Global TradFi & Macroeconomics

According to Barron's, Nvidia reclaimed its position as the world's most valuable company on Tuesday (November 3), with shares surging over 2% to $206.69, bringing its market cap to approximately $4.98

According to an announcement from the People's Bank of China on November 3, financial institutions' foreign exchange deposit reserve requirement ratio will increase by 2 percentage points, from the current 4% to 6%, effective November 15, 2026. The central bank cited the need to strengthen foreign e

According to The Wall Street Journal, CVS Health plans to complete its spin-off in the first half of 2028.

According to Yonhap Infomax, KakaoBank reported Q3 net profit of 141.7 billion KRW on November 4, representing 27.2% year-over-year growth and surpassing market consensus of 130.3 billion KRW by 8.7%. The bank's cumulative net profit for the first nine months reached 469.8 billion KRW, up 25.2%

According to MarketWatch, the stocks most favored by Wall Street analysts have underperformed their least-favored counterparts over the past year by a degree that ranks among the most extreme observed in the past 30 years, Piper Sandler analysis shows. The relative performance gap, measured by

Billionaire investor Bill Ackman stated on November 3 (local time) that artificial intelligence (AI) hyperscalers' growth potential is undervalued by the market, with future revenue growth rates likely to exceed analyst forecasts. In a recent quarterly shareholder letter, the Pershing Square

Hanjin KAL's market capitalization approached 12 trillion won as Hoban Group and Hanjin Group Chairman Cho Won-tae engaged in a shareholding competition, according to iM Securities analysis. The brokerage firm estimated the holding company's fair value at approximately 3.3 trillion won using

Hana Securities analyst Kim Hyun-soo recommended a buy strategy for LG Energy Solution at a market capitalization around 80 trillion won, citing continued growth in the energy storage system (ESS) segment. The recommendation followed LG Energy Solution's Q3 earnings report, which showed operating

South Korea's foreign exchange reserves increased to $443.16 billion at the end of October, rising $2.6 billion from $440.56 billion at the end of September, the Bank of Korea reported. The increase was driven by returns from foreign asset operations and growth in financial institutions' foreign

According to Business Insider, on November 3, billionaire investor Bill Ackman stated that artificial intelligence hyperscalers' growth potential is being underestimated by the market, saying analysts underweight the significant revenue and profit growth these companies' infrastructure investments c

According to Hana Securities analyst Kim Hyun-soo, LG Energy Solution's Q3 operating profit reached 750 billion won, beating consensus expectations. Energy storage system (ESS) revenue surged 50% quarter-on-quarter, while medium and large EV battery sales grew 30% driven by increased European high-v

According to the Bank of Korea, South Korea's foreign exchange reserves rose to $443.16 billion at the end of October, up $2.6 billion from $440.56 billion at the end of September. The increase was primarily driven by asset management gains and higher foreign currency deposits from financial

According to iM Securities analysis, Hanjin Kal's stock surged 40% over two trading days on November 2-3, driven by a control battle between Hoban Group and Hanjin Group Chairman Cho Won-tae. The company's market capitalization reached approximately 11.7 trillion Korean won, while its estimated

iShares Silver Trust, the world's largest silver ETF, saw holdings decrease by 7.54 tons compared to the previous day, with current holdings at 15,751.9 tons.

US Treasury prices fell on November 3rd (US Eastern Time) with medium- and long-term bonds showing relative weakness, as the yield curve steepened in a bear steepening pattern. The 10-year Treasury yield rose 5.60 basis points to 4.9510% by 3:00 PM, while the 2-year yield climbed 3.10 basis points t

Hana Securities will resume credit purchases for SK Hynix stocks from the 6th with a 300 million won limit, after suspending the service on the 1st of last month, as the company's credit margin balance decreased over 17% from its October high. The brokerage had halted new credit purchases for both S

Coupang Inc, the parent company of South Korean e-commerce platform Coupang, reported an operating loss exceeding 600 billion won in Q3 2024, marking its third consecutive quarterly loss this year, according to its SEC filing submitted November 4 (Korean time). The loss was driven by rising operatin

According to Hana Securities, the brokerage will resume new credit purchases of SK Hynix starting November 6, with a limit of 300 million Korean won, marking the first resumption in about a month. SK Hynix's credit loan balance declined to 2.478 million shares as of November 2, down 17.3% from the

According to SEC filings submitted on November 4, Coupang Inc. posted an operating loss of $450 million (approximately 642.3 billion Korean won) in the third quarter of 2026, swinging from an operating profit of $162 million in the same period last year. This marks the company's third consecutive qu

According to media reports, CVS rose 3% in after-hours trading, with the company reportedly considering a breakup of its business segments.