Global TradFi & Macroeconomics

Strategy Inc. Executive Chairman Michael Saylor rejected Aug. 1 reports that the company had newly authorized up to $5 billion in bitcoin sales, identifying the claim as recycled information from a June 29 announcement. Saylor's response followed a widely circulated social media post that

According to financial market reports, Japan and US authorities intervened in the foreign exchange market on July 31, the second consecutive day of action to defend the yen. The USD/JPY exchange rate fell from around 160 yen in early trading to 157.2 yen following US intervention signals. Market ex

According to Guru Club, former President Trump posted on Truth Social on August 2, claiming that oil exports are surging as a result of his presidency.

According to South Korea's financial sector, the Korean won-to-U.S. dollar exchange rate fell from 1,560 won in late July to around 1,420 won in early trading this week. The currency declined sharply during the Seoul foreign exchange market's weekly session ending

The South Korean government is preparing amendments to the Capital Markets Act to secure emergency authority to adjust leverage ratios of single-stock leveraged products, according to financial authorities on February 2. The Financial Services Commission and Financial Supervisory Service decided to

Korean bank stocks including KB Financial, Shinhan Financial, and Hana Financial attracted investor attention as they rose steadily while SK Hynix experienced extreme volatility, falling over 27% across three trading days from the 28th to 30th before surging nearly 30% on the 31st. Securities

According to Korea Exchange, as of early August, Samsung Electronics and SK Hynix surged over 20% in late July but continued to trade at roughly 50% of analysts' average target prices. Analyst consensus on Samsung Electronics ranges from 360,000 to 650,000 Korean won, while SK Hynix targets

According to Korea Exchange, on August 2, 70.28% of 2,645 listed stocks on South Korea's KOSPI and KOSDAQ markets fell during July, with the KOSPI index down 22.19% and KOSDAQ down 21.44%—the largest monthly decline since October 2008. Cologn Tissue Jin saw the steepest individual stock drop

According to Daishin Securities analyst Lee Kyung-min, South Korea's KOSPI index posted its largest single-day gain in history during last week's final trading session. Securities analysts expect the domestic stock market to sustain its technical rebound momentum this week, with the index

Korea Investment & Securities analysts recommend the shipping industry as a defensive stock opportunity amid escalating Middle East geopolitical risks and stock market volatility. Daily traffic through the Hormuz Strait dropped from 120 ships to under 15 ships following resumed US-Iran airstrikes, m

DS Investment & Securities researcher Lee Su-rim stated SK Hynix stocks could attempt new highs until the first half of next year, with operating profit peak expected in Q4 next year. The forecast follows recent sharp corrections in semiconductor stocks that triggered peak-out concerns. Lee based th

Woori Financial Group plans to conduct a demand forecast on August 6 for a 270 billion won subordinated bond issuance, with the offering scheduled for August 13. The South Korean corporate bond market entered a seasonal low-activity period in August due to the overlap of summer vacation season and s

According to E-Daily, Woori Finance plans to issue 270 billion won in subordinated bonds this week, with potential increase to up to 400 billion won based on demand forecast results. The bonds have a 99-year maturity with a call option (99NC5 structure) exercisable five years after issuance, with se

According to DS Investment & Securities analyst Lee Su-rim, SK Hynix is expected to attempt new highs through the first half of 2027, as the semiconductor cycle remains intact despite recent sharp corrections. The analyst noted that operating profit is likely to peak in Q4 2027 at the earliest,

According to CCTV, Turkey's state oil pipeline company BOTAŞ and two Iraqi oil companies formally signed a one-year crude oil transport agreement on August 1. Under the agreement, 750,000 barrels per day will be allocated to Iraq. Turkey's energy ministry noted that the pipeline has a total design c

According to Guru Club, Jupiter Research Capital (Asia) Ltd., a Hong Kong-based hedge fund managing approximately $186 million in assets, suffered severe losses in July, with drawdowns expanding from less than 7.5% at the start of the month to approximately 43% by July 24. Bloomberg reported the fun

Multiple South Korean companies are advancing initial public offering processes during the first week of August, with BigWave Robotics initiating institutional demand forecasting after revising its securities filing four times. The robotics firm joins Hatch Tech, Nearslab, and Gido Industry in

In South Korea's IPO market during the first week of August, Big Wave Robotics launched an institutional demand forecast following four amendments to its securities prospectus. K&S I&C and Delicious are conducting general investor subscription rounds, while Gido Industrial, Hachi Tech, and Nears

According to Yonhapnews citing data from the Korean Securities Depository, Korean retail investors experienced losses of approximately 50 trillion Korean won (roughly $38.6 billion) in July despite expanding their investments in U.S. stocks. The losses were partly attributed to significant