Global TradFi & Macroeconomics

Gaon Cable recorded a 53% stock price surge this month through January 22, leading all South Korean wire and cable stocks in gains. The rally followed consecutive large-scale orders from North American power infrastructure markets in the US and Canada, improving earnings

OCI Holdings and Hanwha Solutions, two Korean solar stocks, posted significant gains on the 23rd, with OCI Holdings rising 9.57% to 26,000 won and Hanwha Solutions climbing 6.38% to 29,200 won. The rally came as

According to Yonhap Infomax, on September 23 in Asian trading, the dollar index rose to 100.712, up 0.18% from the previous close, marking its highest level since July 30. The intraday peak reached 100.729. The dollar strengthened as crude oil prices fell, reducing expectations for monetary

According to Korean Stock Exchange data released on September 23, Gaon Cable stock surged 53% from the start of 2026 through September 22, the strongest performance among domestic wire makers. The LS Cable subsidiary has signed long-term supply contracts worth approximately 5.5 trillion Korean won w

CFTC Chairman Michael Selig said on 22 September that U.S. markets must be readied for mass tokenisation, telling the U.S. Treasury Market Conference in New York that the next decade will likely bring more change to financial markets than the previous several decades combined. Selig stated this

According to Hankyung, OCI Holdings and Hanwha Q Cells surged 9.57% and 6.38% respectively on September 23, closing at 26,000 and 29,200 Korean won, driven by expectations of U.S. solar industry restructuring. The rally reflects analyst

Korean brokerage firms adjusted stock target prices between September 1 and September 23, issuing 142 upgrades versus 125 downgrades according to FnGuide data. Construction and cosmetics stocks received the most upgrades driven by data center projects and export performance, while securities and

Apollo Global Management's private credit fund Apollo Debt Solutions imposed redemption restrictions for the third consecutive quarter after receiving redemption requests totaling 14.7% of outstanding shares in Q3. The $25.9 billion fund will honor only the 5% quarterly redemption cap mandated by re

According to CFTC Chairman Michael Selig on September 22, U.S. markets must be readied for "mass tokenisation", onchain finance and 24/7 trading. Speaking at the U.S. Treasury Market Conference in New York, Selig said the next decade will bring more change to financial markets than the previous

Bank Indonesia maintained its benchmark interest rate at 5.75% on September 23, aligning with market expectations.

KOSPI closed at 7080.92 on September 23, rising 63.01 points or 0.90% from the previous trading session. Institutional investors purchased 318.9 billion won net while retail investors sold 1.4405 trillion won and foreign investors offloaded 510.7 billion won ahead of the Chuseok holiday. The

European natural gas futures fell 3.7% on Wednesday (Sept. 23), trading near three-week lows amid concerns over low inventory levels ahead of the end of the refilling season. Market sentiment shifted following signals that U.S.-Iran diplomatic talks are advancing, lifting expectations for a

According to KB Securities, the company signed a memorandum of understanding (MOU) with Securitize, a global tokenization platform, and the Optimism Foundation on September 23 to jointly develop tokenized securities

According to FnGuide, South Korean securities analysts upgraded target prices for 142 stocks in September through the 23rd, while downgrading 125, with construction and cosmetics sectors gaining support. Construction stocks led gains, driven by data center and nuclear power projects. Daewoo

According to Yonhapnews, the South Korean won fell to 1,340 against the US dollar on September 23 before rebounding to approach 1,360 by late afternoon. The USD/KRW rate closed at 1,358.4 won as of 3:30 p.m., up 0.2 won from the previous session's same time. News of resumed US-Iran negotiations at

According to Li Xinyang, head of Li Auto's product line, the company has adjusted the launch date of its 2026 i6 model from late September to late October. The delivery start time remains unchanged at early November. The adjustment was made to avoid prolonged waiting periods for users after

According to Jason Calacanis, the early Uber investor expects four autonomy stocks to be acquired within 24 months and deliver a 2x return on his combined investment. He has bought small positions in WeRide (WRD), Pony.ai (PONY), Lucid Group (LCID) and Rivian Automotive (RIVN), citing "massive

According to Ukrainian Agriculture Minister Taras Vysotskyi on September 22, Ukraine has suspended grain exports through Black Sea ports due to port blockades. In a video statement, Vysotskyi said grain exports from the Odesa region have halted completely as of that date, according to CCTV