Global TradFi & Macroeconomics

According to KB Securities on October 6, the brokerage lowered its price target for Kakao Bank to 29,000 Korean won from 31,000 won, a 6.5% reduction, citing lower-than-expected third-quarter loan growth and weak fund management gains. The firm maintained its 'buy' rating despite the downgrade. KB S

According to Yuanta Securities analyst Son Hyun-jeong, LS Electric is forecast to exceed market expectations in Q3 2026, with revenue projected at 1.7378 trillion won, up 42.9% year-over-year, and operating profit at 208 billion won, up 106.2% and 10.8% above consensus estimates. The company's opera

According to Japanese government data released Wednesday, real wages in August rose 1.5% year-on-year, marking the eighth consecutive monthly increase and indicating sustained wage recovery. Nominal wages grew 3.8% year-on-year in August, while base wages increased 3.8%. Overtime wages

Michael Burry and Steve Eisman, investors known for betting against the US housing market, have expressed conflicting views on the AI investment boom. Eisman rebutted Burry's concerns about semiconductor depreciation during a New Money podcast appearance on the 6th, stating current AI chip demand re

According to Business Insider on October 6, investors Michael Burry and Steve Eisman diverged sharply on AI investment sustainability. Burry, speaking via his Substack, questioned whether semiconductor depreciation risks threaten the AI boom, arguing that hyperscale data centers may need to

Japan's foreign exchange reserves declined to $117.84 billion in September from $120.75 billion in August, a decrease of $2.91 billion month-over-month.

SpaceX is seeking $40 billion in financing to purchase Nvidia chips, according to a Financial Times report citing people familiar with the matter. SPCX shares fell 1% in after-hours trading on Tuesday following the report. The financing effort is expected to be led by Apollo Global Management and in

According to BIT data, the U.S. stock market closed higher on October 7, with the S&P 500 rising 0.58% and the Nasdaq climbing 0.45%, both reaching new closing highs. The Dow Jones Industrial Average gained 0.49% for the session. The semiconductor and storage sector faced broad weakness, with SK

Oil traded in a narrow range as crude shipments through the Strait of Hormuz recovered while attacks on vessels by Iran increased. According to Bloomberg on October 6, West Texas Intermediate traded below $90 a

DB Securities raised its target price for Doosan stocks to 2 million KRW from 1.8 million KRW on the 7th, maintaining a 'Buy' rating. Analyst Jo Hyun-ji cited expected positive earnings growth driven by price increases for major products and capacity expansion effects. The upgrade reflects the

NH Investment & Securities on the 7th raised GS E&C's target price from 42,000 won to 45,000 won while maintaining a 'buy' rating, citing positive evaluation of the company's data center-focused new business portfolio. Analyst Lee Eun-sang stated the target price increase reflects upward revisions t

According to DB Securities analyst Jo Hyun-ji, the firm raised its price target for Doosan to 2 million won from 1.8 million won on October 7, maintaining a buy rating. The upgrade reflects expectations for strong earnings growth driven by price increases and capacity expansion in core products. The

According to BlockBeats, on October 7, San Francisco Federal Reserve Chair Mary Daly indicated that further monetary tightening may be necessary if price pressures from artificial intelligence, tariffs, and rising energy costs continue or compound. Daly noted that AI-driven semiconductor demand

According to Zhitong Finance, on October 7, the Hang Seng Index ADR rose to 24,325.55 points, up 44.99 points or 0.19% compared to Hong Kong market close. Among major blue-chip stocks, HSBC Holdings climbed 0.23% to 153.157 Hong Kong dollars, while Tencent Holdings declined 0.12% to 427.702 Hong Kon

According to Guru Club, WTI crude oil broke above $90 per barrel on October 7, rising 0.63% intraday.

SpaceX (SPCX-US) stock surged 8% on Monday (October 5) to close at $171, recovering nearly 50% from its lows to return to its initial public offering price. According to options market data, trading volume reached 1.7 million contracts on Monday, double the 30-day average, with a total value of $900

PIMCO senior advisor Rupert Harrison stated on May 6 (local time) at a TS Lombard event in London that current US Treasury yields signal 'screaming good value' for investors, according to Reuters and other foreign media reports. The assessment comes as 10-year and 30-year Treasury yields reached the

IBK Investment & Securities maintained a ₩4 million target price and 'buy' rating for SK Hynix Stocks on 7일, with analyst Kim Un-ho stating the current stock price is significantly undervalued. The assessment is driven by sustained memory demand growth from AI model expansion and limited supply

Bitcoin has experienced a 32% decline from its all-time high above $126,000 recorded on October 6 last year to current levels around $85,000, according to analysis from CoinDesk on local time. The drawdown represents a significantly smaller correction compared to previous bear market cycles, with hi