Global TradFi & Macroeconomics

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

APR stocks fell 21.21% over the recent one month, declining from 464,500 won to 366,000 won, as cosmetics stocks weakened on concerns that won appreciation could slow export revenue growth. The decline stemmed from investor wariness that even if overseas sales volumes increase, revenues converted in

Hanwha Investment & Securities resolved on the 30th to raise up to 900 billion KRW in capital through a 500 billion KRW third-party paid-in capital increase and up to 400 billion KRW in hybrid capital securities issuance. The board decision aims to prepare for entry into the comprehensive

Warby Parker stocks surged on the 29th (local time) following Meta's entry into the artificial intelligence (AI) glasses market and ahead of the US eyewear company's own smart glasses release. Warby Parker stocks closed 11.39% higher at $27.47 on the 29th, according to Barron's. The rally was

According to the Bank of Korea, the country's monetary authorities conducted $9.612 billion in net selling of foreign exchange in the second quarter of 2026 to stabilize the market. This marks the seventh consecutive quarter of net selling, following $13.628 billion in Q1. The U.S. dollar-Korean

According to Korea's financial investment investment industry, as of September 30, MSCI's November regular index review shows no candidates meeting the market-cap cutoff of approximately 13.32 trillion won for inclusion in its Korea index. Seven stocks including GS, Samsung E&A, and LS exceeded

South Korea's Stewardship Code, introduced in 2016, has been comprehensively revised for the first time in a decade, according to Ahn Hyo-seop, director of the Sejong Corporate Governance Research Institute. The updated code expands its scope to include bonds and unlisted equities, while

According to Hana Securities research report, on September 29, the U.S. 10-year Treasury yield reached 5.24%, approaching the S&P 500's expected return of 5.26%, reducing stock valuations' relative appeal versus bonds. The brokerage recommended Samsung Electronics, Hyosung Heavy Industries, and HD H

According to Korea Exchange, foreign investors sold net 21.5 trillion won from South Korea's KOSPI market in September, extending a five-month selling streak. Samsung Electronics and SK Hynix accounted for 76.6% of the outflow, with net sales of 4.89 trillion won and 11.58 trillion won