Global TradFi & Macroeconomics

According to Goldman Sachs, U.S. equity issuance reached approximately $700 billion in 2026, marking a historic high across IPOs, secondary offerings, convertible bonds, and SPACs combined. Corporate share buyback announcements have also surged to $960 billion year-to-date, the fastest pace on

According to Newsis on July 31, South Korea's Financial Services Commission approved an institutional warning against Samsung Securities, removing a key regulatory obstacle to its application for short-term finance business (issuance of commercial papers). Samsung Securities is now expected to

According to Benzinga, during its June quarter earnings call, Apple CEO Tim Cook described memory price inflation as a 'hundred-year flood,' signaling the DRAM industry needs more suppliers. Cook stated the company has little choice but to pass some costs to consumers, and forecast further memory co

Thirty KOSDAQ-listed small-cap companies issued market capitalization shortfall warnings over the past month, facing delisting risks as new regulations took effect from the 1st, according to the Financial Supervisory Service's electronic disclosure system on the 2nd. The surge in warnings stems from

According to Yonhapinfomax, mortgage rates in South Korea exceeded 7.5% as of late July, marking the highest level in three years and seven months, driven by the Bank of Korea's rate hikes. Despite higher borrowing costs straining households, apartment prices continued to climb, with Gwangmyeong

According to Yonhapnews, on August 1, 30 KOSDAQ-listed small-cap companies began facing management designation and delisting risks as a new minimum market capitalization threshold of ₩20 billion took effect. This stricter requirement, part of the government's value-up policy, coincided with KOSDAQ's

Elon Musk rejected a report that Tesla Inc. (Nasdaq: TSLA) had explored selling or separating its China business as part of preparations for a potential merger with SpaceX, characterizing the story as entirely inaccurate. The Wall Street Journal reported that Musk had

According to The Wall Street Journal, Elon Musk rejected a report that Tesla had explored selling or separating its China business as part of preparations for a potential merger with SpaceX. Musk characterized the story as entirely inaccurate and stated that separating Tesla's China operations had n

According to Hankyung, the Korean won strengthened significantly against the U.S. dollar in July, appreciating 8.81% to close at 1,424 won per dollar on July 31. This marks the largest monthly appreciation since March 2009. The won touched 1,418 won per dollar on July 30, the lowest level in nine m

According to Jin10, tensions in the Middle East escalated sharply on August 2. Iran's military announced deployment of new unmanned drones, while Israeli media reported the U.S. is moving toward approving strikes on Iranian energy infrastructure. Israeli officials described the situation as

SK Hynix shares surged 30% in Seoul on July 31, hitting the daily price limit at 1.718 million Korean won per share (approximately $1,197), while its U.S.-listed American Depositary Receipts (ADR) fell 3.6% to close at $143.69, according to market data. The gap reflected divergent sentiment

According to Alternative.me, the Crypto Fear and Greed Index stands at 27 today (August 2), indicating a "fear" market condition.

According to ChainCatcher, Ark Invest purchased 109,127 shares of Circle (CRCL) on July 31 at $62.61 per share, worth approximately $6.83 million. The fund also bought 11,784 shares of 3iQ Solana Staking ETF (SOLQ.U) at $8.33 per share, valued at

According to Yahoo Finance, traffic through the Strait of Hormuz hit a new low on July 31, with only 5 vessels transiting the previous day, according to tracking data from Kpler. Before the conflict, the critical waterway averaged over 100 vessels daily, transporting about one-fifth of the world's o

According to South Korea's Financial Services Commission and Korea Exchange, new rules banning duplicate stock listings, known locally as 'listing splitting,' take effect from August 3. The regulations require shareholder approval for subsidiary listings through spin-offs and raise approval

According to the Korea Exchange, KOSPI fell 95.17 points to 6,595.45 last week (July 27–31), down 1.42%, but experienced extreme intraday swings. The index triggered circuit breakers on consecutive days (July 28–29) and fell to 5,500 before surging 1,001.89 points (+17.91%) on July 31 alone—the

According to Korea Securities Depository Data Portal on August 2, South Korean retail investors (known as "Seohak Gaemi") net-purchased $4.67 billion in U.S. stocks in July—the largest monthly inflow since January. This marks a rebound after net selling in April and May. However, their U.S. stock

According to The Kobeissi Letter, over the past two months, approximately 390 new ETFs have launched on U.S. exchanges, marking the largest two-month issuance surge on record and more than triple the pace from early 2024. About 54% of ETFs launched this year employ derivatives strategies, while over

The Korean stock market's KOSPI index recovered above the 6500 level last week (July 27–31), reducing excessive volatility after experiencing historic sharp fluctuations. According to the Korea Exchange on August 2, KOSPI rose 95.1 points last week compared to the previous week's close of 6690.62.

In two days, Blackstone Mortgage Trust (BXMT) shares plunged to $14.11, marking their steepest decline since the 2020 pandemic outbreak. Management flagged heightened default risks on a $1 billion commercial real estate loan backed by office assets, triggering the sharp selloff. BXMT is a commercia