Global TradFi & Macroeconomics

According to Bloomberg, on August 26, Meta and attorneys general representing 29 states discussed a potential settlement in a federal trial accusing the company of deliberately addicting children and teenagers. The states allege Meta knowingly designed features that encouraged compulsive use among y

KB Kookmin Bank is negotiating to acquire at least a 15% stake in Techcombank, Vietnam's third-largest private bank by total assets. The transaction is estimated at approximately $2 billion (2.7 trillion won), according to financial sector sources and foreign media reports on the 26th. Techcombank i

According to Cointelegraph, U.S. banks' holdings of investment securities have accumulated unrealized losses totaling $326.7 billion, with this figure increasing for two consecutive quarters.

According to financial sources and international media on August 26, KB Kookmin Bank is considering acquiring at least 15% of TechComBank, Vietnam's third-largest private bank, in a deal valued at approximately $2 billion. French bank BNP Paribas is separately negotiating for a similar stake as a st

According to Deutsche Bank strategist Erik Liem, positive developments from Iran pushed oil prices lower on August 26, prompting a rally in German government bonds. German 10-year bond yields are testing levels below 3.2%, with German bonds strengthening on both absolute price and swap-relative

According to Jin10 data, Ukraine's attacks on August 26 disrupted Russian oil flows, with crude exports falling to 3.46 million barrels per day. Separately, sources indicate Russia plans to extend its diesel export ban through the end of

Canada's Big Six banks—TD Bank, Royal Bank of Canada, BMO Financial Group, Scotiabank, CIBC, and National Bank of Canada—are reporting their third-quarter earnings this week starting August 26, 2026. The banks face high expectations after their stock prices surged 20% to 35% year to date, driven

According to Yonhapnews, on August 26, Lee Junho, former head of Kakao Entertainment's investment strategy division, failed to appear at a Seoul High Court hearing regarding Kakao's alleged stock price manipulation of SM Entertainment. The witness examination was canceled as a result. The next heari

According to The Canadian Press, Canada's Big Six banks face heightened expectations as they report third-quarter earnings this week, with shares up 20-35% year-to-date. Analysts expect midpoint annual earnings growth of around 13%, but warn that any missteps could trigger volatility given the

According to reports from the financial investment industry, on August 26, Korea's financial regulator conducted a search of Korea-America Accounting Firm as part of an investigation into suspected insider trading using non-public information. The Financial Services Commission, Financial

According to Korea Exchange data, Korean Electric Power Company (KEPCO) stock surged 8.56% (up 2,800 won) to trade at 35,500 won as of 1:46 p.m. on August 26. The rally came after reports that the U.S. government proposed South Korea invest in a stake of Westinghouse Electric Company

According to Morgan Stanley's August 24 research report, the firm raised its Google TPU unit sales price assumption from $20 billion to $27 billion per GW, with gross margins rising to 30% from 20%. The upward revision lifted Morgan Stanley's 2027 and 2028 TPU-related cloud revenue forecasts to $84

Eugene Investment & Securities reported second-quarter net profit of 67.5 billion won, a 101.1% increase from the previous year, with first-half cumulative profit reaching 120.2 billion won, up 203.5%. The earnings surge was driven by corporate finance (IB) deals in data

According to Korea Exchange data, Eugin Securities reported first-half net profit of 1.202 trillion won on Aug 26, up 203.5% from the prior year, driven by gains in debt and equity trading as well as corporate finance operations. However, the stock price closed at 4,360 won, below its 5,000 won

Nike Inc. stock gained overnight as Jefferies identified the recent stock weakness as a potential buying opportunity, citing strong demand for Nike's running products at Dick's Sporting Goods despite ongoing inventory clearances. The firm highlighted comments from Dick's Sporting Goods executive

According to Jefferies and RBC Capital, overnight (Aug 25), analysts view Nike's recent stock weakness as a potential buying opportunity. Jefferies highlighted strong demand for Nike's running products at Dick's Sporting Goods, particularly models like Vomero and Peg, suggesting the turnaround

According to The New York Times, Netflix is considering adding rival streaming services like Comcast's Peacock and Fox One to its platform on August 26 to compete with Alphabet's YouTube and Roku. The strategy aims to transform Netflix into a one-stop shop for TV content, though no imminent deal

According to ChainCatcher, BlackRock has lowered the minimum threshold for converting self-custodied BTC into iShares Bitcoin Trust (IBIT) shares from $25 million to $1 million. Bitwise reduced its comparable threshold from $100 million to $3 million. The conversions use in-kind creation, allowing i

SK Innovation stocks fell 10.16% to 112,300 won on the 26th following the company's announcement to absorb its separator business subsidiary SK IE Technology (SKIET) through a merger. The decline reflects investor concerns over dilution from new share issuance and SK Innovation's increased

According to Mirae Asset Asset Management on August 26, demand for multilayer ceramic capacitors (MLCCs) and PCB substrates is surging as artificial intelligence server upgrades intensify supply chain bottlenecks. MLCCs function as power buffers in AI servers, while PCB substrates connect multiple c