Global TradFi & Macroeconomics

According to China's central bank, the yuan's midpoint rate against the U.S. dollar appreciated 5 points to 6.7873 on August 17, marking the strongest level since February 8, 2023.

The author of Rich Dad Poor Dad, Robert Kiyosaki, posted on X on Aug. 15, citing economic analyst Jim Rickards’ predictions that gold will reach $10k per ounce and silver $200 per ounce by the end of 2026, and naming silver as his top asset pick for August. On the same day, Kiyosaki reflected on futurist R. Buckminster Fuller’s influence on his worldview, saying Fuller had foreseen the emergence of Bitcoin and AI. Fuller’s Technological Predictions and Kiyosaki’s Career Turning Point In his X po

“Chip Inflation” Is Here: The Two Memory Giants Rebound Sharply, and KOSPI Enters a Technical Bull Market Data as of Aug. 14, 2026 (Korean stocks at the close / U.S. stocks at the Aug. 14 close) I. Key Views at a Glance The memory supercycle has entered a “verification-driven” phase: The supply-demand gap remains structurally tight (the three major manufacturers’ 2027 DRAM/HBM capacity is already sold out, with an HBM shortfall of 50–60%), but the pace of price increases is slowing (Q3 contract

Foreign investors net bought 6.547 trillion won in Korean stocks during the 10-14 trading period while individual investors net sold over 7 trillion won. The KOSPI rose for five consecutive trading days during this period, gaining 11.5% total. Foreign investors had net sold for three consecutive

Bitcoin extended its weekend decline on August 17, trading near $62,890, while continued divisions in the Gaza ceasefire talks weighed on market sentiment. Strategy Chairman Michael Saylor published an article on August 15 arguing that money is essentially “economic energy” and that Bitcoin is the optimal technology for storing that energy. CEO Phong Le expects the company to resume Bitcoin purchases by the end of 2026. Divisions in Gaza Ceasefire Talks: Trump Envoy Meets Mediators in Cairo Trum

Zijin Gold International released its interim results, reporting net profit attributable to shareholders of $1.451 billion for the first half of 2026, up 178.83% year-over-year.

According to Guru Club, polysilicon jumped nearly 7% on China's domestic futures market on August 17, with shipping routes and synthetic rubber gaining over 3%. Ethylene glycol, para-xylene, low-sulfur fuel oil, pure benzene, styrene, and crude oil advanced over 2%. Stainless steel and red dates

According to HHLR Advisors' latest disclosure, the fund platform under Hillhouse Capital held $832 million in U.S. stocks across 35 positions as of the end of Q2 2026. During the quarter, HHLR increased holdings in Nvidia, Coherent, Corning, and Lumentum, focusing on semiconductor and optical

Taiwan Stock Exchange weighted index opened with minimal movement on August 17, recording 45,841.17 points.

On August 17, early morning trading, Shanghai Gold Exchange gold T+D rose 1.42% to 953.0 yuan per gram, while silver T+D climbed 2.09% to 15,941 yuan per kilogram.

Shanghai Silver main contract futures rose 2.00% intraday on August 17, trading at 16,068 yuan per kilogram.

According to the company announcement released on August 17, Bitrensic (06082) reported estimated revenue for the six months ended June 30, 2026 of approximately 11.50 billion to 13.00 billion yuan, representing a year-over-year increase of 1,852% to 2,107%. Net losses for the period narrowed to app

According to China's JLY Energy, as of August 17, the first working day of the current pricing window, domestic gasoline and diesel prices are predicted to rise by 190 yuan per ton, with a price change rate of 3.42%. The reference crude oil price stands at 85.46 US dollars per barrel. The next prici

According to Odaily and Gate data, gold (XAUUSD) broke above $4,400 per ounce, currently trading at $4,400.80, up 0.6% from the previous trading session.

According to The Kobeissi Letter, global equity funds recorded $18.62 billion in net inflows in the week ending August 12, marking the 12th consecutive week of inflows. The cumulative inflow during this period reached $237.57 billion. Meanwhile, global technology sector funds saw $1.7 billion in ne

According to Taiwan Economic Daily, indium phosphide (InP) substrates and epitaxial wafers face severe supply shortages, with prices set to surge more than 10% in the fourth quarter—marking the record-largest increase in the material's history. The shortage reflects surging demand from optical

Spot silver rose over 1% intraday on August 17, reaching $65.31 per ounce.

Samsung Electronics leverage ETFs recorded returns exceeding 33% during the one-week period of Aug 7-13, as domestic stock funds averaged 9.60% gains amid an 8.2% KOSPI rally. The surge followed US Big Tech firms' continued AI investment announcements and the South Korean government's plan to

According to 10x Research, Bitcoin trading volume has shrunk to historic lows and the price has entered its narrowest range in recent months. Implied volatility in options markets has reached rare lows, while ETF inflows remain subdued and stablecoin reserves are showing continued net

According to fund evaluator KG Zero-in, Samsung Electronics single-stock leverage ETFs reached record returns during the past week ending August 13, with the top performer hitting 33.78%. The surge came as South Korea's benchmark Kospi index rose 8.2% over the same period, with domestic stock