Global TradFi & Macroeconomics

According to Japan's Statistics Bureau, Tokyo's core consumer price index (excluding fresh food) rose 1.9% year-over-year in July, exceeding the market forecast of 1.7% and the previous month's 1.6%. Core-core CPI (excluding fresh food and energy) climbed 2.0% year-over-year, while the headline inde

According to Zhitong Finance, Hairun Healthcare (06078) stock rebounded to 10.69 Hong Kong dollars, gaining 31.98% over 20 trading days since hitting a yearly low of 8.10 HKD on June 17. The rally was primarily driven by the company's announcement of a 1.5 billion yuan shareholder return plan,

从 2026 年 7 月 31 日 01:45 到 02:00（UTC）期间，BTC 在 15 分钟K线周期内的收益率为 -0.41%，价格区间为 64,479.7-64,894.6 USDT，Ampl 为 0.64%。市场波动极低；成交量（Filled Amount）仅为 193.4 BTC。总体来看，BTC 呈现横盘整固，特征是低波动率与低参与度；日内走势形成了十字星（doji），反映多空之间的犹豫。 这一偏离的核心驱动在于，在地缘冲突升级的背景下，风险规避型资金选择了黄金而不是 BTC。美国参议院否决了一项限制总统对伊朗动用战争权力的决议（49-50 票）。美伊之间的直接军事对抗进一步升级，美国随后对伊朗又进行了一轮新的“报复性”空袭，并将冲突扩展至约旦、沙特、伊拉克和埃及。不断上升的地缘风险推高黄金价格反弹至每盎司 4,100 美元，但在这轮行情中 BTC 的“数字黄金”叙事并未被激活；传统的风险规避型资金显然流向了黄金市场。 与此同时，美联储将利率维持在 3.5%-3.75% 不变，但内部立场仍偏鹰派。已有三位官员主张上调 25bp。美国 10 年期国债收益率仍维持在 4.7

South Korea's People Power Party on July 31 criticized government policy on single-stock leveraged ETFs after Bae Jae-gyu, CEO of Korea Investment Trust Management and known as the 'father of Korean ETFs', issued repeated investment warnings about Samsung Electronics and SK Hynix leveraged

Dongwon Systems recorded an operating profit of 31.4 billion won in Q2, a 21.1% increase compared to the same period last year, according to a disclosure on July 31. The company posted revenue of 402.2 billion won, up 9.8% year-on-year. The growth was driven by expanded exports of high-value-added p

According to Yonhapinfomax, Donwon Systems posted Q2 operating profit of 314 billion KRW on July 31, up 21.1% year-over-year, with sales reaching 4,022 billion KRW (up 9.8% YoY). In the first half of 2026, cumulative operating profit reached 444 billion KRW, up 15.5% year-over-year. The company

According to The Defiant, Santander Bank disclosed in its latest quarterly 13F filing to the SEC that it holds 129,615 shares of BlackRock's iShares Bitcoin Trust (IBIT) worth approximately $4.31 million and 297,947 shares of iShares Ethereum Trust valued at around $3.54 million. The combined

South Korea, US, and Japan foreign exchange authorities coordinated an unprecedented three-way intervention in the foreign exchange market on July 31 evening. South Korean and Japanese authorities simultaneously sold dollars to

According to official interim results announcements, Kingboard Laminates and Kingboard Group released earnings upgrades on July 31, with shares rising sharply by late morning. Kingboard Laminates reached HK$33.74, up 15.8%, while Kingboard Group traded at HK$43.44, up 8.4%, with combined trading

Chinese optical telecom equipment manufacturer Zhongjing Xuangchuang (Stock Code: 3308) surged 15.2% to 1,106 Hong Kong dollars on its first trading day on July 31, reaching an intraday high of 1,178 dollars, up 22.7% from its initial public offering price of 980 dollars. The company's debut saw

Bitcoin (BTC) rebounds strongly in the short term, temporarily around $65,170 as of July 31. Reports say U.S. senators have submitted the revised code of ethics to the White House to push for passage of the CLARITY Act. Due to unrealized losses caused by Bitcoin’s plunge, Strategy posted a second-quarter loss of $8.2 billion. Macro Events & Crypto Market Hot Spots 1、According to CoinTelegraph, two U.S. senators from opposing political camps have submitted revised ethical guidelines to the White

SeAH Besteel Holdings reported Q2 consolidated revenue of 1.1363 trillion won and operating profit of 60.5 billion won, significantly exceeding market expectations of 1.0335 trillion won in revenue and 50.7 billion won in operating profit by 19.3% and 9.9% respectively. The strong performance was

According to the Korean Exchange, South Korea's KOSPI index surged 16.37% to 6509 on July 31, recovering from four consecutive days of decline. The benchmark had fallen 10.84% on July 28, followed by drops of 5.98% on July 29 and 1.23% on July 30.

Hansung Enterprise and Monami stocks declined on the 30th, surrendering most gains from early-month surges driven by patriotic buying themes. Hansung Enterprise closed at 5,840 won, down 140 won (2.34%), while Monami closed at 1,453 won - both retreating from intraday peaks of 17,340 won (on the 20t

According to Yonhap Infomax, Sae-A Steel reported Q2 operating profit of 65.5 billion won (approximately $48.8 million USD equivalent) on July 31, exceeding market expectations by 19.3% and revenue by 9.9%. First-half cumulative operating profit reached 91.6 billion won, representing 93% of the

According to Newsis, on July 31, Hanseng Corporation and Monami stocks retreated significantly after a recent patriotic buying rally, as sentiment-driven gains proved unsustainable without fundamental improvements. Hanseng's stock closed at 5,840 Korean won, down 140 won (2.34%), having plunged

According to Daiwa Securities Chief FX Strategist Kenta Tadaide on July 31, any unexpected intervention by the Japanese government to support the yen may serve only as a temporary measure to buy time. "To maximize the effectiveness of currency intervention, monetary policy must move in the same

Hedge fund Situational Awareness sold most of its leveraged stock portfolio to Citadel after suffering significant losses from a decline in AI-related stocks. The fund, founded approximately two years ago by former OpenAI researcher Leopold Aschenbrenner, faced liquidity pressure and margin calls fr

Samsung Electro-Mechanics stocks hit the daily trading limit during trading, rising 29.92% to 1,142,000 won. The surge followed the company's Q2 earnings that exceeded market expectations and news of long-term supply agreements for AI server multilayer ceramic capacitors (MLCC). Investor sentiment i

The Federal Reserve may raise interest rates in September to restore market credibility after losing trust at the recent Federal Open Market Committee meeting, according to Bank of America analysis. BofA stated in a report that the paradoxical need to rebuild credibility increases the likelihood of