Global TradFi & Macroeconomics

According to billionaire investor Bill Ackman, who posted his views on X yesterday (September 27), the traditional monetary policy logic of interest rate increases dampening demand no longer functions properly in the AI era. Ackman suggested the Federal Reserve's recent rate hike decision may have b

According to Yonhapinfomax's CP and short-term corporate bond issuance statistics, 25 South Korean securities firms issued a combined 11.77 trillion won ($8.9 billion equivalent) in commercial paper (CP) and short-term corporate bonds last week (September 21-25). Korea Investment & Securities led th

According to Yonhapinfomax, on September 28, the U.S. dollar-won exchange rate fell to the 1,350-won level as the Japanese yen strengthened, driven by coordinated efforts from the U.S. and Japan to defend against further yen depreciation. The dollar-won, which had been climbing on U.S. rate hikes an

According to Jin10 Futures, the CFETS-NEX currency market sentiment index reached 50 as of 8:45 a.m. on September 28, up 4 points from yesterday's 4 p.m. close. By institution type, large banks' sentiment index was at 47, medium and small banks at 50, and non-bank institutions at 52, each rising 4 p

According to Korea Exchange and solar energy platform Anza, South Korean solar stocks surged on September 28 as import solar module prices jumped 40.7% to $0.38 per watt, up from $0.27 per watt in August. Hanwha Q CELLS rose 12.33% to 32,800 Korean

South Korean medical artificial intelligence companies rose sharply today (Sept 28), with Three Billion gaining 22.59% to 7,110 Korean won, according to Korea Exchange data. The surge reflects accumulated artificial intelligence developments overseas during the holiday period. Other medical AI compa

According to Korea Exchange Bank (KEB), on September 28, KEB and Korea Securities Finance signed an agreement to provide a maximum liquidity facility of 1 trillion Korean won (approximately $770 million) backed by securities collateral to support settlement in institutional stock transactions.

Korea Securities Depository and Korea Securities Finance Corporation signed a securities-backed loan agreement on May 28 for up to 1 trillion won. The agreement enables immediate liquidity provision when institutional investors or foreign participants fail to fulfill payment obligations in the

According to Jin10, on September 21, China's National Energy Administration held a meeting to assess natural gas supply and demand for the 2026-2027 heating season. The agency called on upstream oil and gas enterprises to increase reserves and production, accelerate injection rates to ensure

According to Kpler data released Monday, Middle Eastern crude oil exports rose to 12.8 million barrels per day in September, the highest level since fighting broke out in February, driven by increases from Saudi Arabia and the UAE. Saudi Arabia, the region's largest exporter, is expected to reach

LG Electronics stock rose 7,750 won (3.71%) to 216,750 won on the 28th following its selection as a NVIDIA AI data center cooling partner. LG Electronics announced the previous day it was chosen as a partner in the 'Power and Cooling' category of the NVIDIA Partner Network (NPN). NPN is NVIDIA's

According to the Korea Exchange, Samsung Active Asset Management's KoAct High Dividend Active ETF reached 62.5 billion KRW in net assets as of September 23, roughly two months after its listing on July 28. Individual investors drove strong demand, accumulating net purchases of 23.9 billion KRW

According to Korea Securities Depository, the institution and Korea Securities Finance signed a maximum 1 trillion won securities-backed loan agreement on Sept 28 to support a new settlement payment system taking effect on Sept 29. The agreement aims to provide immediate liquidity when

According to News1, Samsung Electronics and SK Hynix fell 2.1% and 2.6% respectively on Sept 28 morning, with Samsung trading at 279,500 Korean won and SK Hynix at 1,813,000 won. The declines followed a surge in U.S. long-term Treasury yields during the holiday break, with the 10-year yield

Strategy (NAS:MSTR), the world's largest corporate Bitcoin holder, plans to introduce daily dividend payments for its four listed preferred stocks at a shareholder meeting scheduled for next month 28th. The proposal aims to support preferred stock prices that remain below the 100 USD IPO price

SK Hynix stocks declined in early trading on the 28th following reports that its subsidiary Solidigm may pursue an initial public offering in the United States as early as next year. As of 9:30 AM on the 28th, SK Hynix shares fell 45,000 won (2.42%) to 1,817,000 won, while SK Square and SK declined

The USD/KRW exchange rate opened at 1357.6 won on May 28 morning in Seoul's foreign exchange market, up 0.1 won from the May 25 close at 3:30 PM, as Middle East geopolitical uncertainty resurfaced over the weekend while yen strength and month-end export settlement flows capped upside pressure. U.S.

HanAll Biopharma stocks fell over 7% in early trading on the 28th after partner company Immunovant discontinued development of cutaneous lupus erythematosus (CLE) using the imebropuvat substance on the 23rd. The discontinuation followed clinical trial results showing insufficient efficacy to

According to JPMorgan Chase strategy analysts including Meera Chandan, a potential U.S. diesel export ban could widen supply and price gaps globally, putting multiple currencies at risk. Among developed markets, the British pound and euro face the highest exposure, while Latin

According to CoinDesk, on September 25, Microstrategy (MSTR), the world's largest corporate holder of Bitcoin, announced plans to implement daily dividend distributions for four listed preferred shares (STRF, STRC, STRK, STRD) via shareholder vote on October 28. The annual dividend yield will