Global TradFi & Macroeconomics

The Born Korea's stock surged for two consecutive trading days after CEO Baek Jong-won returned from a two-week North America business trip. The company's shares rose 12.8% on the first day and 21.8% on the second day following announcements of specific overseas expansion plans. Baek signed a

U.S. import prices excluding gasoline rose 0.3% month-over-month in July, beating analyst expectations of 0.1% and slowing from the prior month's 0.5% gain.

According to Korea Exchange data, The Born Korea stock advanced 21.8% on August 18 to 19,360 won, marking its highest level in three months. The gain came after CEO Baek Jong-won announced concrete North America business expansion plans, including a partnership with Canada's SunRay Group, which

In July, U.S. export prices rose 8.2% year-over-year, falling short of the 9.7% forecast and declining from 10.2% in the prior month, according to U.S. economic data.

Bond markets are sending the Federal Reserve a stark message ahead of its September 16 meeting. While the implied probability of a rate hike in September has collapsed from nearly 100% in late July to just one-third, the 30-year U.S. Treasury yield has climbed to 5.31%, the highest since

U.S. import prices fell 0.4% month-over-month in July, missing economists' forecast of a 0.1% increase. Additionally, June's import price data was revised downward from an initially reported 0.3% gain to a 0.3% decline, marking a significant downward

The U.S. import price index in July increased 5.9% year-over-year, below the expected 6.7% and down from 7.1% in June.

According to U.S. Census Bureau, export prices in the United States declined 1.3% month-over-month in July, falling short of the expected 0% growth and marking a steeper drop than the prior month's 0.6% decline.

According to SoSoValue, Ethereum spot ETFs saw net inflows of $30.85 million on August 17. BlackRock's ETHA led with $25.90 million in single-day inflows, bringing its total historical net inflows to $11.66 billion. Fidelity's FETH followed with $4.27 million in daily inflows.

According to SoSoValue, Bitcoin spot ETFs saw net inflows of $298 million on August 17. Blackrock's IBIT led with $160 million in daily inflows, bringing its historical total net inflows to $61.256 billion. Fidelity's FBTC came second with $112 million in daily inflows and $9.994 billion in

According to Bloomberg, Standard Bank is in talks to invest in OPay, a Nigerian fintech company backed by SoftBank Group and Sequoia Capital, ahead of its planned New York IPO. OPay is collaborating with Citi, Deutsche Bank, and JPMorgan Chase to advance the listing. The transaction remains

According to BTIG Chief Market Technician Jonathan Krinsky on August 18, the period from August 18 to October 11 historically marks one of the most difficult stages for U.S. markets in midterm election years. Since 1990, the S&P 500 has declined at least 7% during the August-October period in

Microsoft (NASDAQ: MSFT) fell about 3% on Monday, August 17, closing near $480 after Morgan Stanley issued an analysis reframing AI infrastructure spending as a cash-flow timing challenge. The stock steadied around $483 in Tuesday's pre-market trading. Morgan Stanley warned that hyperscalers as a

According to Pantheon Macro analyst Rob Wode via Jin10, the latest UK employment market data on August 18 supports the Bank of England's decision to maintain interest rates unchanged. The analyst noted that employment figures came in slightly weaker than expected, indicating the labor market

On August 18 at 20:30 UTC+8, the U.S. will release July export and import price indices, July new housing starts, and July building permits.

According to Morgan Stanley analysis, Microsoft stock fell approximately 3% to around $480 on August 17 (Monday), as the bank highlighted potential cash-flow constraints among hyperscalers deploying massive AI infrastructure. Morgan Stanley warned that while the economics of AI spending justify the

According to Smart Finance, Guanglian Technology Holdings (2531) issued an interim results warning on August 18, projecting a net loss of RMB 42-45 million for the six months ended June 30, 2026. The company also forecast revenue of RMB 240-250 million, representing a decline of 17-20%

Citi announced later this year launch of its bitcoin custody service under the new Custody+ platform. The Wall Street bank previously disclosed in November 2025 that it planned to launch native crypto custody in 2026. Citi confirmed clients will access both traditional and crypto custody within the

European Central Bank economists warned in a Monday blog that U.S. and European stock market valuations driven by the AI boom are likely to face a correction, citing historical patterns from past technological revolutions. The economists stated that economic research on technologies including 19th c

According to the ADP National Employment Report, U.S. private employers added an average of 9,500 jobs per week during the four weeks ending August 1, 2026.