Global TradFi & Macroeconomics

According to Korean stock exchange data released today (September 29), the country's ETF market net assets declined to 456.6 trillion won, down 72.2 trillion won (13.6%) from the record high of 528.8 trillion won recorded on June 19. Concurrently, small-scale ETF products with less than 5 billion wo

According to NEWSIS, Chinese stock markets rebounded on September 29 after four trading days of decline, with the Shanghai Composite Index closing up 6.83 points, or 0.18%, at 3,830.45. The Shenzhen Component Index rose 0.34% to 12,901.95, while the ChiNext Index, dominated by tech stocks,

According to Yuanta Securities, Korea Kolmar's target share price was raised to 185,000 Korean won on September 29, up from 160,000 won, citing stronger-than-expected third-quarter performance despite tube container supply constraints. Third-quarter revenue is estimated at 833.6 billion won, up 22%

According to Smart Financial News, Chinatech Modern (00682) reported a loss attributable to shareholders of HKD 15.884 million for the fiscal year ended June 30, 2026, up 8.5% year-over-year. The group achieved revenue of HKD 57.342 million, down 9.5% year-over-year, with earnings per share loss of

Eurozone economic sentiment index fell to 97.9 in September from 98.4 previously, missing market expectations of 98.9.

Eurozone service sector purchasing managers' index (PMI) came in at 6.1 in September, below the expected 6.5 and up from 5.8 in August.

According to Jin10, Indonesian rupiah fell below 18,000 to 18,010 on Tuesday (September 29), marking its lowest level since August 4. The decline was driven by rising global bond yields, with U.S. 10-year Treasury yields surging above 5.27% to a 19-year high, combined with a stronger U.S. dollar

Eurozone consumer confidence remained unchanged at -16.5 in September, matching both the preliminary forecast and the previous month's reading.

The Eurozone's industrial sentiment index for September came in at -3.8, beating the consensus forecast of -4.7, according to data released this month. The previous month's reading was revised upward to -5 from an initially reported -5.3, indicating improving manufacturing sentiment in the

According to China's State Administration of Foreign Exchange, the country's total external debt rose to $2.498 trillion as of June 2026, an increase of $86.1 billion (4% growth) from March 2026, primarily driven by active cross-border trade activities and growth in corporate trade credits and

From 08:30 to 08:45 on September 29, 2026 (UTC), BTC/USDT fell from 84165.2 USDT to 83838.8 USDT, declining 0.37% over 15 minutes, with an amplitude of 0.39%. The price ranged from 83838.8 to 84165.2 USDT, showing an overall narrow-range consolidation pattern, with extremely low trading volume of approximately 130.11 BTC and limited market participation. The primary driver of this move remains unclear. Attribution data from the Tavily search explicitly indicates that the sources cannot provide a

Bitcoin traded in a $83,000-$83,600 range as the Federal Reserve raised its policy rate to 3.75%-4% on September 16, one day after the U.S. Senate rejected the CLARITY Act on September 15. The cryptocurrency rebounded following the legislative defeat but faced pressure after the rate hike, with 16 o

South Korean government bond yields declined on May 29 after Deputy Prime Minister and Minister of Economy and Finance Lee Hyung-il announced emergency buyback measures would be implemented if treasury rates rise excessively. The government's market stabilization pledge eased investor concerns

On September 16, the Federal Reserve raised its policy rate to a range of 3.75%-4%, with 16 of 18 officials expecting further hikes this year. Bitcoin price, which held a range of $83,000-$83,600, showed greater sensitivity to the rate decision than to a legislative defeat one day earlier. On Septem

According to Jin10, People's Bank of China Governor Pan Gongsheng met with European Union Ambassador to China Karel Kappena today (September 29) to exchange views on the current economic and financial situation and China-EU economic and financial cooperation. PBOC Vice Governor Xuan Changneng

Daeduck Electronics, Amotech, and Eugene Technology emerged as top performers among AI value chain stocks recommended by MK Signal, an AI-powered stock service from Maeil Business Newspaper tracking approximately 8,000 Korean and US stocks. Between the 22nd and 28th, Daeduck Electronics led with a 2

K-entertainment exchange-traded funds (ETFs) and stocks have suffered steep declines as of May 23, despite the global rise of K-culture. ACE KPOP Focus ETF fell 44.03% year-to-date, while HANARO Fn K-POP&Media dropped 46.17% and Kiwoom KPOP ETN declined 43.03% over the same period, according to

Korean corporations face mounting refinancing pressure as commercial paper (CP) interest rates surged to a year-to-date high on the 29th, with A1-grade 91-day CP reaching 3.38%. The rate spike stems from a structural mismatch: corporations concentrated refinancing demand at quarter-end while money m

According to Yonhapinfomax, Japan's Nikkei 225 index fell 396.35 points (0.60%) to 65,481.27 yen on September 29, while the TOPIX index declined 70.87 points (1.72%) to 4,041.13. Weakness in artificial intelligence and semiconductor stocks, combined with dividend-related selling ahead of September f

According to E-Daily, AriaBioHoldings (code: 290690) terminated its merger agreement with AriaBio on September 29, citing risks from large-scale share repurchase demands amid uncertain business conditions. The company stated that halting the merger served the interests of both parties and their shar