Global TradFi & Macroeconomics

According to Yonhap Infomax, the USD/KRW exchange rate rose 7.00 won to close at 1,379.50 won on August 29, reversing earlier session losses after Federal Reserve Chair Kevin Warsh's Jackson Hole speech signaled inflation vigilance. Warsh reaffirmed the Fed's 2% PCE inflation target and emphasized t

According to market reports, Apple is set to unveil its first foldable iPhone during its fall event on September 9-10, 2026. The device, potentially named iPhone Ultra, is expected to feature a 7.8-inch internal display when unfolded and a 5.5-inch outer screen, employing a book-style horizontal fol

According to Jeffrey Roach, chief economist at LPL Financial, Fed Chair Kevin Warsh's Jackson Hole speech this morning may reveal important policy signals through its footnotes, citations, and references rather than the main text. Roach told Kitco News that investors should focus on three key

According to Kitco News, the University of Michigan reported on Friday that U.S. consumer sentiment fell to 51.7 in August, beating the economist consensus forecast of 51 but declining sharply from July's 55.2. The decline was driven by ongoing inflation concerns and policy uncertainty. Spot gold fe

According to iShares Silver Trust holdings data, the world's largest silver ETF increased its position by 14.06 tons overnight (August 28-29, 2026), bringing total holdings to 15,359.92 tons.

According to Coingecko, bitcoin consolidated around $80,000 this week (August 24-28) as spot ETF inflows of $2.8 billion provided support while short-term whale profit-taking limited further gains. The asset surged to $80,970 on August 25 but retreated to $77,800-$78,700 as holders locked in gains.

According to Koscom's ETFCheck platform, in the week ending August 27, South Korean retail investors showed a strong preference shift toward U.S. equity-indexed and dividend-focused ETFs. Six of the top 10 most net-purchased ETFs by retail investors were U.S. stock products, led by TIGER S&P 500

SPDR Gold Trust, the world's largest gold ETF, decreased holdings by 4.279 tonnes, bringing current total holdings to 1,042.357 tonnes day-over-day.

According to Bitcoin.com News, Bitcoin ETFs crossed the $100 billion asset threshold on Thursday (August 28) with $242.24 million in net inflows, extending gains to a ninth consecutive session. Blackrock's IBIT led the buying with $277.61 million, while ARK 21Shares' ARKB added $29.75 million and Bi

According to the U.S. Energy Information Administration, natural gas production in the U.S. is forecast to average 122.6 billion cubic feet per day in August, up from 122.0 billion in July, with September expected to reach 123.2 billion.

According to the U.S. Energy Information Administration (EIA), American oil production is expected to average 13.83 million barrels per day in August, a slight increase from 13.82 million barrels per day in July. The EIA forecasts production will decline to 13.77 million barrels per day in

According to the Korea Exchange on August 29, South Korean refining stocks S-Oil, SK Innovation, and GS have surged on expectations of improved refining margins through next year. GS has risen 133% year-to-date, while S-Oil is up 85.8% and SK Innovation up 17% since January 2. The gains

According to CNBC analysis citing S&P Global assessments, Big Tech's massive AI infrastructure investments are straining balance sheets. In the second quarter ended June, Meta's free cash flow plummeted 91% year-over-year as capital expenditures surged 88% to $31.1 billion. Alphabet posted its

According to Colombia's National Hydrocarbons Agency, oil production in July declined 2.46% year-over-year, with an average daily output of 727,920 barrels.

According to Colombia's National Hydrocarbons Agency (ANH), liberalized natural gas production declined 9.41% year-over-year in July, falling to 722 million cubic feet per day.

According to ChainCatcher citing on-chain analytics platform Arkham, BlackRock's ETHA ETF accumulated $1.02 billion in Ethereum over the past 9 days with an average purchase price of $3,060 per token, with zero net sell days recorded during the

According to S&P Global and Moody's, Meta Platforms, Amazon, Alphabet, and Microsoft are confronting unprecedented pressure on their balance sheets as artificial intelligence buildout accelerates. The four hyperscalers are projected to spend roughly $960 billion on capital expenditures in 2027,

Fed Chair Kevin Walsh delivered a hawkish policy speech on August 28 at the Jackson Hole Global Central Bankers Conference, signaling the central bank remains committed to fighting inflation. Walsh stated that improved inflation readings over the summer "do not indicate a meaningful improvement" in

According to Guru Club, spot gold crashed nearly 3% on Friday, August 28, falling to around $4,464 per ounce and breaking below the $4,500 level as Federal Reserve Chair Powell reiterated the central bank's commitment to its 2% inflation target at Jackson Hole. Powell warned that if inflation does n

According to Hanmi Pharma's announcement on August 24, the South Korean pharmaceutical company agreed to license its Phase 1 obesity treatment candidate HM17321 to Roche subsidiary Genentech. The deal is valued at up to $23.05 billion, with a non-refundable upfront payment of $1.9 billion, plus