Global TradFi & Macroeconomics

According to BlockBeats, on September 23, the U.S. Treasury is exploring a plan to periodically deploy part of its General Account (TGA) funds to private repurchase markets instead of holding them entirely at the Federal Reserve. The TGA currently holds just under $1 trillion in daily operating

Toyota, SoftBank Group (SBG), Kioxia Holdings, and Mitsubishi UFJ Financial Group (MUFG) alternated as Japan's market capitalization leader within one year, marking the first time four companies rotated the top spot since statistics began in 1980. As of the 18th, Toyota held the lead at 44.1

According to the Tokyo Stock Exchange, as of September 18, Toyota retains Japan's largest market capitalization at 44.1 trillion yen, followed closely by Mitsubishi UFJ Financial Group (MUFG) at 42.9 trillion yen and SoftBank Group (SBG) at 36 trillion yen. For the first time since 1980, four

According to EDaily on September 23, Samsung Electronics and SK Hynix posted significant gains in September despite global headwinds. SK Hynix surged 9.92% this month to 1.84 million won, reversing an 2.56% decline in August, while Samsung Electronics rallied 6.35% to 276,500 won after

According to The Fact, KB Securities, Securitize, and Optimism Foundation signed a memorandum of understanding (MOU) on September 21 to jointly develop tokenized securities products for South Korean institutional investors. KB Securities will handle product issuance and sales leveraging its

According to Xinhua News Agency, Chinese company Huahua Petroleum Holdings completed a natural gas processing facility at Iraq's Donbai oil field on September 22. The facility is designed to handle 25 million standard cubic feet of natural gas daily. Iraq's Oil Minister Bassim Muhammad Houdairi and

According to Jin10 data on September 23, Pimco stated there is scant evidence that AI companies' unexpected debt issuance is pushing up U.S. Treasury yields. Analyzing nominal yields, term premiums, and swap spreads, the investment firm found minimal support for the view that AI debt issuance

According to Yonhapnews TV, KOSPI pared early gains to trade flat today as profit-taking emerged ahead of the Chuseok holiday. The benchmark index initially surged nearly 2% at market open but surrendered most advances during the session. Retail investors and foreign buyers posted net selling,

According to EdailyMedia, KOSPI retreated from morning highs of 7153.99 to 7051.11 on September 23, up 0.47%, as investors adopted a cautious stance ahead of the Chuseok holiday. Samsung Electronics rose 2.53% and SK Hynix gained 0.68%, supported by strength in U.S. semiconductor stocks, though

According to the Financial Times, South Korea has selected a Texas natural gas facility as its first project under a new U.S.-Korea investment agreement. The White House is expected to announce the project as early as Wednesday (September 25), with sources indicating that President Trump may

According to Coinglass, the Crypto Fear & Greed Index stands at 70 as of September 23, down 9 points from yesterday. The 7-day average was 67, indicating the index remains in greed territory.

Robeco Asset Management released its 16th five-year outlook report on the 23rd, forecasting emerging market equities to deliver the highest expected returns at 8.0% annualized over the next five years. The report, titled '2027-2031 Expected Returns: The Great Realignment', projects developed market

South Korean government bond yields declined on the 23rd, with the 10-year benchmark Korea Treasury Bond yield dropping 4.2 basis points to 4.402% and the 30-year yield falling 5.1 basis points to 4.578%. The decline was driven by falling international oil prices following news of U.S.-Iran

According to Robeco asset management, on September 23, the Dutch asset manager released a five-year outlook report forecasting emerging market stocks with an expected annual return of 8.0%, the highest among major asset classes. Developed market equities and listed REITs are each projected at 7.0% r

According to HKEx executive director and market management head Yu Xuexin on September 23, Hong Kong Exchanges and Clearing will introduce yuan-denominated gold futures contracts tradable in Hong Kong in early 2027, followed by additional commodity investment products priced in yuan. The

According to Yonhapinfomax, on September 23, South Korea's government bond yields declined across the curve. The 3-year benchmark yield fell 1.6 basis points to 4.014%, while the 10-year benchmark yield dropped 4.2 basis points to 4.402%. The 30-year yield declined 5.1 basis points to 4.578%, with t

Timefolio Asset Management will double the September distribution for its TIME Korea Plus Dividend Active ETF to 1.0%, combining a regular 0.5% monthly payout with a 0.5% special distribution. To receive the payment, investors must purchase the ETF by the 28th and hold through market close, with the

Timefolio Asset Management announced it will double the September distribution for its TIME Korea Plus Dividend Active ETF to 1.0%, combining a regular 0.5% monthly distribution with an additional 0.5% special distribution. The special distribution, sourced from operational gains, marks the third

According to Financial News on September 23, Timefolio Asset Management increased its TIME Korea Plus Dividend Active ETF's September distribution to 1.0%, double the typical monthly payout. The distribution comprises 0.5% regular monthly dividend plus 0.5% special dividend from realized trading

According to Arkham, Tesla currently holds 11,509 Bitcoin worth approximately $994.9 million. With Bitcoin rising 14% this week, the company's holdings gained about $122.6 million in value. Tesla has not moved this Bitcoin position over the past four