Global TradFi & Macroeconomics

Samsung Electronics stocks closed at 286,500 won on the 23rd after a 7-day consecutive rally that began on the 14th from 248,500 won, marking a 15.3% surge and leaving the stock 4.7% away from the psychological 300,000 won milestone. The rally preceding the Chuseok holiday aligns with historical

According to financial industry sources on September 26, South Korea's new deputy prime minister Lee Hyung-il reaffirmed that capital gains tax reintroduction will be considered only after market conditions stabilize sufficiently. Lee made the statement in a written parliamentary response,

According to Korea Exchange, Samsung Electronics closed at 286,500 won on September 23, up 15.3% over seven consecutive trading days ahead of the Chuseok holiday break. The stock is now just 4.7% away from the psychological 300,000 won threshold, driven by optimism around the memory chip

DayOne Data Centers Singapore Pte. plans to launch its initial public offering as early as November, according to sources familiar with the matter.

According to BlockBeats, on September 25, the U.S. 10-year Treasury yield rose to 5.23%, marking its highest level since 2007.

U.S. Treasury Secretary Bessent held a productive call with Japanese Finance Minister Katayama Katsutsugu today, according to an official statement. The officials discussed the necessity of a strong yen.

British AI cloud and data-center company Nscale filed for a U.S. IPO on Sept. 18 and plans to list on the New York Stock Exchange under the ticker NSCL, according to its SEC registration statement. Revenue reached $140.6 million in the first half of 2026, up 1,252% year over year, while the company'

CoreWeave, Nebius and IREN are funding AI infrastructure expansion through different financing models despite serving similar AI-demand markets. CoreWeave reported $2.58 billion Q2 revenue with $104 billion backlog but recorded $640 million net interest expense and $626 million net loss during the

According to Reuters, workers at Venezuela's Cardón refinery have reported that the crude distillation unit and fluid catalytic cracking unit have stopped production due to raw material supply issues.

Germany's 30-year Bund yield rose 6 basis points to 3.92% today, reaching its highest level since 2011.

US natural gas futures declined 6.00% intraday on September 25, trading at $3.167 per million British thermal units (MMBtu).

MoonPay has signed a definitive merger agreement to acquire North Capital Investment Technology, a private-markets infrastructure platform. The crypto payments company is expanding into regulated securities infrastructure through this acquisition. North Capital operates registered broker-dealers, an

According to Odaily, analyst Serenity said on X that investors should not focus solely on 5% U.S. 10-year and 30-year Treasury yields. Using Subway sandwiches as an example, prices have risen from approximately $5 to roughly $20 after tax over 12 years—an annual increase of about 12%. Serenity

According to Apollo Global Management Chief Economist Torsten Slok, record-high diesel prices today pose a greater inflation threat than the Federal Reserve currently anticipates. Slok stated that diesel-related transportation costs, unlike gasoline prices, have inelastic demand due to their

During 14:00–14:15 UTC on September 25, 2026, BTC plunged 0.42% within 15 minutes, falling from around 84027 USDT to 83175 USDT, while the intraday Ampl reached 1.02%. Although the move was limited in magnitude, its pace was rapid, reflecting short-term selling amid mounting macroeconomic headwinds and cautious sentiment. The primary driver of the move was the Fed’s announcement of a 25-bps rate hike, bringing its target range to 3.75%–4.00% and sending a hawkish signal. This was compounded by c

Korean retail investors emerged as the dominant buying force in domestic chip stocks over the past two months, absorbing approximately $4.3 billion in foreign sell pressure during early August 2026 and driving the Kospi index to rebound more than 20% from its late-July 2026 lows. Foreign

Goldman Sachs raised its forecast for US hyperscaler AI infrastructure spending, projecting capital expenditures could reach $1.4 trillion by 2027. The revised estimate surpasses Goldman's prior projection of roughly $1.1 trillion and exceeds Wall Street's consensus of approximately $920 billion. Th

According to Goldman Sachs, the bank raised its forecast for U.S. hyperscaler AI infrastructure spending to $1.4 trillion by 2027, up significantly from its previous estimate of $1.1 trillion and well above Wall Street's broader consensus of roughly $920 billion. Goldman previously projected hypersc

The S&P 500 gained 0.07% at the opening bell while the Nasdaq Composite advanced 0.12%, as AI-linked technology shares attracted buyers despite Treasury yields reaching their highest levels since 2007. The 10-year Treasury yield climbed to roughly 5.2% and the 30-year approached 5.5%, creating