Global TradFi & Macroeconomics

AMD and Intel stocks surged on the 21st (local time) in US markets, triggering a rally in Korean printed circuit board (PCB) stocks on the previous trading day. AMD rose approximately 10% while Intel climbed 12.1%, with Korean PCB manufacturers Korea Circuit, Simtech, and Daeduck Electronics

AMD and Intel stocks surged in US markets on the 21st (local time), triggering a rally in Korean printed circuit board (PCB) stocks on the 23rd, with Korea Circuit jumping 25.43% to 65,600 won. The surge followed strong market reception of Meta's personal AI agent 'Muse,' which launched on the 8th o

Six Korean airline stocks gained on September 22, with Korean Air up 8.84% and Asiana Airlines up 8.70%, as international oil prices fell and the won strengthened ahead of Chuseok holiday travel demand. U.S. President Donald Trump's mention of a possible Iran summit ahead of the UN General

According to investment platform EpicAI and analyst Matthew Bryson from Wedbush, chip stocks surged on September 21 as Meta's newly launched AI Agent Muse gained traction. AMD rose 10% to close at $615.52, achieving a market cap exceeding $1 trillion, while Intel climbed 12.1% and Arm

According to Korea Exchange, on September 23, Korean airline stocks surged with Korean Air gaining 8.84%, Asiana Airlines up 8.70%, and Jeju Air rising 6.13%, alongside smaller gains from Jin Air, Trinity Air, and Air Busan. The rally was driven by expectations of falling international oil prices f

According to RWA.xyz data, Robinhood's tokenized stock offerings saw approximately 2.2 million new holders in a single month through mid-September 2026, with total wallet holders climbing from 1.33 million to 3.51 million. This represents a 164% increase in 30 days. The average position size per ho

According to freight pricing platform Xeneta, Shanghai-to-U.S. East Coast container rates surged to $10,479 per 40-foot TEU on September 11, marking the first time the route exceeded $10,000 per unit since June 2022. The Shanghai Containerized Freight Index (SCFI) rose 25.65 points to 3,687.83 on Se

Hancom (030520) selected Samil PwC as its first external advisory firm to launch a corporate value enhancement program aimed at improving shareholder returns and business growth. The Korean software company recently signed an advisory contract with Samil PwC to develop mid-to-long-term capital

Korean brokerage stocks declined sharply in the second half following a market downturn, with the KRX Securities Index falling 46% to 1809.41 as of the 22nd from its May 6 peak of 3362.84. The decline followed reduced trading volumes after a first-half market rally that generated record earnings

Hancom selected Samil PwC as its external advisory firm on the 22nd and launched a corporate value enhancement program. The company aims to raise its total shareholder return rate to the mid-to-high 30% range from the current 27% level. Hancom plans to disclose detailed implementation plans to share

Bitcoin surged to $87,395 on September 22, marking its highest level since January 29, according to trading data. The cryptocurrency has climbed 47% in the second half of 2026, significantly outpacing major global assets. Nvidia gained 14.76% and gold rose 8% over the same period, while Samsung

Oil prices fell for a fifth consecutive trading day on the 22nd after US President Donald Trump confirmed American officials met with an Iranian delegation. West Texas Intermediate (WTI) crude for October delivery closed at $94.59 per barrel, down $1.19 (1.24%), marking the lowest close since the 8t

According to investment banking industry sources, Hancom appointed Samil PwC as its first external advisory firm today (September 22) to advance its enterprise value enhancement program. The company plans to disclose detailed implementation plans to shareholders next month. The core initiatives

As of September 22, 2026, South Korea's KRX Securities Index plummeted to 1,809.41, down 46% from its May 6 peak of 3,362.84, according to the Korea Exchange. Major brokerage stocks fell sharply in the same period, with Mirae Asset Securities down 61%, Kiwoom Securities down 46%, and Samsung Securit

According to Capital Markets Compass Signal, South Korean software company Hancom appointed Three-One PwC on September 22 as an external value-up advisory firm. The company plans to unveil detailed capital reallocation and growth strategies to shareholders as early as October. Hancom aims to

According to the New York Mercantile Exchange, on September 22 (U.S. Eastern Time), WTI crude oil for October delivery fell 1.19 dollars to 94.59 dollars per barrel, marking its lowest close since September 8. Brent crude for November delivery declined 1.09 dollars to 99.25 dollars per barrel,

Bank of America warned on the 22nd (local time) that Brent crude oil prices could exceed $150 per barrel if the Middle East conflict becomes prolonged. The bank explained that the Iran war, which began with

According to Bank of America on September 22, Brent crude could surge above $150 per barrel if Middle East conflict escalates and supply disruptions persist through spring 2027. The bank raised its 2026 second-half Brent forecast to $95 per barrel from $83 per barrel, citing expanding conflicts

Richmond Federal Reserve President Tom Barkin said Tuesday, September 22, that inflation remains the Federal Reserve's primary "trouble maker" and a greater risk than full employment concerns, citing this as the key reason for last week's 25 basis point rate hike. Barkin stated at a Baltimore CFA

KOSPI recovered the 7000-point level on the 22nd, closing at 7017.91 with a 0.15% gain, but September daily average trading volume fell to 21.2925 trillion won — the lowest monthly figure this year, according to Korea Exchange data released on the 23rd. The sharp contraction in trading activity