Global TradFi & Macroeconomics

According to Korean Economic Daily, KOSPI rose 2.66% to 6894.23 on Sep 18, approaching the 7,000 mark, despite the U.S. Federal Reserve raising its policy rate to 3.75–4.0% on Sep 16 and the Bank of Japan increasing its rate to 1.25%. Semiconductor stocks led the gains, with Samsung Electronics

On September 18, 2026, Beijing time, Hong Kong-listed AI stocks saw a concentrated repricing event. MiniMax（00100.HK） After opening higher that day, MiniMax continued to climb. According to Gate 股票 market data, it closed at HK$303.00, up HK$48.20 from the previous trading day, a rise of 18.92%, bringing its total market cap to HK$105.8 billion. MiniMax’s overseas commercialization entered a clear acceleration window in September. Source: Gate 股票 market data Overseas c

Bank of Japan Governor Kazuo Ueda stated on the 18th that the central bank does not rule out a 0.5 percentage point interest rate increase or consecutive rate hikes, emphasizing that decisions depend on inflation developments. The BOJ raised its benchmark rate from 1.0% to 1.25% on the 18th, the

According to Jin10, Hong Kong stock market closed with Hang Seng Index up 0.60% and Hang Seng Tech Index up 2.20% on September 18. Semiconductors, optical communications, robotics, and artificial intelligence sectors led gainers. Lenovo Group (00992.HK) surged over 9%, with market capitalization

According to Reuters, China's CXMT (ChangXin Memory Technologies) is preparing to enter the NAND flash market with a research and development line at a new Beijing plant. The move would expand CXMT beyond DRAM production and position it to compete with Samsung, SK Hynix, Micron, and domestic rival

According to Bloomberg, SoftBank increased its margin loan backed by Arm Holdings from $20 billion to $25 billion on September 18. The company renegotiated agreements with multiple creditors this month to raise additional capital for expanded AI investments without reducing its Arm

According to two sources, Thailand plans to issue 1.28 trillion baht in government bonds for the 2027 fiscal year, a level roughly in line with the current year's issuance.

The UK Office for National Statistics reported that August retail sales rose 2.4% year-over-year, exceeding the market forecast of 1.9% growth. On a month-over-month basis, sales increased 0.5%, rebounding from the previous month's 0.5% decline. The data, released on the 18th, showed the June growth

According to Germany's Federal Statistical Office (Destatis), the country's Producer Price Index (PPI) rose 4.6% year-over-year in August, on September 18. The reading exceeded both July's 3% increase and the market forecast of 4.1%, with month-over-month growth at 1.1%. Destatis attributed the

According to Royal Bank of Canada, the Bank of England is expected to hike interest rates by 25 basis points in November 2026.

Kiwoom Securities issued 400 billion won in subordinated bonds on September 18, marking the company's first-ever issuance of such instruments in its history. The securities firm fully subscribed the bonds from institutional investors including insurance companies and asset managers to expand its

According to the Investment Banking Industry, Kiwoom Securities issued 400 billion won in subordinated bonds on September 18, marking the company's first issuance of such securities. The entire offering was placed with institutional investors including insurance companies and asset management

ECB Deputy Governor Boris Vujcic said on September 18 that Eurozone economic growth could slow this autumn if prices remain elevated. Sustained inflation affecting household incomes and consumer behavior would dampen GDP growth, he noted. Vujcic added that while energy prices influence rate-path pri

Han Ji-young, a research analyst at Kiwoom Securities' Investment Strategy Team, published 'Don't Sell Leading Stocks Carelessly' on the 17th. The book compiles three years of daily morning market commentary titled 'Thoughts Before Market Open' and establishes criteria for when to buy, hold, and

According to Yonhapnews, South Korea's government bond yields fell across the board on September 18, even as Japan's central bank raised rates. The 3-year yield dropped 2.8 basis points to 4.035%, while the 10-year yield fell 4.0 basis points to 4.466%. Foreign investors bought 13,621 contracts

SK Hynix ADR will be included in the Vaneck Semiconductor ETF (SMH) effective September 21, 2026, according to the MVIS US Listed Semiconductor 25 Index semi-annual review announced on September 18. The ADR will hold a 5% weighting in the fund, with the MVIS index review anticipating

Han Ji-young, head researcher at Kiwoom Securities' investment strategy team, published a new book titled "Do Not Sell Leading Stocks Recklessly" on September 17. Based on three years of morning market commentary, the book provides criteria for identifying when to buy, hold, and sell leading

According to Bitget, Intel (INTC) shares gained more than 3% in pre-market trading today.

According to BlockBeats citing GMGN data, on September 18, INU, a Meme coin on Robinhood Chain paired with tokenized Apple stock (AAPL), hit a market cap of $15 million—its all-time high—with a 24-hour gain of 164% and trading volume of $3.5 million. INU uses the INU/AAPL trading pair to provide li

Kim Young-ik, an adjunct professor at Sogang University's Graduate School of Economics, appeared on KBS YouTube channel 'Money Ola' on the 15th and predicted that the KOSPI index may fall below 5200 in the first half of next year. The professor noted that KOSPI peaked at 9385 during trading in