Global TradFi & Macroeconomics

ECB governing council member Koehl said the ECB will make decisions in autumn based on latest economic data to bring eurozone inflation back to its 2% target sustainably.

According to an announcement today, July 31, Silicon Motion (SIMO-US) and MediaTek (2454-TW) announced they will deliver a keynote on August 4 at 2:20 PM U.S. time at FMS 2026, focusing on next-generation AI-ready automotive platforms. The keynote will showcase MediaTek's latest in-cabin platform co

According to Eurostat, Eurozone core consumer price inflation (excluding energy and food) declined to 0% in July on a month-over-month basis, down from 0.2% in the previous month.

Eurozone July CPI month-on-month initial reading came in at 0.2%, beating economist expectations of 0.10%. The prior month saw a reading of -0.10%.

Italy's July consumer price index (CPI) came in at 2.8% year-over-year, matching the median forecast. The reading represents a decline from the previous month's 3.0%, signaling easing price pressures.

According to CoinDesk, Quantum Solutions sold 1,000 ETH at $1,903 per token on July 30, raising $1.9 million to fund AI data center operations. The Tokyo-listed company recorded an expected loss of approximately $100,000 on the transaction. Combined with 904 ETH sold in June, cumulative proceeds

Nasdaq futures edged higher in early Friday premarket trading as positive Big Tech earnings reignited investor appetite for artificial intelligence trades. As of 4:00 a.m. ET, Nasdaq futures rose 1.2%, while S&P 500 and Dow futures gained 0.5%. Amazon shares soared over 11% after posting strong

Eurozone core harmonized CPI for July came in at 2.5% year-over-year on an initial reading, according to preliminary data. This exceeded economist expectations of 2.4% and rose from the previous month's 2.4%, marking an uptick in core inflation

Eurozone consumer price inflation reached 2.9% year-on-year in July, according to preliminary data, matching the consensus forecast and rising from 2.8% in June. The reading indicates a modest uptick in price growth across the 20-nation currency

USD/JPY fell sharply, dropping roughly 150 points to 158.6 as traders monitor the yen's sudden strength. The move has prompted caution in the market regarding potential policy intervention.

According to the PPP prediction market tool, the probability that 'AI bubble will burst by year-end' on Polymarket dropped to 19% in the past 24 hours, down 5%. Meanwhile, Leopold Aschenbrenner's Situational Awareness fund liquidated its entire public stock portfolio due to liquidity pressure,

Eurozone core consumer price index (inflation excluding energy and food) came in at 2.2% year-on-year in July, below the expected 2.3% and up from 2.1% in June.

Hyosung Heavy Industries reported Q2 operating profit of 264.3 billion won, up 60.89% year-over-year, and revenue of 1.687 trillion won, up 10.6%, marking a quarterly operating profit record. The performance was driven by increased sales in the high-margin US market. Parent company Hyosung saw opera

Doosan approved the acquisition of SK Siltron on the 31st, purchasing a 70.6% stake from SK for approximately 2.3 trillion won. The board resolution authorized a stock purchase agreement (SPA) for Korea's only semiconductor wafer manufacturer, a move aimed at securing a sustainable revenue base

According to Yonhapinfomax, Doosan approved the acquisition of SK's 70.6% stake in SK Siltronic on July 31, with the deal valued at approximately 2.3 trillion won. SK Siltronic, established in 1983, is South Korea's sole semiconductor wafer manufacturer, with annual revenue of around 2 trillion won

Chip stocks extended their rally in premarket trading on Friday, with the iShares Semiconductor ETF (SOXX) gaining 3% and the Roundhill Memory ETF (DRAM) advancing 2.4%. The second-day rally followed Amazon and Microsoft announcing increased capital spending to cover higher memory costs as

According to BlockBeats, Michael Burry disclosed on July 31 that he increased short positions in Micron (MU) at an average price of $880, continued to expand short exposure to Nvidia (NVDA), and added short positions in semiconductor ETF SOXX at an average price of $506. Burry also increased long p

The Kospi closed July with a sharp rebound while Bitcoin remained stable near $64,300 despite major security and market developments. South Korean equities recovered as semiconductor stocks including Samsung Electronics and SK Hynix attracted renewed buying, yet Bitcoin showed little reaction to

Japanese stock indices closed higher on the 31st, with the Nikkei 225 rising 2,494.59 points (4.03%) to 64,362.02 and the Topix gaining 50.80 points (1.29%) to 4,003.30. The rally was driven by strong buying in AI and semiconductor stocks