Global TradFi & Macroeconomics

According to multiple securities firms, LG Electronics' third-quarter operating profit is estimated to reach 1.06 trillion won, up 36.7% year-over-year, despite headwinds including won appreciation and rising logistics costs. Revenue is projected at 24.6 trillion won. The result reflects improved pr

According to South Korea's National Assembly, the Capital Markets Act amendment on mandatory public tender offers was held for further review today (Oct 1), following opposition from 18 domestic and foreign asset managers. Yesterday, the investment firms released a joint statement urging lawmakers t

KOSPI fell 19.33% in Q3, declining from the 8400 range to the 6800 range, as sector performance diverged sharply after the first-half rally. The downturn was driven by profit-taking in previously strong sectors and growing concerns over semiconductor industry peak-out, with investor sentiment

South Korea's Financial Services Commission announced regulatory reforms on the 1st to improve the independence and reliability of securities research reports. The measures aim to reduce the industry's 'buy-only' bias and expand coverage to small-cap stocks, addressing concerns that analysts face pr

South Korean steel stocks surged on October 1 after President Trump announced a potential $200 billion Korean investment in the U.S., including an Alaska liquefied natural gas pipeline project worth an estimated $50 billion. Daihan Steel jumped 23.3% at one point, while other steelmakers

According to the Korean Exchange, KOSPI declined 19.33% in the third quarter of 2026, sliding from around 8,400 to 6,800 points. The market saw stark divergence across sectors, with those that led in the first half facing sharp corrections. Electronics—home to semiconductor stocks that drove

According to South Korea's Financial Services Commission on October 1, the regulator unveiled new measures to improve independence and credibility of securities research reports. The FSC will require major investment banks to expand IPO-related research publication from mandatory twice annually

Jusung Engineering stocks rose during morning trading on the KOSDAQ market, driven by buying interest in semiconductor materials, parts, and equipment sectors. At 10:20 AM, the stock traded at 236,500 won, up 4,000 won (1.72%) from the previous session. The stock briefly surged to 238,500 won

UBS Asset Management forecasts that rising bond yields will favor hedge funds, with additional profit opportunities expected through next year. The asset manager attributes this outlook to global government bond yields continuing to rise amid Middle East tensions driving oil prices higher, while

According to Money Today, Juseong Engineering surged 4,000 won (1.72%) to 236,500 won on the Kosdaq market by 10:20 AM on October 1, briefly reaching 238,500 won and breaking through an 11 trillion won market capitalization. The move elevated the semiconductor equipment supplier to South Korea's

Australia's goods and services trade balance came in at A$495 million in August, significantly below the forecast of A$2.1 billion and down from A$1.923 billion in July.

According to Wind data, Chinese enterprises completed 244 IPOs globally in the first nine months of 2026, raising 561.173 billion yuan, up 24.49% year-over-year. Hong Kong Stock Exchange led fundraising efforts with 336.896 billion yuan, accounting for 60.03% of total capital raised, becoming the pr

According to Odaily, U.S. stock indices closed mixed on October 1, with the Dow Jones Industrial Average down 0.86%, the S&P 500 down 0.25%, and the Nasdaq-100 up 0.24%. AI concept stocks rallied broadly, with Synopsys gaining 4.78%, UiPath rising 4.22%, Accenture up 3.53%, ServiceNow

According to UBS Asset Management on September 30, rising global bond yields create favorable conditions for hedge funds, with income opportunities expected to persist through next year. The asset manager noted that elevated rates, driven partly by Middle East tensions and geopolitical pressures, wi

According to Wall Street Journal, U.S. Democratic senators recently questioned Trump administration officials regarding the Pentagon's oil dealings with Venezuela. The senators expressed concerns about the legal basis for the

Silver futures hit $61 per ounce today, up 0.72% intraday.

Korea Zinc, Hankook Financial Group, and JB Financial Group initiated demand forecasting for corporate bonds and subordinated capital securities totaling 500 billion won on October 1, according to investment banks and bond industry sources.

Constellation Energy Corp. (CEG) announced late Wednesday a 20-year power purchase agreement with Amazon.com Inc. (AMZN) to add 190 megawatts of nuclear capacity at Calvert Cliffs, Maryland. The deal enables more than $3 billion in infrastructure investment and covers 690 MW of total power,

Constellation Energy Corp. (CEG) stock rose 2.7% in overnight trading Wednesday after the company signed a 20-year power purchase agreement with Amazon.com Inc., covering 690 megawatts of nuclear capacity at Calvert Cliffs, Maryland, including 190 MW of new emissions-free capacity expected online

According to The Block analysis, U.S. inflation cooled in August, with the overall PCE price index rising 0.3% month-over-month and 3.4% year-over-year, while core PCE increased 0.2% month-over-month and 3.0% year-over-year. The data came in below market expectations, reducing expectations for a