Global TradFi & Macroeconomics

According to BitcoinTreasuries.NET, The Smarter Web Company increased its bitcoin holdings by 35 BTC today (September 2), bringing its total holdings to 2,747 BTC. The UK-listed firm now ranks 29th among publicly-traded companies by bitcoin holdings.

According to Jin10 Futures, on September 2, Shanghai Futures Exchange energy and chemical products inventory data showed mixed movements: Pulp futures warehouse inventory increased to 393,249 metric tons, up 5,910 MT from the previous trading day, while fuel oil futures inventory declined to 71,890

On September 1, Iranian Parliament Speaker Mohammad Baqer Kalib aff stated that the Strait of Hormuz remains under full Iranian military control, and Iran will not allow any vessels to transit through the southern passage if the United States attempts to violate the Iran-U.S. memorandum of

Shinhan Securities researcher Kim Hyo-jin stated on SamproTV on the 1st that preemptively raising rates in September would reduce market uncertainty. US 10-year Treasury yields exceeded 4.8% as oil prices reached $90 per barrel following renewed Middle East hostilities, approaching the Taylor Rule's

According to Kim Hyo-jin, Shin Young Securities analyst who appeared on YouTube show SamProTV on September 1, U.S. 10-year Treasury yields have exceeded 4.8%, approaching the 5% level amid Middle East tensions and rising oil prices near $90 per barrel. Under the Taylor Rule, which calculates

UK 10-year Gilt yields rose 4 basis points today to reach 5.268%, marking the highest level since June 2008.

According to IFX, Russia has suspended its grain export tariffs through December 31, 2026. The move affects exports of wheat, barley, corn, and other grain products.

According to Guru Club, WTI crude oil futures fell 0.01% to $90.215 per barrel today (September 2), while Brent crude oil futures rose 0.31% to $94.939 per barrel.

According to Reuters, South Korea's Exchange Stabilization Fund purchased approximately $20 billion in repatriated funds from SK Hynix's ADR listing. The move increased the fund's U.S. dollar position.

Park Yong-jin, Vice Chairman of South Korea's Regulatory Rationalization Committee, urged related agencies on the 2nd to accelerate the implementation of a shortened securities settlement cycle (T+1) while ensuring market stability and investor protection. Park made the remarks at a forum on shorten

Ecopro BM announced on the 2nd that its securities registration for a capital increase became effective, with the share issue price revised from 121,200 won to 89,500 won. The company will issue 9.9099 million shares, reducing total fundraising from the initially planned 1.2 trillion won to 886.1

According to Jin10, Shanghai gold closed at 935.4 yuan per gram on Wednesday afternoon, September 2, trading 1.07 yuan above the international spot price of 934.33 yuan per gram.

According to SHFE, on Sept 2, major futures contract inventories showed mixed daily movements. Aluminum inventories declined 4,184 tonnes to 234,189 tonnes, while zinc fell 2,815 tonnes to 95,744 tonnes. Silver inventories increased 15,170 kilograms to 1,422,622 kilograms. Other notable changes

According to Yonhap Infomax, South Korea's Financial Investment Association held a forum on Sept 2 to discuss shortening the securities settlement cycle from T+2 to T+1. Association chairman Hwang Sung-yeop emphasized that reform speed is less important than market confidence, citing concerns over s

Samsung Electronics and SK Hynix declined in August while South Korea's KOSPI index rose 3.40%, breaking the traditional correlation between the two semiconductor giants and the broader market. Samsung Electronics fell 0.95% to 260,000 won and SK Hynix dropped 2.56% to 1,674,000 won during the

According to the company announcement on September 2, EcoPro BM confirmed the effectiveness of its securities report, adjusting the per-share issuance price to 89,500 Korean won from the initially planned 121,200 KRW. The downward revision was triggered by the company's falling stock price during th

According to Edaily, in August, Samsung Electronics (005930) and SK Hynix (000660) declined 0.95% and 2.56% respectively, while South Korea's KOSPI index rose 3.4% to 6,820.02, marking a decoupling from the traditional pattern where the semiconductor leaders' gains drove the broader market. The KOSP

According to Guru Club, Singapore's benchmark Straits Times Index fell 1.2% to close at 5,076.81 points on June 4.

South Korea's Ministry of Health and Welfare confirmed on September 2 that it will review the National Pension Service's geopolitical risk management. The acknowledgment came after lawmaker Kim Yong-tae of the People Power Party raised concerns that the NPS participated in Zhongji Innolight's Hong K

Korea Growth Financial Investment Management will announce the sub-fund general partner (GP) selection results for the second National Growth Fund on the 3rd, according to financial investment industry sources on the 2nd. Korea Growth Financial and the Financial Services Commission plan to submit a