Commodities (Crude Oil & Copper) & Macro Outlook

Ahead of the U.S. midterm elections, President Trump declined to comment on whether the U.S. would strike Iran on Sept 27, as Iran's inflation rate reached 318% according to latest data. Trump stated that the U.S. will achieve victory in both military and economic confrontation with Iran, and

According to Daishin Securities analysis released on September 27, KODEX200 ETF tracking the KOSPI 200 index delivered the highest year-to-date return among major South Korean investment assets as of September 20, 2026. The ETF rose from 60,460 Korean won on January 2 to 109,285 won,

US President Donald Trump stated on the 27th (local time) that he expects additional negotiations with Iran this week. Trump told online media outlet Axios that Iran wants a deal but not the one he desires, explaining that the terms might have been acceptable a year ago but Iran overestimated its

According to Jin10, Socar, the state-owned oil company of Azerbaijan, will reduce fuel prices at Italian gas stations starting September 28 in response to the Italian government's potential windfall tax on energy companies. The measure mirrors similar commitments made by Italian energy giant Eni

The KOSPI 200 ETF recorded an 80.76% return from January 2 to September 20, ranking first among major asset classes, according to analysis released by Daishin Securities on the 27th. The performance of KODEX 200, which tracks the KOSPI 200 index, was approximately 40.6 times the 1.99% return of

According to Daishin Securities analysis released on September 27, KODEX 200 ETF achieved the highest returns among major assets from January 2 through September 20, 2026, gaining 80.76%. The returns are approximately 40.6 times higher than the annual fixed deposit rate of 1.99% for five major

According to Axios, on September 27, President Trump stated he is considering resuming military strikes on Iran. He also noted that 22 million barrels of oil passed through the Strait of Hormuz on Friday night, marking the highest volume since the war began. A U.S. Defense official confirmed Trump's

According to AFP on September 26, Iran's President Masoud Pezeshkian stated he has coordinated with Supreme Leader Ayatollah Khamenei on Tehran's new plan to reopen the Strait of Hormuz. Pezeshkian added that if the United States agrees to the proposal, Iran will fulfill its obligations. He noted th

According to BlockBeats, on September 27, Iran's Foreign Minister Araqchi stated that reopening the Strait of Hormuz depends on whether the United States meets Iran's conditions, including ceasing alleged "aggression," ending naval blockades and economic sanctions, and releasing Iranian assets. U.S.

According to SRF, Swiss National Bank (SNB) Governor Martin Schlegel stated that record-high temperatures this year have impacted food prices but are not a primary driver of Swiss inflation. The SNB is closely monitoring the weather's effects on food costs, with dry and hot summers showing

According to The New York Times, reported on September 27, rising oil prices amid the Iran conflict have intensified Republican political pressure ahead of November midterm elections, prompting some GOP candidates to call for an end to the war. Gasoline prices have risen approximately 0.4 dollars

The US Bureau of Economic Analysis (BEA) will implement a revised PCE inflation calculation methodology on September 30. The change adjusts how portfolio management fees and software services are measured within the Personal Consumption Expenditures index. Wall Street analysts project the methodolog

South Korea's KOSPI index rose 2.71% last week to close at 7,080.92 on September 23, according to the Korea Exchange. This week, markets will focus on key U.S. economic data and corporate earnings: the August PCE price index and September jobs report (scheduled for September 30 and October 2

KB Securities' Capital Markets Division (CM Division) is expanding derivative hedging solutions following organizational restructuring early this year that combined equity derivatives sales and operations functions. The move addresses profitability risks from market volatility after the securities f

According to KB Securities officials today, the company's Capital Markets Division is combining derivative sales and investment operations to strengthen hedge solutions for stock positions amid rising market volatility. The reorganized division now works with sales teams to assess client needs, then

Major Korean listed companies face diverging Q3 earnings forecasts as international oil prices and exchange rates fluctuate, according to financial data provider FnGuide analysis covering June 22 to September 22. Refining and aviation stocks saw earnings estimates surge due to soaring refining

According to F&Guide, over the past three months through September 22, earnings outlooks for major Korean listed companies diverged sharply due to fluctuations in oil prices and exchange rates. Refining and airline sectors benefited significantly, while petrochemicals and power utilities faced

According to Daishin Securities, the KODEX200 ETF, which tracks South Korea's top 200 large-cap stocks, surged to 109,285 won on September 20 from 60,460 won on January 2, delivering an 80.76% year-to-date return. By contrast, one-year fixed deposits at major South Korean banks averaged

KODEX200, an exchange-traded fund tracking South Korea's KOSPI 200 index, recorded an 80.76% return from January 2 to September 20, rising from 60,460 won to 109,285 won, according to asset performance data from Daishin Securities released on the 27th. The ETF's return represents