Global TradFi & Macroeconomics

According to Bloomberg, Saudi Arabia's East-West Pipeline is operating normally. Brent crude fell $0.74 per barrel to $101.81 within five minutes following the update.

Saudi Aramco's Chief Executive Officer announced the company targets natural gas production of approximately 9 million barrels of oil equivalent per day by 2040.

According to Korea Exchange, on October 5, the exchange lowered futures margin requirements for Samsung Electronics and SK Hynix. Samsung Electronics' margin rate was reduced by 7.35 percentage points from 49.95% to 42.60%, while SK Hynix' rate was cut by 0.90 percentage points from 49.95% to 49.05%

According to Yuanta Securities, the Korean won strengthened significantly in Q3 2026, with the average USD/KRW exchange rate falling to 1,426 won from 1,502 won in Q2—a 5.05% decline. By September 30, the rate hit 1,352.8 won, down 12.68% from the end of Q2 (1,549.4 won), marking the steepest

According to F&Guide, South Korea's 233 listed companies for which at least three securities firms provided estimates saw their third-quarter operating profit consensus revised down to 255.23 trillion won from 260.52 trillion won a month earlier, a decline of 5.29 trillion won or 2.03% as of late

Brent crude oil broke through $103 per barrel on October 5, trading at $103.08 per barrel with a 0.73% gain during the day.

Hanwha Asset Management's PLUS AI Semiconductor Materials/Parts/Equipment Active ETF gained 10.97% in the week following its listing on the 15th of last month, nearly double the KOSPI's 5.89% rise over the same period. The ETF's outperformance was driven by heightened expectations for expanded

Korean securities firms reduced KOSDAQ research coverage in Q3, with report volume falling 16.8% to 1,479 from Q2's 1,777, according to FnGuide data released on the 5th. The number of analyzed companies dropped 20.9% from 512 in Q2 to 405 in Q3, while the top 10 stocks' share of total reports rose f

Seven semiconductor exchange-traded funds in South Korea, with combined assets under management of 18.9436 trillion won as of the 2nd, are set to conduct regular rebalancing on the 8th. The rebalancing is triggered by Samsung Electronics exceeding the 25% weight cap in TIGER Semiconductor TOP10,

Securities firms reduced KOSDAQ research reports by 16.8% in Q3, publishing 1,479 reports compared to 1,777 in Q2, according to FnGuide data released on the 5th. The number of analyzed companies fell from 512 to 405 during the same period, a 20.9% decrease in one quarter. The decline occurred as

According to Korea Exchange, seven semiconductor ETFs with combined assets of 189.4 trillion won will undergo scheduled rebalancing on October 8, coinciding with options expiration. Samsung Electronics' weighting in TIGER Semiconductor TOP10 stands at 26.98%, exceeding the 25% cap, requiring

According to Hanwave Asset Management, the PLUS AI Semiconductor Materials-Parts-Equipment Active ETF surged 10.97% in the week since its September 15 listing, more than double the KOSPI's 5.89% gain over the same period. The fund added three new holdings—Gigavis, Dreamtech, and Hanyang Digitek—on

According to FnGuide, KOSDAQ research reports in Q3 totaled 1,479, down 16.8% from Q2's 1,777 reports. The number of companies receiving at least one research report fell to 405 from 512 in Q2, a 20.9% decline. Meanwhile, reports on the top 10 most-covered KOSDAQ stocks rose to 265 from 238,

According to Foresight News, Plume announced today the launch of Plume Vaults backed by Fidelity Total Bond ETF (FBND). FBND is Fidelity's largest bond ETF with over $28 billion in assets under management, employing active management strategy and featuring 20 years of performance history. The fund i

According to Saudi Aramco's CEO, the global oil market requires an additional 2 million barrels per day of demand over the next 18 months to absorb current inventory levels.

According to Guru Club, Saudi Arabia's east-west crude oil pipeline halted operations on October 5 following another attack. Brent crude surged nearly $1 per barrel within five minutes to $102.31 per barrel in response to the

According to S&P Global's purchasing managers index released on October 5, UK employment has continued to decline for 24 consecutive months, surpassing the duration of job losses during the global financial crisis. However, the labor market is showing signs of improvement, with service sector

Hana Securities, iM Securities, and Hanwha Investment Securities released three research reports during the week of September 28 to October 2 analyzing investment strategies amid rising US Treasury yields and expanding semiconductor and nuclear power sectors. The reports addressed US 10-year Treasur

According to Jin10, Scottish utility SSE on October 5 adjusted its forecast, expecting most of its gas-fired power plants to continue operating until the mid-2030s, reversing earlier plans for retirement by decade's end. The change reflects UK electricity system challenges as renewable energy

According to S&P Global Market Intelligence chief economist Tim Moore, the UK services sector saw output growth slow in September compared to August, with new orders rising at their weakest pace in three months. Businesses weakened their economic outlook for the coming year, citing soft demand and r