Global TradFi & Macroeconomics

According to Korean Exchange and financial data provider FnGuide, Samsung Electronics and SK Hynix both surged on October 1 as investors reacted to record Q3 earnings expectations. Samsung is forecast to post 202.4 trillion won in Q3 revenue with 108.7 trillion won operating profit—marking the

Hana Securities, South Korea's first securities firm to issue hybrid capital securities denominated in U.S. dollars, raised $300 million on September 30. The issuance carries a 30-year maturity with a 30NC5 structure, allowing call options after five years. S&P assigned a BBB rating to the securitie

According to KOSCOM ETF Check, over the past month, South Korean investors have redirected significant capital into money market and bond-focused ETFs. The KODEX Money Market Active fund attracted 1.78 trillion won—the largest single ETF inflow during the period—followed by the KODEX CD Rate Active

Nam Gil-nam, senior researcher at the Capital Market Institute, proposed on October 1 that Korea's stock market alert system should reduce the number of stages and focus on detecting unhealthy trading practices during a forum held at the Korea Exchange as part of Korea Premium Week 2026. The

US Commerce Secretary Howard Lutnick announced nuclear reactor construction sites in four states on September 30 (local time). The reactors will be built in Ohio, Tennessee, South Carolina, and Kentucky as part of Project Power, an initiative involving up to $120 billion in investment to construct e

According to S&P Global Market Intelligence PMI data, UK manufacturing input costs rose at their largest pace since June in September, marking the first increase in cost pressures in four months. Output growth slowed to its lowest level since March, while commercial price increases also

South Korean government bonds weakened on a recent trading day, with long-term maturities declining as rising global bond yields overshadowed domestic market stabilization efforts. The 10-year Korea Treasury Bond (KTB) yield climbed 2.9 basis points to 4.436 percent, while the 3-year yield edged dow

The Nikkei 225 index closed at 68,956.72 yen on October 1st, rising 3.30% from the previous day's close, marking its highest level since August 17th when it reached 69,220 yen. The surge was driven by investor reaction to U.S. memory chip manufacturer Micron Technology's revenue forecast, which

South Korea's Ministry of Finance and Economy reduced October government bond issuance by 5 trillion won from the original plan to stabilize rising treasury yields. The ministry stated it will monitor market conditions and consider further reductions if necessary. The reduction utilizes excess tax r

According to researchers at the Korea Capital Market Institute presented at Korea Premium Week 2026 forum on October 1, South Korea's market alert system should be streamlined and focus on detecting improper trading. Data from 2015 to mid-2026 shows that 72% of investment warnings were issued for

According to U.S. Commerce Secretary Howard Lutnick, on September 30, South Korea and the United States announced three major energy projects under their strategic investment framework. Project Star will invest $22.3 billion in a 6,472-megawatt natural gas power complex in Texas, with operations

According to reports on September 28, Samsung Electronics and SK Hynix have completed over 90% and 70% respectively of their planned share buybacks. At current pace, Samsung is expected to finish in early October while SK Hynix will complete by mid-October. The buyback programs, which have

According to Yonhapnews, on October 1, South Korea's long-term government bond yields rose amid strength in major global bond markets. The 10-year yield climbed 2.9 basis points to 4.436%, while the 3-year yield fell 0.1bp to 4.010%. The moves reflected overnight U.S. Treasury strength and robust

According to the investment banking industry, POSCO offloaded its entire 10-plus-year stake in Woori Financial Group—20.28 million shares representing approximately 2.7% ownership—via block deal on October 1, securing 676.5 billion Korean won (KRW). The shares were sold at 33,360 KRW per share, repr

Delta Air Lines Inc. (DAL) stock declined 1.7% this week and edged 0.3% higher in Thursday's premarket as a public dispute between SpaceX CEO Elon Musk and Delta CEO Ed Bastian escalated over the airline's rejection of Starlink in favor of Amazon's Leo WiFi service. Musk criticized Delta's

Delta Air Lines Inc. chose Amazon's Leo WiFi service over Starlink this week, sparking a public clash between Elon Musk and CEO Ed Bastian. Musk posted on X that "the best way to sandbox an AI is to put it on a Delta flight -- it will have no chance of accessing the Internet!" and predicted Delta "w

KKR, the world's largest private equity fund and alternative investment manager, published a September report assessing that artificial intelligence is creating an unusually concentrated structure in US investment cycles. The firm noted that while more capital flows into technology equipment,

Micron Technology shares fell 0.4% during U.S. pre-market trading on October 1.