Global TradFi & Macroeconomics

The Korea Corporate Governance Forum published commentary on the 6th alleging that SK Group Chairman Choi Tae-won's stock sale structure may be designed to circumvent voting rights restrictions. On the 2nd, SK Inc. and Korea Investment & Securities announced the disposal of 1,653,924 SK Inc.

Korea Securities Finance issued its first global bond in its 71-year history, raising $300 million in foreign currency-denominated debt. The company signed the bond underwriting agreement with related institutions on the 2nd and announced the completion on the 6th. This marks the first public global

South Korea's 20-year government bond 26-10 is experiencing yield curve distortion due to supply shortages after becoming the benchmark bond on the 10th of last month. The bond's initial issuance totaled only 242 billion won, with an additional 600 billion won issued on the 9th, bringing total

SK Ecoplant, a South Korean construction firm rated A-, narrowed its 3-year credit spread to 214.6 basis points as of the 2nd, down from 236.5bp at the end of July, following a bond issuance in July that attracted demand at rates 35-65bp below prevailing market levels. The spread compression

According to Korea Corporate Governance Forum, SK Group Chairman Chey Tae-won announced the sale of 1.654 million ordinary shares in SK Corporation worth 944 billion won on October 2. The transaction, slated to occur between November 2 and December 1, comprises 544 billion won to be sold to a

According to Korean Securities Finance Co., on October 2, the company issued its first-ever global bond worth $300 million, marking the first public-offering-format global bond issuance by a securities finance company globally. The announcement was made on October 6. The 3-year bond carries a

According to market intelligence firm Kpler, crude oil transiting the Strait of Hormuz averaged 10.3 million barrels daily over the past 7 days as of Saturday, representing just 76% of pre-war baseline

According to CNBC host Jim Cramer on Monday (October 5), U.S. Treasury yields surged to multi-year highs while major stock indices reached record levels, creating a rare disconnect. The Nasdaq Composite rose approximately 1% to a record close, and the S&P 500 gained 0.66%, as 10-year Treasury yields

As of 9:30 AM Beijing time on October 6, gold futures on the New York Mercantile Exchange rose 0.16%, while silver futures fell 0.20% and copper futures gained 0.31%.

LG Electronics signed a long-term supply contract with Air Control Concepts for 5 gigawatt AI data center cooling solutions, the company announced on the 5th. On the 6th at 9:42 AM, LG Electronics stocks rose 6.02% (13,000 won) to 229,000 won following the announcement. The contract awards LG Electr

The yen opened at 157.87-157.89 per dollar at 8:30 AM Tokyo time on Oct 6, down 0.22 yen from the previous day's 5 PM level, as reduced expectations for Japan's Government Pension Investment Fund (GPIF) portfolio rebalancing prompted yen selling and dollar buying. Some media outlets reported on Oct

According to Newsis, the Japanese yen weakened on October 6 after expectations for a Japan Government Pension Investment Fund (GFIF) portfolio rebalancing dimmed. USD/JPY fell to 1 USD = 157.87–157.89 JPY by 8:30 a.m. Tokyo time, down 0.22 yen from the previous day's close. Market reports

According to MSX.COM data, U.S. stocks closed higher today, October 6. The Dow Jones Industrial Average rose 0.18%, the S&P 500 gained 0.66%, and the Nasdaq Composite climbed 1.05%. AI-related stocks rallied broadly, with Tempus AI up 9.03%, Atlassian gaining 4.66%, Intuitive Surgical

According to Financial Post, on October 6, the U.S. 30-year Treasury yield is approaching 6%, and a technical rule governing Treasury futures contracts—the CTD (Cheapest-to-Deliver) switch—poses a risk of amplifying further long-end selloffs. When Treasury yields rise sharply, the pricing

According to Korea Automobile Importers and Distributors Association, Tesla registered 12,372 units in September, accounting for 35% of all imported sedans—meaning 1 out of every 3 imported vehicles was a Tesla. The Model Y sold 11,157 units, surpassing Hyundai's Granzer (8,898 units) and

According to Life Asset Management on Oct 6, the core of its shareholder proposal to Samsung Electronics is to maximize share buybacks and cancellations rather than provide preferential treatment to preferred shares. The asset manager emphasized it would welcome Samsung repurchasing and canceling

Lee Hyung-il, South Korea's Deputy Prime Minister and Minister of Finance and Economy, announced on the 6th that the government will prioritize housing supply expansion as part of three core social policies covering housing, employment, and financial support for vulnerable groups. Speaking at the

The Philippine Statistics Authority reported on October 6 that headline inflation accelerated to 7.2% in September, up from 6.1% in August. The surge was driven by bad weather that pushed up food prices, higher fuel costs,

Gold traded steady near $4,140 an ounce on October 6 as investors assessed the impact of a stronger dollar and rising US Treasury yields on Federal Reserve monetary policy. Bloomberg reported spot gold at $4,139.06 an ounce as of 7:30 a.m. Singapore time. The dollar approached its highest level of t

According to its interim report released on August 31, Longfeng Pharmaceutical (02652) achieved operating cash flow of 43.65 million yuan in the first half of 2026, a turnaround from a net outflow of 59.21 million yuan in the same period last year, representing an improvement of approximately 103 mi