Global TradFi & Macroeconomics

According to Bloomberg, Chinese companies' initial public offerings reached 119 billion yuan (approximately $24.4 billion) in Q3 2026, surpassing the same period in 2023, as artificial intelligence and semiconductor investments drive IPO momentum. However, recent listings have seen significant

According to Jin10, on August 26, Australia's second-largest pension fund built its largest yen long position in years, betting the market has underestimated the possibility of Bank of Japan rate hikes. Jimmy Louca, senior portfolio manager at Australian Retirement Trust managing

According to Jin10, Shanghai Gold trades at 1005.43 yuan per gram on Wednesday early session (August 26), outpacing the international gold price of approximately 1004.14 yuan per gram by 1.29 yuan.

Bank of Korea reported that Korean banks' lending rates in July fell 4 basis points month-on-month to 4.27%, driven by a 16-basis-point drop in small and medium-sized enterprise (SME) loan rates from 4.38% to 4.22%. Household loan rates rose 14 basis points to 4.64%, with mortgage rates

According to reports from Citi and Barclays, South Korea's government on August 26 revised upward its national bond issuance forecast for 2027 following its announcement that surplus tax revenue will be prioritized for the Future Response Fund rather than debt repayment. Citi economist Kim

According to JPMorgan Chase's August 24 research report, Nvidia's October quarter revenue guidance could reach $1.07–$1.08 trillion, exceeding market consensus of $1.045 trillion by approximately 3%. The fiscal 2027 second quarter (July) is expected to generate $940–$950 billion in revenue,

Intuit Inc. disclosed on Tuesday that pricing is the primary driver of customer attrition from its TurboTax platform, prompting the company to implement lower prices for DIY tax products in fiscal 2027. CEO Sasan Goodarzi stated on the earnings call that "Price is now the number 1 reason customers l

According to CEO Sasan Goodarzi on Tuesday's earnings call, Intuit identified pricing as the primary reason TurboTax customers are leaving and said it will deliberately lower prices for its DIY tax products in fiscal 2027 to boost retention. "Price is now the number 1 reason customers leave TurboTax

According to Citibank, on August 26, South Korea's central bank is expected to raise its benchmark rate from 2.75% to 3.00% in August, followed by additional rate hikes in November and February, bringing the benchmark rate to 3.50%. Citibank also retained the possibility of faster-than-expected

According to The New York Times, the U.S. Securities and Exchange Commission (SEC) issued subpoenas to Goldman Sachs, JPMorgan, Citigroup, and Bank of America, demanding records related to the timing of Situational Awareness’s stock trades, its borrowing and leveraged trading activities, and the preservation of relevant documents. In July of this year, a sell-off in AI-related stocks triggered margin calls, causing the fund’s stock portfolio to plunge 67% in a single month and its AUM to shrink

Eleven securities firms raised stock price targets for Hanmi Pharmaceutical on the 25th, reversing downgrades issued the previous month. The average target price increased 6.62% from 612,222 won at the end of last month to 652,778 won, with Korea Investment Securities setting the highest target at 8

According to iNews24, Hanmi Pharmaceutical signed an exclusive technology transfer agreement with Genentech, a Roche subsidiary, on August 26 for the investigational obesity and metabolic disease treatment HM17321, with a total deal value of approximately $2.3 billion. The company will

China's overnight SHIBOR (Shanghai Interbank Offered Rate) traded at 1.4120% overnight, down 2.3 basis points. The 7-day SHIBOR declined 2.95 basis points to 1.4240%, while the 3-month SHIBOR remained flat at 1.4300%.

According to Singapore Maritime Port Authority data, Singapore maritime fuel sales in July 2026 reached 4.73 million tons, rising 1.35% month-on-month and declining 3.78% year-on-year. The number of vessels bunkering at Singapore ports reached 3,675, up 1.57% from the previous month, with average fu

According to TradingBeats, a whale trading SKHX yesterday (Aug 26) has accumulated 35,600 long positions worth approximately $44.2 million and achieved unrealized gains of about $2.559 million at current price of $1,240, which represents a 24-hour increase of 7.8%. This morning before the U.S.

According to Money Today, South Korea's stock market entered a holding pattern on August 26 ahead of Nvidia's earnings report and the U.S. July personal consumption expenditures (PCE) inflation data scheduled for release today. The KOSPI opened down 0.23% at 6,727.25 points, while the KOSDAQ

London spot gold rose 0.21% overnight to touch $4,696.83, marking a new high since mid-May. U.S. August consumer confidence fell to 89.4, the lowest level since January, according to the Conference Board. Meanwhile, U.S.-Iran ceasefire negotiations advanced significantly, with media reports

Strategy founder and executive chairman Michael Saylor publicly reiterated his Bitcoin investment thesis on August 26, defining Bitcoin as “digital economic energy” and building a Bitcoin-centered capital markets financing structure using common and preferred stock. Bitcoin rebounded to approximately $79,100 on August 26, putting Strategy’s Bitcoin holdings back above their cost basis. Saylor: Fixed Supply Cap and Decentralized Settlement Replace Traditional Currency Storage According to Saylor’

According to Guru Club, on Tuesday (Aug 26), New York copper futures hit a record high of $6.7270 per pound, up 1.8%, surpassing the previous record of $6.7140 set on Aug 12. The September contract equivalent was approximately $14,830 per ton. Trade flows are being reshaped by anticipated U.S.

According to Mirae Asset Asset Management, AI infrastructure expansion will shift semiconductor supply bottlenecks from memory chips to components like multilayer ceramic capacitors (MLCC) and printed circuit boards (PCB), as server performance becomes more advanced. In a web seminar held today