Global TradFi & Macroeconomics

According to CFTC official announcement, the Commodity Futures Trading Commission sued Cash FX Group and three individuals on Friday in connection with a $950 million foreign-exchange investment scheme. The defendants include Cash FX CEO Huascar Jose Lopez Castillo, The Conversion Pros CEO Ronald

According to a recent report from Goldman Sachs, six major U.S. technology companies—Alphabet, Amazon, Microsoft, Meta, Oracle, and SpaceX—will need to generate approximately $1.42 trillion in combined revenue between 2028 and 2030 to achieve a 15% return on investment capital (ROIC) for

According to Susquehanna analyst Mehdi Hosseini, Micron's quarterly guidance next week will likely meet investor expectations, but cannot fully reflect the benefits of Nvidia's new Rubin AI chip platform, as mass production is delayed until April 2027. Hosseini expects Rubin to become a

Political-themed ETFs tracking US lawmakers' actual stock trades are drawing attention ahead of midterm elections. Park Woo-yeol of Shinhan Investment & Securities noted that ETFs based on politicians' disclosed trades outperformed those structured around party affiliations or donations. Investors a

According to Shin Han Investment Securities, political-themed ETFs tracking actual stock purchases by U.S. lawmakers are outperforming other political-focused funds ahead of the November midterm elections. Democratic legislators favor AI platform companies including Nvidia, Microsoft, Google,

According to Bloomberg, on September 26, U.S. 10-year Treasury yields climbed to approximately 5.2%, marking the highest level since before the 2008 financial crisis. UK 10-year Treasury yields surged to around 5.38%, hitting a 30-year peak, while French 10-year yields reached approximately 4.68%.

Hyundai Motor Company closed at 353,500 won on June 23, down 55.08% from its June 2 intraday high of 787,000 won this year. The decline followed third-quarter production losses of 60,000 to 70,000 vehicles due to labor strikes and reduced profitability from won appreciation. The company announced at

Korean parents are opening stock accounts for their elementary school-aged children as minor participation in the Korean stock market surges. Mr. Kwon, a 45-year-old office worker with a fifth-grade son, recently created a stock account in his child's name after the boy asked to try investing.

According to Korea Securities Depository, the number of minor shareholders in South Korean listed companies reached 769,624 as of end-2025, surging from 98,612 in 2019—an approximately 8-fold increase. The surge reflects growing youth interest in stock market participation amid market

According to Korea Exchange data as of September 26, Hyundai Motor's stock price fell to 353,500 won on September 23, down 55.08% from its June 2 peak of 787,000 won. Multiple securities firms, including Samsung Securities, NH Investment & Securities, and Meritz Securities, have slashed their price

According to Trader T, US Ethereum spot ETFs recorded net inflows of $86.94 million on September 25. BlackRock's ETHA led with $50.37 million, followed by BlackRock's staking Ethereum ETF ETHB with $31.88 million and Fidelity's FETH with $4.69 million.

According to MarketWatch, USD/JPY fell 1% on Friday and is approaching its largest single-day decline in three weeks as a technical pattern called a "death cross" is expected to form by early next week. The death cross—formed when the 50-day moving average crosses below the 200-day moving

Volkswagen was removed from the Euro Stoxx 50 index on the 21st, marking the first time in 15 years that Europe's largest automaker has exited the benchmark of 50 eurozone blue-chip stocks. On the same day, Nike was removed from the S&P 100 after 18 years, as the world's largest sportswear company s

On September 21, Volkswagen was removed from the Eurostoxx 50 for the first time in 15 years, while Nike was delisted from the S&P 100 after 18 years. Volkswagen's market cap has collapsed to €38 billion from 2021 highs, equivalent to just 12% of annual revenue. Nike's valuation plummeted from $264

According to Barron's, Meta stock surged approximately 13% this week, closing at $751.66 on Friday, September 25, as interest in its new AI product Muse accelerated buying interest. Wall Street analysts have been raising price targets, with Tigress Financial Partners analyst Ivan Feinseth lifting hi

Institutional investors net bought 4.7109 trillion won worth of stocks on the Korean stock market (KOSPI) over six trading days from the 16th to the 23rd before the Chuseok holiday, while individual and foreign investors sold in tandem. The buying spree concentrated on semiconductor large-caps

According to Korea Exchange data released on September 26, institutional investors net purchased 4.71 trillion won worth of stocks on the Kospi over six trading days from September 16-23, ahead of the Chuseok holiday break. During this period, individual investors and foreign investors net

According to Bitdeer's statement on X, the Nasdaq-listed bitcoin mining company sold 288.4 BTC during the week ending September 25, while producing 288.1 BTC from mining operations. The company added net zero BTC to its holdings and continues to maintain zero BTC

According to MarketWatch, Trivariate Research found that merely 23.2% of S&P 500 constituent stocks beat the index over a 10-year holding period; the ratio drops to about 27% when shortened to three years. Adam Parker, founder of Trivariate, attributed the concentration to short-dated options,

According to Barron's, Microsoft (MSFT-US) stock climbed 3.66% to $516.17 on Friday, September 25, marking its highest closing price since November last year. The stock has been the best performer among Dow Jones Industrial Average components. Analysts attribute the rally to market recognition of M