Global TradFi & Macroeconomics

Gaon Cable closed at 327,000 won on May 18, up 25.53%, according to Korea Exchange data. The LS Cable subsidiary, which produces power and telecom cables, surged over 600% from around 46,000 won at the start of the year, making it one of the standout Korean stocks in the infrastructure sector. The r

According to Jin10 Futures, the Federal Reserve raised interest rates by 25 basis points on September 20, delivering the expected rate hike and signaling a fresh round of monetary tightening. The decision initially pressured gold and silver prices as higher yields and a stronger U.S. dollar

According to the People's Bank of China, on September 20, the 1-year loan prime rate (LPR) remained at 3.0% and the 5-year-plus LPR held steady at 3.5%, both unchanged from the previous month.

According to Financial Times, Oracle's $18 billion data center loan faced pressure on Friday (Sept. 18), with syndicate banks including Santander and Jefferies quoting the debt at 89-91 cents per dollar of face value. The loan finances Project Jupiter, a 1,400-acre facility in New Mexico

According to Bitcoin.com News, Robert Kiyosaki stated that the largest market crash in history has begun in 2026, originating in Europe and Japan before spreading globally. Contributing factors cited include AI speculation, the Iran war, excessive debt, and baby boomer retirements. Kiyosaki

According to Nvidia's Q2 earnings call on August 26, CFO Colette Kress stated the company is experiencing extreme memory pricing conditions, with price increases exceeding prior expectations and set to rise further in 2027. The memory pressure has impacted Nvidia's profitability; Kress guided

According to sources familiar with the matter, Paramount and a coalition of 12 U.S. states are in settlement talks over the $110 billion acquisition of Warner Bros. Discovery, with a possible agreement as soon as this weekend or next Monday. Discussed settlement conditions include independent

According to F&Guide, a financial information provider, Korea District Heating Corp leads South Korean listed companies in dividend yield for 2026, with an expected dividend per share of 6,520 Korean won, up 363 won from the prior year, translating to an anticipated dividend yield of 8.69%. AJ

According to Korean Exchange corporate disclosure data, Samsung Electronics and SK Hynix have completed 74.7% and 58.8% of their planned share buybacks respectively, accumulating 34.7 trillion won in combined purchases as of September 20. At the current pace, both companies are expected to finish b

According to Bloomberg data, SpaceX's weight in the Nasdaq-100 Index will increase to 2.82% when the quarterly rebalancing takes effect on September 21, up significantly from its current weight of approximately 1.28%. The final weight was calculated based on Friday's closing price and aligns with th

According to ChainCatcher, last month Samsung Electronics and SK Hynix appointed former Finance Ministry officials to executive roles. Samsung Electronics hired Lee Hee-kun, former head of the Foreign Exchange System Division, as managing director of its IR team. Lee previously oversaw foreign

According to Alternative.me data, the Crypto Fear and Greed Index remained at 71 today (Sept 20), indicating the market is in a greed phase.

According to Korea Exchange, overseas-focused ETF launches rose to 40% of new product offerings in the second half of 2026 as of September 20, significantly up from 27.2% in the first half. Among 37 ETF products launched from July onward, 15 were overseas-focused, compared to 27 out of 99 in the fir

According to Yonhap, South Korea's KOSPI index fell 0.23% to 6,894.23 last week (ending Sept. 18) but recovered from early-week declines and is expected to challenge the 7,000 level this week as investors digest the U.S. Federal Reserve's rate hike and AI-related concerns. The U.S. Fed raised its b

According to international reports, Saudi Arabia's capital Riyadh came under aerial attack overnight on September 19-20, with fuel storage tanks at Saudi Aramco facilities near Riyadh airport catching fire. The incident marks an escalation in Middle East tensions. Meanwhile, Iranian officials

According to Reuters, Chinese DRAM manufacturer Changxin Memory (CXMT) plans to establish a NAND flash memory production line at a new Beijing facility on Friday, expanding its business portfolio beyond DRAM. The company has not confirmed whether the project will proceed to commercial production or

According to BofA's survey conducted from September 4-10, 53% of global fund managers view long semiconductors as the crowdest trade, marking the fourth consecutive month at the top position. The data also shows 33% of respondents believe semiconductor companies are overinvested, reaching a record h

According to BlockBeats citing BIT data, Strategy (MSTR) gained 48% over the past month as of September 20, becoming the top-performing stock among Nasdaq-100 constituents.

According to data from Korea Exchange submitted to assemblyman Park Sung-hoon's office on September 20, 68% of stocks designated under the market alert system fell within 20 trading days over the past five years. The exchange designated 1,548 stocks as requiring investment caution or investment

According to Apple, the iPhone 18 Pro and Pro Max officially launched on September 18 (Friday), marking the first device released under newly appointed CEO John Ternus. The launch occurs amid a global shortage in memory and storage devices, presenting a key challenge for the company. Despite a $100