Global TradFi & Macroeconomics

Japan's Tokyo core consumer price index (CPI) climbed to 2.7% year-on-year in September, surpassing the expected 2.3% and marking a significant rise from the previous month's 1.80%.

According to Citigroup's analysis released today (October 1), the bank raised its 12-month Bitcoin price target from $82,000 to $113,000 and its Ethereum target from $2,240 to $3,028, citing increased inflows into Bitcoin spot ETFs and favorable macroeconomic conditions. U.S. Bitcoin spot ETFs

Korea Investment & Securities issued a report on Oct 2 forecasting that South Korean listed companies' third-quarter operating profit will reach a record high, though the growth rate will decelerate compared to the second quarter. Analyst Yeom Dong-chan stated that while profits will increase, the r

According to Korea Investment & Securities researcher Yom Dong-chan on October 2, South Korean listed companies are expected to post record-high operating profits in Q3, though growth will slow versus Q2. Excluding Samsung Electronics and SK Hynix, other companies are forecast to see flat or

According to Korea Exchange data analyzed from January to July 2026, share buyback policies show effectiveness only under specific conditions. Among 108 listed companies announcing buybacks, those with market capitalization exceeding 500 billion won and spending over 10 billion won outperformed

According to the Seoul Bond Market, Korean 3-year government bond futures rose 16 basis points to 102.52 yesterday (Oct 2), while 10-year futures climbed 48 basis points to 104.60, driven by safe-haven demand as U.S. Treasury yields fell on concerns over France's fiscal crisis. 3-year contract

According to the SEC proposal on October 1, registered investment advisers and regulated funds may now self-custody digital assets directly, subject to meeting certain requirements, rather than relying solely on external custodians. The proposal also allows state trust companies to serve as

Hana Securities raised its target price for NAVER stocks from 350,000 won to 400,000 won on the 2nd, stating that various market concerns have already been reflected in the stock price. The securities firm attributed the revision to expectations that new business initiatives will materialize in the

Shinhan Investment Securities raised its target price for LG Electronics from 180,000 KRW to 290,000 KRW on October 2, maintaining a 'buy' rating, as the company's valuation focus shifts from appliances and vehicles to AI-driven HVAC systems and robotics. Analyst Oh Gang-ho stated the core axis

According to BlockBeats, on October 2, Federal Reserve official Logan stated that the policy stance has drifted off track and the FOMC should raise rates by at least 50 basis points.

Meritz Securities downgraded South Korean game developer Shift Up's target stock price from 43,000 won to 35,000 won on the 2nd, maintaining a 'Hold' investment rating. The brokerage cited short-term earnings weakness and the absence of stock price catalysts for next year as primary reasons for the

Japan's August unemployment rate data is set to be released within the next 10 minutes.

According to Shinhan Investment, on October 2, the brokerage raised its target price for LG Electronics from 180,000 to 290,000 Korean won, citing accelerating valuation reappraisal driven by artificial intelligence-powered HVAC and robotics businesses. LG's HVAC division secured 600 billion won in

According to Meritz Securities analyst Lee Hyo-jin, the brokerage downgraded game developer Shiftup's target price to 35,000 won on October 2, down from 43,000 won, citing weak near-term earnings and lack of positive catalysts for next year. The firm maintained a hold rating, forecasting Q3

According to Hana Securities on October 2, the firm raised its price target for NAVER from 350,000 won to 400,000 won, citing market concerns already reflected in the stock price. The brokerage expects the company's Q3 consolidated operating profit to decline 16.1% year-over-year to 478.9 billion wo

South Korea's Financial Services Commission announced that major securities firms must allocate at least 25% of their annual research reports to companies ranked below 300th in KOSPI market capitalization or below 150th in KOSDAQ market cap. The policy addresses a persistent information gap, as

South Korea's National Data Office reported on October 2 that the country's consumer price index rose 2.9% year-over-year in September 2026, marking a return to the 2% range after August's 3% increase. The September inflation rate met market expectations, with financial institutions surveyed by

CNBC's Jim Cramer said Thursday that AI-driven web traffic is creating growth opportunities for companies managing internet infrastructure, recommending Akamai Technologies as a buy while suggesting investors wait on Cloudflare and Fastly. The Mad Money host highlighted how the AI revolution is

According to Jim Cramer on Thursday, AI-generated web traffic is creating significant growth opportunities for internet infrastructure companies. Cloudflare, Akamai Technologies, and Fastly have all surged year-to-date, but Cramer sees only one as a buy right now. Akamai announced a network of

According to Bitwise CEO via ChainCatcher, on the third day of the Bitwise NEAR ETF (NRR), investors bought the dip during NEAR's pullback. The fund recorded net inflows of approximately $9 million on that day.