Global TradFi & Macroeconomics

Korean stock market analysts issued conflicting forecasts following the US Federal Reserve's rate hike decision on September 16, as the KOSPI rebounded 2.66% to close at 6894.23 on the 18th. The divergence stems from differing interpretations of the Fed's 25-basis-point increase to a 3.75-4.00%

According to fund evaluation firm KG Zero In, South Korea's SOL Aerospace Value Chain ETF posted the highest weekly gain among domestic equity funds, surging 9.01% during the week of September 11-17. The rally was driven by anticipation ahead of SpaceX's scheduled 14th test flight of its Starship on

According to data from F&Guide, DB Hi-Tek dominated investor search rankings during September 8-14, claiming the top two positions for most-searched analyst reports. KB Securities raised its target price for DB Hi-Tek from 170,000 won to 200,000 won, citing structural chip supply imbalances

According to SoSoValue data, for the week ending September 18, Grayscale’s Zcash Spot ETF had net inflows of $98.21 million, the highest among the 14 types of crypto Spot ETFs in the United States. During the same week, the 12 Bitcoin Spot ETFs had combined net inflows of just $6.21 million, while Ethereum Spot ETFs had net outflows of $140 million. ZCSH’s Fund Flows This Week: $84.23 Million Concentrated on Thursday and Friday, Plus Cumulative Data for the Four Weeks Since Listing ZCSH had net

The Korean monthly dividend ETF market experienced significant growth as the Bank of Korea maintained its base rate at 3.0% in September with the KRW/USD exchange rate at 1346. Domestic covered call ETF assets under management expanded from 15.1087

According to Korean Economic Daily, as of late August, Korean covered call ETFs saw their combined assets under management reach 27.57 trillion KRW, up 12 trillion KRW since the start of 2026. However, the outlet warned that high distribution rates do not guarantee strong returns. Among the top 19 K

SpaceX CFO Brett Johnson said at a Goldman Sachs conference that the company is increasingly confident it can achieve its $100 billion annual revenue target. Meanwhile, SPCX stock is expected to receive a near-term boost on September 21: More than 1 billion shares will be unlocked, and JPMorgan estimates that this will force index funds to passively buy approximately $15.5 billion worth of SPCX stock. SpaceX CFO's Statements at the Goldman Sachs Conference: Specific Terms of Three New AI Hashrat

On Sept. 18, U.S. Eastern Time, the U.S. memory-chip sector once again became the market's focus. According to Gate 股票 market data, 闪迪（SNDK） opened at $1,625.20 that day, reached an intraday high of $1,797.00, and ultimately closed at $1,791.82, up 10.99% for the day and bringing its market cap to $262.36 billion. In after-hours trading, the stock price climbed further to $1,798.00. Source: Gate 股票 market data The main force behind the rise came from the options market

Shinhan Financial Group met with VinGroup executives on the 17th at Shinhan Vietnam headquarters to expand cooperation beyond auto finance into capital markets. The expansion builds on an existing relationship where Shinhan Vietnam Bank provided cumulative $100 million in auto loans to VinFast

According to Shinhan Financial's announcement on September 20, the South Korean bank expanded its partnership with Vietnam's largest company by market cap, Vingroup, moving beyond auto financing into capital markets. Since 2024, Shinhan Vietnam Bank has provided $100 million in cumulative auto

Avalanche Treasury CEO Bart Smith warned at Avalanche Summit that as AI agents enter financial markets on a massive scale, blockchain blockspace will come under unprecedented pressure: “Blockspace is no longer unlimited.” He also predicted that traditional financial markets are highly likely to move toward 24/5 trading by mid-2027. Smith’s Warning on L1 Blockspace Scarcity: The Scale of AI-Agent Financial Trading and Differences in L1 Technology In an exclusive interview with The Block, Smith sa

Vicor Corporation (VICR), a Massachusetts-based power conversion technology company, saw its US stocks surge 18.5% on 17일 (local time) following announcements of a tripled factory expansion and a new patent licensing agreement with an unnamed large AI manufacturer. On 16일,

According to BlockBeats, Kalshi filed proposed rule changes with the SEC and CFTC on September 20 to launch perpetual futures contracts linked to U.S. equities. The proposed contracts will have no set expiration date and maintain price alignment with underlying stocks through regular funding rate

Berkshire Hathaway announced on September 18 that 96-year-old Warren Buffett would step down as chairman, with his 71-year-old eldest son, Howard Graham Buffett, succeeding him. Howard’s background is far removed from Wall Street: he did not complete any of the three universities he attended, operated a bulldozer to dig basements for others when he was young, founded Buffett Excavating, and is Ukraine’s largest private donor. Five Unconventional Roles of Howard Buffett The 71-year-old Howard Buf

According to KB Securities, Samsung Electro-Mechanics' stock rose 4.36% to 1.388 million won on September 18, as the brokerage maintained a 3 million won price target amid expectations of strong Q3 earnings. KB Securities analyst Lee Chang-min forecasted Q3 operating profit of 660.1 billion won,

Bitcoin (BTC) is maintaining a strong trend, currently trading at around $81,160 as of September 20. The U.S. Securities and Exchange Commission (SEC) is preparing to move the U.S. stock market toward around-the-clock trading, in line with the crypto market. Vietnam plans to issue its first licenses for crypto-asset service providers in 2026 and allow the first digital-asset platforms to begin operations. Macro Events & Crypto Highlights BlockTempo reported that the U.S. Securities and Exchange

According to Bank of America strategists Mark Cabana and Meghan Swiber, released Friday, the Federal Reserve's policy rate risks breaking above 5%, with short-term Treasury yields having further upside potential. The strategists said rate markets may be underestimating the endpoint of the Fed's rate

According to UBS analysts, the bank released 14 top stock picks on September 20, highlighting opportunities in the artificial intelligence sector. Amazon is UBS's preferred large-cap internet company with a $318 target price. Among semiconductor manufacturers, Texas Instruments is the top pick with

Hana Securities analyst Kim Hong-sik issued buy recommendations for six Korean wireless communication equipment stocks in a recent report, citing anticipated supply shortages beginning in 2027. The analyst recommended RFHIC, KMW, Solid, HFR, LIG Acuver, and Oisolution for aggressive buying,

According to Hana Securities analyst Kim Hong-sik, on September 20, the firm recommends buying six South Korean wireless equipment companies—RFHIC, KMW, Solid, HFR, LIG Acuber, and O-I Solution—citing expected supply shortages in 2027. The shortage stems from U.S. regulations restricting Chinese wir