Global TradFi & Macroeconomics

According to Bank of America, on September 20, the Federal Reserve is expected to raise interest rates two additional times before the end of 2026. The bank cited sustained strength in the U.S. economy and persistent inflation concerns, noting that the Consumer Price Index has risen 3.4% year-over-y

Late Sunday, U.S. President Donald Trump announced a permanent security agreement granting Washington access, basing, and overflight rights in Greenland, sending shares of Critical Metals (CRML), Greenland Energy (GLND), and Greenland Mines (GRML) surging overnight. CRML gained 34%, GLND

According to Tomo Kinoshita, Invesco strategist reporting via Jin10, the Bank of Japan will likely raise its policy rate to 1.50% in December, up 25 basis points from the current 1.25% set last Friday (September 19). Kinoshita projects further rate hikes in March and July next year, bringing the po

The Pinkfong Company stocks rose 7.93% to 13,060 won as of 10:36 AM on the 21st, driven by speculative buying linked to real shark sightings in Busan over the weekend. The stock, known for its Baby Shark character intellectual property, reached an intraday high of 14,280 won with an 18% gain.

According to the Korea Exchange, Pinkfong Company (ticker: 403850) surged 7.93% to 13,060 Korean won by 10:36 AM on September 21, with intraday highs reaching 14,280 won, a gain of 18%. The rally appears driven by viral social media attention following a real shark's presence in Busan's North Port o

UBS analyzed S&P 500 performance patterns during US midterm election years in a recent report, finding that stocks historically gained an average of 14.5% from late August through late March of the following year based on data since 1950, according to Investing.com on September 20 (local time).

Nice Credit Rating stated that four out of five major US Big Tech companies possess the financial capacity to sustain artificial intelligence infrastructure investments through 2028, according to a report cited by News1 on the 21st. Despite the operating cash flow to capital expenditure ratio

According to UBS, analysis of S&P 500 performance following U.S. midterm elections since 1950 shows the index averaged a 14.5% gain from end of August through end of March in midterm election years. From September through year-end in midterm years, the index averaged a 6% gain, compared to 4% in

According to NH Investment & Securities, credit spreads in South Korea's corporate bond market widened last week as general bank bond issuance surged to 3.6 trillion won (3.6 billion USD equivalent), the largest volume this year. The research firm attributed the expansion to increased net issuance o

According to iM Securities on September 21, Samsung SDI is expected to post earnings surprises driven by third-quarter energy storage systems (ESS), prompting the firm to raise its target price to 800,000 Korean won from 590,000 won. iM Securities analysts project Q3 operating profit of 285

According to Jin10, Australia's major banks, including ANZ and Commonwealth Bank, have formed a consensus on September 21 that the Reserve Bank of Australia (RBA) will hike rates by a further 50 basis points before year-end. This shift follows recent hawkish commentary from RBA officials last

South Korean financial authorities are pushing to explicitly prohibit margin trading for investors under 19 years old through codification in Korea Exchange regulations or Financial Investment Association rules, according to the financial investment industry on the 21st. The move aims to

According to financial authorities, South Korea's Financial Supervisory Service announced on September 21 plans to explicitly restrict margin trading for investors under 19 years old through formal rules at the Korea Exchange and Korea Financial Investment Association. The policy aims to prevent

JP Morgan forecasts active ETFs will rise from 12% ($2.8 trillion) to 20% ($6 trillion) of the global market by 2030. Korea's active ETF share stood at 21% of its $330 billion assets under management as of June end, ranking first in Asia-Pacific and second globally, according to Philip El Asmar, the

Samsung Electronics achieved an 80% production yield for its HBM4 memory chips, up from below 60% in early production stages, according to industry analysis. The yield improvement enabled Samsung to narrow its HBM market share gap with SK Hynix to 17

According to Jin10, WTI crude oil futures fell 2.38% and U.S. natural gas futures declined 1.51% as of 09:30 Beijing time on September 21.

According to Jin10 Futures, as of 09:30 Beijing time on September 21, New York gold futures declined 0.26%, while silver futures rose 0.05% and copper futures gained 0.32%.

According to Philip El Asmar, JPMorgan Asia-Pacific ETF head, global active exchange-traded funds are projected to expand from their current 12% share ($2.8 trillion) to 20% by 2030 ($6 trillion). Active ETFs offer higher returns above index benchmarks and broader asset access, including

According to Counterpoint Research, Samsung Electronics' HBM market share gap with SK Hynix narrowed significantly in Q3 2026, from 37 percentage points to 17 percentage points, as the chipmaker's HBM4 yield stabilized at around 80%. Q3 HBM4 revenue surged more than three-fold