Global TradFi & Macroeconomics

The USD-KRW exchange rate rebounded to the 1,440 won level on July 31st, reversing its overnight decline. Foreign investors net purchased a record 7.8 trillion won in Korean stocks. Month-end exporter dollar selling fell short of expectations, while importers increased low-price dollar buying. The i

According to Korea Exchange, on July 31, SK Hynix jumped 29.95% to 1.718 million won at limit-up close, while Samsung Electronics surged 26.81% to 262,500 won. The KOSPI index climbed 17.91% to 6,595.45. The rally was driven by Microsoft's better-than-expected quarterly results, particularly

According to South Korea's Financial Supervisory Service, foreign investors net sold 49.34 trillion Korean won of domestic stocks in June, marking a record high and extending six consecutive months of selling pressure. However, on July 31, with KOSPI rising approximately 18% intraday, foreign invest

According to ChainCatcher, investors Mark Cuban and Michael Burry recently issued warnings about artificial intelligence valuation risks and Nvidia's financing model. Cuban stated on X that the current AI capital cycle mirrors the 1990s internet bubble, with Nvidia playing the role of that era's

According to Jin10, gold prices are set to post their first monthly gain in five months on July 31, as investors closely monitor geopolitical developments in the Middle East. The decline in the U.S. dollar following weak GDP data supported precious metals prices, though the move lacks conviction

Japan's central bank governor Kazuo Ueda said on July 31 that wholesale price increases would gradually be reflected in consumer prices starting from July, according to his latest statement. The comments suggest an expected pass-through effect of earlier inflation pressures into the broader consumer

Swyftx has launched Australia's first cryptocurrency exchange to offer licensed access to traditional financial markets alongside digital assets. The new Swyftx Leverage service enables eligible Australian retail clients to trade

Azerbaijan's central bank projects an average oil price of $84.5 per barrel for 2026 and $78 per barrel for 2027.

Swyftx unveiled Australia's first licensed cryptocurrency exchange to offer integrated access to both digital assets and traditional financial markets on a single platform. Eligible Australian retail clients can trade leveraged contracts for difference (CFDs) across approximately 100

Bank of Japan Governor Ueda Kazuo stated recently that the likelihood of the central bank redeploying yield curve control (YCC) in the near term is low. The remarks reflect the BOJ's current policy direction following recent adjustments to its monetary

SK Hynix hit a daily limit gain of 29.95% on July 31, closing at 1,718,000 won—marking the first time the stock reached the maximum allowable increase since South Korea expanded price limits to ±30% in June 2015. Samsung Electronics recorded a historic single-day surge of 26.81%, closing at 262,500

On July 31 (Friday), Shanghai Gold Exchange gold T+D closed up 0.16% at 884.0 yuan per gram. Silver T+D rose 0.44% to close at 14,167.0 yuan per kilogram.

According to UBS research published on July 29, SK Hynix stock has fallen 52% from its June 22 high and now trades at 1.66x price-to-book (P/B) ratio, implying a long-term return on equity (ROE) of just 18.9%. However, UBS forecasts the company will achieve an average ROE of 40.2% from 2027 to 2031,

According to Japanese Economic News, Kioxia Holdings reported net profit of 1.27 trillion yen for the July-September 2026 quarter, up approximately 31 times year-over-year, driven by strong demand from AI data center investments. NAND flash memory prices rose roughly 70% in the previous quarter.

According to Fidelity, the Federal Reserve is more likely to delay the start of its rate-hiking cycle until December, assuming inflation and labor market data remain elevated. However, economic data and geopolitical developments over the next two months could reignite inflation concerns, leaving

According to the Korean Exchange, on July 31, the first trading day following a margin requirement increase from 10 million Korean won to 30 million won, single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix saw trading volume and value plummet to approximately one-quarter of the

According to Reuters, citing the Wall Street Journal, Musk denied on July 31 that Tesla was considering divesting its China operations. China's Foreign Ministry spokesperson Mao Ning responded at a regular press briefing, stating that the ministry opposes politicizing national security concepts

South Korea's KOSPI index surged from 5,500 to 6,500 points in a single trading session, marking record-high gains. Foreign investors returned to the market, purchasing over 7 trillion Korean won worth of stocks and setting an all-time net buying record. The rebound was driven by major tech