Global TradFi & Macroeconomics

Buk Securities lowered its target price for Netmarble stocks to 50,000 won on the 29th, a 9.1% reduction from the previous target, while maintaining a 'buy' investment rating. The securities firm forecasts Netmarble's Q3 performance at 713.4 billion won in revenue and 78.4 billion won in operating p

As U.S. midterm elections approach, JPMorgan shifted to a bullish stance on U.S. equities in late September, reversing its neutral position held during the Jackson Hole meeting period. Goldman Sachs data supports the optimism, showing that historically, the 12 prior U.S. midterm elections saw

According to Korea Securities Depository, Korean retail investors' net purchases of US stocks in August totaled $1.962 billion, down 57.7% from $4.642 billion in July. Daily settlement volume for combined buy and sell transactions also declined, falling from $2.986 billion in June to $1.856 billion

According to Daol Investment Securities, on September 29 the brokerage lowered Hyundai Wia's target price to 77,000 Korean won, derived from 2027 earnings-per-share estimates multiplied by a 10.5x price-to-earnings multiple. Despite the downward revision, the stock retains a buy rating with

According to EdailyNews, BigWave Robotics, a robotics automation platform operator, debuted on South Korea's KOSDAQ market today (September 29) with an initial public offering price of 18,000 KRW. The company achieved a market capitalization of approximately 184.9

According to E-Daily, Global Technology, a fabless semiconductor company specializing in LED driver ICs, listed on KOSDAQ today (September 29) at 10,000 Korean won per share, approximately 23% below the initial price range of 13,000-15,000 won. The IPO raised 40 billion won and received a

US Treasury yields rose across the curve on September 28 afternoon (Eastern Time), with the 10-year yield climbing 6.00 basis points to 5.2400%, the 2-year yield advancing 6.00bp to 4.9240%, and the 30-year yield increasing 6.00bp to 5.5620%. The selloff was driven by uncertainty over the

According to CME FedWatch on September 29, the Federal Reserve has a 70.9% probability of raising interest rates by 25 basis points at its October meeting, with a 29.1% probability of holding rates steady at 3.75%-4.00%. Through December, the probability of maintaining rates unchanged stands at 5.0%

According to Jin10, a daily currency pairs performance snapshot was released for Tuesday, September 29, 2026. The data shows major currency pair movements for the trading session.

KOSPI sector earnings forecasts for Q3 have shifted significantly over the past month, with securities and electronics sectors facing downward revisions while oil refining and pharmaceuticals saw upward adjustments. The securities sector experienced the largest decline at 8.32%, driven by weakened m

According to JPMorgan strategists, as the U.S. midterm elections in November approach, implied volatility remains subdued. The VIX forward curve is trading significantly below historical pre-election levels, and the S&P 500 options market is pricing in a modest post-election event premium. S&P 500

According to E-Daily TV, Nvidia announced on September 28 a $150 billion share repurchase program, marking the largest in U.S. corporate history. This expansion brings the company's total buyback initiative to $235 billion. According to Bloomberg, the announcement reflects CEO Jensen Huang's

According to F&Guide, on Sept 29, South Korean stock market sectors showed diverging third-quarter profit guidance adjustments. The securities industry saw the steepest downgrade at 8.32% over the past month due to market weakness, with average daily trading volumes (including ETFs) plummeting

SK Hynix's American Depositary Receipt (ADR) fell 5.03% to $181.92 on the Nasdaq on the 29th (Korean time), as Middle East uncertainty and rising US Treasury yields pressured semiconductor stocks. The 10-year US Treasury yield climbed above 5.2%, fueling inflation concerns and expectations of

Ondo Perps launched spot trading for 12 tokenized stocks and ETFs on September 28, enabling users to purchase tokenized US equities and deploy them as collateral for perpetual futures positions on the same platform. The integration addresses a longstanding multi-platform problem in basis trading,

Boeing shares fell approximately 7% on Monday, marking the stock's worst single-day decline since April 2025, after the Federal Aviation Administration delayed certification of the company's 737 Max 10 variant due to a newly identified software issue. FAA Administrator Bryan Bedford told reporters a

On Monday (Sept 28), veteran stock strategist Jim Paulsen warned that the traditional U.S. stock market rally season spanning November through April may underperform this year due to tightening financial conditions. According to his Substack article, Paulsen's proprietary financial environment

According to Bloomberg, Boeing (BA) shares fell 7% on Monday, marking the worst trading day since April 2025, as the Federal Aviation Administration (FAA) delayed certification of the 737 Max 10 variant due to a newly identified software glitch. FAA Administrator Bryan Bedford said the agency will h

According to Crypto Briefing, Ondo Perps launched spot trading for 12 tokenized stocks and ETFs on September 28, allowing users to purchase tokenized versions of US equities at market prices on a central limit order book. The key innovation: newly purchased tokens can be deployed instantly as

According to Syria's state news agency, a natural gas pipeline connecting Shula and Deir ez-Zor caught fire recently due to deliberate sabotage. The Syrian oil company said extinguishing efforts are underway. The incident has cut gas supplies from the Jebessa gas field and processing facility to