to reduce Iran's

Nike will be removed from the S&P 100 index on Sept. 21, S&P Dow Jones Indices announced. Dell Technologies, Palo Alto Networks, Arista Networks, and SanDisk will join the mega-cap benchmark. Nike's stock closed Friday at $38.40, near a 12-year low and roughly 78% below its November 2021 record,

S&P Dow Jones Indices announced on Sept. 6 that Nike will be removed from the S&P 100 effective Sept. 21, replaced by Dell Technologies, Palo Alto Networks, Arista Networks, and SanDisk. Nike's stock has declined 78% from its November 2021 peak, with shares closing at $38.40 on Friday near a

Eurometal, the trade body representing European steel distributors and processors, estimates that roughly 300,000 direct jobs in the steel industry are under immediate threat from subsidized Chinese imports flooding the continent. The organization's President Alexander Julius described the

Zcash's native token ZEC rose above $1,000 on Friday, reaching a trading high of $1,023 according to The Block, marking the first sustained move into four-digit territory outside its volatile debut in late 2016. The rally followed the August 25, 2026 launch of Grayscale's Zcash ETF on NYSE Arca,

According to The Block, Zcash's native token ZEC reached a trading high of $1,023 on Friday, marking its first sustained move above $1,000 and a monthly gain of approximately 94%. The surge coincides with Grayscale's launch of the first U.S. spot Zcash ETF on August 25, 2026, under ticker G ZCSH on

River, a Bitcoin-centric financial services firm, reported that Bitcoin now accounts for approximately 1.7% of a combined global money basket totaling around $138 trillion. The firm calculated that BTC's market capitalization reached roughly $2.4 trillion at its peak, representing about 1.7% of