Global TradFi & Macroeconomics

Broadcom emerged as the top long-term stock pick over SanDisk and Micron in an analysis published by investment media outlet Motley Fool on August 19 (local time), citing Morgan Stanley-origin analyst Manali Pradan's comparison of the three semiconductor companies alongside SpaceX. The

According to Motley Fool citing Morgan Stanley analyst Manali Patel, Broadcom emerged as a top long-term AI investment candidate on August 19 despite trailing near-term stock gains of competitors. In fiscal Q2 2026 ended in August, Broadcom reported revenue of $22.2 billion, up 48% year-over-year,

Trading Technologies plans to connect its institutional trading platform to OG.com in the fourth quarter of 2026, adding a second announced prediction-market venue after Kalshi. The same project will support Crypto.com's new margin-based crypto futures when those contracts launch, bringing event con

US-listed spot Bitcoin exchange-traded funds recorded their largest weekly outflows since late June, with 13 funds tracked by Bloomberg shedding a net $389.7 million in the week of August 10. The reversal came immediately after the same funds pulled in $853.5 million the prior week, marking the

According to Kpler shipping data, over 80% of vessels transiting the Strait of Hormuz chose Oman-side shipping lanes in the past two weeks, a marked shift from nearly zero usage one month ago. The route, authorized by the UN but previously opposed by Iran, signals a change in maritime traffic

Lowe's reported mixed second fiscal quarter results on Wednesday as the home improvement retailer cited 'pressure' in spending on projects. The company updated its full-year outlook to the bottom end of prior guidance, now expecting total sales of $92 billion and adjusted earnings per share of $12.2

According to Bloomberg, in the week of August 10, the 13 US-listed spot Bitcoin ETFs recorded net outflows of $389.7 million, marking the largest weekly redemptions since late June. This sharp reversal followed the previous week's net inflows of $853.5 million, the strongest weekly haul since

According to its earnings report, Lowe's on Wednesday lowered its full-year guidance, now expecting $92 billion in total sales compared to $92-94 billion previously, as the home improvement retailer cited pressure in consumer spending on projects. The company also adjusted its comparable sales guid

According to UAnalyze, FTAI Aviation's joint venture J&F Power Systems signed a five-year supply agreement with a major U.S. hyperscaler in July 2026, with an initial order valued at $1.465 billion. The deal covers delivery of Mod-1 modular power generation units, each providing 25MW of capacity, wi

According to analysis by QB Asset Management CEO Hong-rae Cho, a 20-year study (2005-2025) of U.S. and South Korean stock markets shows that a buy-and-hold strategy significantly outperforms market timing. Investors who never sold and maintained positions earned average annual returns of 9% in the U

USD/JPY fell below the 159 level today, declining 0.37% during the session. The pair retreated from stronger levels amid intraday trading.

Kim Dong-seon, KB Securities Yongsan branch manager, recently translated 'The Psychology of the Stock Market,' a 1912 investment classic by George Charles Selden, for Korean investors. Kim identifies impatience as the primary obstacle to successful investing, explaining that it transforms into

According to Maeil Business Newspaper, Kim Dong-sun, branch manager at KB Securities' Yongsan office, recently highlighted impatience (chobaim) as the primary psychological trap for investors while discussing George Charles Seldon's 1912 classic "Psychology of the Stock Market." Kim, a 27-year

According to BlockBeats, citing Citrini analyst Jukan and Korean media reports, Samsung Electronics on August 19 upgraded its Pyeongtaek P5 fab design from a planned two-story to three-story structure. The restructured P5 No. 1 and No. 2 fabs will together form the world's largest semiconductor

According to Bitfinex, stablecoin supply has declined by $14 billion since mid-May, leaving Bitcoin's recovery lacking funding support as BTC hovers near $64,000. While the S&P 500 continues to reach record highs, driven primarily by rate-cut expectations, Bitcoin relies more heavily on actual

Estée Lauder reported fourth-quarter net sales of $3.63 billion on August 19, beating expectations of $3.55 billion. Adjusted earnings per share came in at 39 cents, surpassing the consensus estimate of 32 cents. The company's stock rose 8.5% in premarket trading following the results. For

NH All One REITs and Samsung FN REITs completed a transaction involving the Seoul office building A-One Tower Dangsan on the 13th, with NH selling the property for 163 billion won and Samsung acquiring it through 90 billion won in financing. NH All One REITs achieved a 25% profit margin, having

Lowe's reported second-quarter adjusted earnings per share of $4.40, beating consensus estimates of $4.22. Net sales reached $25.96 billion, up 8.3% year-over-year, though falling short of the $26.13 billion forecast. Gross profit grew to $8.58 billion, up 5.9%, surpassing the estimated $8.54 billio

According to Yonhapinfomax, on August 19, South Korean government bond yields declined across the curve. The 3-year yield fell 4.9 basis points to 3.798%, while the 10-year yield dropped 4.5 basis points to 4.337%. The 30-year yield decreased 3.0 basis points to 4.721%. The move was driven by

According to Seoul bond market data, South Korea's IRS rates fell across all tenors on August 19 afternoon. The 1-year IRS rate declined 3.50 basis points to 3.4375%, the 2-year and 3-year rates each fell 5.75 basis points, the 5-year rate dropped 5.50 basis points to 3.9625%, and the 10-year rate d