Global TradFi & Macroeconomics

According to ETFCheck, South Korea's leading commodity tracking platform, crude oil-linked ETFs delivered the highest weekly returns this week as geopolitical tensions escalated. KODEX WTI Crude Oil Futures (Hedged), managed by Samsung Asset Management, gained 9.93% over the past seven days,

Revolut received conditional approval from the Office of the Comptroller of the Currency for a U.S. bank charter, marking a major step toward becoming a full-service U.S. bank. The U.K.-based fintech company, which serves more than 80 million customers, secured the approval in six months and is

The real-world assets (RWA) market has reached $45 billion, according to Token Terminal, with eight asset classes now exceeding $1 billion each in on-chain market capitalization. The analytics provider confirmed this milestone reflects growing interest in tokenized assets from traditional sectors in

Revolut received conditional approval from the U.S. Office of the Comptroller of the Currency to establish Revolut Bank US in Stamford, Connecticut, with a proposed launch in the first half of 2027. The company still requires approvals from the Federal Deposit Insurance Corporation, the Federal

According to industry sources cited by Korean media on September 4, Micron Technology plans to nearly double its high-bandwidth memory (HBM) monthly wafer production capacity to approximately 100,000 wafers by the end of 2026, compared to around 40,000-50,000 wafers last year. The expansion aims to

Meritz Securities identified banks as the most favorable sector among Korean financial stocks, ahead of insurance and securities, as the brokerage forecasts rising base rates and a falling won-dollar exchange rate. In a report released on the 6th titled 'Reading Financial Stocks Through Macro

According to Meritz Securities on September 6, banks are the most favorable financial sector in South Korea, followed by insurers and brokers. The firm recommended Shinhan Bank as its top pick for banks, Hyundai Marine Insurance for insurers, and Samsung Securities for brokers. Meritz expects the be

Sangsangin Securities forecasted that international oil prices will average $89 per barrel in the second half of the year, with fourth-quarter prices potentially reaching an average of $91, as volatility increases ahead of US midterm elections in November. Analyst Choi Ye-chan stated in a

According to Sangsangin Securities research released on September 3, West Texas Intermediate crude surged over 5% in a single day to break above $90 per barrel as escalating U.S.-Iran tensions gripped markets. The volatility index OVX rebounded to 49. Meanwhile, U.S. Strategic Petroleum Reserve

According to Wall Street Journal columnist Tim Higgins, Tesla stock fell nearly 6% on Friday, September 4, following a subdued market response to the company's Cybercab autonomous robotaxi launch. The event, which Musk had promoted as a "Cybercab storm," turned out to be more like a "drizzle,"

KB Securities analyst Kim Min-gyu stated in a recent report that consistent shareholder return policies from major semiconductor companies are drawing attention in the Korean stock market as a key support for stock prices. Samsung Electronics announced a shareholder return plan of approximately 90 t

US Treasury yields paused their sharp ascent on May 3 (local time) after Federal Reserve Governor Christopher Waller signaled willingness to maintain the current policy rate, offering temporary relief to global bond markets. The 10-year US Treasury yield closed at 4.761%, down 3 basis points from th

Korean retail investors purchased $92.96 million of the SGOV ETF (iShares 0-3 Month Treasury Bond ETF) during August 28–September 3, according to Korea Securities Depository data released on September 5. The buying was driven by concerns over prolonged high interest rates. SGOV, which invests in

According to Korea Deposit Insurance Corporation data, South Korean retail investors poured $929.6 million into SGOV (iShares 0-3 Month Treasury Bond ETF) during the week of Aug 28-Sep 3, making it the top net-buy product ahead of major tech stocks. The surge reflects growing concerns over

According to Newsis citing Nikkei, global long-term bond yields surged to multi-year highs on May 3, 2026, reflecting structural capital-raising pressures from government deficits and big tech AI investment financing. The US 10-year Treasury closed at 4.761%, down 3 basis points from the previous

US stocks declined on September 4 after August non-farm payrolls surged by 162,000 jobs, far exceeding the market estimate of 56,000. The Dow Jones Industrial Average fell 271.86 points to 53,414.25, the S&P 500 dropped 29.11 points to 7,718.60, and the Nasdaq Composite declined 77.07 points to 26,5

According to Iraq's Oil Ministry, the country will soon receive gasoline shipments to address domestic supply shortages that emerged days ago. Demand has surged from 33 million liters daily to 38 million liters, an increase of 5 million liters driven by public concern, according to Oil Minister

On September 4, Bill Pulte, director of the Federal Housing Finance Agency (FHFA), criticized consumer credit scoring pricing as too high, triggering stock declines for FICO, Equifax, and TransUnion. Pulte stated the government is considering "bi-merge reports and stronger solutions" and directed