Global TradFi & Macroeconomics

According to Benzinga, billionaire investor Bill Ackman recently expressed concerns that artificial intelligence has substantially elevated the risk of corporate disruption. In an interview with The Knowledge Podcast, Ackman stated that when evaluating investment targets, he now carefully assesses h

According to the Federal Reserve, on September 24 the central bank released proposed rules governing stablecoin issuers' reserve requirements and capital standards under the GENIUS Act, enacted in July 2025. The regulation is scheduled to take effect no later than January 2027. Stablecoin issuers

KOSPI is attempting to stabilize at the 7000 level this week as market attention focuses on Samsung Electronics' upcoming earnings announcement. Last week, KOSPI declined 1.09% but managed to defend the 7000 threshold despite US 10-year Treasury yields exceeding 5%, while KOSDAQ surged 5.78%

According to Yonhapnews, South Korea's KOSPI index closed last week at the 7000 level, down 1.09%, while KOSDAQ surged 5.78%. This week, the index is expected to attempt to consolidate at the 7000 mark, with market attention centered on Samsung Electronics' third-quarter earnings announcement

According to MarketWatch, as elevated U.S. bond yields continue to pressure valuations of existing debt holdings, investors are increasingly shifting toward alternative assets including managed futures, equity derivatives income ETFs, and gold and bitcoin. Managed futures strategies offer low

According to SEC data, Nasdaq, NYSE Arca, and two other major U.S. stock exchanges will expand trading hours starting December 6, moving to a 23-hour daily schedule, five days a week. The new model adds a night session from 9 p.m. to 4 a.m., with only one hour reserved for system maintenance

Korean inverse exchange-traded funds betting against the US dollar dominated third-quarter performance rankings as the won-dollar exchange rate declined sharply during the period. KODEX US Dollar Futures Inverse 2X led all domestic ETFs with a 22.76% return in the third quarter, according to Korea E

According to Korea Exchange and KOSCOM data, inverse ETFs betting on U.S. dollar weakness dominated South Korean ETF returns in the third quarter (July-September 2026). KODEX USD Futures Inverse 2X led all 1,112 domestic listed ETFs with a 22.76% return, followed by TIGER USD Futures Inverse 2X at 2

According to reports on October 2, Toshiba announced a 600 billion yen (approximately $380 million) investment to expand its hard disk drive (HDD) manufacturing facility in the Philippines, planning to double production capacity by the 2027 fiscal year. The announcement drove shares of Seagate

According to Coinglass data reported by ChainCatcher, the crypto fear and greed index currently stands at 64, down 4 points from yesterday (October 3). The 7-day average is 71, while the 30-day average is 67.

The Seoul foreign exchange market will track whether the USD-KRW exchange rate, which fell to the early 1,340 won range following weak US employment data, will decline further during the week of Oct 5-9. US September nonfarm payrolls rose by only 29,000, significantly below the 90,000 market

South Korea's National Pension Service increased its KOSDAQ stocks investment to over 100 trillion won for the first time last year. The pension fund's KOSDAQ allocation reached 106.2164 trillion won at the end of last year, representing 40.6% of its combined KOSPI and KOSDAQ investments,

Foreign investors sold 20.3 trillion won worth of stocks in South Korea's KOSPI market from December 1 to January 2, according to Korea Exchange data released on January 4. The massive sell-off drove Samsung Electronics and SK Hynix foreign ownership ratios to their lowest levels of the year, with t

According to Yonhapinfomax, USD/KRW fell to 1,344.20 won on October 3 as U.S. September non-farm employment came in at only 29,000 versus market expectations of 90,000. However, U.S. Treasury yields rebounded sharply after the initial decline, with the 2-year yield closing at 4.8250%, up 3.80

Samsung Securities analysts predict that renewable energy, secondary battery, and energy storage system (ESS) stocks could benefit if the Democratic Party achieves a 'Blue Wave' by controlling both chambers in the US midterm elections on November 3. Park Hye-ran, a researcher at Samsung Securities,

According to Yonhapinfomax, two companies are conducting roadshows on South Korea's KOSDAQ exchange this week (Oct 6-8): T&E Korea will launch its roadshow on October 7, while air-cooled heat exchanger manufacturer DTS continues its roadshow through October 8. General subscription applications for t

According to data submitted to South Korea's parliament by the National Pension Service, the fund's KOSDAQ holdings reached 106.2 trillion won last year, marking the first time exceeding 100 trillion won. The KOSDAQ portion of combined KOSPI and KOSDAQ investments jumped to 40.6% from 3.9% in 2021.

According to Korea Exchange, from September 1 to October 2, foreign investors sold a net 20.3 trillion won of KOSPI-listed stocks, with SK Hynix accounting for 12 trillion won and Samsung Electronics for 5.2 trillion won—representing 84.7% of total net sales. SK Hynix's foreign ownership ratio

According to Samsung Securities analysts, if Democrats win control of both chambers in the U.S. midterm election on November 3, they have pledged to restore clean energy tax credits and expand energy storage system investments. The prediction market platform PolyMarket currently reflects a 62%