Global TradFi & Macroeconomics

The Korean Won has surged over 14% against the US dollar since early July, posting the largest gain among major Asian currencies, as options market participants increasingly bet on further Won strength through year-end, Bloomberg reported on the 23rd. The USD/KRW exchange rate fell 1.3% the

South Korean household M2 money supply in July declined 1.6% year-over-year, marking the largest decrease since the Bank of Korea began compiling related statistics in 2003. The contraction occurred despite individual investors significantly reducing stock purchases compared to May and June, when ne

According to The Fact (Korea), on September 23, South Korea's ruling Democratic Party renewed calls to postpone virtual asset taxation scheduled for January 1, 2027, citing incomplete regulatory frameworks. Senior policy

According to Daeshin Securities analysis, South Korea's KOSPI index has historically demonstrated a "weak-before-strong" pattern around the Mid-Autumn holiday. In 22 holiday cycles since 2004, the index averaged a 1.34% gain in the five trading days after the break, with an upside probability

According to Stocktwits, Viking Therapeutics (VKTX) jumped 36% on Tuesday, marking its biggest one-day gain in over 2 years, after the company reported that patients on VK2735 retained up to 97% of their weight loss when switching to biweekly injections and up to 90% on monthly doses. In a 12-week s

Hyundai Motor Securities and IBK Investment & Securities were excluded from the Bank of Korea's designated institution list for Monetary Stabilization Bond auctions starting last month, after previously holding this status until July. The two firms were removed due to relatively poor auction

New York Federal Reserve researchers reported that US Treasury market trading volume is increasingly concentrating around 4 PM New York time, marking a shift from the traditional 3 PM standard. Michael Fleming, head of capital markets research at the New York Fed, and research advisor Or Shahar

Ethereum posted $9.4 million growth in the tokenized ETF market over the past week, according to data highlighted by CryptoTwitter commentator @tokenterminal. The surge reflects rising institutional interest in cryptocurrencies as digital assets gain traction. Ethereum's performance positions it as

According to South Korea's central bank, household money supply (M2) declined 1.6% year-over-year in July, marking the largest drop since data compilation began in 2003. This represents only the fourth month on record when household M2 contracted compared to the previous year, following January

Machi Big Brother (Huang Licheng) held three leveraged long positions on the decentralized exchange Hyperliquid. As of Sept. 22, their combined unrealized profit exceeded $5.12 million. Among the year-end risk factors, a major Anthropic IPO could take place between October and November this year, potentially drawing capital from the cryptocurrency market into the stock market, following the pattern seen when SpaceX went public. Position Data for Three Leveraged Long Positions: ETH at 25x, BTC at

According to Yonhap Infomax, Hyundai Motor Securities and IBK Investment Securities have been excluded from the Bank of Korea's list of eligible institutions for monetary stabilization securities auctions effective August 2026. The number of participating securities firms has decreased from 15 to 14

KB Asset Management and Kyobo Asset Management received contrasting results on the first trading day of their exchange-traded funds (ETFs) targeting SK Group stocks, both launched on the same date according to Korea Exchange data released on the 23rd. KB Asset Management's 'RISE Samsung SK Group ETF

According to the Federal Reserve Bank of New York, U.S. Treasury market trading volumes have increasingly concentrated around 4 PM instead of the traditional 3 PM benchmark pricing time, according to research by Michael Fleming and Or Shahar released on September 22. The shift began after

The KOSPI index opened 1.94% higher at 7,153.99 on the 23rd but lost momentum and traded at 7,040.78 (+0.33%) as of 10:50 AM, according to Yonhap News. The index retreated as foreign investors switched to net selling 70 billion won after three consecutive days of buying, while institutional investor

According to Reuters, the U.S. Export-Import Bank plans to finance a $7 billion critical minerals and energy project in Argentina to deepen economic cooperation between Washington and Buenos Aires. The financing will be announced as part of a broader package during the United Nations General

The Chicago Mercantile Exchange (CME) planned to launch two GPU futures contracts on October 5, but the U.S. Commodity Futures Trading Commission (CFTC) extended its review period to November 9. The CFTC stated the matter is unprecedented or complex and requires additional evaluation time,

According to CryptoTwitter analyst @tokenterminal, over the past week, Ethereum's market cap in tokenized ETFs grew by $9.4 million, emerging as the leader in this sector. X Layer and Arbitrum One also experienced notable increases, with market caps rising by $6.5 million and $5 million

Korea Investment & Securities reported that minor stock accounts comprised 8.6% of all new accounts opened this year through the 16th, according to an announcement on the 23rd. The proportion increased from 5.6% in 2024 and 5.5% last year, with daily average minor account openings reaching 3.6

According to @tokenterminal, Ondo Finance and xStocks led tokenized ETF market cap growth over the past week, with Ondo adding $12.3 million and xStocks contributing $11.5 million. Reality increased by $3.5 million in the same period, bringing total market growth to approximately $23.8 million.

According to the financial investment industry on September 23, Hanwha Asset Management's assets under management surpassed 130 trillion won in the first half of 2026. The company's exchange-traded fund (ETF) net assets have tripled to 11.7 trillion won since rebranding from ARIRANG to PLUS in