Global TradFi & Macroeconomics

Spot gold fell 1% intraday on July 28, trading at $4,035.67 per ounce according to market data.

Listed REITs in South Korea are pursuing asset sales and new property acquisitions following the JR Global REITs incident that weakened investor sentiment across the market. The REIT index declined approximately 15% after the JR Global incident, prompting companies to restructure portfolios

According to 한국경제TV, South Korea's financial regulator announced on July 28 measures to curb volatility in single-stock leveraged ETFs. The Financial Services Commission will increase minimum deposit requirements from 10 million won to 30 million won effective July 31, accepting only cash. The

Following the JR Global REITs crisis, South Korean listed REITs have experienced a 15% decline in their index amid reduced investor appetite. In response, companies are pursuing asset sales, issuing special dividends, and acquiring new real estate assets to rebalance their portfolios amid high

According to Korea Exchange, KOSPI's intraday volatility reached 6.11% in July, the highest among major global stock indices, as of today (July 28). Over the same period, Japan's Nikkei 225 recorded 2.57% intraday volatility, while China's Shanghai Composite Index stood at 1.77%, according to

According to Guru Club, on July 28, Shanghai tin futures fell 2.00% to 409,500 yuan/ton intraday, while London tin dropped 2.00% to $53,234/ton.

According to Etoday, on July 28, South Korean lawmakers are exploring state compensation lawsuits over investor losses from Samsung Electronics and SK Hynix leverage ETFs. The Financial Services Commission approved the 2x single-stock leverage products on May 27, which saw rapid inflows and

According to Jin10, CME data for July 27 showed mixed performance across energy and precious metals. Gold trading volume increased 34,701 contracts to 213,170 while open interest declined 1,065 to 373,693. Silver volume rose 4,028 to 34,689 with open interest down 242 to 106,649. Copper

According to the Financial Services Commission and Korea Exchange announced on July 28, South Korea will publicly disclose a list of listed companies with persistently low price-to-book ratios (PBR) starting in November 2026. Companies ranked in the bottom 25% of their industry sector for three

Spot silver fell below $57 per ounce today, declining 2.41% intraday.

South Korean retail investors known as 'Seohaggaemi' shifted their focus back to US stocks this month as the domestic KOSPI index experienced a prolonged correction. From July 1 to July 27, Korean investors recorded net purchases of $3.589 billion (approximately 5.2762 trillion won) in US stocks, ac

According to BlockBeats, on July 28, Long Xin Semiconductors surged 466% on its A-share debut, becoming China's largest market-cap listed company and triggering concerns about accelerated domestic storage self-sufficiency. The sentiment simultaneously weighed on global semiconductor equities as

According to The Fact, South Korea's KOSPI index rose 113.1% in the year since the Commercial Act revision took effect in July 2025, expanding directors' fiduciary duties to shareholders. The Lee Jae-myung

Samsung Securities Investment Information Team Leader Shin Seung-jin stated on the 28th that the KOSPI index sharp decline stemmed from weakened investor sentiment compounded by China-related concerns. The decline occurred as China's CXMT listing and deep ultraviolet (DUV) lithography equipment

The Bank of Korea's Monetary Policy Committee raised the base interest rate from 2.50% to 2.75% in July, marking the first rate hike in 3 years and 6 months. The decision came as June consumer prices rose 3.2% year-on-year following a 3.1% increase in May, while the USD-KRW exchange rate traded at 1

The Bank of Korea's Monetary Policy Committee raised the base interest rate from 2.50% to 2.75% at its regular meeting in July, marking the first rate increase in three years and six months. The rate hike signals the central bank's shift to monetary tightening amid persistent inflation pressures,

According to Jin10, Australia's dollar declined about 0.3% during Asian trading on July 28 following remarks by RBA Governor Michele Bullock. Kristina Clifton, forex strategist at Commonwealth Bank of Australia, noted that while Bullock left room for further rate hikes if needed, he also signaled th

Lee Jin-woo, Research Center Director at Meritz Securities, stated on the 28th that the KOSPI index decline threatening the 6,000 level already reflects a worst-case scenario despite overlapping concerns about AI investment sustainability and China's technology catch-up. Lee attributed the market