Global TradFi & Macroeconomics

According to Shanghai Longquan Metals, MMLC battery-grade lithium carbonate midprice reached 130,450 yuan/ton today, up 200 yuan/ton from yesterday's 16:30 closing price.

According to The Fact, Kakao's stock has declined 6.28% since August 21, when the company announced plans to split into Kakao AI and Kakao X, as it faces mounting opposition from labor unions and minority shareholders. On September 21, shares traded at 33,150 won, down 1.19% on the day. The union r

According to Korea Gold Exchange, gold fell to 857,000 won per tael (3.75 grams) on Sept 21 morning, down 3,000 won from the previous day. The decline was driven by rising U.S. Treasury yields, with the 10-year yield exceeding 5% and the 2-year yield reaching 4.741%, its highest level since

According to F&Guide, South Korean brokerage firms issued 251 target price upgrade reports on listed companies between August 17 and September 18, outnumbering 246 downgrade reports during the same period. Hyundai Marine and Fire Insurance and Hanmi Pharmaceutical received the most upgrades, each a

According to Korea Exchange, T'way Holdings fell 14.68% to 907 Korean won on Sept 21, the first trading day after the company was designated a management stock on Sept 18 due to failing to meet the minimum market cap requirement of 300 billion won for 30 consecutive trading days. The stock fell as l

According to Newsis and Korea Exchange, KOSPI index recovered above the 7000-point level during intraday trading on September 21 for the first time in eight trading days. The index rose 82.45 points (1.20%) to 6976.68 as of 10:03 a.m. KST, having briefly reached 7010.42 in early trading. Foreign in

According to bond market sources, SK Hynix has a significant concentration of credit bond maturities scheduled for 2028 and 2029, with daily redemptions reaching approximately 3 trillion won on peak days. Maturities in 2028 are concentrated in early May, mid-July, and early October, while 2029

xStocks tokenized stocks reached a market cap of $172.8 million, reflecting a 187.2% increase over the past month. The milestone was highlighted by CryptoTwitter commentator @tokenterminal. The growth reflects increasing traction for tokenized assets as a bridge between traditional equities and

Jeffrey Gundlach, Chief Investment Officer of DoubleLine Capital, warned on the 20th (local time) that US interest rates could rise further. Speaking at a Manhattan event, Gundlach said the market may be entering a 'collision course' with recession and corporate defaults as Treasury yields climbed t

According to Jin10, China's interbank bond market yields showed narrow fluctuations early on September 21. The 30-year special long-term Treasury "26 Ultra-Long Special Treasury 04" yield rose 0.05 basis points to 2.149%. The 10-year policy bank bond "26 Development Bank 05" yield declined 0.05 basi

According to Jin10 Data, on September 21, China Gold Association Vice Chairman Yan Diyong traveled to Hong Kong to conduct sector research. During the visit, he held in-depth discussions with Hong Kong SAR government institutions, the gold exchange, industry organizations, and major gold

The Korea Institute for Industrial Economics & Trade (KIET) reported on the 21st that South Korea's manufacturing sector outlook for October shows improvement, with the Professional Survey Index (PSI) reaching 113, up 5 points from September's 108. The forecast is driven by growth in the

According to CryptoTwitter commentator @tokenterminal, xStocks tokenized stocks achieved a market cap of $172.8 million over the past month, reflecting a 187.2% increase. Leading the surge are MSTRx at $29.5 million, CRCLx at $21.4 million, and SPCXx at $11.1 million, indicating growing investor

Minneapolis Federal Reserve President Neel Kashkari said on Sept. 21 that U.S. inflation pressures have spread to the service sector, and energy moderation alone is insufficient to contain price growth. Kashkari emphasized that the labor market remains resilient, providing the Fed with room to

According to Xinhua Finance, China's grain market remains overall stable despite recent fluctuations in international grain prices, Liu Huanxin, director of the State Administration of Grain and Strategic Reserves, said at a press conference of the State Council Information Office on September 21. L

According to CIMB analysts Chew Khai Yen and Michelle Chia, Malaysia's inflation rate is expected to remain around 1.9% to 2.0% in September 2026, despite recent upward pressure from rising oil prices. Broader inflation prospects are likely to remain moderate, with softening core inflation

SpaceX (SPCX) is expected to release its Q3 earnings report in November. Total revenue reached $7.8 billion in Q2 2026, while AI business revenue nearly tripled to approximately $2.6 billion; management stated its goal of reaching $100 billion in annual recurring revenue (ARR) by the end of the year, and Deutsche Bank analyst Edison Yu believes this target is “highly likely to be achieved.” SPCX Stock Performance Since the IPO: From a High of $226 to a Low of $105, Then a Rebound SpaceX went pub

US gasoline prices reached $4.32 per gallon as of May 14, marking the highest level for this stage of an election cycle since data collection began in 1990, according to Energy Information Administration (EIA) data cited by Yahoo Finance on May 20 (local time). The price climbed

Korean government bond futures opened lower on the morning of September 21, with 3-year futures down 9 ticks to 102.20 and 10-year futures falling 11 ticks to 103.79 as of 9:10 a.m., according to Yonhap Infomax. The decline followed a selloff in European government bonds over the weekend and

Mirae Asset Asset Management announced on September 21 the launch of the 'TIGER Hyundai Motor LG Electronics Fixed Physical AI Value Chain' ETF on September 22, featuring fixed 25% allocations to both Hyundai Motor and LG Electronics. The product targets investment opportunities in the Physical AI e