Global TradFi & Macroeconomics

South Korea's presidential office confirmed today (September 4) that semiconductors are included in Korea-U.S. trade negotiations, according to a high-ranking official at Cheong Wa Dae. The official stated at a press briefing that semiconductor issues are part of broader discussions between the

On September 4, 2026, Gate market data showed that Bitcoin (BTC) had climbed back above $82,000, reaching a high of $82,278. As the world’s largest corporate Bitcoin holder, Strategy (formerly MicroStrategy) also saw its stock price skyrocket—as of that day’s close, MSTR stood at $144.82, up 17.56% on the day. From its mid-August low of $92.52, MSTR had rebounded more than 56% in roughly three weeks. MSTR’s performance is highly correlated with BTC, but its moves are often much larger than BTC’s

According to Yonhapinfomax, on September 4, South Korea's Democratic Party K-Capital Markets Special Committee Chairman Oh Ki-hyung announced plans to promote a revised Capital Markets Act in the second half of 2026. The proposed amendment would require target companies' boards of directors to

Top-performing investors on Mirae Asset Securities net purchased Samsung Electronics, Samsung Electro-Mechanics, and Alteogen most as of 11 AM on the 4th, according to data from the brokerage. Investors in the top 1% by monthly returns bought Samsung Electronics most heavily, with its stock price ri

According to JPMorgan Chase on September 4, Asian currency movements are increasingly diverging. The firm expects the Bank of Japan to raise interest rates 3 to 4 times over the next 12 months, pushing policy rates to around 2%, while potentially prioritizing yen stability; USD/JPY is likely to

SpaceX Class A became the most-purchased stock by Korean retail investors from August 3 to September 3, according to Korea Securities Depository data. Net purchases totaled $333.64 million (approximately 453.2 billion won) during the period. The buying surge followed the stock's drop below its IPO p

According to Mirae Asset Securities, top 1% retail investors by profitability over the past month made the largest net purchases of Samsung Electronics (005930) on September 4 morning, followed by Samsung Electro-Mechanics (009150) and Alteogen (196170). Samsung Electronics shares rose 5,000

Hyperscale Data's (NYSE: GPUS) wholly owned subsidiary, Alliance Cloud Services, shut down all Bitcoin Mining Machines at its Dowagiac mining farm in Michigan on September 1. In a September 2 statement, the company disclosed that it is converting the mining farm into an AI Hashrate-hosting facility to serve an AI Hashrate contract initially valued at approximately $1.2 billion. Dowagiac, Michigan Mining Farm Closure Hyperscale Data's Alliance Cloud Services signed a master services agreement wit

Nomura Securities maintained a 'buy' rating for Samsung Electronics and SK Hynix on the 4th, with target prices of 670,000 won and 4.7 million won respectively, projecting that South Korea's leading memory chip stocks will rebound from recent market volatility driven by strong fundamentals. The

According to Nomura Securities, on September 4, Samsung Electronics and SK Hynix maintained buy ratings with target prices of 670,000 and 4.7 million Korean won respectively. Nomura said the companies are trading at historically low valuations, having declined 37% from recent highs and trading at an

According to BlockBeats, Predict.fun launched a SHEIN price prediction market today (September 4), allowing users to forecast daily price movements and execute trades based on the stock's direction.

According to Yonhapinfomax, the USD/KRW exchange rate fell to 1,356.70 won on September 4 as softer-than-expected Federal Reserve signals boosted demand for the Korean won. The pair dropped 2.60 won from the previous day's close of 1,359.30 won, with an intraday low of 1,355.30 won. Fed Governor

According to Yonhapinfomax, the USD/JPY exchange rate traded near 155.73 yen on September 4, approaching the 155.20 yen level set following the joint U.S.-Japan intervention in late July. Amid expectations of accelerating rate hikes by the Bank of Japan, overseas hedge funds have begun adjusting

According to Yonhapinfomax, the USD-KRW spot mid-rate (MAR) traded at minus 0.05 won in Seoul foreign exchange market before 9 a.m. on Sept 4. NDF fixing positions were held at square, indicating neutral market positioning among regional participants at market

Capital Market Institute senior researcher Nam Jae-woo presented retirement pension reform proposals at a briefing in Yeouido, Seoul on September 4, 2026. South Korea's retirement pension assets reached 501.4 trillion won by end-2025, nearly doubling from 255.5 trillion won in 2020. However,

Japanese stocks showed mixed performance on September 4 as the Nikkei 225 index rose 0.38% to 64,458.78 while the Topix index fell 0.49% to 4,081.81 as of 9:18 AM. The divergent movements came after Christopher Waller, a Federal Reserve Board governor, made unexpectedly dovish remarks suggesting

According to Economist, on September 4, foreign investors and institutional buyers returned to Korean markets after six trading days, driving the KOSPI higher as U.S. Treasury yields declined. However, Samsung Electronics and SK Hynix—the index's primary drivers—showed gains of roughly 2% but

According to the Capital Market Research Institute, South Korea's retirement pension assets have accumulated to 501.4 trillion won as of end-2025, yet the 10-year average return rate stands at only 2.64%, according to a policy briefing held today (September 4). Research fellow Nam Jae-woo

According to Yonhap News, Japan's Nikkei 225 index rose 244.30 points (0.38%) to 64,458.78 on September 4, following dovish remarks from Federal Reserve official Christopher Waller overnight. Waller stated that recent inflation indicators suggest disinflationary trends, and if this momentum