Global TradFi & Macroeconomics

According to a report released yesterday (July 23) by Hanwha Investment Securities analyst Um Su-jin, South Korea should prioritize amending its Capital Markets Act over the recently passed Commercial Act revisions to provide genuine shareholder protection. The report notes that while the Commercial

Hyperliquid recorded $26 billion in real-world asset (RWA) trading during July 13–19, marking the first time tokenized stocks and commodities surpassed crypto volume on the decentralized exchange. Lorenzo Valente, director of digital assets research at ARK Invest, announced Thursday on X that RWAs a

According to CME Fed Watch data sourced via Jin10, the Federal Reserve has a 62.1% probability of holding interest rates steady in July, with a 37.9% chance of a 25 basis point rate increase. For September, the Fed has a 15.1% probability of maintaining current rates, a 56.2% probability of a

According to Kitco News and data from the U.S. Census Bureau, spot gold spiked to a session high of $4,069.98 per ounce on Friday morning (July 24) after new home sales data released at 10 am ET. U.S. new home sales rose 1.6% in June to a seasonally adjusted annualized rate of 628,000 units,

According to Kpler on July 23, vessel traffic through two critical Middle East maritime corridors showed diverging trends. The Strait of Hormuz experienced a notable decline in transit volume, while the Bab al-Mandab Strait, which connects the Red Sea and Gulf of Aden, saw traffic

On Friday, July 24, the Philadelphia Semiconductor Index plummeted 4.5%, with the Nasdaq falling 0.64%, as investors dumped chip stocks amid mounting concerns over artificial intelligence capital expenditure. The selloff was triggered after Alphabet announced a significant increase to its capex

Waymo and Uber are ending their exclusivity arrangement in Atlanta and Austin, with Waymo planning to launch its standalone app in both cities in January 2028. An Uber spokesperson confirmed on Friday that Waymo notified the company of this decision, which will allow the robotaxi service to

According to CNBC, Waymo notified Uber on Friday that it will launch a standalone app in Atlanta and Austin in January 2028, ending the exclusive robotaxi arrangement in these two markets. Hundreds of Waymo robotaxis will continue to be available through the Uber app through at least May 2028

According to the U.S. Commodity Futures Trading Commission (CFTC), speculators' long positions in the Australian dollar reached the lowest level in 2026 during the week of July 21.

According to COMEX, on July 24, August gold futures rose 0.17% to $4,057.20 per troy ounce in afternoon trading. The uptick follows a broader market adjustment, with crude oil prices falling for the first time in six trading days: WTI September futures dropped 3%, while Brent crude September

According to Jin10, crude oil prices fell significantly on July 24. WTI September futures dropped $2.88 to $89.31 per barrel, a decline of 3.12%, while Brent crude September futures fell $3.91 to $96.78 per barrel,

On Friday (July 24), U.S. 10-year Treasury yield fell 1.61 basis points to 4.6771% in New York's close, while the 2-year yield declined 1.71 basis points to 4.3306%. For the week, the 10-year gained 12.96 basis points and the 2-year rose 15.60 basis points, with both yields maintaining an overall

According to Jin10 Data, the U.S. dollar index rose 0.02% on July 24, closing at 101.468 by New York forex market close. The euro weakened to 1.1370 against the U.S. dollar, while sterling strengthened to 1.3326.

South Korea's Financial Services Commission will implement stricter deposit requirements for single-stock leveraged exchange-traded funds (ETFs) and exchange-traded notes (ETNs) starting January 31. Individual investors must hold cash deposits of 30 million won or more to purchase or add to

According to the Financial Services Commission, South Korea will raise the minimum cash deposit requirement for single-stock leverage exchange-traded funds (ETFs) and notes on Samsung Electronics and SK Hynix to 30 million won from 10 million won, effective July 31. The measure, originally

On Friday, July 24, the U.S. Semiconductor Storage and Hardware Supply Chain Index fell 7.29% to close at 200.25 points. Despite the daily decline, the index gained 5.74% for the week.

Korean stock market sidecar mechanisms activated 41 times from January 2 to July 24, according to Korea Exchange data released on July 24. The total comprises 20 buy-side and 21 sell-side program trading halts. This frequency surpasses the annual 26 sidecars recorded during the 2008 global

According to Korean Exchange data, KOSPI market activated 41 sidecar trading halts (buy-side 20, sell-side 21) between January 2 and July 24, 2026. This surpassed the full-year 2008 global financial crisis record of 26 activations within just six months. Circuit breaker halts, a more severe

According to Korean Economic TV, on July 24, the New York stock market closed mixed amid Middle East uncertainties and semiconductor stock declines. The Dow Jones Industrial Average rose 235.60 points, or 0.46%, to close

The Korean stock market declined during the week of July 20–24, with the KOSPI index falling 1.91% to close at 6690.62. The drop was triggered by escalating Middle East conflict uncertainties and profitability concerns among hyperscaler companies. Geopolitical tensions intensified after