Global TradFi & Macroeconomics

According to News1, Samsung Electronics and SK Hynix traded in flat territory on October 1 as U.S. long-term Treasury yields rose above 5.3% overnight, offsetting gains from Micron's stronger-than-expected earnings. Samsung Electronics declined 0.37% to 267,500 KRW, while SK Hynix fell 0.11% to 1,77

The Bank of Korea resumed expanding its gold exposure in the second quarter of this year after a 13-year hiatus, purchasing $250 million in gold exchange-traded funds, according to materials submitted to National Assembly member Jeong Tae-ho of the Democratic Party on October 1. The central bank,

On October 1, according to News1, the USD-KRW exchange rate rose to 1358.60 won, up 5.8 won from the previous week's close. South Korea's KOSPI index declined 45.69 points (0.67%) to 6792.35, while KOSDAQ fell 0.08 points (0.01%) to 855.83.

According to Yonhap Infomax, U.S. stock markets closed mixed on September 30 (local time). The Dow Jones Industrial Average fell 0.86%, the S&P 500 declined 0.25%, while the Nasdaq Composite rose 0.24%. U.S. 10-year Treasury yields climbed 3.70 basis points to 5.2930%. The dollar index

According to the financial investment industry on October 1, Hanwha Investment Securities' Board of Directors approved up to 900 billion won in capital increase, comprising 500 billion won in third-party allotted paid-in capital and up to 400 billion won in hybrid securities issuance. Hanwha Asset

According to Yonhap Infomax, South Korea's IPO market demonstrated recovery in the third quarter of 2026 after a slowdown in the first half. A total of 33 companies listed in the first three quarters, raising 1.63 trillion Korean won, down 52.1% year-over-year due to the absence of large deals compa

Spot gold fell below $4,140 per ounce intraday, recording a decline of 0.41%.

South Korea's central bank announced on October 1 it will resume physical gold purchases for the first time since 2013, marking a strategic shift in its foreign exchange reserve management. The bank plans to acquire approximately 1 ton of domestically produced gold starting mid-December, with the fi

According to UAnalyze, Micron Technology (MU-US) increased its fiscal 2027 capital expenditure on October 1, with the bulk of additional spending directed toward cleanroom construction to prepare for production capacity beyond 2028. The company's new fab in Idaho is expected to begin producing

Japan's manufacturing PMI remained at 54.1 in September, unchanged from the previous month's reading, according to official data.

According to S&P Global, Vietnam's manufacturing PMI declined to 51.9 in September from 53.3 in August, indicating a slowdown in production activity.

According to HSBC, South Korea's manufacturing PMI climbed to 53.9 in September, up from 52.3 in the previous month, indicating continued expansion in the sector.

According to Yonhapinfomax, Samsung Electronics and SK Hynix workplace credit unions saw their securities holdings and capital surge in the first half of 2026 as the semiconductor firms' stock prices rallied. Samsung Electronics' workplace credit union securities jumped from 529.7 billion won at

According to Gate data, silver (XAGUSD) fell to $59.96 per ounce, down 2.4% over the past 24 hours.

Act, a minority shareholder group, demanded on the 1st that SK Hynix reconsider the potential US IPO of its US granddaughter company Solidigm, citing concerns that the listing could erode parent company shareholder value, according to a report by Hankyung.com on the 1st. The demand follows a

According to South Korea Customs, the country's September exports surged 104.9% year-over-year on a work-day-adjusted basis, driven by robust global demand for semiconductors fueled by artificial intelligence. South Korea's cumulative exports for the first nine months of 2026 reached $814.5

Oil prices held steady near $90 a barrel on October 30 as Middle East crude supply recovered to near prewar levels, with West Texas Intermediate trading around $90 after a 1.2% gain in the previous session and Brent futures settling near $98. The supply rebound occurred through alternative export ro

Korean stocks opened lower on the 1st as foreign and institutional investors sold heavily despite individual buying. The KOSPI fell 47.75 points (0.70%) to 6,790.29 as of 9:04 AM, driven by foreign net selling of 320.5 billion won and institutional net selling of 105.6 billion won in the

Korea Investment & Securities lowered its target price for Hotel Shilla to 63,000 won, a 13.7% reduction from the previous target, while maintaining a 'buy' investment rating. The brokerage estimates Hotel Shilla's Q3 consolidated revenue at 961.4 billion won and operating profit at 54 billion won,

According to Fortune, as reported by ChainCatcher, the U.S. Securities and Exchange Commission (SEC) today filed lawsuits against two private fund advisors for allegedly misrepresenting investments in pre-IPO shares of companies including OpenAI and SpaceX, while misappropriating investor