Global TradFi & Macroeconomics

Korean nuclear stocks surged on the 2nd following the unveiling of a 2000억 달러 (approximately 271 trillion KRW) US investment blueprint announced by US President Donald Trump on the 30th of last month (local time). 원일티엔아이 hit the daily upper price limit at 10,850 KRW, while 위드텍, 비츠로테크, 오르비텍,

Samsung Electronics and SK Hynix face intensified scrutiny over their technological capabilities and strategic responses following Micron's surprise earnings announcement on 1일, which validated robust demand for high bandwidth memory (HBM) and server semiconductors. Expert Noh Geun-chang of

Nike warned that sales declines are expected to deepen in the current fiscal year, with Q1 revenue reaching $11.2 billion, down 4% year-over-year. The company projects high-single-digit percentage revenue declines for the full fiscal year. Nike is implementing a geographic restructuring plan

Semiconductor equipment, materials, and parts (소부장) ETFs in the Korean stock market posted gains of 20% to 30% over the past month, with SOL Semiconductor Front-End ETF leading at 32.45%, according to ETFCheck data. The rally followed fund inflows during September rebalancing, when major

According to ETF Check, South Korean semiconductor component and equipment ETFs rallied 20-30% over the past month, leading domestic exchanges. SOL Semiconductor Pre-Process ETF surged 32.45%, topping gains excluding leveraged and inverse funds, while HANARO, SOL AI Semiconductor Subcomponents, and

According to South Korea's financial investment industry, mid-sized securities firms are accelerating capital raising to achieve combined financial investment company (CFIC) status, which requires maintaining at least 3 trillion won in equity capital for two consecutive years. As of end of

According to Daishin Securities, South Korea announced $200 billion in strategic U.S. investment projects on September 30, comprising a Texas natural gas-fired power plant ($22 billion+), eight large nuclear reactors ($100 billion construction + $20 billion contingency), and the Alaska LNG project (

Communication platform company Twilio rose 2% after hours on October 1 following news that it will be included in the S&P 500 index.

Oil prices rose for a second consecutive trading session on October 1 (US Eastern time), with WTI crude climbing $2.45 to $92.87 per barrel and Brent crude surging $4.28 to $102.31. The rally was driven by China's directive to suspend petroleum product exports and reports that the US may

According to Reuters, crude oil prices rose for a second consecutive day on October 1 (U.S. Eastern time). WTI November futures surged $2.45 (2.71%) to close at $92.87 per barrel, while Brent December crude jumped $4.28 (4.37%) to $102.31 per barrel. China halted petroleum product exports to

According to market strategists, France's 10-year government bond spread over Germany surged to 141 basis points on Thursday (October 1), marking the highest level since 2012. Goldman Sachs analysts point to deteriorating French public finances and political gridlock over the budget. France's CDS pr

According to PR Newswire, shareholders of blank-check firm Armada Acquisition Corp. II approved Evernorth's proposed business combination on Oct. 1. The deal is expected to close on Oct. 7, with shares of the combined company set to begin trading on Nasdaq under the ticker XRPN on Oct. 8. At

US 10-year Treasury yields reached 5.342% on local time October 1, the highest level since April 2002, before reversing sharply to close at 5.233%. The S&P 500 index fell to two-week lows during trading before recovering to close 0.2% higher. Strong employment data and persistent inflation

U.S. index futures closed higher on Thursday, October 1, at market close. The S&P 500 futures rose 0.22%, Dow futures gained 0.05%, Nasdaq-100 futures advanced 0.31%, and Russell 2000 futures climbed 0.45%.

Samsung Electronics and SK Hynix are preparing to report record third-quarter performance following strong results from US memory chipmaker Micron. On 1일, Samsung Electronics closed at 275,500 won, up 2.61%, while SK Hynix rose 3.1% to 1,831,000 won, showing signs of breaking out of

EV Advanced Materials, a Daegu-based company, completed a 90% capital reduction and will resume trading on the 7th following a relisting due to the reverse stock split. According to the Financial Supervisory Service's electronic disclosure system, the company reduced its common shares

The Financial Supervisory Service reported that Korea's equity-linked securities (ELS) and derivative-linked securities (DLS) outstanding balance decreased slightly in the first half due to a stock market boom. As of the end of June, the total ELS and DLS balance stood at 17.6 trillion won,

Outstanding balances of derivative-linked securities and bonds in Korea reached 96.7 trillion won at the end of June 2026, the highest level since June 2023, according to a report released by the Financial Supervisory Service on October 2. The increase was driven by strong demand for structured

According to Chile's Mining Minister, the recent decline in copper production is a temporary phenomenon despite a series of setbacks in the world's largest copper-producing nation. The minister expressed optimism about output levels for next