Global TradFi & Macroeconomics

According to overseas brokers, USD/KRW 1-month NDF fell to 1,380.30 won on September 18, down 1.25 won from the previous day's Seoul spot rate of 1,382.20 won. The decline reflected easing tensions between Saudi Arabia and Houthi forces following a ceasefire proposal and concerns about Trump

The USD-KRW exchange rate traded at 1,381.50 won at 6 AM on September 18, down 0.70 won from the prior Seoul market close of 1,382.20 won. The previous day, the rate reached an intraday high of 1,388.20 won at 5:25 PM, the highest level since the high recorded last month on the 26th. The US

Japan's nationwide unadjusted consumer price index rose 0.1% month-on-month in August, declining from 0.4% in July.

According to Yonhap InfoMax, the US dollar-South Korean won exchange rate surged overnight on September 17-18, swinging between 1,370 won and 1,388.20 won amid mixed signals on geopolitics and US monetary policy. The pair closed near 1,380 won. The moves reflected the US Federal Reserve's first rat

Japan's consumer price index (CPI) rose 1.9% year-over-year in August, falling short of the 2% forecast and matching the previous month's reading of 1.9%.

Japan's core Consumer Price Index for August came in at 1.7% year-over-year, falling short of the 1.80% expectation and declining from the previous month's 1.80%.

Kiwoom Asset Management announced on the 18th a reduction in the total expense ratio for its KIWOOM 200TR ETF from 0.012% to 0.010% annually. The fee cut aims to lower costs for investors in the KOSPI 200 index. The ETF, which launched in April 2018, manages assets totaling 1.7671 trillion won as

DB Securities researcher Seol Tae-hyun recommended defensive positioning in utilities and infrastructure as US 10-year Treasury yields exceeded the +2 standard deviation threshold on a 3-year rolling basis. The yield spike, driven by Middle East geopolitical risks and hawkish September Federal

South Korean government bond futures rose in night trading on the 18th, tracking gains in US Treasuries following the Bank of England's quantitative tightening reform announcement. The 3-year Korea Treasury Bond futures climbed 10

According to the Federal Open Market Committee (FOMC), U.S. stock markets rebounded on September 17 (U.S. Eastern Time) after the Federal Reserve raised its benchmark rate by 25 basis points and Fed Chair Kevin Wash delivered hawkish remarks, which markets interpreted as resolving

According to DB Securities researcher Suh Tae-hyun, on September 18, U.S. 10-year Treasury yields surged past +2 standard deviations amid Middle East geopolitical risks and a hawkish September FOMC decision, triggering heightened volatility across global equity markets. Historical analysis shows

According to Yonhap Infomax, South Korea's 10-year government bond futures rose 39 ticks to 104.05 in overnight trading on September 18, while 3-year futures climbed 10 ticks to 102.31. The gains followed a sharp rally in UK gilt markets after the Bank of England announced a shift in its

According to Futurum Equities chief strategist Shay Boloor, Nebius announced on Sept 17 that it will raise rental prices for AI GPUs by approximately 20% starting Oct 1, with older H100 models increasing around 17%. The pricing adjustment drove Nebius stock to climb 4.12% to $217.99 during the

South Korea's Ministry of Finance announced the fuel tax exemption policy has been extended by two months through the end of November.

According to Wells Fargo macro strategist Chidu Narayanan, the bank recommends selling yen against the dollar ahead of the Bank of Japan's upcoming policy decision. Narayanan stated in a report that the BoJ is unlikely to meet or exceed market-implied hawkish expectations, as the market has

According to CNBC, on September 17, investment bank Citizens upgraded J.B. Hunt Transport Services (NASDAQ: JBHT) to Market Outperform from Market Perform, citing excessive stock price correction. Citizens set a $300 price target for the company, implying 27% upside from the prior day's close

Ultragenyx Pharmaceutical Inc. (RARE) received U.S. Food and Drug Administration approval on Thursday for Fayuvi, the first gene therapy for Sanfilippo syndrome type A in pediatric patients. The approval followed a 2025 rejection over manufacturing issues that required the company to resubmit its ap

According to Stocktwits, on Thursday, Sept 17, the U.S. Food and Drug Administration approved Fayuvi (UX111), the first gene therapy for pediatric Sanfilippo syndrome type A. Ultragenyx Pharmaceutical Inc. (RARE) stock gained 13% during regular trading and added 3% after-hours. The company priced F

According to U.S. Energy Secretary Wright, Saudi Arabia's East-West pipeline, which was damaged by drone strikes on September 10, is expected to resume operations relatively quickly. The pipeline, which allows Saudi Arabia to bypass the Strait of Hormuz for oil exports, was forced to shut down

In August, New Zealand's exports totaled NZ$6.66 billion, according to official data. The previous month's figure was revised downward to NZ$7.22 billion from an initially reported NZ$7.39 billion.