Global TradFi & Macroeconomics

KB Securities analyst Kim Min-gyu stated in a recent report that consistent shareholder return policies from major semiconductor companies are drawing attention in the Korean stock market as a key support for stock prices. Samsung Electronics announced a shareholder return plan of approximately 90 t

US Treasury yields paused their sharp ascent on May 3 (local time) after Federal Reserve Governor Christopher Waller signaled willingness to maintain the current policy rate, offering temporary relief to global bond markets. The 10-year US Treasury yield closed at 4.761%, down 3 basis points from th

Korean retail investors purchased $92.96 million of the SGOV ETF (iShares 0-3 Month Treasury Bond ETF) during August 28–September 3, according to Korea Securities Depository data released on September 5. The buying was driven by concerns over prolonged high interest rates. SGOV, which invests in

According to Korea Deposit Insurance Corporation data, South Korean retail investors poured $929.6 million into SGOV (iShares 0-3 Month Treasury Bond ETF) during the week of Aug 28-Sep 3, making it the top net-buy product ahead of major tech stocks. The surge reflects growing concerns over

According to Newsis citing Nikkei, global long-term bond yields surged to multi-year highs on May 3, 2026, reflecting structural capital-raising pressures from government deficits and big tech AI investment financing. The US 10-year Treasury closed at 4.761%, down 3 basis points from the previous

US stocks declined on September 4 after August non-farm payrolls surged by 162,000 jobs, far exceeding the market estimate of 56,000. The Dow Jones Industrial Average fell 271.86 points to 53,414.25, the S&P 500 dropped 29.11 points to 7,718.60, and the Nasdaq Composite declined 77.07 points to 26,5

According to Iraq's Oil Ministry, the country will soon receive gasoline shipments to address domestic supply shortages that emerged days ago. Demand has surged from 33 million liters daily to 38 million liters, an increase of 5 million liters driven by public concern, according to Oil Minister

On September 4, Bill Pulte, director of the Federal Housing Finance Agency (FHFA), criticized consumer credit scoring pricing as too high, triggering stock declines for FICO, Equifax, and TransUnion. Pulte stated the government is considering "bi-merge reports and stronger solutions" and directed

According to Seoul Bond Market, South Korea's Treasury futures fell overnight on September 5 following stronger-than-expected U.S. employment data. The 3-year contract declined 3 ticks to 103.14, while the 10-year fell 15 ticks to 105.29. U.S. non-farm payroll gains reached 162,000 in August,

South Korea's government recommended in August that defined benefit (DB) retirement pension managers set target returns at least matching wage growth rates, according to the Ministry of Employment and Labor and Financial Supervisory Service. As of end-2025, DB pensions accounted for 228.9 trillion w

Investment advisor 쁘띠리치 (Kim Un-ah) delivered a presentation on US growth stock investing at the Money Today 'Single FIRE Money Show' held at COEX on the 4th. The author of 'First Investment in US Growth Stocks' and operator of Naver cafe '재린스라이프' addressed approximately 450 attendees seeking

According to South Korea's Ministry of Employment and Labor and Financial Supervisory Service, the government recommended in August that companies managing defined-benefit (DB) pension plans set minimum return targets based on wage growth rates. As of end-2025, DB-type pensions account for 228.9

Grayscale announced in a recent tweet that tokenized stocks are transitioning to onchain platforms. The digital asset management firm highlighted protocols including JupiterExchange, Uniswap, and PancakeSwap as leaders in this transformation. This development reflects the growing integration of

According to Grayscale, tokenized equity trading volume peaked at nearly $3 billion in August. The report indicates that only about 5% of this trading volume is currently deployed in onchain finance. Robinhood Chain, BNB Chain, and Solana accounted for most of the trading activity, suggesting

Citi has pushed back its forecast for the Federal Reserve's first rate cut to June 2027, up from an earlier projection of October 2026, after stronger-than-expected U.S. employment data in August. The U.S. economy added 162,000 nonfarm jobs in August, exceeding market expectations, while the

U.S. President Donald Trump praised August non-farm payroll employment data on his social media platform, according to reports. The specific details of Trump's comments were not disclosed in available sources.

The US dollar strengthened against major currencies on September 4th as robust US employment data drove short-term Treasury yields higher while the Canadian dollar weakened on disappointing jobs figures. The dollar index rose 0.180%

According to Yonhapinfomax, on September 4 afternoon (US Eastern Time), the U.S. dollar strengthened as better-than-expected employment data boosted expectations for Federal Reserve policy action. The dollar index (DXY) rose 0.18% to 99.145. The