Global TradFi & Macroeconomics

LS Securities raised its target price for Samsung Electronics stocks to 450,000 won on the 31st, a 12.5% increase, while maintaining a 'buy' rating. Analyst Jung Woo-sung cited expanding High Bandwidth Memory

NVIDIA's AI circular financing model, where the chip giant invests in AI developers and data center operators who then purchase NVIDIA GPUs, has drawn criticism from investor Michael Burry this year. The model involves NVIDIA providing financial support to AI companies and data center businesses, wh

The US Treasury doubled its bond buyback program to $4 billion on August 19, targeting long-dated bonds to manage market liquidity and yields. Gold traders responded by increasing bullish options positions, driving gold prices up over 7% in five days to near $4,700 per ounce. The intervention

According to LS Securities, on August 31, Samsung Electronics' target price was raised 12.5% to 450,000 won, driven by expectations of improved profitability from higher high-bandwidth memory (HBM) contribution. LS Securities analyst Jung Woo-sung noted that HBM4's shipment mix within Samsung's

According to Bizwatch on August 26, Korean Advanced Materials, a KOSDAQ-listed company, completed a small-scale public offering valued at KRW 2.999 billion this week after exploiting a regulatory threshold change. The company set the offering size just below KRW 3 billion to qualify for expedited sm

Six months into the ongoing conflict involving the United States, Israel, and Iran, the global economy has avoided significant disruption, according to a Fortune report. This economic resilience has reportedly benefited Wall Street and the Trump family despite continuous geopolitical tensions

Major US retailers including Walmart, Home Depot, Lowe's, Target, TJX, and Kohl's reported divergent approaches to handling tariff refunds during second-quarter earnings in recent weeks, creating confusion for Wall Street analysts parsing results. The refunds flowed in after the Supreme Court

Federal Reserve Chair Warsh delivered a 28-minute speech at Jackson Hole in which he mentioned the word 'inflation' 25 times, triggering sharp moves across US stocks, bonds, currencies, and commodities over the weekend. Wall Street interpreted the remarks as a signal of imminent rate increases

Fed Chair Kevin Wash signaled heightened inflation vigilance at Jackson Hole, while China's CXMT reported H1 revenue surging 874% and global shipping rates hit year-highs for the fifth consecutive week. Wash stated additional Fed action may be needed if core inflation fails to decline toward the 2%

Federal Reserve Chair Waller delivered remarks emphasizing persistent inflation concerns, stating that inflation has not slowed meaningfully and expressing worry about stubborn price increases. Waller noted that while this summer's PCE and CPI figures were better than expected, they did not

Over the weekend, Fed Chair Jerome Powell's Jackson Hole speech triggered sharp declines across global markets, with the 2-year Treasury yield surging 12.8 basis points to 4.36% as investors interpreted his 25 mentions of inflation in 28 minutes as signaling an imminent rate increase. Chicago

Bank of America released four stock recommendations for September based on earnings momentum and cash flow analysis. The investment bank highlighted opportunities ranging from companies with continued upside potential despite recent gains to valuation-conscious picks. The selections span

U.S. Treasury Secretary Bessent will meet Bank of Japan Governor Ueda Kazuo during the G20 Finance Ministers Summit.

According to Gate data, silver (XAGUSD) fell to $66.063 per ounce today, down 0.4% from the previous trading session close.

According to CNBC, major U.S. retailers handled fiscal second-quarter tariff refunds from a Supreme Court ruling in different ways in recent weeks, creating confusion for Wall Street. Walmart, eligible to receive $2.9 billion in tariff refunds, plans to use the funds for price cuts, while Home

Sanil Electric president Han Ik-hee sold 25,000 shares on the 13th of this month through a block deal, realizing a profit of 4.5 billion won from stock options exercised at 3,344 won per share versus a sale price of 182,670 won. The 69-year-old executive, who joined the industrial transformer manufacturer in 2017 from HD Hyundai Heavy Industries, holds remaining stock options for 188,300 shares valued at an estimated 32.7 billion won based on current market prices. Sanil Electric's stock has sur

According to Bizwatch, on August 13, Han Ik-hee, deputy chief executive of Sanil Electric, exercised stock options granted at 3,344 won per share and sold 25,000 shares at 182,670 won, realizing 4.5 billion won in gains. His remaining unexercised options of 188,300 shares carry an estimated gain of

According to Reuters, U.S. Treasury Secretary Scott Bessent said Sunday that the Trump administration plans to sanction another bank this week to combat transactions linked to Iran. Bessent will meet with financial officials from major and developing economies at the G20 conference to coordinate a b

Spot gold rose to $4,460 per ounce today, up from an intraday low of $4,432.60.

Meritz Securities launches its AI-based investment platform 'MOUM' on September 1, marking the first 100% cloud-based trading system among Korean securities firms. The platform combines artificial intelligence with