Global TradFi & Macroeconomics

DB Securities and KB Securities launched internal investigations after South Korea's Financial Supervisory Service detected employees conducting indirect overseas stock marketing through YouTube and blogs. The FSS identified a DB Securities employee promoting fee discounts via a YouTube channel

According to Barclays Bank today (September 30), higher long-term bond yields are eroding the valuation premium of hyperscale cloud service providers relative to bonds. Despite strong earnings and lower valuations, rising debt yields have offset these positive factors as credit spreads widen

According to the Korea Securities Depository, Korean retail investors net purchased $1.256 billion in U.S. bonds from September 1 to 28, more than double their $622 million in net stock purchases during the same period. The shift reflects rising yields—U.S. 30-year Treasury yields hit 5.613% on Sept

Financial professionals connected through prestigious university business clubs and global consulting firms allegedly shared undisclosed information over a 5-year period, gaining over 20 billion won in illegal profits through insider trading in South Korea's capital markets. The individuals

According to the financial investment industry, South Korea's Financial Supervisory Service has detected unauthorized overseas stock marketing by securities firms after issuing a directive last December to curtail such promotions. DB Securities launched an internal investigation after regulators

According to Tom's Hardware, AMD has agreed to acquire AI model research firm World Labs in an all-stock deal worth approximately $8.2 billion. Fei-Fei Li, World Labs co-founder and ImageNet pioneer, will join AMD as executive vice president and chief scientist, reporting to CEO Lisa Su. The

According to the Bank of England's Financial Policy Committee, financial risks have risen since July, including potential simultaneous shocks and extended supply disruptions from elevated oil and gas prices. The central bank will propose reforms to banking leverage ratios and gilt repo markets in

According to BlockBeats citing BIT data, SVRN (NEAR treasury company) rose 10.98% in U.S. stock pre-market trading on September 30, following a 29.34% surge yesterday. Over the past month, SVRN has gained 669% amid NEAR's recent strength. Meanwhile, SDEV (SKY treasury company) fell 13.44% in pre-ma

According to the Bank of England Financial Policy Committee, the likelihood of simultaneous financial risks has risen since July.

According to Hanwha Life Insurance, the company acquired a 50.54% stake in Acuon Capital on September 30 for 4.4 trillion won, marking its entry into the credit finance sector. Acuon Capital, a mid-sized financial company with 4.6 trillion won in total assets, holds a 100% stake in Acuon Savings

According to officials at Korea Blockchain Week 2026 on September 30, U.S. financial authorities outlined a tokenization roadmap for traditional securities markets. Caroline Pham, former CFTC acting chair, stated that collateral tokenization will occur within 1-2 years, the entire U.S. Treasury mark

According to Gate data, Brent crude oil (XBRUSD) rebounded to $102.01 per barrel as of today (September 30), down 0.4% in the last 24 hours.

According to Jin10, the iTraxx Europe Crossover index, which measures euro high-yield credit default swap costs, fell 5 basis points to 296 basis points on Sept 30. The decline was driven by strong earnings reports from companies like Micron Technology and market enthusiasm for artificial

Democratic Party lawmaker Min Byung-deok proposed institutionalizing Korean won-based stablecoins during a speech at Korea Blockchain Week 2026 (KBW2026) on the 30th at Walker Hill Hotel & Resort in Seoul's Gwangjin District. Min stated that Korea must establish won-based digital asset systems and tokenization infrastructure in response to dollar-based stablecoins expanding as global payment infrastructure and accelerating real-world asset (RWA) tokenization competition in the US and Europe. He

Wall Street analysts shifted to a bullish stance on US stocks on September 28-30, with JP Morgan upgrading its view from 'neutral' to 'tactical bullish' and Goldman Sachs discussing the possibility of an early year-end rally. The shift followed statements from New York Federal Reserve President

According to the financial investment industry on September 30, LG U Plus faces exclusion risk from the MSCI Korea index, with its floating market cap 47% below the estimated exclusion threshold. Yuhan-Kimberly also entered exclusion risk zone, with total market cap 9.3% below the benchmark.

According to discussions at KBW2026 held in Seoul on September 30, fund tokenization technology has been implemented, but liquidity provision and global regulatory standardization remain critical hurdles for market expansion. Participants noted that while issuing tokenized products has become

According to Reuters, TSMC is evaluating a potential investment in Texas to expand its U.S. chip production capacity, separate from its existing $265 billion commitment in Arizona, according to two people familiar with the

Seven South Korean stocks including GS and Samsung E&A remain candidates for the November Morgan Stanley Capital International (MSCI) Korea Index rebalancing but all fall short of the market capitalization threshold, according to financial industry sources on September 30. The underperformance of

Foreign investors net sold over 21 trillion won in the Korean stock market in September, marking their fifth consecutive month of selling. On September 30, the Korea Exchange reported foreign investors offloaded 21.5108 trillion won in KOSPI during the month, with Samsung Electronics and SK Hynix