Global TradFi & Macroeconomics

According to Algeria's Presidential Palace, OPEC Secretary General Haitham Al-Ghais said on September 28 that the Algiers Agreement, reached a decade ago, remains significant for oil market stability and demonstrates the value of unity and cooperation. Speaking in Algiers following a meeting with Al

According to Jin10 Futures, crude oil prices surged yesterday after reports that U.S. President Trump rejected Iran's interim proposal and indicated preference for resuming military action against Iran following the midterm elections. Oil subsequently retreated from session highs after Saudi

According to Tom Lee, chairman of Ethereum treasury firm BitMine, on September 29, Wall Street veteran Jim Bianco turned bullish on U.S. Treasuries for the first time in six years after yields reached approximately 20-year highs, citing attractive valuations at current levels. Should Treasury yields

According to its IPO prospectus filed on September 28, Anthropic reported a net loss of approximately $42 billion in 2025 while planning a U.S. listing that could value the AI company at more than $2 trillion. The filing shows Anthropic's revenue surged 12-fold to nearly $4.6 billion in 2025,

REX Financial announced plans on the 28th to rebrand its S&P 500 4x leveraged ETN (SPYU) under the MicroSectors brand, reflecting a strategic shift toward index-based products. Asia Representative Ogi Seok stated at a Seoul Yeouido press conference that approximately $5 billion exited US

According to REX Financial executives at a Seoul press briefing on September 28, U.S. leveraged products saw a significant shift in investor demand during Q3. Single-stock leveraged products experienced net outflows of $5 billion, while index-based products received $9 billion in inflows—a

China's overnight SHIBOR fell to 1.3451%, down 1.59 basis points. The 7-day SHIBOR declined to 1.3830%, down 0.63 basis points, while the 3-month SHIBOR held steady at 1.4300%.

US Treasury yields surged to multi-decade highs on September 29, with the 10-year Treasury yield reaching 5.242% at 10:30 AM according to financial data site Investing.com—the highest level since June 2007, approximately 19 years ago. The 30-year Treasury yield climbed to 5.562%, marking the highest

UN PRI board chair Conor Kehoe and Korean Exchange officials recommended that domestic pension funds and institutional investors establish medium- to long-term evaluation systems for delegated asset managers (GPs) based on stewardship code principles at a conference held on the 29th. The Korea

Hotel Shilla CEO Lee Boo-jin purchased 20 billion won worth of company stocks from April 27-29, but the stock price declined approximately 40% by May 28. Lee acquired 300,000 shares at an average price of 67,471 won per share, totaling approximately 20.24 billion won, as part of a commitment to

According to Capital Economics, Thailand's central bank is likely to keep its policy rate at 1.00% unchanged for the remainder of 2026 to support economic growth. The Thai economy is expected to remain weak in the near term due to a significant surge in energy

Eighteen domestic and foreign asset management firms managing 87 trillion won in assets issued a joint statement on the 29th opposing the National Assembly Political Affairs Committee's mandatory tender offer bill scheduled for plenary session on October 1. The firms objected to provisions

According to Yonhap Infomax, the chairperson of UN PRI's board of directors emphasized on September 29 that institutional investors such as pension funds must establish long-term evaluation frameworks for asset managers based on stewardship codes, prioritizing sustained shareholder engagement over r

According to a joint statement released on September 29, 18 domestic and international asset managers holding 87 trillion won in assets under management opposed South Korea's proposed mandatory public offer rule scheduled for a National Assembly vote on October 1. The asset managers criticized the p

According to Chen Bangxun, spokesperson of China's Ministry of Agriculture and Rural Affairs, the live pig supply-demand situation has continued to improve in the second half of 2026, with prices stabilizing above 11 yuan per kilogram despite recent fluctuations. The ministry plans to monitor

South Korea's Democratic Party K-Capital Market Special Committee announced on the 29th it will accelerate capital market reforms including enhanced disclosure requirements for low price-to-book ratio (PBR) companies, introduction of a Bear Hug system, and activation of stewardship codes to

According to Jin10 data, Japan's Finance Minister Yamagata Koyuki stated on Tuesday that persistent yen weakness remains a concern for Japan. She noted that the yen being undervalued is problematic, echoing remarks made by Japanese Prime Minister Takamichii at a recent Japan-US summit in New

AMD (Advanced Micro Devices) announced an approximately $8.2 billion all-stock acquisition of World Labs, founded by Fei-Fei Li. The merger agreement was signed on Sept. 26 and is expected to close by the end of 2026, subject to regulatory approval. The transaction will be paid entirely in stock, with the number of shares issued calculated based on the volume-weighted average price over the 10 trading days preceding closing. Fei-Fei Li will become AMD's executive vice president and chief scienti

US stock index futures traded near flat in Asian markets on the morning of the 29th as US Treasury yields continued their elevated trajectory. E-mini S&P500 futures declined 0.07% to 7,741.50, while tech-focused E-mini

Samsung Electronics rose over 1% on the 29th ex-dividend day, breaking a pattern of six consecutive quarters of declines on such days. The stock opened at 266,000 won after the 270,000 won level broke, but quickly recovered losses and turned positive. Strong bargain-hunting buying inflows drove the