Global TradFi & Macroeconomics

According to Financial News, HLB Pharma shares fell 7.8% in early trading on October 2, continuing a three-day decline. The stock had surged over 60% in just four trading days following FDA approval of cholangiocarcinoma

According to CNBC, on October 1 (U.S. local time), Synopsys (SNPS) stock surged 12.78% to $490.54 following the company's Investor Day announcement in New York. The EDA and IP design firm guided FY2027 (November 2026–October 2027) revenue to $11.1–$11.2 billion, representing approximately 15% year-o

According to Metro Pacific Investments Corporation (MPIC, an indirect subsidiary of First Pacific) announcement on October 1, MPIC agreed to acquire approximately 1.9% stake in Meralco (Manila Electric Company) from San Miguel Global Power Holdings Corp. for 12.4 billion Philippine pesos (approximat

According to the International Institute of Finance's Global Debt Monitor released on September 23, global debt reached a record $365 trillion, up $10 trillion over six months. Emerging market debt rose $6.5 trillion to $110 trillion. A Federal Reserve Bank of San Francisco report on September 28 n

According to U Analyze, on Thursday (Oct 2), U.S. stocks turned higher after the 10-year Treasury yield retreated from 24-year highs. The Dow Jones Industrial Average rose 0.04% to 50,926.74, the S&P 500 gained 0.20% to 7,666.48, and the Nasdaq-100 advanced 0.04% to 26,871.60. The initial pressure c

Optical communication stocks surged in early trading on May 2, driven by expectations of increased demand for optical communication infrastructure amid expanding AI data center investments by global big tech companies. At 9:15 AM on May 2, Duckwoo Electronics traded at 5,330 won, up 20.86% from

According to Korea Exchange, on October 2, optical communication stocks surged on expectations of increased demand from expanding AI data center investments. Deokwoo Electronics traded at 5,330 Korean won, up 20.86%, while Acetech rose 17.39%, Nit Photonics 15.57%, RF Materials 13.56%, and Sunghoo E

According to Yonhap Infomax, South Korea's four major financial groups (KB Financial, Shinhan Financial, Woori Financial, and Hana Financial) are expected to post a combined net profit of 5.7261 trillion won in the third

Yuanta Securities recommended a semiconductor-focused investment strategy on the 2nd as South Korean stocks navigate an environment where US 10-year Treasury yields exceed 5%. Analyst Lee Jae-won stated in a report that profit-generating capacity, rather than interest rate levels themselves, will de

According to Yuanta Securities' report on Oct 2, despite U.S. 10-year Treasury rates exceeding 5%, profit-generating capacity rather than rate levels themselves will determine sector performance in the South Korean market. Yuanta's analyst Lee Jae-won identified semiconductors as the central focus f

According to Reuters and the Wall Street Journal, international crude oil prices surged on October 1, with WTI futures for November delivery rising 2.71% to $92.87 per barrel, while Brent crude for December delivery jumped 4.37% to $102.31 per barrel. The rally was driven by two factors: China

Hanchang stocks plunged 93.22% on the first day of liquidation trading, dropping 1,169 won to 85 won as of 9:15 AM on the KOSPI market. The sharp decline follows the Korea Exchange's delisting decision announced on November 24, which cited audit opinion rejection as the primary reason. The liquidati

According to Money Today, IBVision Works hit its daily upper limit (6,440 KRW, up 29.97%) on October 2 when trading resumed following the completion of a 5:1 stock consolidation announced in July. Trading had been halted from September 9 to October 1. During the suspension period, the company announ

On October 2 at 9:13 AM, S-Oil rose 7.19% to 159,500 Korean won on South Korea's stock exchange, with other refinery stocks also gaining. SK Innovation and GS climbed 3.94% and 2.84%, respectively. Brent crude surged 4.37% to $102.31 per barrel on October 1, while WTI crude in New York

According to Bloomberg, Anthropic is planning an IPO in mid-November, with a roadshow starting on November 9 and trading potentially beginning before Thanksgiving on November 26. The AI company's valuation is estimated between $1.8 trillion and $2 trillion, with potential funding reaching up to $100

According to MoneyToday, Hanchang stock fell 93.22% to 85 won on the first day of liquidation trading on October 2, down from 1,254 won the previous trading day. The liquidation period runs from October 2 to October 14, with price limits suspended. Individual competitive trading at single prices

The USD-KRW exchange rate stabilized in the mid-1,300 range during Q3 despite US 10-year Treasury yields surging 87 basis points, the largest quarterly increase since 1994. The won's resilience stems from record-breaking exports, with September shipments reaching $120.9 billion — an 83.5%

US banking stocks extended their second-half decline on October 2, with the KBW Nasdaq Bank Index closing down 0.17% after falling as much as 2.4% during the trading session, according to Yahoo Finance. The index returned to late May levels and has dropped more than 13% from its mid-August peak. Ind

In the third quarter of 2026, the U.S. 10-year Treasury yield rose 87 basis points, marking its largest quarterly gain since 1994, while South Korea's dollar-won exchange rate declined by about 200 won to around 1,300 won, defying the typical pattern of higher U.S. yields driving dollar strength.

According to Yahoo Finance, the KBW Nasdaq Bank Index, which tracks major U.S. banks, fell 0.17% today (October 2) after dipping as much as 2.4% during the session. The index has declined 13% from its August high and returned to May-end levels. Major banks including Citigroup, PNC, and Bank of