Global TradFi & Macroeconomics

According to reports, Nebius increased its debt offering to $5 billion from $4.5 billion on Wednesday as the neocloud operator joined talks to acquire Israeli AI startup Decart AI. Nvidia, SpaceX, and Amazon are also negotiating for the deal, potentially valued at $6 billion to $7 billion,

According to The Fact, Samsung Electronics shares jumped 8.59% to 273,000 Korean won on August 20, reaching their highest level since late July. The stock surge was driven by expectations of a major shareholder return plan, with market observers anticipating the company will announce special cash di

According to Jin10, the U.S. Treasury announced a bond buyback plan on August 20 to contain a selloff in the debt market that had pushed long-term bond yields to their highest levels since 2007. This move helped ease pressure on the yield curve without requiring the Federal Reserve to expand its

Mirae Asset Asset Management's TIGER Dividend Covered Call Active exchange-traded fund (ETF) recorded a cumulative return of 61.6% including distributions since the beginning of the year. This performance outpaced the KOSPI return by over 10 percentage points, which stood at 50.1% as of the

According to Tiger Research analysis, approximately 700 trillion won in capital has flowed from South Korea's stock exchanges to offshore derivatives platforms since 2021, with 168 trillion won departing in 2025 alone and 77 trillion won expected to leave in 2026. Domestic investors have

South Korea's financial authorities launched an 880 billion won ultra-long-term technology investment fund on the 20th, designed to support next-generation semiconductors and advanced biotech sectors requiring extended research periods. The Financial Services Commission issued a recruitment notice f

According to Samjong KPMG's report released on August 20, global private equity firms are shifting their investment strategy toward quality assets in the first half of 2026, with capital increasingly concentrated on energy, artificial intelligence, and infrastructure sectors. The trend reflects a

According to Jin10, domestic gold jewelry prices rose approximately 37 yuan on August 20 compared to the previous day. Most brands' pure gold jewelry prices now trade in the range of 1,350-1,359 yuan per

Bitcoin reached $70,000 on the Coinbase exchange for the first time since June 2, driven by expectations of U.S. congressional action on cryptocurrency legislation and improved liquidity following the Treasury Department's expansion of bond buyback operations. According to CoinDesk, Bitcoin

According to Jin10 Data Center, the Chicago Mercantile Exchange (CME) metals trading volume report for August 19 has been updated and is now available for review.

US Stock Market News shows major indices continuing their rally, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average each gaining 6%, 9%, and 4% respectively since late July. However, multiple valuation indicators are now flashing warning signals about potential market pullbacks: the S&P 500 Shiller CAPE Ratio and the Buffett Indicator are currently showing patterns similar to those observed during the internet bubble period.

According to filings with South Korea's Financial Supervisory Service on August 20, KB Kookmin Bank sold 4.75 million shares of Kumho Tire between July 10 and August 7, reducing the combined stake of Kumho Tire's largest shareholder Singway Korea and its related entities from 60.49% to 58.84%. KB Ko

South Korean asset managers recorded significantly higher earnings in the first half of 2026, driven by gains from stock market appreciation and securities revaluation. Mirae Asset AUM maintained its industry-leading position with net profit exceeding 500 billion won in Q2. A total of six asset mana

According to Guru Club and Everbright Futures, on August 19, COMEX gold surged above the $4,500 per ounce level to close at $4,580.7, up 3.62%. Shanghai Futures Exchange gold closed at 969.50 yuan per gram, up 2.14%. U.S. Treasury yields fell sharply following the Federal Reserve's July meeting

In US Stock Market News, Apple Inc. remains on track to introduce camera-equipped AirPods in 2027 despite a software leak suggesting an earlier release, according to Bloomberg News reporting from early May through mid-June. The iPhone maker had planned to introduce the AI wearables product this year, with advanced testing among Apple employees occurring in spring, but supply chain and software challenges forced a postponement to 2027.

Samsung Electronics and SK Hynix experienced their first 2027 earnings forecast downgrades in August. Samsung's 2027 operating profit estimate fell to 544.67 trillion won from 549.09 trillion won, while SK Hynix dropped to 391.82 trillion won from above 400 trillion won, according to FnGuide data as

According to News1, on August 20, Samsung Electronics and SK Hynix revised down their 2027 operating profit forecasts to 545 and 392 trillion Korean won respectively, marking the first downward adjustment this month. Samsung's forecast fell from 549 trillion won at the end of July, while SK Hynix

According to an SEC filing on Monday, Nvidia partnered with SB Energy to provide up to $105 billion in financing support for a data center in Pike County, Ohio, with OpenAI as the tenant. Bank of America analyst Vivek Arya said the deal reflects limited actual risk to Nvidia, as the company is

According to BlockBeats, BitMine stock surged 10% overnight on August 20, with unusually high call options activity. Data from BIT.com showed investors purchased 181,684 call option contracts on Wednesday, approximately 25% above the stock's daily average of 145,316 contracts. Multiple data

The Economist identified South Korea's KOSPI index as effectively driven by just 13 stocks, with Samsung Electronics and SK Hynix reaching a combined 40% weighting in June. The British weekly cited KOSPI concentration as a key example of global benchmark indices failing to reflect actual market