Global TradFi & Macroeconomics

According to Caixin Global, the U.S. 5-year Treasury yield rose to 5.032% on September 24, up 19.04 basis points. This marks the first time the rate has climbed above 5% since 2007.

According to Jin10 citing S&P Global data, Japan's September manufacturing PMI eased to 54.1 from 54.9 in August. Output and new orders growth both fell to recent lows but remained in expansion for the ninth consecutive month. Export orders continued to strengthen, while business confidence rose to

Samsung Electronics announced a record shareholder return plan of 90-110 trillion won following a board decision on the 21st of last month. The company plans to distribute about 30 trillion won in cash dividends including third-quarter regular dividends, with the allocation method for the

According to Jin10, Japan's 10-year government bond yield rose 8.0 basis points to 3.055% today, marking its highest level since August 1996.

According to Hyundai Motor Securities analysis, Samsung Electronics announced on August 21 a record shareholder return of 90 trillion to 110 trillion won for 2024-2026 cumulative free cash flow, marking approximately five times the 2020 payout level. The company plans to distribute around 30 trillio

According to supply chain sources, Taiwan Semiconductor Manufacturing Company (TSMC) will raise foundry wafer prices by 3% to 6% starting January 2027, with advanced processes including 2-nanometer and 3-nanometer technology seeing higher increases, while mature and specialty processes will be

According to Jiao Lian Wang, coking coal auction market rejection rates spiked dramatically yesterday from 26% to 73%, while transaction prices collapsed across the board. The sharp jump signaled severe market weakness in the spot trading segment. Separately, according to Politico, the Trump

According to financial investment industry sources, the U.S.-China summit scheduled for September 24 is set to be a major variable for South Korea's bond market, which reopens on September 28 following the Chuseok holiday closure from September 24-27. The summit's agenda, including discussion of

Japan's manufacturing PMI initial reading came in at 52.5 in September, down from 53.5 in August, signaling a slight contraction in manufacturing activity.

According to Jin10 Futures, on September 24 at 8:30 Beijing time, spot platinum fell 0.27%, while spot palladium fell 0.52%.

Japan's services PMI initial reading came in at 51.6 in September, down from 52.5 the previous month, indicating a slight contraction in the services sector activity.

According to Jin10, Japan's Finance Ministry plans next week to discuss reducing liquidity-enhancing auctions for 5-11 year government bonds with primary dealers, citing improved market supply-demand conditions as the Bank of Japan continues cutting bond purchases. If implemented, this will mark th

Today, Japanese chip stocks surged, with Ibiden rising 14%, SoftBank Group climbing 6.8%, and Kioxia gaining 3.7%.

Brent crude declined over 1% intraday on September 24, trading at $97.82 per barrel.

According to Bloomberg, on September 24, the Trump administration is considering a plan to promote dollar-backed stablecoins for overseas use to strengthen the dollar's position as a global reserve asset. The government is exploring potential public-private partnerships to support stablecoin

Three asset managers launched SK Group-themed exchange-traded funds (ETFs) this month, marking the return of products focused on the conglomerate after a similar fund was delisted last year. Kyobo Asset

According to a16z crypto, trading volume for perpetual contracts linked to stocks, gold, and other traditional assets reached $117.3 billion in August 2026, up 44 times from the year prior. Open interest stood at $4.8 billion. The majority of trading has migrated to on-chain venues, which

According to analysts tracked by Jin10 Futures, SC crude oil prices fell yesterday to around 680 yuan per barrel, erasing gains from early to mid-September. Saudi Arabia's East-West Pipeline, which had been hit by attacks, has restarted, boosting export volumes. Meanwhile, the US and Iran held a

South Korean bond market analysts identified US-China summit outcomes and oil price movements as primary variables following the Chuseok holiday market closure from September 24-27, with trading resuming on September 28. The summit scheduled for September 24 US Eastern Time at the White House will a

According to Korean Investment & Securities, minors' accounts represented 8.6% of newly opened stock accounts from January 2 through September 16, 2026, up significantly from 5.6% in 2024 and 5.5% in 2025. Despite recent Kospi market adjustments, the daily average account openings for minors