Global TradFi & Macroeconomics

U.S. gasoline prices have surged by approximately $1.25 per gallon, according to data reported by @MarioNawfal and confirmed by the American Automobile Association (AAA). AAA recorded the national average price of regular gasoline at $4.081 per gallon, marking a significant increase from $3.2013 a y

Hanwha Investment & Securities researcher Eom Soo-jin released a report on August 30 recommending that shareholder proposals employ indirect tactics rather than direct pressure to achieve corporate governance improvements. The report, titled 'Shareholder Proposal Tactics That Reduce Rejection and In

US Treasury Secretary Scott Bessent announced in late August plans to double regular bond buyback operations from $2 billion to at least $4 billion per operation, with the expanded program set to begin on September 9, as part of efforts to lower long-term borrowing costs. The strategy, dubbed a 'Tre

Salesforce reported better-than-expected earnings on Wednesday (August 27), with stock price soaring over 20% following the release. The company's artificial intelligence agent platform Agentforce saw annual recurring revenue (ARR) reach $1.5 billion and above, representing a 240% year-over-year

NVIDIA, the world's largest company by market value, has been the subject of recent market analysis by Fundstrat's Mark Newton, who commented on how the company's latest market moves and global liquidity conditions have altered the market landscape across various asset classes. NVIDIA has been

According to the Korea Exchange, on September 1, four new ETF products will launch on the Korean securities market. KB Asset Management's RISE Global AI NAND Memory Semiconductor ETF will invest in 10 companies focused on NAND flash memory and storage across South Korea, the U.S., and Japan.

Mirae Asset Securities analyst Kim Seok-hwan stated in a recent report that market questions surrounding NVIDIA's earnings have shifted from AI demand sustainability to quality of growth. The analyst noted that NVIDIA recorded revenue of $96 billion in the recent quarter, with data center revenue re

The won-dollar exchange rate rebounded to 1379.5 won on the 29th at 6 AM after reaching an annual low of 1371.0 won on the 28th. US Federal Reserve Chair Kevin Warsh's Jackson Hole speech triggered the reversal, as he stated that if inflation does not move toward the 2% target at sufficient speed, t

AB senior equity strategist Walt Zaikey analyzed US stocks performance patterns showing divergence between index gains and underlying fundamentals in Q2. The S&P 500 rose 15.2% in Q2 driven by a small number of large-cap AI technology stocks, while approximately 30% of index constituents

According to Grayscale, the firm's Zcash ETF (ticker: ZCSH) began trading on NYSE Arca on Aug. 25, giving investors spot ZEC exposure through a publicly traded vehicle. The move came as Zcash's Head of Research Zach Pandl outlined scenarios where ZEC could capture greater market share from Bitcoin t

Bitcoin and gold rallied simultaneously from the 13th to the 28th, with Bitcoin surging 24% in won and 25% in USD while gold topped 900,000 won domestically and $4,600 per ounce internationally. US fiscal concerns and dollar weakness drove investors into a 'debasement trade' strategy of rotating

Skylabs will list on KOSDAQ on September 4th with an offering price of 10,000 won, below its hoped-for range of 13,000-16,000 won. The digital healthcare company's demand forecasting saw 60.11% of demand concentrated below the lower band. Neosapience begins demand forecasting on September 2nd and

Neosapiens and Wise Planet Company are conducting institutional investor demand forecasts during the first week of September for their upcoming Korean stock market listings. Neosapiens operates the GenAI-based voice solution platform Typecast and plans to offer 2 million shares at a price range of ₩

According to Newsis, Bitcoin and gold surged simultaneously this week amid growing concerns about U.S. dollar debasement. Bitcoin climbed from approximately 89 million Korean won on August 13 to 110 million won by August 25, gaining 24% in just 12 days; in U.S. dollar terms, it rose from $64,000 to

According to BizWatch, South Korean digital healthcare company SkyLabs confirmed its initial public offering price at 10,000 won per share on August 29, down from the target range of 13,000-16,000 won, ahead of its KOSDAQ listing on September 4. The company raised 20 billion won through 2 million sh

Grok AI, developed by Elon Musk's team, predicts Bitcoin will trade between $95,000 and $120,000 by the end of 2026, with a base-case target near $105,000. The forecast follows an eight-session ETF buying streak that removed $2.8 billion from the market, with August inflows exceeding $3 billion

According to Intel CFO David Zinsner at Deutsche Bank's 2026 Tech Conference, Intel's 14A process defect density has exceeded internal targets and achieved best performance since 22nm, with mass production targeted for 2028. Customers have shifted from evaluating technical data to inquiring about av

According to Maeil Business Daily, Lotte Card began marketing its third sale attempt in September through adviser UBS, distributing teaser letters to potential buyers. MBK Partners, which holds 59.83% controlling stake, and Woori Bank's 20% stake are set for auction, representing approximately 80% o

According to MarketWatch, Microsoft's (MSFT) stock extended its longest winning streak in 10 months on Friday (August 28), rising 6.7% over six consecutive trading days. The stock has surged 30% over the past month, reflecting investor confidence as the software industry proves it has not been

Bitcoin fell 2.5% to $77,588 on Aug. 29, 2026, following Federal Reserve Chair Kevin Warsh's hawkish speech at the Jackson Hole Economic Policy Symposium. The decline came after Warsh stressed the central bank has "work to do" and criticized forward guidance, causing rate hike odds to jump